How are these lists put together?

Signed-in readers list the software their firm runs on their profile. Each count is the number of distinct firms that listed the tool; a firm is a profile with a firm name. A tool appears only with 3 or more firms behind it, and a category only once 5 or more firms have picked something in it. Vendors have no input and nothing here can be bought.

Why is a tool I use not on the list?

Fewer than 3 firms on The Firm have listed it yet. Add it to your stack on your profile and it counts from the next refresh.

Do paid placements affect the counts?

No. A Category Partner placement is labelled where it appears and is not counted toward any position.

How often do the lists update?

Continuously. The page rebuilds from live picks within minutes of a change; the date above is the most recent pick counted.

From firms

What accounting firms actually run

2 firms on The Firm have shared the software they run. Lists appear once a category has enough firms behind it to mean something; here is what they run so far.

Updated 7 October 2026. Counts are distinct firms.

Firm
counted

No tool has 3 firms behind it yet. Yours could be the first.

How this works

Methodology

How are these lists put together?: Signed-in readers list the software their firm runs on their profile. Each count is the number of distinct firms that listed the tool; a firm is a profile with a firm name. A tool appears only with 3 or more firms behind it, and a category only once 5 or more firms have picked something in it. Vendors have no input and nothing here can be bought.
Why is a tool I use not on the list?: Fewer than 3 firms on The Firm have listed it yet. Add it to your stack on your profile and it counts from the next refresh.
Do paid placements affect the counts?: No. A Category Partner placement is labelled where it appears and is not counted toward any position.
How often do the lists update?: Continuously. The page rebuilds from live picks within minutes of a change; the date above is the most recent pick counted.

Lists: The Ledger Room, The Bills Desk, The Compliance Shelf, The Advisory Stack, The Practice Backbone, The AI Desk, The Front Door. Each covers the directory categories named in its blurb; together they cover all nineteen.