# Top Free Accounting Practice Management Software

## How Many Accounting Practice Management Software Products Does G2 Track?

**Total Products under this Category:** 139

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 (↑0.03 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Mango Practice Management (+4.51%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month

_Last updated: August 05, 2026_

## How Does G2 Rank Accounting Practice Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 4,800+ Authentic Reviews
- 139+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Accounting Practice Management Software
 ![G2 Grid® for Accounting Practice Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/accounting-practice-management/grids.png?focus%5B%5D=36425&focus%5B%5D=18207&focus%5B%5D=87918&focus%5B%5D=87849&focus%5B%5D=46118&focus%5B%5D=103265&focus%5B%5D=113232&focus%5B%5D=67575)

Highlighted products: Karbon, Canopy, QuickBooks Online Accountant, Xero Practice Manager, Dext, Financial Cents, 8am CPACharge, and Suralink.

Underlying data: [Grid® JSON](https://www.g2.com/categories/accounting-practice-management/grids.json?focus%5B%5D=karbon-2025-03-03&focus%5B%5D=canopy-2026-05-12&focus%5B%5D=quickbooks-online-accountant&focus%5B%5D=xero-practice-manager&focus%5B%5D=dext&focus%5B%5D=financial-cents&focus%5B%5D=8am-cpacharge&focus%5B%5D=suralink)

**Sponsored**

### Levvy

Levvy is a next-gen Practice Management Platform built for accounting & CAS firms, connecting teams with everything they need to do work- all in one place. It eliminates digital friction to improve team collaboration, boost productivity, and enhance client service delivery with features like: Real-time capacity management, • Dynamic Workspace that lets teams view, schedule, and track progress on all work in one seamless space • Embedded chat and document sharing for seamless team communication • All-in-one view of task details, instructions, files, and comments to eliminate switching between apps. • Automated workflows for enhanced operations

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1592&secure%5Bchosen_at%5D=2026-08-15T07%3A27%3A55Z&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1391978&secure%5Bresource_id%5D=1592&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Faccounting-practice-management%2Ffree&secure%5Btoken%5D=fd42419d08bcd9d8cabd6d92b53d15f83ccea366665404e24e02b936de8faf0f&secure%5Burl%5D=https%3A%2F%2Fwww.levvy.com%2F&secure%5Burl_type%5D=product_website)

### [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews)

Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

**Average Rating:** 4.8/5.0

**Total Reviews:** 915

#### How Do G2 Users Rate Karbon?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 7.6/10 (Category avg: 7.8/10)
- **New Client:** 8.9/10 (Category avg: 8.5/10)
- **Job Status:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Karbon?

- **Seller:** [KarbonHQ](https://www.g2.com/sellers/karbonhq)
- **Company Website:** karbonhq.com
- **Year Founded:** 2014
- **HQ Location:** Sausalito, California
- **Twitter:** @karbonhq  
3,663 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90f630741f65271216067b89a84001b809af56d3bca80995c991739386b7ec9c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3795518%2F&secure%5Burl_type%5D=linkedin_company_website)  
420 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant, Bookkeeper
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 86% Small, 10% Medium

#### What Do G2 Reviewers Say About Karbon?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Karbon, appreciating its functionality for managing workflow and correspondence.
- Users appreciate the **efficient task management** of Karbon, enhancing organization and productivity across their workflows.
- Users value the **efficiency** of Karbon, noting improved organization and streamlined task management that enhances productivity.
- Users commend Karbon for its **excellent communication and collaboration tools** , enhancing team workflows and client management.
- Users appreciate the **enhanced team collaboration** and streamlined task management in Karbon, boosting overall productivity.

##### Cons

- Users noted the **missing features** like a simple task list and mass client invite, affecting usability.
- Users find the **email integration confusing** , complicating email handling and causing issues with triage and organization.
- Users find the **steep learning curve** of Karbon challenging, particularly with customization and advanced features.
- Users struggle with **poor usability** in Karbon due to constant UI changes and a steep learning curve.
- Users find **email integration confusing** , complicating triage and making it hard to manage sensitive messages effectively.

#### What Are Recent G2 Reviews of Karbon?

**["Chief Operating Officer"](https://www.g2.com/survey_responses/karbon-review-13265886)**

**Rating:** 4.0/5.0 stars

_— Johanna G._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13265886)

**["Streamlined Workflows, Better Collaboration"](https://www.g2.com/survey_responses/karbon-review-13222105)**

**Rating:** 5.0/5.0 stars

_— Whitney M._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13222105)

### [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews)

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. As the firm-wide operating system, Canopy eliminates the need for disconnected tools by centralizing client management, CRM, document management, workflow, time and billing, and engagements into a single, modern platform. By providing one platform and one login, Canopy enables firms of all sizes to manage their entire practice with total visibility and scale. At the heart of the platform is Canopy Coworker, an everywhere AI that makes work across the firm simpler and faster by drafting content and summarizing data. To further automate the firm’s administrative load, Canopy Notetaker captures and transcribes client meetings, instantly turning conversations into organized notes and tasks. This cloud-native solution is purpose-built to help accounting professionals modernize without the migration migraine. Key capabilities include: Canopy Coworker: Utilize Canopy’s everywhere AI assistant to draft emails, summarize complex documents, and surface insights across your entire practice, making every team member more efficient. Canopy Notetaker: Automate your meeting documentation. This dedicated tool joins your client calls to record, transcribe, and extract action items, ensuring every detail is captured and synced to the client record. Engagements & Proposals: Deliver a professional, branded experience with engagement wizards that include custom pricing, automated billing frequencies, and clear terms of service to eliminate scope creep. Client Management & Portal: Use a secure, digital front door for your firm. The client portal allows for real-time collaboration, secure document sharing, and eSignatures, all backed by a robust CRM. Workflow & Task Management: Build a self-running firm with customizable templates and automated recurring steps. Track team capacity and project progress in real time. Document Management: Request and store files securely in a central hub. Clients can upload documents directly to their portal, removing security risks and reducing email back-and-forth. Time & Billing: Automate your revenue cycle with integrated time tracking, recurring invoicing, and faster payment collection options. Tax Resolution & Transcripts: Streamline tax-specific services by accessing IRS transcripts, notices, and resolution forms directly within the platform. Canopy’s all-in-one platform uses integrated automation to eliminate repetitive administrative tasks and keep projects moving forward. This allows firms to increase capacity and focus on high-value work without the complexity of managing a fragmented tech stack. By uniting every aspect of your practice into a single firm-wide operating system, Canopy provides the structure and visibility needed to run a modern, autonomous, and truly client-focused firm.

**Average Rating:** 4.6/5.0

**Total Reviews:** 803

#### How Do G2 Users Rate Canopy?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Reporting:** 7.5/10 (Category avg: 7.8/10)
- **New Client:** 8.5/10 (Category avg: 8.5/10)
- **Job Status:** 8.5/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Canopy?

- **Seller:** [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799)
- **Company Website:** www.getcanopy.com
- **Year Founded:** 2014
- **HQ Location:** Draper, Utah
- **Twitter:** @canopysuite  
1,991 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa3b0137390f92d2bc667b54abb7015e70065475a23d5628376a7fa38e5c32fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcanopy-inc%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
310 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CPA
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 81% Small, 2% Medium

#### What Do G2 Reviewers Say About Canopy?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Canopy, benefiting from its user-friendly design and efficient workflow management.
- Users find Canopy's **task management features** invaluable for enhancing productivity and simplifying workflow processes.
- Users value Canopy's **easy document management** , enhancing organization and efficiency in client interactions and operations.
- Users find Canopy enhances **efficiency** by streamlining workflows, automating tasks, and centralizing information in one platform.
- Users commend Canopy for its **efficiency improvement** , significantly reducing workflow time and enhancing productivity through automation.

##### Cons

- Users find **Canopy's task management glitchy** , hindering efficiency and overall user experience due to outdated interface issues.
- Users face **document management issues** in Canopy, struggling with navigation, task organization, and merge template functionality.
- Users find the **limited customization** of Canopy's features frustrating, wishing for more flexibility in settings and reports.
- Users experience **inefficiency** with Canopy due to complicated workflows, glitches, and a dated interface, hindering productivity.
- Users find the **time-consuming setup** of Canopy to be a notable drawback impacting their overall experience.

#### What Are Recent G2 Reviews of Canopy?

**["A Great All-in-One Practice Management Platform"](https://www.g2.com/survey_responses/canopy-review-13207406)**

**Rating:** 4.5/5.0 stars

_— Chantile F._

[Read full review](https://www.g2.com/survey_responses/canopy-review-13207406)

**["Templates That Streamline Workflows and Scale Our Accounting Firm"](https://www.g2.com/survey_responses/canopy-review-13176527)**

**Rating:** 4.5/5.0 stars

_— Adam H._

[Read full review](https://www.g2.com/survey_responses/canopy-review-13176527)

### [Dext](https://www.g2.com/products/dext/reviews)

Automate bookkeeping with Dext. Capture receipts, invoices, expenses & mileage, extract and code data, sync to Xero, QBO & 30+ platforms. Trusted by 12K+ accounting and bookkeeping firms. Start your free trial today. Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combines artificial intelligence, automation, and seamless integrations to deliver accurate, real-time financial data for smarter decisions. More than 700,000 businesses and 12,000 accounting firms trust Dext. Each year, it processes over 320 million financial documents with 99.9 percent data extraction accuracy. Dext connects to more than 11,500 banks, platforms, and accounting systems worldwide. How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. Receipt scanning and submission options The Dext mobile app makes data capture simple and fast. Users can quickly snap a picture of their receipts and then submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims with ease. Dext also supports receipt uploads via email, WhatsApp, Dropbox, drag-and-drop, and direct bank feeds, giving teams complete flexibility. Automation, AI, and OCR Dext turns manual bookkeeping into an intelligent, automated process. Its AI and OCR technologies achieves 99.9 percent accuracy, even with handwritten receipts. Custom rules, such as supplier rules and smart splits, let users automate how transactions are categorised and posted. Integrations and ecosystem Dext connects with more than 11,500 banks, e-commerce platforms, and payment systems and syncs with over 30 accounting softwares. This eliminates duplicate data entry and keeps all of your data together in one place. Dext syncs directly with Xero, QuickBooks, and Sage, and connects to Amazon, Shopify, Stripe, and PayPal for e-commerce data. Expense management Dext simplifies expense tracking and approvals. Users can capture, submit, and reconcile expenses automatically. The platform supports multi-currency transactions and mileage calculations. Quick filters and search features make it easy to find any record instantly. Reconciliation and accuracy Dext’s AI automatically matches transactions with bank feeds or accounting records. It identifies duplicates and ensures consistent accuracy without the need for spreadsheets or manual checks. Security and compliance Dext is built for security and scalability. It uses bank-level encryption, GDPR-compliant hosting in the UK and EU, and secure cloud storage for up to 10 years. Dext Solo is also fully MTD UK-ready. Recognition and ratings - Xero App Partner of the Year (UK and US, 2024) - QuickBooks Developer Spotlight 2024 - SME News Best Cloud-Based Accounting Software 2023 - Rated 4.7 stars on Trustpilot, 4.8 stars on the App Store, and 4.5 stars on Google Play. FAQs What is Dext used for? Dext automates the collection, extraction, and categorisation of financial documents. It helps businesses eliminate manual bookkeeping and reduce data entry errors. Who uses Dext? Accountants, bookkeepers, and small to medium-sized businesses across many industries use Dext to simplify financial management. Does Dext integrate with accounting software? Yes. Dext integrates directly with Xero, QuickBooks, Sage, and over 11,500 banks, platforms, and systems worldwide. How accurate is Dext? Dext uses AI and OCR technology with 99.9 percent data extraction accuracy. This ensures every document is processed reliably and securely. \* Start your 14-day free trial today and experience smarter bookkeeping with Dext.

**Average Rating:** 4.6/5.0

**Total Reviews:** 299

#### How Do G2 Users Rate Dext?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Reporting:** 8.8/10 (Category avg: 7.8/10)
- **New Client:** 9.0/10 (Category avg: 8.5/10)
- **Job Status:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Dext?

- **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group)
- **Company Website:** www.IRISglobal.com
- **Year Founded:** 1978
- **HQ Location:** Alpharetta, GA
- **Twitter:** @IRISSoftwareGrp  
1,340 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d5cae0c04e3a3725e4b2abe05f501de055991b7a0fdef1439dd569e550e8fb5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firis-software-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,042 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 87% Small, 12% Medium

#### What Do G2 Reviewers Say About Dext?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Dext, making document handling simple and efficient.
- Users value Dext for its **time-saving automation** , drastically reducing manual work and enhancing efficiency.
- Users find Dext's **automation capabilities** incredibly helpful, significantly reducing manual work and saving time on tasks.
- Users love the **automation efficiency** of Dext, saving time and ensuring accurate data capture seamlessly.
- Users value the **efficiency** of Dext, seamlessly integrating with systems and automating processes to save time.

##### Cons

- Users express concerns about **pricing issues** , citing unexpected fees and a lack of support regarding billing disputes.
- Users report **billing issues** with Dext, including unauthorized charges and poor customer service, leading to frustration and distrust.
- Users experience occasional **slow processing** of documents and invoices, which can disrupt their workflow at times.
- Users experience significant **approval issues** with Dext, facing unauthorized charges and difficulties in app functionality.
- Users express frustration over **expensive fees** and unauthorized charges, feeling misled and undervalued by Dext’s practices.

#### What Are Recent G2 Reviews of Dext?

**["Streamlined Invoice and Receipt Processing, Needs Better Expense Management"](https://www.g2.com/survey_responses/dext-review-13220060)**

**Rating:** 4.5/5.0 stars

_— Ryan S._

[Read full review](https://www.g2.com/survey_responses/dext-review-13220060)

**["Dext Makes Receipts and Expenses Effortless and Organised"](https://www.g2.com/survey_responses/dext-review-13251830)**

**Rating:** 4.5/5.0 stars

_— Emmy H._

[Read full review](https://www.g2.com/survey_responses/dext-review-13251830)

#### What Are G2 Users Discussing About Dext?

- [What is Dext Prepare used for?](https://www.g2.com/discussions/what-is-dext-prepare-used-for) - 1 upvote
- [What is Dext Precision used for?](https://www.g2.com/discussions/what-is-dext-precision-used-for)

### [Financial Cents](https://www.g2.com/products/financial-cents/reviews)

An all-in-one and easy-to-use accounting practice management software that has everything you need to collaborate with your team, track client work, automate workflows, get organized and hit your deadlines. Financial Cents simplifies your day-to-day—so you and your team can stop juggling spreadsheets, multiple apps and emails, and focus on serving clients. Financial Cents brings everything you need into a single, intuitive platform: - Accounting Workflow Management and Automation - Team collaboration tools - Built-in client communication - Capacity Management - Email Integration & Management - 200+ Workflow templates - Client Portal - CRM - Inbuilt payment collection & automation - Business insights and reports: Realization & profitabily report, team utilization, work insights, revenue insights and more. - Proposals and Engagement Letters - Document Management & secure file sharing (unlimited storage) - and more

**Average Rating:** 4.7/5.0

**Total Reviews:** 245

#### How Do G2 Users Rate Financial Cents?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Reporting:** 8.6/10 (Category avg: 7.8/10)
- **New Client:** 9.1/10 (Category avg: 8.5/10)
- **Job Status:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Financial Cents?

- **Seller:** [Financial Cents](https://www.g2.com/sellers/financial-cents)
- **Year Founded:** 2020
- **HQ Location:** Atlanta, US
- **Twitter:** @\_FinancialCents  
1,287 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2594de7904d95891ae44205e8808a37b84849d84de4d77c9656f4397768f5bce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinancial-cents%2F&secure%5Burl_type%5D=linkedin_company_website)  
76 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 98% Small, 2% Medium

#### What Do G2 Reviewers Say About Financial Cents?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Financial Cents, finding navigation simple and efficient for all features.
- Users rave about the **organized and flexible workflows** in Financial Cents, enhancing efficiency and client service.
- Users commend the **efficiency improvements** provided by Financial Cents, enhancing project tracking and workflow management.
- Users value the **effective communication tools** of Financial Cents, enhancing client interactions and team collaboration significantly.
- Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining operations effortlessly.

##### Cons

- Users find the **price point too high** for smaller firms, limiting access to essential features and scalability.
- Users find the **limited functionality** in reporting tools and templates hinder effective management and client interactions.
- Users find the **document management issues** of Financial Cents frustrating, especially with file storage and coordination challenges.
- Users are frustrated by the **limited task closure options** and lack of active reminders in Financial Cents.
- Users face challenges with **email integration** in Financial Cents, experiencing issues like duplication and limited segmentation.

#### What Are Recent G2 Reviews of Financial Cents?

**["Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close"](https://www.g2.com/survey_responses/financial-cents-review-12747009)**

**Rating:** 5.0/5.0 stars

_— Stephen L._

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-12747009)

**["Responsive, Helpful Staff Behind the Platform"](https://www.g2.com/survey_responses/financial-cents-review-13218277)**

**Rating:** 5.0/5.0 stars

_— David M._

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-13218277)

#### What Are G2 Users Discussing About Financial Cents?

- [What is Financial Cents used for?](https://www.g2.com/discussions/what-is-financial-cents-used-for)

### [Suralink](https://www.g2.com/products/suralink/reviews)

Suralink is the agentic automation platform for accounting firms & their clients. We help our customers deliver their most efficient engagements ever. We do that by unifying the entire Request-to-Review process and empowering teams with configurable AI agents to pre-screen data, automate analysis, and deliver critical insights. Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration. By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review.

**Average Rating:** 4.5/5.0

**Total Reviews:** 176

#### How Do G2 Users Rate Suralink?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Reporting:** 8.5/10 (Category avg: 7.8/10)
- **New Client:** 8.1/10 (Category avg: 8.5/10)
- **Job Status:** 8.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Suralink?

- **Seller:** [Suralink](https://www.g2.com/sellers/suralink)
- **Company Website:** www.suralink.com
- **Year Founded:** 2014
- **HQ Location:** Salt Lake City,Utah
- **Twitter:** @Suralink  
724 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c668bc94e7b5386d191e337ef51b45c65c44a25f04ef86f0df02637ff9cb55cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuralink%2F&secure%5Burl_type%5D=linkedin_company_website)  
111 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Manager, Partner
- **Top Industries:** Accounting, Consulting
- **Company Size:** 44% Medium, 41% Small

#### What Do G2 Reviewers Say About Suralink?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **intuitive ease of use** of Suralink, making client onboarding quick and hassle-free.
- Users value the **secure document sharing** of Suralink, ensuring safe uploads and easy interactions for confidential information.
- Users appreciate the **intuitive interface** of Suralink, which simplifies document management and enhances collaboration.
- Users value the **easy initial setup** of Suralink, ensuring a smooth transition and intuitive experience for all clients.
- Users highlight Suralink's **efficiency and time savings** , as it automates requests and enhances collaboration seamlessly.

##### Cons

- Users are frustrated by **poor notifications** from Suralink, which delay alerts for new client uploads and cause confusion.
- Users express frustration with **missing features** in Suralink, including limitations in email functionality and a subpar notification system.
- Users experience **file management limitations** with Suralink, making it difficult to attach additional files in existing email threads.
- Users experience **access issues** with Suralink, including difficulties locating files and challenges with Multi-Factor Authentication.
- Users face **difficult learning** curves with Suralink, struggling with uploading and accessing documents effectively.

#### What Are Recent G2 Reviews of Suralink?

**["Suralink Keeps Clients and Firms Organized, Clear, and Accountable"](https://www.g2.com/survey_responses/suralink-review-13074630)**

**Rating:** 5.0/5.0 stars

_— Claire S._

[Read full review](https://www.g2.com/survey_responses/suralink-review-13074630)

**["Streamlines Audit Collaboration & Strong Audit Trail"](https://www.g2.com/survey_responses/suralink-review-12989030)**

**Rating:** 5.0/5.0 stars

_— Sanjay S._

[Read full review](https://www.g2.com/survey_responses/suralink-review-12989030)

#### What Are G2 Users Discussing About Suralink?

- [What is a PBC accounting?](https://www.g2.com/discussions/what-is-a-pbc-accounting)
- [Is Suralink safe?](https://www.g2.com/discussions/is-suralink-safe)
- [How do you use Suralink?](https://www.g2.com/discussions/how-do-you-use-suralink)
- [What does Suralink do?](https://www.g2.com/discussions/what-does-suralink-do)

### [Docyt](https://www.g2.com/products/docyt/reviews)

Experience AI bookkeeping with Docyt, saving 500 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.

**Average Rating:** 4.7/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Docyt?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10)
- **Reporting:** 9.4/10 (Category avg: 7.8/10)
- **New Client:** 9.5/10 (Category avg: 8.5/10)
- **Job Status:** 9.1/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Docyt?

- **Seller:** [Docyt](https://www.g2.com/sellers/docyt)
- **HQ Location:** Santa Clara, CA
- **Twitter:** @Docyt\_inc  
291 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d4a861193d2fde7d9c592679781a5d3317bfd0abb5c7db377147e9983e66f77&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdocyt%2F&secure%5Burl_type%5D=linkedin_company_website)  
203 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Retail, Hospitality
- **Company Size:** 89% Small, 9% Medium

#### What Do G2 Reviewers Say About Docyt?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **prompt and professional customer support** from Docyt's team, enhancing their bookkeeping experience.
- Users commend the **ease of use** of Docyt, appreciating its user-friendly platform and swift onboarding process.
- Users appreciate the **automation features** of Docyt, finding it easy and reliable for managing their finances.
- Users value the **efficiency improvement** with Docyt, as it simplifies bookkeeping and enhances real-time financial insights.
- Users value the **seamless integration** with existing systems, enhancing their overall experience and efficiency.

##### Cons

- Users express frustration with **delays** in check processing, experiencing significant waits that undermine real-time functionality.
- Users experience **project delays** due to unfamiliar vendors and a lack of consistency among team members.
- Users face delays with **vendor management** as checks take too long to reach vendors, affecting overall efficiency.
- Users face numerous **bug issues** with Docyt, leading to frustration and delays in functionality.
- Users face **communication issues** due to unfamiliarity with vendors and frequent team member changes affecting posting consistency.

#### What Are Recent G2 Reviews of Docyt?

**["Met or Exceeded My Expectations"](https://www.g2.com/survey_responses/docyt-review-11014187)**

**Rating:** 4.5/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/docyt-review-11014187)

**["User friendly software and great back end team"](https://www.g2.com/survey_responses/docyt-review-10873067)**

**Rating:** 5.0/5.0 stars

_— Viren P._

[Read full review](https://www.g2.com/survey_responses/docyt-review-10873067)

### [DataSnipper](https://www.g2.com/products/datasnipper/reviews)

DataSnipper is the agentic platform transforming how audit and finance teams work. Powered by AI Agents, DataSnipper helps professionals reduce manual work, analyze documents and data faster, and focus more time on judgement and analysis where it matters most. In 2025, DataSnipper delivered more than $1.4B in productivity savings across audit and finance workflows, as organizations increasingly adopted AI to support complex, regulated processes. At the center of this innovation are Excel Agents and Disclosure Agents, designed to move beyond task-level automation and support end-to-end audit and reporting workflows directly inside Excel. DataSnipper's innovation has been recognized globally, including the 2026 Forbes Fintech 50 — the only European company on the list — and TIME's Best Inventions of 2025 in the Artificial Intelligence category for DocuMine, highlighting breakthrough AI designed to help professionals analyze large volumes of documents with speed and transparency. Trusted by Fortune 500 companies, government agencies, global enterprises, and all Big Four audit firms, DataSnipper is used by professionals in 175 countries to accelerate audit and finance workflows while maintaining full transparency and control. AI Agents: The Next Generation of Audit & Finance Automation At the core of DataSnipper are Excel Agents and Disclosure Agents, designed to go beyond task-level automation and support complete audit and reporting workflows: - Excel Agents — Describe a task in plain language and the agent plans and executes it end-to-end: matching sample data to documents, extracting key fields, and comparing results to expectations. No templates, no complex setup — just prompt-driven automation with explainable, audit-ready outputs and full cross-references. - Disclosure Agents — Turn days of manual disclosure checklist reviews into minutes. Automatically analyze checklists against financial statements across IFRS, GAAP, and other global standards, cross-check firm-specific policies, and link every requirement to transparent, verifiable evidence. Intelligent Automation Features DataSnipper also gives audit and finance teams a full suite of automation capabilities directly in Excel: - Document Matching — Automatically match Excel data to invoices, bank statements, contracts, and other source documents. - Data Extraction — Extract data from documents with consistent layouts and apply the same logic at scale. - DocuMine — AI-powered document intelligence that lets teams mine, analyze, and verify large volumes of documents. Named to TIME's Best Inventions of 2025 in the Artificial Intelligence category, alongside Nvidia, Anthropic, and DeepSeek. - AI Extractions — Turn unstructured documents across languages and formats into analysis-ready data directly in Excel. - Cross-Referencing & Audit Trail — Every snip, extraction, and AI output links back to its source document, creating a fully traceable, verifiable audit trail. - Real-Time Collaboration — Work simultaneously with team members in the same workbook, syncing data and references in real time. Why Audit & Finance Teams Choose DataSnipper - Lives inside Excel — No new tools to learn. Teams adopt DataSnipper immediately within the environment they already know, supported by a dedicated customer success team. - $1.4B+ in productivity savings delivered in 2025 — Measurable impact across audit and finance workflows globally. - 600,000+ professionals across 175 countries — Trusted by all Big Four firms (Deloitte, EY, KPMG, PwC), Fortune 500 companies, government agencies, and global enterprises. - Award-winning innovation — 2026 Forbes Fintech 50 (only European company on the list) · TIME Best Inventions 2025 (AI category) · Fast Company Next Big Things in Tech 2025 · G2 Leader in Financial Audit Software. - Scales with your team — Three packages (Start, Accelerate, Elevate) to support firms from small practices to global organizations. Built for Trust and Transparency Every AI output is grounded in source evidence. DataSnipper does not train or fine-tune models on customer data. Customer prompts and documents are processed temporarily (up to 24 hours) and then permanently deleted. SOC 2 Type II certified, with data encrypted in transit and at rest, and regional data centers across the U.S., EU, and Australia. See DataSnipper in Action Ready to automate your audit and finance workflows with AI Agents? Book a personalized demo and discover how DataSnipper can help your team reduce manual work, improve quality, and reclaim time for higher-value analysis, all without leaving Excel.

**Average Rating:** 4.8/5.0

**Total Reviews:** 219

#### How Do G2 Users Rate DataSnipper?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Reporting:** 2.5/10 (Category avg: 7.8/10)
- **New Client:** 2.5/10 (Category avg: 8.5/10)
- **Job Status:** 2.5/10 (Category avg: 8.7/10)

#### Who Is the Company Behind DataSnipper?

- **Seller:** [DataSnipper](https://www.g2.com/sellers/datasnipper)
- **Company Website:** Datasnipper.com
- **Year Founded:** 2017
- **HQ Location:** Amsterdam, NL
- **Twitter:** @DataSnipper  
150 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f617d32d72cb2270af818ce23625eab8e81d0bd8ce35574f623b8dbb52daa783&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdatasnipper%2F&secure%5Burl_type%5D=linkedin_company_website)  
280 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Auditor, Associate
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 43% Large, 36% Medium

#### What Do G2 Reviewers Say About DataSnipper?

_AI-generated summary from verified user reviews_

##### Pros

- Users find DataSnipper to be **easy to use** , facilitating quick adoption and efficient review processes for audits.
- Users value the **efficiency of document management** in DataSnipper, greatly reducing manual effort and enhancing accuracy.
- Users highlight the **enhanced efficiency** of DataSnipper, significantly speeding up audit processes and document management.
- Users highlight the **time-saving efficiency** of DataSnipper, enabling faster and more accurate document processing.
- Users value the **audit efficiency** of DataSnipper, significantly speeding up document reviews and data extraction processes.

##### Cons

- Users experience **slow loading** times with DataSnipper, especially when handling large documents or multiple uploads.
- Users experience **bugs and extraction issues** with DataSnipper, leading to frustration during document processing.
- Users experience **missing features** like limited customization options and certain advanced tools locked behind higher-tier licenses.
- Users find **poor usability** in DataSnipper, struggling with correcting snips and experiencing sluggish spreadsheet performance.
- Users experience **Excel performance issues** with DataSnipper, particularly during heavy document usage and large financial statements.

#### What Are Recent G2 Reviews of DataSnipper?

**["Efficient Document Vouching and Faster Client Info Retrieval"](https://www.g2.com/survey_responses/datasnipper-review-12513968)**

**Rating:** 5.0/5.0 stars

_— Sanjay C._

[Read full review](https://www.g2.com/survey_responses/datasnipper-review-12513968)

**["DataSnipper Makes Audit Reviews Faster with Easy Validation and Quick Table Extraction"](https://www.g2.com/survey_responses/datasnipper-review-13182480)**

**Rating:** 4.5/5.0 stars

_— Helen S._

[Read full review](https://www.g2.com/survey_responses/datasnipper-review-13182480)

#### What Are G2 Users Discussing About DataSnipper?

- [What is DataSnipper used for?](https://www.g2.com/discussions/what-is-datasnipper-used-for) - 1 comment

### [Uku](https://www.g2.com/products/uku/reviews)

Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages.

**Average Rating:** 4.7/5.0

**Total Reviews:** 109

#### How Do G2 Users Rate Uku?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 9.1/10 (Category avg: 7.8/10)
- **New Client:** 9.4/10 (Category avg: 8.5/10)
- **Job Status:** 9.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Uku?

- **Seller:** [Getuku](https://www.g2.com/sellers/getuku)
- **Year Founded:** 2017
- **HQ Location:** Tallinn, EE
- **Twitter:** @accountinguku  
48 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe109c6a02eac5b280578ebe62baf778f92fbcdebbc69c889b05ed35211dd2a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetuku%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 72% Small, 27% Medium

#### What Do G2 Reviewers Say About Uku?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Uku's **ease of use** impressive, noting its intuitive design and straightforward setup process.
- Users value Uku's **time tracking capabilities** , enabling improved efficiency and accountability for teams and projects.
- Users appreciate the **easy-to-use and attractive user interface** , enhancing their daily experience and company adaptation.
- Users value the **effective task management** in Uku, as it helps streamline planning and enhances workflow organization.
- Users love the **efficient organization** features of Uku, making time tracking and task management seamless for teams.

##### Cons

- Users find the **learning curve for recurring tasks** steep, leading to confusion and duplicate entries in Uku.
- Users find it **challenging to locate completed tasks** in Uku's calendar without exact dates, impacting ease of use.
- Users find the **difficult learning** curve of Uku frustrating, making task management complex and confusing.
- Users find **date issues** frustrating, as tasks may disappear or appear duplicated, complicating task management and planning.
- Users experience **integration issues** with Uku, facing complications in tasks management and inefficient manual processes.

#### What Are Recent G2 Reviews of Uku?

**["Effortless Task Management and Time Savings with Uku"](https://www.g2.com/survey_responses/uku-review-12201595)**

**Rating:** 4.0/5.0 stars

_— Kelly-Ly T._

[Read full review](https://www.g2.com/survey_responses/uku-review-12201595)

**["Easy Setup, Smooth Onboarding, and a Clear UI Overview"](https://www.g2.com/survey_responses/uku-review-13158722)**

**Rating:** 5.0/5.0 stars

_— Sámuel Sebastian W._

[Read full review](https://www.g2.com/survey_responses/uku-review-13158722)

### [Mango Practice Management](https://www.g2.com/products/mango-practice-management/reviews)

Founded by a practice CPA for over 35 years, Mango Practice Management is truly built by accountants for accountants. We provide project management, document management, time and billing, secure file-sharing, integrated payments, and client engagement solutions that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Like we always say, Mango has everything you need, all in one place. Start your 10-day free trial at www.mangopractice.com to take back control of your practice today!

**Average Rating:** 3.8/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Mango Practice Management?

- **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 9.1/10)
- **Reporting:** 8.1/10 (Category avg: 7.8/10)
- **New Client:** 7.9/10 (Category avg: 8.5/10)
- **Job Status:** 8.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Mango Practice Management?

- **Seller:** [ProfitSolv](https://www.g2.com/sellers/profitsolv)
- **Company Website:** www.profitsolv.com
- **Year Founded:** 2020
- **HQ Location:** Knoxville, US
- **Twitter:** @ProfitSolv  
18 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=110825cd09c105929d616c5ff8cd1ef39b4798f2adc87f4917c69e318444e10c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofitsolv%2F&secure%5Burl_type%5D=linkedin_company_website)  
179 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 86% Small, 14% Medium

#### What Do G2 Reviewers Say About Mango Practice Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Mango Practice Management to be an **easy and user-friendly tool** , facilitating smooth transitions and efficient workflows.
- Users praise the **user-friendly billing system** of Mango Practice Management, enhancing client engagement and invoice creation.
- Users appreciate the **user-friendly invoicing system** in Mango, facilitating seamless billing and customization for diverse engagements.
- Users value the **client management capabilities** of Mango, enhancing invoicing and organization for their practices.
- Users praise the **amazing abundance of features** in Mango Practice Management, simplifying various tasks for accounting firms.

##### Cons

- Users find the **limited options** in billing and reporting features frustrating, highlighting a need for more flexibility.
- Users are disappointed by the **missing features** in Mango Practice Management, particularly the lack of billing flexibility.
- Users find the lack of **billing flexibility** frustrating, specifically with combining clients and recurring payment options.
- Users face **slow processing** with Mango, experiencing latency, recurring issues, and delayed bug fixes that hinder usability.
- Users face **frequent software bugs** with Mango, causing frustration due to ongoing glitches and recurring issues.

#### What Are Recent G2 Reviews of Mango Practice Management?

**["Flexible for Tracking Client Communications and Projects with Clear Dashboard Visuals for Open Items"](https://www.g2.com/survey_responses/mango-practice-management-review-13093535)**

**Rating:** 5.0/5.0 stars

_— Richard P._

[Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-13093535)

**["Mango Practice Management Keeps Everything Organized and Easy to Navigate"](https://www.g2.com/survey_responses/mango-practice-management-review-13068103)**

**Rating:** 5.0/5.0 stars

_— Liz F._

[Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-13068103)

#### What Are G2 Users Discussing About Mango Practice Management?

- [What is Mango Practice Management used for?](https://www.g2.com/discussions/what-is-mango-practice-management-used-for)

### [Levvy](https://www.g2.com/products/levvy/reviews)

Levvy is a next-gen Practice Management Platform built for accounting & CAS firms, connecting teams with everything they need to do work- all in one place. It eliminates digital friction to improve team collaboration, boost productivity, and enhance client service delivery with features like: Real-time capacity management, • Dynamic Workspace that lets teams view, schedule, and track progress on all work in one seamless space • Embedded chat and document sharing for seamless team communication • All-in-one view of task details, instructions, files, and comments to eliminate switching between apps. • Automated workflows for enhanced operations

**Average Rating:** 5.0/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Levvy?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 8.7/10 (Category avg: 7.8/10)
- **New Client:** 9.8/10 (Category avg: 8.5/10)
- **Job Status:** 9.5/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Levvy?

- **Seller:** [Levvy](https://www.g2.com/sellers/levvy)
- **Company Website:** levvy.com
- **Year Founded:** 2020
- **HQ Location:** Brooklyn, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc3cdba2c92bdd79ad7b0d9b12fd58482448e193b11df68511a414a0fc724307&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flevvy&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small

#### What Do G2 Reviewers Say About Levvy?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Levvy, which simplifies task management and enhances team coordination.
- Users find that Levvy provides a **seamless task management experience** , enhancing project tracking and team coordination.
- Users appreciate the **efficiency improvement** Levvy offers, making task management and team coordination seamless and effective.
- Users value the **effective team collaboration** features of Levvy, enhancing coordination and accountability in projects.
- Users appreciate the **effortless task management** of Levvy, enhancing team coordination and overall project efficiency.

##### Cons

- Users note the **inability to add hyperlinks in comments** and desire for better date allocation in workflows.
- Users express concerns about **billing issues** , particularly the lack of direct invoicing and payment processing within Levvy.
- Users express a desire for improved **invoicing capabilities** in Levvy, citing the lack of direct billing as a workflow hindrance.
- Users wish for improved **integrations** in Levvy, particularly for invoicing and payment processing directly within the app.
- Users report **poor reporting** capabilities in Levvy, indicating a need for improved time tracking and workflow date allocation.

#### What Are Recent G2 Reviews of Levvy?

**["Levvy: Intuitive Project Management with Stellar Support"](https://www.g2.com/survey_responses/levvy-review-12935742)**

**Rating:** 5.0/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/levvy-review-12935742)

**["BEST Workflow Management Software"](https://www.g2.com/survey_responses/levvy-review-11406829)**

**Rating:** 5.0/5.0 stars

_— Danielle D._

[Read full review](https://www.g2.com/survey_responses/levvy-review-11406829)

### [AuditDashboard](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews)

AuditDashboard is the client experience and collaboration platform that helps accounting firms and their clients manage how information is exchanged during tax, audit, review, and cybersecurity engagements. The software solution automates engagement coordination, document management, and request tracking in a single workspace, replacing the fragmented mix of email threads, spreadsheet trackers, and disconnected systems that firms have traditionally relied on to coordinate assurance, tax, and advisory work. AuditDashboard is used by accounting professionals at firms of all sizes, from regional practices to global networks. Its users span service lines including audit and assurance teams, risk assurance advisors, corporate tax preparers, advisory consultants, and corporate finance teams, along with the client-side controllers, CFOs, and finance staff who supply supporting documentation. The platform is secure by design, backed by SOC 2 Type 2 reports since 2016, and offers white-label configuration, enabling firms to present a branded portal that integrates with their existing service delivery model. Beyond document collection, AuditDashboard provides scheduling tools to plan engagement timelines and milestones, generates real-time visibility into outstanding items for both firm and client teams, and applies automation and artificial intelligence to reduce manual coordination that consumes engagement hours. The platform connects with tools accounting teams already use, including Outlook, Microsoft 365, and Copilot, and syncs data across firm systems through native integrations and an open API. - Collaborative scheduling and prepared by client (PBC) request lists to streamline engagement coordination and organize requirements, information requests, and engagement milestones in one shared workspace. - Secure file sharing with Outlook integration and fully integrated electronic signatures, so large attachments and documents can move through a system of record rather than scattered email threads. - Engagement and practice insights that surface bottlenecks, track progress, and provide reporting on engagement performance across teams and service lines. - Artificial intelligence and automation to elevate the client experience, streamline routine tasks, and improve responsiveness. - Integrations and an open API that connect AuditDashboard with existing practice management, document management, and productivity tools. By consolidating engagement coordination into a standardized client experience platform, AuditDashboard reduces the time professional staff spend chasing information and managing administrative workflows, freeing capacity for substantive client work.

**Average Rating:** 4.8/5.0

**Total Reviews:** 34

#### How Do G2 Users Rate AuditDashboard?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10)
- **New Client:** 9.2/10 (Category avg: 8.5/10)
- **Job Status:** 9.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind AuditDashboard?

- **Seller:** [AuditDashboard](https://www.g2.com/sellers/auditdashboard-a81ab86f-45e6-414f-b367-07b219143da6)
- **Company Website:** www.auditdashboard.com
- **Year Founded:** 2013
- **HQ Location:** Oakville, Ontario
- **Twitter:** @AuditDashboard  
569 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=930107b9ba5c910374fa5fa06458a369fa81b990c73238ce1031a3fd19ae1946&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditdashboard%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 53% Small, 47% Medium

#### What Do G2 Reviewers Say About AuditDashboard?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **AuditDashboard easy to use** with intuitive features and straightforward implementation, enhancing overall efficiency.
- Users commend the **excellent customer support** of AuditDashboard, enhancing their overall experience and satisfaction.
- Users appreciate the **intuitive dashboard and reporting features** that enhance performance and client relations effectively.
- Users praise the **efficiency** of AuditDashboard, streamlining the entire audit process for quicker access and uploads.
- Users appreciate the **efficiency improvement** of AuditDashboard, streamlining the audit process for quicker access and earlier uploads.

##### Cons

- Users find the **poor notifications** of Audit Dashboard tend to be overlooked, reducing their effectiveness in communication.

#### What Are Recent G2 Reviews of AuditDashboard?

**["A Valuable Tool for Managing High-Volume Audit Engagements"](https://www.g2.com/survey_responses/auditdashboard-review-13172537)**

**Rating:** 5.0/5.0 stars

_— Jake S._

[Read full review](https://www.g2.com/survey_responses/auditdashboard-review-13172537)

**["Streamlined Document Intake with Intuitive Interface"](https://www.g2.com/survey_responses/auditdashboard-review-13154915)**

**Rating:** 5.0/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/auditdashboard-review-13154915)

#### What Are G2 Users Discussing About AuditDashboard?

- [What is AuditDashboard used for?](https://www.g2.com/discussions/what-is-auditdashboard-used-for)

### [Uncat](https://www.g2.com/products/uncat/reviews)

Fix Uncategorized Transactions & Automate Your Accounting with Uncat. No more spreadsheets! Streamline your accounting for just $9/client/month with Uncat, the all-in-one client platform used by over 20,000 professionals. Effortlessly categorize transactions, process receipts, and manage client requests all in one place. Uncat syncs with QuickBooks Online, Xero, and QuickBooks Desktop. Uncat is highly rated by accountants and bookkeepers, and, most importantly, by their clients. Check out an introduction or a full demo of Uncat on YouTube. Introducing Uncat: https://www.youtube.com/watch?v=jVb3P0q3Ziw Full demo of Uncat: https://www.uncat.com/tutorial-jason

**Average Rating:** 4.7/5.0

**Total Reviews:** 42

#### How Do G2 Users Rate Uncat?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 6.7/10 (Category avg: 7.8/10)
- **New Client:** 9.2/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Uncat?

- **Seller:** [Uncat](https://www.g2.com/sellers/uncat)
- **Year Founded:** 2019
- **HQ Location:** Knoxville, TN
- **Twitter:** @uncatexpense  
559 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c591cf6bf3ada2efa4cfb1b8e38a2ac3291965eb15dbc1557815c35868510ce4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funcat&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small, 7% Medium

#### What Do G2 Reviewers Say About Uncat?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Uncat, making transaction management simple and efficient during month-end close.
- Users value the **effective communication** features of Uncat, simplifying client interactions directly within the app.
- Users value the **easy management of uncategorized transactions** and direct client communication within Uncat.
- Users find **time-saving benefits** in Uncat, simplifying uncategorized transaction categorization for efficient month-end closes.

##### Cons

- Users note the **limited customization options** for categorization rules, restricting their ability to tailor functionality.
- Users feel the interface is outdated and want **more filtering options** in reports to enhance usability.
- Users find the **poor reporting** of Uncat limiting, wishing for more filtering options and a modern interface.

#### What Are Recent G2 Reviews of Uncat?

**["Simple and effective for cleaning up bookkeeping"](https://www.g2.com/survey_responses/uncat-review-11873502)**

**Rating:** 4.0/5.0 stars

_— Sagar K._

[Read full review](https://www.g2.com/survey_responses/uncat-review-11873502)

**["Smooth Accounting Integration and Faster Receipt Management"](https://www.g2.com/survey_responses/uncat-review-12849070)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/uncat-review-12849070)

### [Jetpack Workflow](https://www.g2.com/products/jetpack-workflow/reviews)

Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.

**Average Rating:** 4.2/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Jetpack Workflow?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 1.7/10 (Category avg: 7.8/10)
- **New Client:** 6.7/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Jetpack Workflow?

- **Seller:** [Jetpack Workflow](https://www.g2.com/sellers/jetpack-workflow)
- **Year Founded:** 2015
- **HQ Location:** Pittsburgh, US
- **Twitter:** @JetpackWorkflow  
1,382 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=410def80792a518d7064e4da9176369f83499f00be1c87b59f422c5e28eb4b2c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjetpackworkflow%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 77% Small, 15% Medium

#### What Do G2 Reviewers Say About Jetpack Workflow?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Jetpack Workflow, appreciating its straightforward setup and immediate accessibility.
- Users find the **setup ease** of Jetpack Workflow beneficial, allowing for a quick and straightforward start.
- Users appreciate the **clean and straightforward UI** of Jetpack Workflow, enhancing their accounting practice experience.
- Users appreciate the **workflow customization** in Jetpack Workflow, enhancing efficiency tailored to accounting practices.

##### Cons

- Users note the **lack of email integration** as a major disadvantage, limiting connectivity options and document storage.

#### What Are Recent G2 Reviews of Jetpack Workflow?

**["Wonderful workflow solution for Accounting Practices"](https://www.g2.com/survey_responses/jetpack-workflow-review-10975641)**

**Rating:** 5.0/5.0 stars

_— James H._

[Read full review](https://www.g2.com/survey_responses/jetpack-workflow-review-10975641)

**["Effortless Organization with Jetpack Workflow"](https://www.g2.com/survey_responses/jetpack-workflow-review-12344649)**

**Rating:** 5.0/5.0 stars

_— Daniel L._

[Read full review](https://www.g2.com/survey_responses/jetpack-workflow-review-12344649)

#### What Are G2 Users Discussing About Jetpack Workflow?

- [What is Jetpack Workflow used for?](https://www.g2.com/discussions/what-is-jetpack-workflow-used-for)

### [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews)

SuiteFiles is an intelligent workspace solution specifically designed for professional service firms, aimed at streamlining the way teams manage their documents and client interactions. This comprehensive platform integrates essential functions such as document creation, review, approval, client collaboration, and digital signing into a single, cohesive system. By eliminating the need to juggle multiple folders, emails, and manual follow-ups, SuiteFiles provides a structured environment that enhances productivity and ensures efficient completion of work. The target audience for SuiteFiles encompasses a diverse range of professional service firms, including law offices, accounting firms, and consultancy agencies. These organizations often handle extensive documentation and require effective communication with clients. SuiteFiles addresses these challenges by creating a centralized workspace where all relevant documents, conversations, and approvals are easily accessible. This organization reduces the likelihood of important information being overlooked or lost, ultimately fostering better collaboration among team members and clients. Key features of SuiteFiles include seamless integration with widely-used tools such as Microsoft 365, Xero, Karbon, WorkflowMax, HubSpot, and QuickBooks Online. This compatibility allows firms to enhance their existing tech stack rather than complicate it with additional software. By connecting these tools, SuiteFiles helps create a more efficient workflow, enabling users to manage their tasks and client interactions without the hassle of switching between different applications. The platform’s ability to consolidate various functions into one interface simplifies the user experience and promotes a more streamlined approach to document management. The benefits of using SuiteFiles extend beyond mere organization; it empowers professional service firms to focus on their core competencies by minimizing busy work. With everything living in context, teams can spend less time chasing down documents or coordinating approvals and more time on delivering quality service to their clients. The platform promotes clarity and control, ensuring that all team members are aligned and that client confidence is maintained throughout the process. SuiteFiles is designed for firms that prioritize efficiency and client satisfaction. By providing an intelligent workspace that consolidates essential functions and integrates with existing tools, it enables professional service firms to work smarter, not harder, ultimately leading to more finished work and enhanced client relationships. This solution not only supports the operational needs of these firms but also contributes to a more collaborative and productive work environment.

**Average Rating:** 4.5/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate SuiteFiles?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Reporting:** 5.3/10 (Category avg: 7.8/10)
- **New Client:** 8.0/10 (Category avg: 8.5/10)
- **Job Status:** 5.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind SuiteFiles?

- **Seller:** [SuiteFiles](https://www.g2.com/sellers/suitefiles)
- **Company Website:** www.suitefiles.com
- **Year Founded:** 2012
- **HQ Location:** Wellington, NZ
- **Twitter:** @SuiteFiles  
681 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd31c3d2313bfc2314d40cb27f61285a59969b6f46fcbbd83ebf2c3cab783e20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitefiles%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small, 7% Medium

#### What Do G2 Reviewers Say About SuiteFiles?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralization of documents** in SuiteFiles, enhancing collaboration and efficiency for their teams.
- Users appreciate the **quick and reliable customer support** of SuiteFiles, which enhances their overall experience significantly.
- Users value the **easy editing** features of SuiteFiles, enhancing collaboration and document management efficiency.
- Users highlight the **efficiency** of SuiteFiles, enabling seamless collaboration and document management in one place.
- Users value the **organization features** of SuiteFiles, facilitating collaboration and providing easy access to essential documents.

##### Cons

- Users find the **accessibility issues** of SuiteFiles can be cumbersome, impacting document retrieval efficiency.
- Users face **difficult learning** curves with SuiteFiles, impacting their ability to adapt and utilize its features effectively.
- Users find the **difficult navigation** in SuiteFiles cumbersome, affecting their efficiency in accessing documents.
- Users find the **document access process a bit chunky** , which can hinder efficiency and workflow.
- Users find the **document access cumbersome** at times, which can hinder their workflow efficiency.

#### What Are Recent G2 Reviews of SuiteFiles?

**["System that's easy to use and improves efficiencies!"](https://www.g2.com/survey_responses/suitefiles-review-10282837)**

**Rating:** 5.0/5.0 stars

_— Sue T._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10282837)

**["Easy to onboard, friendly assistance from staff, a great solution to our needs"](https://www.g2.com/survey_responses/suitefiles-review-10795153)**

**Rating:** 4.0/5.0 stars

_— Valerie O._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10795153)

### [SafeSend](https://www.g2.com/products/safesend/reviews)

SafeSend® provides the tax and accounting profession with automation technologies, helping practitioners improve efficiency and better serve clients. SafeSend offers workflow automation solutions for the tax and accounting profession. The SafeSend Suite™ platform delivers powerful functionality to tax and accounting professionals to address every client touch point across the tax engagement: Engagement Letters – SafeSend Signatures™ Client Organizers – SafeSend Organizers™ Assemble & Delivery – SafeSend Returns® Extensions – SafeSend Extensions™ At the core of the suite, award-winning SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready returns. Visit safesend.com.

**Average Rating:** 3.8/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate SafeSend?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind SafeSend?

- **Seller:** [SafeSend](https://www.g2.com/sellers/safesend-b54b4b9d-ab31-46e6-9325-80e863b12724)
- **Year Founded:** 2008
- **HQ Location:** Ann Arbor, MI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e34452dd43a61c49bb7e088286ccad37f724f6e2c56ef510631473007840c12a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F349504%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 63% Small, 25% Medium

#### What Do G2 Reviewers Say About SafeSend?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **payment efficiency** of SafeSend, significantly reducing time and costs in the payment process.
- Users value the **automation of document delivery** with SafeSend, enhancing efficiency and reducing reliance on traditional mail.
- Users commend the **excellent customer support** and training provided by SafeSend, enhancing their overall experience significantly.
- Users love the **automatic reminders** for signatures and payments, enhancing client engagement and process efficiency.
- Users find SafeSend to be **cost-effective** , as it saves time and money while enhancing client satisfaction.

##### Cons

- Users find the **program structure for file management** confusing, making it difficult to set preferences and locate them.
- Users are frustrated by **pricing issues** , as promised integrations with UltraTax CS do not deliver value.
- Users experience **integration problems** with UltraTax CS, leading to frustration and missed refund opportunities.

#### What Are Recent G2 Reviews of SafeSend?

**["Extremely Efficient and Responsive"](https://www.g2.com/survey_responses/safesend-review-9919985)**

**Rating:** 5.0/5.0 stars

_— Chris H._

[Read full review](https://www.g2.com/survey_responses/safesend-review-9919985)

**["SafeSend saved our firm so much time this past tax season"](https://www.g2.com/survey_responses/safesend-review-11057960)**

**Rating:** 5.0/5.0 stars

_— Carla S._

[Read full review](https://www.g2.com/survey_responses/safesend-review-11057960)

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