### Contents

- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Accounting Practice Management Software Resources

##### Articles, Discussions, and Reports to expand your knowledge on Accounting Practice Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Accounting Practice Management Software Articles

[![How to Calculate Cost of Goods Sold (COGS): A Complete Guide](https://learn.g2.com/hubfs/G2CM_BI048_Backlog_Images-%5BCalculate_gross_profit%5D_V1b.png "How to Calculate Cost of Goods Sold (COGS): A Complete Guide")](https://www.g2.com/articles/how-to-calculate-cost-of-goods)

[
### How to Calculate Cost of Goods Sold (COGS): A Complete Guide
](https://www.g2.com/articles/how-to-calculate-cost-of-goods)
Understanding your costs is essential for sustaining profitability in manufacturing.

[
 ![Devin Pickell](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devin Pickell")
DP

](https://learn.g2.com/author/devin-pickell)

by Devin Pickell

[![History of Accounting: How It's Evolved Over the Years](https://learn.g2.com/hubfs/G2CM_FI733_Learn_Article_Images-%5BHistory_Accounting%5D_V1a%20%281%29.png "History of Accounting: How It's Evolved Over the Years")](https://www.g2.com/articles/history-of-accounting)

[
### History of Accounting: How It's Evolved Over the Years
](https://www.g2.com/articles/history-of-accounting)
There’s a good chance you’ve never covered this in your accounting classes.

[
 ![Rob Browne](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rob Browne")
RB

](https://learn.g2.com/author/rob-browne)

by Rob Browne

[![Key Components of Accounting Automation](https://sell.g2.com/hubfs/long-angle-view-of-high-rise-glass-buildings-1055297.jpg "Key Components of Accounting Automation")](https://www.g2.com/articles/accounting-automation)

[
### Key Components of Accounting Automation
](https://www.g2.com/articles/accounting-automation)
No matter how dry or stale people think accounting and finance is, these functions are vital to the health of any company. Felipe Torres, a financial analyst at G2, further explains that finance and accounting functions “...help us prepare for the future and drive strategies that ensure we're maximizing our potential.”

[
 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

](https://learn.g2.com/author/nathan-calabrese)

by Nathan Calabrese

[![What Is Cost of Debt? (+How To Calculate It)](https://learn.g2.com/hubfs/cost-of-debt-1.jpg "What Is Cost of Debt? (+How To Calculate It)")](https://www.g2.com/articles/cost-of-debt)

[
### What Is Cost of Debt? (+How To Calculate It)
](https://www.g2.com/articles/cost-of-debt)
Spontaneity makes life fun and interesting, but when it comes to finance, whims aren’t so great.

[
 ![Maddie Rehayem](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maddie Rehayem")
MR

](https://learn.g2.com/author/maddie-rehayem)

by Maddie Rehayem

[![Accounting Software Basics (+ Some Key Features to Look For)](https://learn.g2crowd.com/hubfs/best-accounting-software.jpg "Accounting Software Basics (+ Some Key Features to Look For)")](https://www.g2.com/articles/what-is-accounting-software)

[
### Accounting Software Basics (+ Some Key Features to Look For)
](https://www.g2.com/articles/what-is-accounting-software)
Most business owners know that accounting is one of the most important aspects of running a company.

[
 ![Devin Pickell](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devin Pickell")
DP

](https://learn.g2.com/author/devin-pickell)

by Devin Pickell

Show More

## Accounting Practice Management Software Discussions

0

Question on: Karbon
[Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks](/discussions/please-tell-me-you-are-not-going-to-remove-to-do-and-the-ability-to-focus-in-on-only-today-s-tasks)

My Week has some good features, but it does not come close to replacing "To Do". Having a whole week of tasks (which can be alot) in front of you can be quite overwhelming. I don't want to think about what I have to do tomorrow or the rest of the week. I just want to focus in on today. With To Do I can do that brilliantly. Also in To Do I can see all the emails and notes that I use as Tasks (much quicker than creating hundreds of Work Items) as assigning emails can be done on the fly. My Week seems to assume we mostly use Work Items. We only use Work Items for either repeating Tasks, or Work with multiple tasks within the work item. Alot of our Tasks just come directly from an email or can be given to a staff member in a quick note. I would like to know how other users are finding My Week and whether others are worried about the future loss of To Do.

Karbon is working towards a more thoughtful approach to work. The end result will be different in many ways but will not be worse overall and will be better in many ways than the current to-do system.

Answered: Max Ducharme on April 29, 2022

[Your answer](/discussions/please-tell-me-you-are-not-going-to-remove-to-do-and-the-ability-to-focus-in-on-only-today-s-tasks/comments/new?remote=true)

0

Question on: TaxDome
[Is TaxDome cloud based?](/discussions/is-taxdome-cloud-based)

Is TaxDome cloud based?

Yes

Answered: Persida Matei, CPA, MST on July 1, 2022

Yes

Answered: Taylor Gale on July 1, 2022

Yes

Answered: Russell Barnett, EA, CTS on July 1, 2022

[See more answers (2)](javascript:void(0);)

[Your answer](/discussions/is-taxdome-cloud-based/comments/new?remote=true)

0

Question on: Canopy
[Tax data manipulation](/discussions/tax-data-manipulation)

Do you manipulate the data for input using the Adobe provided by Canopy or do you use additional software for the organization of data?

Hello Terri. We realize that your question might have some specific use case that we didn’t consider, but we tried to answer this to the best of our ability based on our interpretation of the question. Please reach out if you have more details to provide so we can adequately answer your question. Thanks! Canopy has many state and federal tax forms preloaded inside the Engagements section of our software. If you choose to initiate a tax document with your client this way, you will have the ability to add or manipulate all the data on that tax form within Canopy itself. Also, many of the fields that are associated with that client record will be able to prepopulate in that form (i.e., name, social security number, etc.) if you have already recorded those within Canopy. If you or a client has started their tax form(s) in a separate document outside of Canopy then the editing or manipulation of the data would occur in the native program it was initially created in. For example, if it was a PDF then it would open in your PDF reader (like Adobe Acrobat) or if it was created in Microsoft Word then it would open up in Word. If you save the document in Canopy, anytime you need to manipulate data it will open in the native program to allow you to edit it and you can save it directly into Canopy again. No need to download it to your computer and reload it back to our system. We’ve made it simple for you to work on and save documents. 

Answered: Patrick Nelson on August 23, 2022

We use Canopy to assist clients to know what information we need.

Answered: Jon Pryweller on August 22, 2022

Comment deleted by user.

Answered: Patrick Nelson on August 23, 2022

[See more answers (2)](javascript:void(0);)

[Your answer](/discussions/tax-data-manipulation/comments/new?remote=true)

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## Accounting Practice Management Software Reports

Mid-Market Grid® Report for Accounting Practice Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Accounting Practice Management

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Accounting Practice Management

Summer 2026

G2 Report: Grid® Report

Grid® Report for Accounting Practice Management

Summer 2026

G2 Report: Grid® Report

Grid® Report for Accounting Practice Management

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Accounting Practice Management

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Accounting Practice Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Accounting Practice Management

Spring 2026

G2 Report: Momentum Grid® Report

Grid® Report for Accounting Practice Management

Winter 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Accounting Practice Management

Winter 2026

G2 Report: Grid® Report