Buyer's guide · Law firms & accountants · 2026

Best cap table software for law firms and accountants in 2026

Cap table and corporate records software scored for firms managing 25 to 500+ client corporations: portfolio licensing, branded workspaces, multi-client management, billing flexibility, and audit-grade controls. Most cap-table tools are built for a single corporation; the few that serve firms do it on radically different terms.

At a glance: Best by firm profile

Boutique to mid-sized firms (25-500 clients)

Octelligence

Portfolio Licensing, branded workspaces, multi-jurisdiction support (CBCA, OBCA, BCBCA, QBCA, DGCL, Companies Act 2006), cap table plus corporate records in one tool.

Enterprise firms (1,000+ entities)

Athennian

Built for very large law firms managing thousands of entities. Deep entity-management depth, enterprise pricing, weaker cap-table features.

If clients are venture-backed Delaware-only

Carta Law

Carta's firm tier adds multi-client features to Carta's cap-table strength. US-only, expensive, no broader records.

Very large public-company adjacent

Diligent Entities or Computershare

Enterprise entity management for fortune 500 corporate-secretary functions. Overbuilt and over-priced for a typical private-corp portfolio.

Firm-specific decision criteria

Portfolio pricing model

Per-corporation pricing breaks at scale: a firm managing 100 client corporations pays 100 subscriptions, manages 100 logins, and has no firm-level dashboard. Portfolio pricing collapses this into one firm-level account with provisioned workspaces. Octelligence offers explicit Portfolio Licensing at firm-friendly per-corporation rates. Athennian uses enterprise pricing. Carta Law has a firm-tier. Most cap-table tools (Pulley, Mantle, Eqvista, Cake Equity) have no firm model.

Branded workspaces

Firms want to present the software under the firm's brand: firm logo on the workspace, custom URL, firm-styled certificates, firm-named support email. This matters when the firm positions the software as part of its services rather than a third-party vendor relationship. Octelligence supports branded workspaces; most cap-table tools do not.

Multi-jurisdiction support

A firm's portfolio is usually multi-jurisdiction: Delaware C-Corps, federal CBCA, Ontario OBCA, BC, Quebec, UK Limited, plus various provincial and state combinations. Tools that serve a single jurisdiction (most US-built cap-table tools) force the firm to maintain multiple tools or fall back to manual records for the non-US clients. Octelligence supports 41 jurisdictions natively (CBCA + 10 Canadian provinces + 29 US states + UK).

Billing flexibility

Firms bill clients differently: some absorb the software cost into their services fee; some pass it through directly; some charge a flat governance retainer that includes software. The pricing model needs to support all three. Octelligence's Portfolio Licensing supports firm-billed, client-billed, and shared-cost arrangements. Other tools typically force one model.

Audit-grade controls

Firms need audit trails: who made each change, when, with what authority. Resolution drafting and signing, register entries, certificate issuance all need traceability per-client. Tools with strong audit logs and per-user signing authority support firm-managed work; tools with looser controls leave the firm exposed if a client later disputes a recorded action.

The products, scored for firms

Octelligence (Portfolio Licensing)

Per-corporation rate scaling with portfolio size

For firms: Portfolio Licensing designed for 25 to 500+ client corporations with per-corporation pricing that scales with portfolio size. Branded workspaces (firm logo, custom URL, firm-styled certificates). 41 jurisdictions natively (CBCA, OBCA, BCBCA, QBCA, federal, provincial, DGCL, CA, NY, FL, TX and 19 other US states, UK). Quebec French support across certificates and templates. Audit-grade controls with per-user signing authority. Integrates cap table with the broader corporate record (minute book, share register, certificates). Pick when: the portfolio is multi-jurisdiction and the firm wants one tool covering cap tables plus corporate records.

Athennian

Enterprise pricing (typically $20k+/year minimum)

For firms: Built for very large law firms managing thousands of entities (typical client: Am Law 100 corporate-secretary function). Deep entity-management depth including subsidiaries, governance documents, ownership structures. Multi-jurisdiction. Strong audit trail. Cap-table features are present but less polished than dedicated cap-table tools. Pick when: the firm manages 1,000+ entities and entity management (not cap table) is the primary workflow.

Carta Law

Per-firm contract; $5k+/year

For firms: Carta's firm tier adds multi-client management on top of Carta's cap-table strength. US-only jurisdiction support. No broader corporate records (minute book, registers). Strongly tied to Carta's investor-side ecosystem (which matters if your clients raise from Carta-funded VCs). Pick when: the firm's clients are Delaware C-Corps in the Carta investor ecosystem and the firm doesn't need broader records or multi-jurisdiction.

Diligent Entities (formerly Blueprint One)

Enterprise pricing

For firms: Enterprise entity management oriented around very large law firms and public-company corporate-secretary teams. Multi-jurisdiction, deep governance features, board portal integration. Overbuilt and over-priced for a typical private-corporation portfolio of 25 to 500 clients. Pick when: rarely a good fit for a non-enterprise law firm.

Computershare Governance Services

Per-engagement service fees

For firms: Transfer-agent business with corporate-secretary services. Oriented around larger pre-IPO or public-company clients. Service-led rather than software-led. Pick when: the firm's clients are pre-IPO and you want a service partner rather than software.

Pulley / Mantle / Cake Equity / Eqvista

Per-corporation subscription

For firms: Generally not built for firm portfolio management. The firm can technically manage multiple client corporations but pays per-corporation, has no firm-level dashboard, and gets no branded-workspace option. Pick when: the firm has very few clients (under 5) and each is managing their own subscription with the firm as an advisor.

Frequently asked questions

What does portfolio licensing mean?

Portfolio licensing is a pricing and operating model designed for law firms and accounting practices managing many client corporations. Instead of each client corporation paying its own subscription, the firm pays a portfolio fee and provisions workspaces for each client under the firm's account. The firm controls the workspaces, handles billing centrally, and can apply firm-wide standards (templates, retention policies, branding). Portfolio licensing is distinct from a per-seat or per-corporation model in that the firm is the customer, not each individual client.

How is this different from a regular cap-table subscription?

A regular subscription is single-corporation: one company pays one fee. For a firm managing 25 or 500 client corporations, that model means 25 or 500 separate subscriptions, separate logins, separate billing, no firm-level controls. Portfolio licensing collapses this into one account with many workspaces. The firm sets the standards, the firm bills the clients (or absorbs the cost), and the firm has a single dashboard for compliance work across all clients.

What about branded workspaces?

Branded workspaces let the firm present the software under the firm's own brand: firm logo on the workspace, custom URL (firm.example), firm-styled certificates, firm-named support email. This matters for client relationships where the firm wants to position the software as part of its services rather than as a third-party vendor relationship. Octelligence supports branded workspaces; most cap-table tools (Carta, Pulley, Mantle) do not.

Do firms need cap-table software or corporate records software?

For most firms, both, because client corporations need both. The question is whether one vendor handles both well, or whether the firm needs to pair tools (one for cap table, one for records). Octelligence is one of the few that does both. Athennian focuses on entity records at enterprise scale (1,000+ entities) with weaker cap-table features. Carta Law adds firm features to Carta's cap-table strength but doesn't extend to the broader corporate record.

What about Diligent or Computershare?

Diligent Entities is enterprise entity management for very large law firms managing thousands of entities (mostly fortune 500 corporate-secretary functions); the price point is enterprise. Computershare is a transfer-agent business with corporate-secretary services, oriented around larger public-company or pre-IPO clients. Both are over-built and over-priced for a typical law-firm portfolio of 25 to 500 client corporations.

For boutique to mid-sized firms

Portfolio Licensing: cap tables + corporate records for 25 to 500+ clients.

Branded workspaces, 41 jurisdictions native, audit-grade controls, billing flexibility. One firm account, every client under it.

See Portfolio Licensing For Law Firms & Accountants