# Top Free Accounting Practice Management Software - Page 2

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

**Total Products under this Category:** 135

### Category Stats (Jul 2026)

- **Average Rating:** 4.43/5 (↑0.02 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Mango Practice Management (+3.86%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

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

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

- 30 Analysts and Data Experts
- 4,700+ Authentic Reviews
- 135+ 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=18207&focus%5B%5D=36425&focus%5B%5D=87918&focus%5B%5D=87849&focus%5B%5D=103265&focus%5B%5D=113232&focus%5B%5D=67575&focus%5B%5D=61732)

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

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

### [OfficeTools by CARET](https://www.g2.com/products/officetools-by-caret/reviews)

OfficeTools provides everything you need to run your tax and accounting practice from a single solution. With OfficeTools Workspace, you can track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team.

**Average Rating:** 3.6/5.0

**Total Reviews:** 82

#### How Do G2 Users Rate OfficeTools by CARET?

- **Has the product been a good partner in doing business?:** 6.2/10 (Category avg: 9.1/10)
- **Reporting:** 5.8/10 (Category avg: 7.9/10)
- **New Client:** 5.8/10 (Category avg: 8.5/10)
- **Job Status:** 5.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind OfficeTools by CARET?

- **Seller:** [CARET](https://www.g2.com/sellers/caret-891b58ed-205f-4e4e-a01f-a392a0b14764)
- **Year Founded:** 1983
- **HQ Location:** San Diego, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bfc1146c355fabb6444f1d88e2f52ef0d7cd8f28a83a36003c9e11168f4aca20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fget-caret%2F&secure%5Burl_type%5D=linkedin_company_website)  
362 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 97% Small, 2% Large

#### What Are Recent G2 Reviews of OfficeTools by CARET?

**["Office Automation"](https://www.g2.com/survey_responses/officetools-by-caret-review-8329678)**

**Rating:** 5.0/5.0 stars

_— Usman H._

[Read full review](https://www.g2.com/survey_responses/officetools-by-caret-review-8329678)

**["Office Tools is a Game Changer - Updated June 29th 2022"](https://www.g2.com/survey_responses/officetools-by-caret-review-4181066)**

**Rating:** 4.0/5.0 stars

_— Alessandro C._

[Read full review](https://www.g2.com/survey_responses/officetools-by-caret-review-4181066)

#### What Are G2 Users Discussing About OfficeTools by CARET?

- [What do you like most about OfficeTools for practice management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-officetools-for-practice-management-and-what-could-be-improved)
- [What is OfficeTools used for?](https://www.g2.com/discussions/what-is-officetools-used-for)

### [Pixie](https://www.g2.com/products/usepixie/reviews)

Pixie is a cloud-based practice management software for accounting and bookkeeping firms. Our platform helps you centralise clients, deadlines, workflow, email, and document management. Firm owners that use Pixie spend less time doing manual admin, streamline their workflows, become less client-facing and easily get their team on the same page.

**Average Rating:** 4.7/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Pixie?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 7.1/10 (Category avg: 7.9/10)
- **New Client:** 9.3/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Pixie?

- **Seller:** [Pixie](https://www.g2.com/sellers/pixie)
- **Year Founded:** 2019
- **HQ Location:** London, UK
- **Twitter:** @usepixie  
806 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1e6eb42192d725a4b945e8158685973c736f23f758ae4cd88f0d5926bb50ebd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F28177092&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 83% Small, 8% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that **automation features** in Pixie significantly reduce mental load and streamline project management effectively.
- Users value the **centralized organization** of Pixie, enhancing project management and reducing mental workload significantly.
- Users love the **customization options** in Pixie, enhancing workflow efficiency and professional communication.
- Users find the **ease of use** of Pixie enhances project organization and task management, streamlining workflows efficiently.
- Users value the **efficiency** of Pixie, praising its project organization and task management for reducing mental load.

##### Cons

- Users express frustration over **poor customer support** , highlighting slow issue resolution and a lack of real-time assistance.
- Users experience **frequent update issues** with Pixie, resulting in downtime and inefficient workflows that hinder productivity.

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

**["Great Workflow Tool with Frustrating Support Challenges"](https://www.g2.com/survey_responses/pixie-review-11575622)**

**Rating:** 4.0/5.0 stars

_— Amy C._

[Read full review](https://www.g2.com/survey_responses/pixie-review-11575622)

**["Can’t fault Pixie! 🤙"](https://www.g2.com/survey_responses/pixie-review-7787813)**

**Rating:** 5.0/5.0 stars

_— Emilio V._

[Read full review](https://www.g2.com/survey_responses/pixie-review-7787813)

### [MYOB](https://www.g2.com/products/myob/reviews)

MYOB Business is the fast and easy way to manage your cashflow and ATO compliance requirements. Includes time saving features that automates everyday tasks, giving you great insights and making compliance easy. Manage your business anywhere on your laptop or mobile. Keep your data safe and secure in the cloud. Get real-time cashflow, invoicing and payments. Access expert software and business support by phone or online 7 days a week. Try free for 30 days today.

**Average Rating:** 3.7/5.0

**Total Reviews:** 47

#### How Do G2 Users Rate MYOB?

- **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 9.1/10)

#### Who Is the Company Behind MYOB?

- **Seller:** [MYOB](https://www.g2.com/sellers/myob)
- **Year Founded:** 1991
- **HQ Location:** Cremorne, AU
- **Twitter:** @MYOB  
18,643 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=999013a4ba3c80aae4063b51f1e8d7a655321c0371d2b949ec0f8fd2227b0b3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7850%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,984 employees on LinkedIn®
- **Ownership:** ASX:MYO

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 71% Small, 24% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of MYOB, enjoying its streamlined interface and centralized financial management.
- Users appreciate the **user-friendly interface** of MYOB, making tasks like invoicing and tracking expenses straightforward.
- Users appreciate the **easy setup** of MYOB, finding it straightforward and efficient for their accounting needs.
- Users value the **time-saving efficiency** of MYOB, finding it simple and effective for managing financial tasks.
- Users appreciate the **easy setup** of MYOB, allowing for a quick start to efficient accounting tasks.

##### Cons

- Users find MYOB has **limited features** that feel outdated and not user-friendly for non-accountants.
- Users find the **missing features** of MYOB, like no asset register and complex functionality, frustrating for non-accountants.
- Users find MYOB **not user-friendly** , with outdated features and clunky navigation complicating their experience.
- Users find MYOB **user unfriendly** , citing outdated features and clunky navigation that complicate the experience for non-accountants.
- Users report **billing issues** as delayed payments can result in unexpected changes to purchase order numbers.

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

**["Streamlines Multi-Currency but Needs Better Compliance Support"](https://www.g2.com/survey_responses/myob-review-13064360)**

**Rating:** 4.0/5.0 stars

_— Thamyres A._

[Read full review](https://www.g2.com/survey_responses/myob-review-13064360)

**["Streamlines Cross-Border Bookkeeping with Robust Features, Yet Lacks German Compliance"](https://www.g2.com/survey_responses/myob-review-13058260)**

**Rating:** 4.5/5.0 stars

_— Holderness L._

[Read full review](https://www.g2.com/survey_responses/myob-review-13058260)

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

- [What are the disadvantages of MYOB?](https://www.g2.com/discussions/what-are-the-disadvantages-of-myob)
- [What are MYOB essentials?](https://www.g2.com/discussions/myob-what-are-myob-essentials)
- [What are advantage of using MYOB?](https://www.g2.com/discussions/what-are-advantage-of-using-myob)
- [What does MYOB software do?](https://www.g2.com/discussions/what-does-myob-software-do) - 1 comment

### [Auditi](https://www.g2.com/products/auditi/reviews)

Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Auditi?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.9/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Auditi?

- **Seller:** [Auditi GmbH](https://www.g2.com/sellers/auditi-gmbh)
- **Year Founded:** 2012
- **HQ Location:** Düsseldorf, Nordrhein-Westfalen
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff90e27a31b4d13c5febea4c64617737ce5b5c87a14a97ae7972e295e5643ed4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditi%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 46% Medium, 38% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Auditi, enjoying its intuitive structure and helpful features for efficient workflows.
- Users highlight the **intuitive design** of Auditi, making it easy to navigate and implement effectively.
- Users value the **intuitive user interface** of Auditi, appreciating its simplicity and effective communication features.
- Users appreciate the **effective communication** and quick support from Auditi, simplifying their data exchange processes.
- Users value the **efficiency of audits** with Auditi, appreciating its intuitive design and structured data handling.

##### Cons

- Users find the **poor communication features** of Auditi hinder their ability to effectively inform clients and manage tasks.
- Users find the **audit management process cumbersome** , highlighting inefficiencies in tracking and assigning responsibilities effectively.
- Users experience **bug issues** in Auditi, leading to frustrations with functionality and ease of use.
- Users find **client management cumbersome** , with difficulties in adding clients and not having direct assignment features.
- Users are frustrated with the **inefficient file management process** , making it cumbersome to track overdue items.

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

**["daily use of auditi"](https://www.g2.com/survey_responses/auditi-review-8890691)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/auditi-review-8890691)

**["A responsive and fast way to exchange data and documents with clients - a must have for Audit firms"](https://www.g2.com/survey_responses/auditi-review-9200402)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/auditi-review-9200402)

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

- [What does Auditi do?](https://www.g2.com/discussions/what-does-auditi-do)
- [Which software is used for auditing?](https://www.g2.com/discussions/which-software-is-used-for-auditing)
- [What should I look for in audit software?](https://www.g2.com/discussions/what-should-i-look-for-in-audit-software)

### [ElephantCPA](https://www.g2.com/products/elephantcpa/reviews)

ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction.

**Average Rating:** 4.4/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate ElephantCPA?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **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 ElephantCPA?

- **Seller:** [ElephantCPA](https://www.g2.com/sellers/elephantcpa)
- **Year Founded:** 2021
- **HQ Location:** Totowa, US
- **Twitter:** @ElephantCPA  
101 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1449b1b9d1d5c716da955796ce29832917e542702e9f5e76175c7e2da5c486d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felephant-cpa%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["User-friendly tool that provides easy access of information"](https://www.g2.com/survey_responses/elephantcpa-review-7101520)**

**Rating:** 5.0/5.0 stars

_— Jonalyn T._

[Read full review](https://www.g2.com/survey_responses/elephantcpa-review-7101520)

**["Great solution for small and midsize CPA firms"](https://www.g2.com/survey_responses/elephantcpa-review-8249608)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/elephantcpa-review-8249608)

### [Accounting Flow](https://www.g2.com/products/accounting-flow/reviews)

Accounting Flow is a modern, AI-powered practice management platform designed specifically for small to mid-sized accountancy firms. Created by accountants, for accountants, Accounting Flow replaces messy spreadsheets and disjointed tools with one intuitive system that helps streamline operations, improve transparency, and drive profitability. Our platform is more than just software, it’s a partner in your firm’s evolution. Whether you’re looking to scale, sell, or simply regain control of your time, Accounting Flow gives you the flexibility to run your practice your way. Unlike rigid, one-size-fits-all tools, we actively collaborate with firms to shape Accounting Flow around their unique workflows, clients, and team needs. Key Features: ⭐ AI-Infused Workflows: Automate repetitive tasks, assign work, and track progress—all from one central dashboard. ⭐ Client Questionnaires: Easily collect onboarding or compliance information with custom digital forms. ⭐ Built-In Document Signing: Securely sign and share documents in-platform—no third-party tools needed. ⭐ Time & Billing Management: Accurately track hours and generate client invoices with ease. ⭐ AI Chatbot Assistant: Instantly surface the information you need—no more digging through emails or files. ⭐ HMRC & Companies House Integrations: Real-time syncing with government records for faster, more accurate filings. What Makes Us Different? Accounting Flow is an early-stage, fast-growing platform that adapts as you grow. While legacy tools require you to change your processes to fit them, we do the opposite—we work with you to mould our software around your practice. This bespoke approach means faster adoption, better results, and more time focused on serving your clients. Whether you're preparing for retirement, succession planning, or just ready to ditch spreadsheets for good, Accounting Flow helps future-proof your practice with a system that evolves alongside you. Trusted by modern UK accountancy firms, Accounting Flow delivers the efficiency, transparency, and flexibility your team needs, without the headache of outdated tools.

**Average Rating:** 4.9/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate Accounting Flow?

- **Reporting:** 10.0/10 (Category avg: 7.9/10)
- **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 Accounting Flow?

- **Seller:** [Accounting Flow](https://www.g2.com/sellers/accounting-flow)
- **Year Founded:** 2023
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6eb88798e8e08b38b0c1c249a1b892843cf408ed3cd7cbfb65d42c497abbcedb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccounting-flow&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Accounting Flow?

_AI-generated summary from verified user reviews_

##### Pros

- Users benefit from the **efficiency improvement** of Accounting Flow, enhancing organization and streamlining daily accounting practices.
- Users love how Accounting Flow's **time-saving workflows** transform task management and enhance efficiency for both accountants and clients.
- Users value the **automation capabilities** of Accounting Flow, enhancing efficiency and simplifying daily accounting tasks significantly.
- Users value the **efficiency** of Accounting Flow, simplifying tasks and enhancing workflow management for their practices.
- Users appreciate the **seamless integrations** of Accounting Flow, enhancing efficiency and simplifying workflows with existing tools.

#### What Are Recent G2 Reviews of Accounting Flow?

**["Accounting Flow Review (2025)"](https://www.g2.com/survey_responses/accounting-flow-review-11325697)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/accounting-flow-review-11325697)

**["Associate"](https://www.g2.com/survey_responses/accounting-flow-review-11288872)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/accounting-flow-review-11288872)

### [Senta](https://www.g2.com/products/senta/reviews)

Senta provides sublime practice management software for accountants and bookkeepers all around the world. It’s a cloud-based CRM and workflow tool which combines email & text automation, secure document exchange and a client portal to support you in running your practice and delivering excellent client service.

**Average Rating:** 3.8/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Senta?

- **Has the product been a good partner in doing business?:** 3.3/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Senta?

- **Seller:** [Senta](https://www.g2.com/sellers/senta)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=81c6adf4bc9fd42a206867d01ff828e11da7799ac1c1034409d6b931d87a0668&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsenta%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["Senta Review"](https://www.g2.com/survey_responses/senta-review-5409784)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/senta-review-5409784)

**["Feature rich solution for accounting firms"](https://www.g2.com/survey_responses/senta-review-4700397)**

**Rating:** 4.5/5.0 stars

_— Mohsin E._

[Read full review](https://www.g2.com/survey_responses/senta-review-4700397)

### [Avii](https://www.g2.com/products/avii/reviews)

Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that strengthens client loyalty, automates and consolidates workflows, and ensures security and compliance. And if that isn’t enough, Avii also helps you streamline resource planning and increase profitability. Avii is the first SaaS Hub™ for accounting firms. It provides the foundational environment of interconnected apps that unify your disparate data, security, workflows and practice management—eliminating manual steps, facilitating automation and unifying KPIs and other status indicators into a visual dashboard. With Avii you can choose the entire platform or only what you need: \* Client Experience \* Document Management \* Resource Management with Advanced Workflows \* Firm Performance with Invoicing Avii Intelligence powers the entire platform, bringing your entire experience into one place.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Avii?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Avii?

- **Seller:** [Avii](https://www.g2.com/sellers/avii)
- **Year Founded:** 2016
- **HQ Location:** Lehi, US
- **Twitter:** @AviiWorkspace  
657 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb918e236fff94688d15687c7ea78a1b087142cfee47cee38a729248759d946a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favii&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

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

**["Fabulous customer service and product"](https://www.g2.com/survey_responses/avii-review-5304156)**

**Rating:** 5.0/5.0 stars

_— Donna F._

[Read full review](https://www.g2.com/survey_responses/avii-review-5304156)

**["A whole new world! Avii brings clarity and cohesion with transparency and tools to run a firm"](https://www.g2.com/survey_responses/avii-review-5273685)**

**Rating:** 4.5/5.0 stars

_— Brandon A._

[Read full review](https://www.g2.com/survey_responses/avii-review-5273685)

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

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

### [Huddle](https://www.g2.com/products/huddle-2026-06-04/reviews)

Huddle is a white-label accounting practice management platform built exclusively for accounting firms. Each firm gets its own branded workspace — custom domain, logo, and client portal — giving them a professional, fully-owned digital presence without building software from scratch. At the core is a client portfolio dashboard where firms track every client's status, deadlines, and obligations in one place. An integrated CRM manages client relationships and interaction history. Built-in communication tools — including WhatsApp Business and email notifications — automate client follow-up. A secure electronic archive stores and indexes all documents with role-based access and full audit trails. Financial reporting delivers executive-level P&L statements, EBITDA, and cash flow insights directly to clients. What sets Huddle apart is deep integration with Romania's fiscal infrastructure: e-Factura (electronic invoicing mandate), ANAF/SPV tax authority portal, Open Banking, and Stripe Connect for automated payments. H.A.I., Huddle's built-in AI engine, analyzes balance sheets, detects accounting errors and anomalies, and generates instant financial insights — replacing hours of manual review. Huddle is purpose-built for the Romanian regulatory environment, with continuous updates aligned to fiscal legislation changes including SAF-T, RO e-TVA, and e-Factura compliance.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Huddle?

- **Reporting:** 10.0/10 (Category avg: 7.9/10)
- **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 Huddle?

- **Seller:** [Huddle](https://www.g2.com/sellers/huddle-01fe59fe-b8ce-4e26-8b19-92d993cf3aa4)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Secure, Unlimited-Size File Uploads for Clients"](https://www.g2.com/survey_responses/huddle-review-12923362)**

**Rating:** 5.0/5.0 stars

_— Daniela V._

[Read full review](https://www.g2.com/survey_responses/huddle-review-12923362)

**["Easy, Intuitive All-in-One Platform That Boosts Operational Efficiency"](https://www.g2.com/survey_responses/huddle-review-12923109)**

**Rating:** 5.0/5.0 stars

_— Bogdan M._

[Read full review](https://www.g2.com/survey_responses/huddle-review-12923109)

### [Taxaroo](https://www.g2.com/products/taxaroo/reviews)

Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools. Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Taxaroo?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.9/10)
- **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 Taxaroo?

- **Seller:** [Taxaroo](https://www.g2.com/sellers/taxaroo-e13c63b4-8283-450a-a0b8-07f4eeb1a3bf)
- **Year Founded:** 2014
- **HQ Location:** Sheridan , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=49a3438a68821b75bbc7cbe11c732be8851d9117e8a4a35cb0929ca554262a16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxaroo%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

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

**["This has to be a game changer tool"](https://www.g2.com/survey_responses/taxaroo-review-9684540)**

**Rating:** 5.0/5.0 stars

_— Piyush R._

[Read full review](https://www.g2.com/survey_responses/taxaroo-review-9684540)

**["Taxaroo has to be the best modern tax management software in the market!"](https://www.g2.com/survey_responses/taxaroo-review-9684494)**

**Rating:** 5.0/5.0 stars

_— Prem R._

[Read full review](https://www.g2.com/survey_responses/taxaroo-review-9684494)

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

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

### [Acounta](https://www.g2.com/products/acounta/reviews)

Practice management for accounting firms involves the strategies, tools, and processes used to manage and streamline the daily operations of the firm. It encompasses several key areas to help firm owners improve efficiency, productivity, and profitability. Here are the primary components: 1. \*\*Client Management\*\*: Systems for managing client relationships, tracking interactions, and storing client data. This includes CRM (Customer Relationship Management) features specific to accounting firms, helping to maintain strong client relationships and provide timely services. 2. \*\*Project and Task Management\*\*: Tools to organize, assign, and track tasks and projects. These help ensure that deadlines are met, resources are used efficiently, and client deliverables are completed accurately and on time. 3. \*\*Time and Billing\*\*: Systems to record time spent on each task, project, or client. This helps in accurately billing clients, managing firm profitability, and tracking how resources are spent across various engagements. 4. \*\*Workflow Automation\*\*: Automating repetitive tasks (like data entry, document management, and client communications) to save time and reduce errors. Automated workflows also improve compliance and consistency across the firm. 5. \*\*Document Management\*\*: Centralized systems for storing and managing documents securely. This ensures that important documents are easily accessible, stored securely, and organized by client or project. 6. \*\*Analytics and Reporting\*\*: Tools for monitoring firm performance through KPIs, such as billable hours, project completion rates, profitability, and employee productivity. Insightful data helps firm owners make better decisions. 7. \*\*Resource Allocation\*\*: Managing the allocation of team members to projects, balancing workloads, and forecasting resource needs to ensure optimal efficiency and prevent burnout. Effective practice management can free up firm owners and staff to focus on high-value activities, like advising clients or expanding services, rather than getting bogged down by administrative tasks. For smaller firms especially, a well-implemented practice management system is essential for scaling without overburdening team members or sacrificing service quality.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Acounta?

- **Reporting:** 1.7/10 (Category avg: 7.9/10)
- **New Client:** 8.3/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Acounta?

- **Seller:** [Acounta](https://www.g2.com/sellers/acounta)
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=757353ce90d24dbd49936465d97e81df6ce95a6d8bc8038d34711e86613f3fc1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Facounta&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **centralized workflow management** of Acounta, streamlining client communications and task prioritization.
- Users find the **Client Portal's intuitive design** invaluable for managing workflows and client communications seamlessly.
- Users find Acounta's **ease of use** remarkable, as it streamlines workflow management and client communication effectively.
- Users love the **email integration** in Acounta, making client communication seamless and workflow management effortless.

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

**["Helps keep me organized during busy season"](https://www.g2.com/survey_responses/acounta-review-10487699)**

**Rating:** 4.5/5.0 stars

_— Jill F._

[Read full review](https://www.g2.com/survey_responses/acounta-review-10487699)

### [Hyarchis Comply](https://www.g2.com/products/hyarchis-comply/reviews)

Hyarchis Comply is a document management software specifically tailored for modern accounting firms, but also meets the needs of all other financial service providers. Hyarchis Comply is AI-driven and offers state-of-the-art technology to optimise daily accounting processes. The cloud-based software makes it possible to work anywhere, anytime and simultaneously ensure compliance with all regulations.

**Average Rating:** 3.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Hyarchis Comply?

- **Seller:** [Hyarchis](https://www.g2.com/sellers/hyarchis)
- **Year Founded:** 1999
- **HQ Location:** Eindhoven, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d05fba9715d6971db21da0dc623eb97c8a58cd38fc5513b9b27494b2ad98a4ce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhyarchis&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

### [Tax Stack AI](https://www.g2.com/products/tax-stack-ai/reviews)

Tax Stack AI is an AI-powered SaaS solution designed to help small-sized accounting firms streamline tax research, analyze financial documents and tax returns, and manage client insights. The platform centralizes key accounting workflows into a single interface, allowing users to process data, review client information, and generate insights efficiently. It is designed for firms and solo practitioners who need practical, AI-based tools without the complexity or high cost of enterprise-level software. The platform combines artificial intelligence with accounting-specific functionality. It sources information from authoritative tax references that are reviewed by CPAs, applies AI to client data, and analyzes uploaded documents to produce actionable outputs. Tax Stack AI is intended to reduce manual workload, improve accuracy, and support advisory services by providing organized and relevant information. Key Features: Tax chatbot: Responds to tax research queries using authoritative sources, delivering consistent and accurate information. Client insights and management tools: Tracks client activity, identifies patterns, and provides context-specific analysis for planning and advisory purposes. Client-specific chatbot: Learns from documents and inputs related to individual clients, providing tailored guidance and responses. General chatbot: Pulls from authoritative sources and provides linked citations for proper due diligence. Document analysis: Automatically reviews tax returns, financial statements, and other documents for errors, inconsistencies, and actionable recommendations. Integrated interface: Combines multiple accounting functions into one platform, enabling easier workflow management. Benefits and Value: Reduces the time required for manual tax research and document review. Supports data accuracy by cross-referencing with authoritative sources and performing automated checks. Centralizes multiple accounting tasks, reducing software complexity and streamlining operations. Designed specifically for small-sized firms and solo practitioners, avoiding unnecessary features and costs associated with larger enterprise platforms. Facilitates more informed decision-making for tax planning and client advisory. Tax Stack AI is structured to assist firms in incorporating AI into their operations in a practical and scalable way. By providing tools for research, document review, and client management, the platform supports efficient workflows, consistent outputs, and better access to relevant information. Users can focus on analyzing results and delivering advice rather than performing repetitive, time-consuming tasks. Overall, Tax Stack AI offers a centralized, AI-driven approach to accounting for small -sized firms. Its combination of tax research, document analysis, and client insight tools provides a framework for improving operational efficiency, maintaining accuracy, and supporting more targeted advisory services. The platform is built to meet the specific needs of smaller accounting practices, offering AI capabilities in a cost-effective and accessible manner.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Tax Stack AI?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 0.0/10 (Category avg: 7.9/10)
- **New Client:** 0.0/10 (Category avg: 8.5/10)
- **Job Status:** 0.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Tax Stack AI?

- **Seller:** [Tax Stack AI](https://www.g2.com/sellers/tax-stack-ai)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cbf278fd95fd2fcf47ff93af924787e42626ddf42701152a505d1b16e00fb1a5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftax-stack-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Tax Stack AI?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Tax Stack AI to be **extremely user-friendly** , simplifying workflows and enhancing productivity effortlessly.
- Users benefit from the **efficiency improvement** of Tax Stack AI, significantly reducing research time and enhancing client insights.
- Users value the **client management tools** in Tax Stack AI, enhancing insights and prioritizing advisory services efficiently.
- Users value the **responsive customer support** of Tax Stack AI, appreciating timely assistance for effective troubleshooting.
- Users love how Tax Stack AI provides **efficient task management** , enhancing client insights and streamlining workflows seamlessly.

##### Cons

- Users desire **more advanced settings** in Tax Stack AI to enhance document analysis and client insights for tax planning.
- Users find the **limited integrations** frustrating, desiring direct cloud access for client document handling.
- Users desire **more advanced templates** in Tax Stack AI for tailored document analysis and enhanced client insights.
- Users find the interface **not user-friendly** , struggling with complexity and desiring better visual aids for insights.
- Users find that **poor reporting** with text-heavy responses hinders quick insights and complicates their experience.

#### What Are Recent G2 Reviews of Tax Stack AI?

**["Boosted our firm’s efficiency quickly"](https://www.g2.com/survey_responses/tax-stack-ai-review-11646055)**

**Rating:** 5.0/5.0 stars

_— Jill F._

[Read full review](https://www.g2.com/survey_responses/tax-stack-ai-review-11646055)

**["Game-Changer for Tax Research and Client Advisory"](https://www.g2.com/survey_responses/tax-stack-ai-review-11689075)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/tax-stack-ai-review-11689075)

### [TPS Cloud Axis](https://www.g2.com/products/tps-cloud-axis/reviews)

TPS Software is an intelligent, intuitive practice management for accountants software that makes life and business easier. We make it incredibly easy to track time, streamline billing, enhance productivity, and treat your clients right all with custom-designed features that "one-size-fits-all" programs just can't match.

**Average Rating:** 4.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind TPS Cloud Axis?

- **Seller:** [TPS Time & Billing Software -](https://www.g2.com/sellers/tps-time-billing-software)
- **Year Founded:** 1999
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c8cf88bbc770e74a014051320aabf5491879e6daaacf0d2fbf6815cf7a330b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftps-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of TPS Cloud Axis?

**["TPS for Accounting Firm"](https://www.g2.com/survey_responses/tps-cloud-axis-review-3467205)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/tps-cloud-axis-review-3467205)

### [Zoho Practice](https://www.g2.com/products/zoho-practice/reviews)

Zoho Practice is an all-in-one practice management software for accounting firms. Zoho Practice centralizes client management, enables real-time collaboration, manages tasks, enhance workpaper reviews, and integrates with the Zoho Finance ecosystem of Books, Payments, Expense, Inventory, Billing and Ledger. Zoho Practice helps firms scale their operations by consolidating key practice management functions into one unified platform.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Zoho Practice?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Zoho Practice?

- **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704)
- **Year Founded:** 1996
- **HQ Location:** Austin, TX
- **Twitter:** @Zoho  
137,880 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website)  
30,766 employees on LinkedIn®
- **Phone:** +1 (888) 900-9646 

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Zoho Practice?

**["Effortless Task Management for Accounting Teams"](https://www.g2.com/survey_responses/zoho-practice-review-13157900)**

**Rating:** 5.0/5.0 stars

_— CA Nikita P._

[Read full review](https://www.g2.com/survey_responses/zoho-practice-review-13157900)

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