Best Accounting Practice Management Software for Medium-Sized Businesses

How Many Accounting Practice Management Software Products Does G2 Track?

Total Products under this Category: 192

Category Stats (Oct 2026)

  • Average Rating: 4.44/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Aiwyn (+0.88%) - Among all products in this category, Aiwyn recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank Accounting Practice Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,900+ Authentic Reviews
  • 192+ 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

Highlighted products: Karbon, Suralink, Dext, Xero Practice Manager, Aiwyn, Canopy, Caseware, and QuickBooks Online Accountant.

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

Karbon

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: 923

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: 7.9/10)
  • 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
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Sausalito, California
  • Twitter: @karbonhq
    3,663 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    449 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Director
  • 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 find Karbon's ease of use exceptional, thanks to seamless integrations and efficient workflow management capabilities.
  • Users enjoy the efficient task management of Karbon, enhancing workflow and keeping everything organized in one place.
  • Users find that Karbon enhances efficiency in task management, streamlining workflow and keeping communication organized in one place.
  • Users appreciate the efficient communication in Karbon, which streamlines workflow and reduces internal email clutter.
  • Users value the efficient team collaboration features of Karbon, enhancing project tracking and communication.
Cons
  • Users face missing features in Karbon, hindering effective client management and workflow optimization.
  • Users express frustration over email issues in Karbon, desiring better search and management features for sent emails.
  • Users find the learning curve steep, especially when transitioning tools, but support resources are available for assistance.
  • Users struggle with poor usability due to frequent UI changes and inconvenient feature placements affecting their workflow.
  • Users feel the need for improved email integration, including features for better organization and text editing capabilities.

What Are Recent G2 Reviews of Karbon?

Suralink

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: 178

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: 7.9/10)
  • 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
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Salt Lake City,Utah
  • Twitter: @Suralink
    724 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    112 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Manager, Partner
  • Top Industries: Accounting, Consulting
  • Company Size: 44% Medium, 40% Small

What Do G2 Reviewers Say About Suralink?

AI-generated summary from verified user reviews

Pros
  • Users find Suralink remarkably easy to use, needing minimal guidance for new clients to navigate the platform.
  • Users value the secure document sharing capabilities of Suralink, ensuring safety and ease for confidential uploads.
  • Users value Suralink's intuitive interface that simplifies document management and enhances collaboration among teams.
  • Users find the initial setup extremely easy, ensuring a smooth transition to Suralink for all clients.
  • Users find Suralink to significantly enhance efficiency by automating document requests and simplifying client engagement management.
Cons
  • Users experience poor notifications with Suralink, often receiving delays and misleading updates on file uploads.
  • Users are frustrated with the missing features in Suralink, such as poor document review and limited attachment options.
  • Users express frustration over restrictive file management in Suralink, hindering collaboration and causing delays in notifications.
  • Users experience access issues such as trouble locating files and complications with Multi-Factor Authentication and SSO.
  • Users find the difficult learning curve cumbersome, as it requires extensive training and timely document management.

What Are Recent G2 Reviews of Suralink?

What Are G2 Users Discussing About Suralink?

Dext

Automate bookkeeping with Dext, invoice to payment. AI captures, extracts & codes receipts/invoices, syncs to Xero, QBO & 36+ platforms. You stay in control. 12,000+ firms trust Dext. Manage your bookkeeping workflows from invoice to payment in one AI-powered platform. Our intelligent, cloud-based bookkeeping automation platform is built for accountants, bookkeepers, and growing businesses. It connects document capture, extraction, categorisation, approvals, expenses and payments in one workflow, powered by AI built specifically for bookkeeping, not generic AI, so your business gets accurate, real-time financial data with you in control. More than 700,000 businesses and 12,000+ accounting firms trust Dext. Each year, the platform processes over 350 million financial documents at over 99% extraction accuracy, and 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, forward by email or WhatsApp, or connect a data feed. 2. Extract key data with AI – Reads supplier, amount, tax, due date and more. 3. Categorise and enrich automatically – AI suggests categories, descriptions, and payment methods, learning from how your business or practice works. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and 36+ platforms. 5. Approve and pay – Manage the full accounts payable workflow, with built-in approvals and security checks. 6. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. Receipt capture and submission options: Capture data however you prefer: snap a photo, submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims from the mobile app, or send documents by email, WhatsApp, Dropbox, drag-and-drop, or direct bank feed. Bookkeeping automation, AI and accounts payable Supplier rules and smart splits automate categorisation and posting, while AI Assist, Dext's agentic AI, learns how you work and suggests smarter automations, transparent, optional and fully auditable. Nothing publishes without review and sign-off. Dext manages the rest of the accounts payable workflow too: approvals and supplier payments, with built-in security checks. Integrations and ecosystem Dext connects to more than 11,500 banks, e-commerce platforms and payment systems, syncing with 36+ accounting platforms including Xero, QuickBooks and Sage, plus Amazon, Shopify, Stripe and PayPal. This removes duplicate entry and supports every business type. Expense management Digital approval workflows and automated reimbursements simplify expense management for businesses and firms alike. Multi-level approvals, real-time spend visibility, multi-currency support and mileage tracking are all built in. Reliability and accuracy Dext matches transactions with bank feeds automatically, catching duplicates and flagging missing documents, delays and bottlenecks before they become problems, no spreadsheets or manual checks needed. Security and compliance All data is stored in the EU, encrypted at every stage, with least-privilege access. Dext is ISO/IEC 27001 certified and GDPR-compliant, with a live Trust Centre available anytime. Dext never sells customer data, every supplier is vetted, and the platform maintains over 99.99% uptime. Recognition and ratings - 30 G2 Leader Badges across six categories in the Fall 2026 Report: Expense Management, Invoice Management, OCR, Mileage Tracking, Accounting Practice Management, and Travel & Expense. - 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 Does Dext integrate with accounting software? Yes. Dext integrates directly with Xero, QuickBooks, Sage, and 36+ accounting platforms, plus more than 11,500 banks, platforms, and systems worldwide. Is Dext just a receipt capture or OCR tool? No. Dext has evolved beyond receipt capture and OCR into a full intelligent bookkeeping automation platform, managing the complete workflow from invoice to payment, with AI at its core. Does Dext support e-invoicing? In France, Dext is one of the first government-certified Aggregated Platforms (PA) for e-invoicing, trusted by more than 2,000 accounting firms and 290,000 businesses, and has won five Gold Medals at France's Palmarès du Monde du Chiffre (a leading awards program for the French accounting industry). Start your 14-day free trial today and experience intelligent bookkeeping automation with Dext.

Average Rating: 4.6/5.0

Total Reviews: 347

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: 7.9/10)
  • 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
  • Company Website:
  • Year Founded: 1978
  • HQ Location: Alpharetta, GA
  • Twitter: @IRISSoftwareGrp
    1,340 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,115 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 praise the ease of use of Dext, noting its user-friendly interface that simplifies billing and invoicing.
  • Users appreciate how Dext's time-saving automation significantly reduces manual work and enhances efficiency with easy syncing.
  • Users value the automation capabilities of Dext, significantly reducing manual work and saving time and effort.
  • Users value the automation efficiency of Dext, saving time and ensuring accurate data capture for documents.
  • Users value the efficiency of Dext, appreciating its speed and automation for seamless bookkeeping.
Cons
  • Users express frustration with pricing issues, citing unexpected fees and dissatisfaction with customer service regarding contracts.
  • Users report major billing issues, experiencing unauthorized charges and poor customer service from Dext regarding their plans.
  • Users experience occasional slow processing when reading documents or fetching data, though it typically performs well.
  • Users report approval issues with Dext, emphasizing difficulties in plan changes and unexpected charges without consent.
  • Users consistently find Dext to be expensive, with unexpected charges and inadequate support contributing to frustrations.

What Are Recent G2 Reviews of Dext?

What Are G2 Users Discussing About Dext?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

Xero Practice Manager

Xero Practice Manager is a comprehensive, cloud-based practice management solution tailored for accounting and bookkeeping firms. It streamlines the management of clients, jobs, timesheets, invoicing, and reporting, providing a centralized platform to oversee all aspects of practice operations. By integrating seamlessly with Xero's suite of products, it ensures real-time data synchronization, enhancing efficiency and collaboration within the firm. Key Features and Functionality: - Client and Job Management: Assign tasks to staff, set deadlines, and monitor job progress through a unified dashboard. - Time Tracking and Invoicing: Record billable hours accurately and convert them into invoices, which are automatically synchronized with Xero accounting software. - Customizable Reporting: Generate standard or tailored reports to gain insights into practice performance and client engagements. - Seamless Integration: Sync client records and financial data across Xero HQ and other Xero products, ensuring consistency and reducing manual data entry. - Mobile Accessibility: Utilize the Xero Practice Manager mobile app to manage tasks, track time, and access client information on the go. Primary Value and Solutions Provided: Xero Practice Manager addresses the complexities of managing an accounting practice by offering an integrated platform that consolidates client information, job tracking, and financial data. This integration reduces administrative overhead, minimizes errors, and enhances collaboration among team members. By automating routine tasks and providing real-time insights, it empowers firms to focus on delivering high-quality services to their clients, ultimately driving growth and profitability.

Average Rating: 4.5/5.0

Total Reviews: 46

How Do G2 Users Rate Xero Practice Manager?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 9.1/10)
  • Reporting: 9.6/10 (Category avg: 7.9/10)
  • New Client: 9.6/10 (Category avg: 8.5/10)
  • Job Status: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Xero Practice Manager?

  • Seller: Xero
  • Year Founded: 2006
  • HQ Location: Wellington
  • Twitter: @Xero
    77,493 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6,086 employees on LinkedIn®
  • Ownership: ASX:XRO

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 77% Small, 21% Medium

What Do G2 Reviewers Say About Xero Practice Manager?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Xero Practice Manager, making tasks like timesheets and payroll effortless.
  • Users appreciate the centralized management of Xero Practice Manager, finding it easy and effective for client management.
  • Users find client management easy and efficient with Xero Practice Manager, enhancing their practice operations effortlessly.
  • Users value the responsive customer support of Xero Practice Manager, enhancing their overall experience with the software.
  • Users enjoy the ease of use and fast customer support of Xero Practice Manager, enhancing their overall experience.
Cons
  • Users experience difficulties in locating invoices for suppliers and revenue receipts, leading to confusion in management.
  • Users find the limited features of Xero Practice Manager restrict their ability to efficiently manage job creation.
  • Users report slow performance of Xero Practice Manager, negatively impacting productivity during critical times.
  • Users face challenges with update issues that hinder AI functionality and data manipulation processes in Xero Practice Manager.
  • Users experience website downtime with Xero Practice Manager, leading to frustrations and reduced productivity.

What Are Recent G2 Reviews of Xero Practice Manager?

What Are G2 Users Discussing About Xero Practice Manager?

Aiwyn

The accounting firm of tomorrow runs on Aiwyn. Aiwyn is the first complete platform built for modern accounting firms. Billing, payments, client experience, practice management and tax, unified in a single system so your firm can automate manual work, accelerate cash flow, and operate at the scale top firms demand. Aiwyn connects to your existing practice management and CRM systems, consolidating data and giving firm leadership real-time visibility across WIP, accounts receivable, and overall practice health. Firms on Aiwyn move faster, serve clients better, and grow with a leaner operational footprint. The platform is purpose-built for managing partners and firm administrators accountable for profitability, client retention, and growth. Aiwyn brings together accounts receivable automation, client billing, digital engagement letters, online payment processing, and a modern client portal for secure document sharing and collaboration – all in a connected workflow from proposal to final payment. Aiwyn integrates natively with leading practice management systems including CCH Axcess, Iris and QuickBooks, creating a single source of truth for firm data. Leadership gains the reporting and visibility needed to make confident decisions, manage capacity, and stay ahead of revenue targets. Trusted by hundreds of leading accounting firms, including a significant share of the IPA 500, Aiwyn serves regional practices and large multi-office firms across tax, audit, and advisory. Firms on Aiwyn are reducing days sales outstanding, accelerating collections, streamlining engagements, and delivering a client experience that sets them apart. Backed by KKR and Bessemer Venture Partners and headquartered in Charlotte, NC, Aiwyn is built for the firms shaping the future of the accounting profession.

Average Rating: 4.3/5.0

Total Reviews: 24

How Do G2 Users Rate Aiwyn?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.1/10)
  • Reporting: 9.2/10 (Category avg: 7.9/10)
  • New Client: 10.0/10 (Category avg: 8.5/10)
  • Job Status: 9.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Aiwyn?

  • Seller: Aiwyn
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Charlotte, North Carolina, United States
  • LinkedIn® Page: www.linkedin.com
    165 employees on LinkedIn®
  • Phone: (704) 312-2680

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 58% Medium, 29% Small

What Are Recent G2 Reviews of Aiwyn?

Canopy

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: 846

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: 7.4/10 (Category avg: 7.9/10)
  • 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
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Draper, Utah
  • Twitter: @canopysuite
    1,991 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    316 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CPA
  • Top Industries: Accounting, Financial Services
  • Company Size: 82% Small, 2% Medium

What Do G2 Reviewers Say About Canopy?

AI-generated summary from verified user reviews

Pros
  • Users find Canopy's ease of use instrumental in streamlining tax practice management and improving efficiency.
  • Users appreciate the ease of task management in Canopy, enhancing productivity through automation and simplified workflows.
  • Users value Canopy for its document management capabilities, streamlining tasks and enhancing client communications effectively.
  • Users find Canopy's efficiency remarkable, thanks to automated workflows that streamline tasks and enhance productivity.
  • Users value the enhanced efficiency of Canopy, which streamlines workflows and automates tasks for better productivity.
Cons
  • Users report that task management can be buggy, with inconsistent statuses and overly complex workflows affecting usability.
  • Users face document management issues with Canopy, including disorganized uploads and limited communication features.
  • Users feel the limited customization options in Canopy hinder their ability to tailor tools to specific needs.
  • Users find inefficiencies in Canopy, as changing or deleting items is complicated and unresponsive features disrupt their workflow.
  • Users express frustration with the time-consuming setup of Canopy, requiring substantial effort to configure workflows effectively.

What Are Recent G2 Reviews of Canopy?

Caseware

Caseware is the AI platform for modern audit and assurance engagements. Purpose-built for audit and financial reporting, Caseware embeds governed, engagement-aware intelligence directly into the workflows firms already trust—helping teams plan, execute, review and report with greater speed, confidence and control. With AI agents, methodology-driven automation and an open platform architecture, Caseware helps firms streamline complex work, protect quality and extend intelligence across the full engagement lifecycle. Trusted by firms around the world, Caseware brings together 35+ years of domain expertise with frontier AI built for what comes next.

Average Rating: 4.0/5.0

Total Reviews: 68

How Do G2 Users Rate Caseware?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 9.1/10)
  • Reporting: 3.3/10 (Category avg: 7.9/10)
  • Job Status: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Caseware?

  • Seller: Caseware International
  • Company Website:
  • Year Founded: 1988
  • HQ Location: Toronto, ON
  • Twitter: @CaseWare
    5,821 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    641 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 39% Small, 33% Medium

What Do G2 Reviewers Say About Caseware?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use in Caseware, highlighting its simple templates and efficient audit processes.
  • Users value the efficiency of Caseware, noting its ability to streamline complex audit processes and enhance productivity.
  • Users value the automation features of Caseware, which enhance efficiency and improve audit quality and consistency.
  • Users value the ease of use and structured templates in Caseware, enhancing audit efficiency and quality.
  • Users value the enhanced audit efficiency of Caseware, streamlining processes and integrating advanced analytics for financial audits.
Cons
  • Users find the steep learning curve of Caseware challenging, requiring time and training to master effectively.
  • Users often experience slow performance with large files, especially during synchronization, impacting efficiency and user experience.
  • Users find the time-consuming setup and learning curve of Caseware frustrating, impacting their overall productivity.
  • Users find the bugs in document setup to be time-consuming and often lead to confusion during collaboration.
  • Users find the difficult learning curve of Caseware challenging, as setup and document handling are time-consuming and complex.

What Are Recent G2 Reviews of Caseware?

What Are G2 Users Discussing About Caseware?

QuickBooks Online Accountant

QuickBooks Online Accountant is a comprehensive, cloud-based accounting solution tailored for accounting professionals to efficiently manage multiple clients and streamline their practice workflows. By providing real-time access to client data, it enables accountants to offer timely and informed financial advice, enhancing client relationships and service quality. Key Features and Functionality: - Client Management: Access and manage all client files through a single, secure login, eliminating the need for multiple accounts and simplifying workflow. - Customizable Home Base: Each team member has a personalized dashboard highlighting essential tasks, reminders, and insights, ensuring that critical activities are prioritized and nothing is overlooked. - Data Integrity Alerts: Receive immediate notifications for disconnected bank feeds or data connection issues, allowing for prompt resolution and ensuring that financial data remains current and accurate. - Role-Based Access Control: Assign specific roles to team members, enabling delegation of tasks while maintaining compliance and security across services such as accounts payable, accounts receivable, and payroll. - AI-Powered Client Insights: Utilize artificial intelligence to monitor client portfolios, identifying significant trends and anomalies across key financial indicators, payroll data, and bill payments, facilitating proactive advisory services. - Efficient Month-End Close: Streamline the review and closing process with AI-driven anomaly detection and automated updates, supported by customizable templates and statuses to fit the firm's specific procedures. - Customer Relationship Management: Manage leads and client interactions within a unified platform, automating follow-ups and personalizing communications to strengthen client relationships from initial contact through ongoing engagement. Primary Value and Solutions Provided: QuickBooks Online Accountant empowers accounting professionals by centralizing client management, automating routine tasks, and providing advanced analytical tools. This integration reduces manual workload, minimizes errors, and enhances the ability to deliver strategic financial advice. The platform's scalability and AI-driven features support the growth of accounting practices, enabling them to offer high-quality services to a broader client base efficiently.

Average Rating: 4.4/5.0

Total Reviews: 78

How Do G2 Users Rate QuickBooks Online Accountant?

  • Has the product been a good partner in doing business?: 8.9/10 (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: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind QuickBooks Online Accountant?

  • Seller: Intuit
  • Year Founded: 1983
  • HQ Location: Mountain View, California
  • Twitter: @Intuit
    80,559 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,963 employees on LinkedIn®
  • Ownership: VIE:INTU

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting
  • Company Size: 77% Small, 17% Medium

What Do G2 Reviewers Say About QuickBooks Online Accountant?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of QuickBooks Online Accountant, making accounting tasks straightforward and efficient.
  • Users value the seamless integrations with other software, enhancing their accounting processes and productivity.
  • Users appreciate the fast and helpful customer support of QuickBooks Online Accountant, enhancing their overall experience.
  • Users value the efficiency of QuickBooks Online Accountant, enhancing workflow and simplifying client management significantly.
  • Users appreciate the comprehensive ecosystem of QuickBooks Online Accountant, enhancing efficiency and supporting career advancement in accounting.
Cons
  • Users find the learning curve challenging, as the interface can be overwhelming for those new to managing multiple clients.
  • Users find the interface to be overwhelmingly complex, presenting a significant learning curve for new users managing multiple clients.
  • Users find occasional syncing delays with ProConnect integration frustrating, especially during busy filing times.
  • Users face challenges due to constantly changing menu locations, which can hinder the overall user experience in QuickBooks Online Accountant.

What Are Recent G2 Reviews of QuickBooks Online Accountant?

What Are G2 Users Discussing About QuickBooks Online Accountant?

Firm360

Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help.

Average Rating: 4.4/5.0

Total Reviews: 153

How Do G2 Users Rate Firm360?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Reporting: 8.3/10 (Category avg: 7.9/10)
  • New Client: 8.8/10 (Category avg: 8.5/10)
  • Job Status: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Firm360?

  • Seller: Firm Software LLC
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Raleigh, NC
  • Twitter: @firm360
    776 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Partner
  • Top Industries: Accounting, Financial Services
  • Company Size: 88% Small, 8% Medium

What Do G2 Reviewers Say About Firm360?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Firm360, noting its intuitive design and streamlined processes for client management.
  • Users commend the responsive and helpful customer support of Firm360, enhancing their overall experience and satisfaction.
  • Users value the centralized management of Firm360, simplifying operations and enhancing productivity across their firms.
  • Users appreciate the great document management capabilities of Firm360, streamlining invoice and task handling efficiently.
  • Users value the efficiency improvement from Firm360, enabling seamless tracking of multiple projects and streamlined processes.
Cons
  • Users feel the limited features of Firm360 hinder usability and miss advanced customization options available in other tools.
  • Users find client management cumbersome since they cannot delete clients and must repeatedly enter client information.
  • Users find poor usability in Firm360, especially with document viewing and confusing project reports complicating their experience.
  • Users face cumbersome file management issues with Firm360, leading to inefficiencies and frustrations in document organization.
  • Users often experience download issues with Firm360, leading to frustration and inefficient workflows.

What Are Recent G2 Reviews of Firm360?

What Are G2 Users Discussing About Firm360?

Uku

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: 7.9/10)
  • 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
  • Year Founded: 2017
  • HQ Location: Tallinn, EE
  • Twitter: @accountinguku
    48 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 love the ease of use of Uku, appreciating its intuitive design and flexible, customizable options.
  • Users appreciate how Uku provides effective task management, enhancing workflow organization and client agreement clarity.
  • Users find Uku's efficiency improvement invaluable for task management and time tracking, enhancing daily productivity.
  • Users find Uku to be a time-saving tool, streamlining tasks and enhancing productivity across their teams.
  • Users value the effective time tracking of Uku, enhancing productivity and optimizing team workflows effortlessly.
Cons
  • Users find task management challenging due to difficulties in tracking and scheduling recurring tasks effectively.
  • Users find the learning curve steep for recurring tasks in Uku, requiring time and effort to navigate.
  • Users find the difficult learning process with recurring tasks in Uku to be confusing and time-consuming.
  • Users find the limited functionality of Uku's mobile app frustrating compared to the more robust desktop experience.
  • Users experience task management issues with complex recurring tasks, leading to confusion and potential duplicates in scheduling.

What Are Recent G2 Reviews of Uku?

IRIS Practice Management

The Iris Software Group Americas suite is precise and efficient software that is truly integrated to enhance the productivity of even the most successful accountant or practice.

Average Rating: 3.7/5.0

Total Reviews: 16

How Do G2 Users Rate IRIS Practice Management?

  • Has the product been a good partner in doing business?: 7.4/10 (Category avg: 9.1/10)
  • Reporting: 6.7/10 (Category avg: 7.9/10)
  • New Client: 8.3/10 (Category avg: 8.5/10)
  • Job Status: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind IRIS Practice Management?

  • Seller: IRIS Software Group
  • Year Founded: 1978
  • HQ Location: Alpharetta, GA
  • Twitter: @IRISSoftwareGrp
    1,340 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,115 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 63% Medium, 31% Small

What Are Recent G2 Reviews of IRIS Practice Management?

What Are G2 Users Discussing About IRIS Practice Management?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated