# Best Accounting Practice Management Software - Page 2

  *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*

   Accounting practice management software manages the front- and back-office operations for companies providing accounting services. This type of software is used to organize the services offering of a company, as well as to track delivery using workflows and task management. Accounting practice management solutions help accounting professionals increase productivity and improve the relationships with their customers. These software products can be implemented and used across the entire company but are most beneficial for independent accountants.

Accounting practice management software needs to integrate with [accounting software](https://www.g2.com/categories/accounting) and [small-business accounting software](https://www.g2.com/categories/small-business-accounting). When not included in the product, integration with[project management software](https://www.g2.com/categories/project-management) is also essential.

To qualify for inclusion in the Accounting Practice Management category, a product must:

- Maintain the portfolio of services offered by professional accountants
- Manage relationships with customers and prospects
- Monitor tasks and activities related to the accounting practice
- Provide portals for customers to communicate with accountants
- Track the status of each project and calculate the billable time
- Create invoices for the services provided and track payments




  ## How Many Accounting Practice Management Software Products Does G2 Track?
**Total Products under this Category:** 126

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

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

- 30 Analysts and Data Experts
- 4,300+ Authentic Reviews
- 126+ 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.

  
## Which Accounting Practice Management Software Is Best for Your Use Case?

- **Leader:** [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews)
- **Highest Performer:** [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews)
- **Easiest to Use:** [Financial Cents](https://www.g2.com/products/financial-cents/reviews)
- **Top Trending:** [Financial Cents](https://www.g2.com/products/financial-cents/reviews)
- **Best Free Software:** [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews)

  
---

**Sponsored**

### Auditi

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.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1592&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&secure%5Bresource_id%5D=1592&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Faccounting-practice-management%2Fsmall-business&secure%5Btoken%5D=5213c6ce55475c5fa2776ed6e3e26f82c202422d4ac9827cb93a15e538f4bc90&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website)

---

  ## What Are the Top-Rated Accounting Practice Management Software Products in 2026?
### 1. [Jetpack Workflow](https://www.g2.com/products/jetpack-workflow/reviews)
  Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 13
**How Do G2 Users Rate Jetpack Workflow?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 1.7/10 (Category avg: 7.8/10)
- **New Client:** 6.7/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

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

- **Seller:** [Jetpack Workflow](https://www.g2.com/sellers/jetpack-workflow)
- **Year Founded:** 2015
- **HQ Location:** Pittsburgh, US
- **Twitter:** @JetpackWorkflow (1,385 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/jetpackworkflow/ (5 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 77% Small-Business, 15% Mid-Market


#### What Are Jetpack Workflow's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- Setup Ease (1 reviews)
- User Interface (1 reviews)
- Workflow Customization (1 reviews)

**Cons:**

- Email Integration (1 reviews)

### 2. [Levvy](https://www.g2.com/products/levvy/reviews)
  Levvy is a next-gen Practice Management Platform built for accounting & CAS firms, connecting teams with everything they need to do work- all in one place. It eliminates digital friction to improve team collaboration, boost productivity, and enhance client service delivery with features like: Real-time capacity management, • Dynamic Workspace that lets teams view, schedule, and track progress on all work in one seamless space • Embedded chat and document sharing for seamless team communication • All-in-one view of task details, instructions, files, and comments to eliminate switching between apps. • Automated workflows for enhanced operations


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 13
**How Do G2 Users Rate Levvy?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 8.7/10 (Category avg: 7.8/10)
- **New Client:** 9.8/10 (Category avg: 8.4/10)
- **Job Status:** 9.5/10 (Category avg: 8.6/10)

**Who Is the Company Behind Levvy?**

- **Seller:** [Levvy](https://www.g2.com/sellers/levvy)
- **Company Website:** https://levvy.com/
- **Year Founded:** 2020
- **HQ Location:** Brooklyn, US
- **LinkedIn® Page:** https://www.linkedin.com/company/levvy (8 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 92% Small-Business


#### What Are Levvy's Pros and Cons?

**Pros:**

- Ease of Use (7 reviews)
- Task Management (7 reviews)
- Efficiency Improvement (5 reviews)
- Team Collaboration (4 reviews)
- Workflow Management (4 reviews)

**Cons:**

- Task Management (2 reviews)
- Billing Issues (1 reviews)
- Invoicing Issues (1 reviews)
- Limited Integrations (1 reviews)
- Poor Reporting (1 reviews)

### 3. [Onvio Firm Management](https://www.g2.com/products/onvio-firm-management/reviews)
  Onvio Firm Management is a comprehensive cloud-native solution that helps tax and accounting professionals collect, share, and store documents, track time and billing, save time with trial balance tools, manage projects, and stay synchronized with colleagues and clients, on a single, universally accessible integrated platform. An intuitive interface provides users with a consistent and familiar experience with clients using multi-factor authentication and other security protocols. Plus, all data is encrypted whether in transit or stored. Firms can initiate projects through due date and task tracking, budgeting tools, and reporting that ensure productive workflows and successful results. The speed, flexibility, and security provide firms the opportunity to run their business anytime, anywhere, and collaborate easily with clients. Time and expense tracking, along with customized billing make it easy to monitor effectiveness and business performance. Onvio Firm Management offers the convenience of e-signature capability, source document scanning through a mobile device, and online bill pay to boost customer satisfaction and support the growth and future of your firm.


  **Average Rating:** 3.6/5.0
  **Total Reviews:** 13
**How Do G2 Users Rate Onvio Firm Management?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 6.7/10 (Category avg: 8.4/10)
- **Job Status:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Onvio Firm Management?**

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters (150,426 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,465 employees on LinkedIn®)
- **Ownership:** NYSE:TRI

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 46% Small-Business, 23% Enterprise


#### What Are Onvio Firm Management's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- Secure Document Sharing (1 reviews)
- Task Management (1 reviews)
- Tax Management (1 reviews)

**Cons:**

- Difficult Learning (1 reviews)
- Learning Curve (1 reviews)

### 4. [DataSnipper](https://www.g2.com/products/datasnipper/reviews)
  DataSnipper is the intelligent automation platform transforming how audit and finance teams work. Powered by AI Agents, DataSnipper helps professionals reduce manual work, analyze documents and data faster, and focus more time on judgement and analysis where it matters most. In 2025, DataSnipper delivered more than $1.4B in productivity savings across audit and finance workflows, as organizations increasingly adopted AI to support complex, regulated processes. At the center of this innovation are Excel Agents and Disclosure Agents, designed to move beyond task-level automation and support end-to-end audit and reporting workflows directly inside Excel. DataSnipper's innovation has been recognized globally, including the 2026 Forbes Fintech 50 — the only European company on the list — and TIME's Best Inventions of 2025 in the Artificial Intelligence category for DocuMine, highlighting breakthrough AI designed to help professionals analyze large volumes of documents with speed and transparency. Trusted by Fortune 500 companies, government agencies, global enterprises, and all Big Four audit firms, DataSnipper is used by professionals in 175 countries to accelerate audit and finance workflows while maintaining full transparency and control. AI Agents: The Next Generation of Audit & Finance Automation At the core of DataSnipper are Excel Agents and Disclosure Agents, designed to go beyond task-level automation and support complete audit and reporting workflows: - Excel Agents — Describe a task in plain language and the agent plans and executes it end-to-end: matching sample data to documents, extracting key fields, and comparing results to expectations. No templates, no complex setup — just prompt-driven automation with explainable, audit-ready outputs and full cross-references. - Disclosure Agents — Turn days of manual disclosure checklist reviews into minutes. Automatically analyze checklists against financial statements across IFRS, GAAP, and other global standards, cross-check firm-specific policies, and link every requirement to transparent, verifiable evidence. Intelligent Automation Features DataSnipper also gives audit and finance teams a full suite of automation capabilities directly in Excel: - Document Matching — Automatically match Excel data to invoices, bank statements, contracts, and other source documents. - Data Extraction — Extract data from documents with consistent layouts and apply the same logic at scale. - DocuMine — AI-powered document intelligence that lets teams mine, analyze, and verify large volumes of documents. Named to TIME's Best Inventions of 2025 in the Artificial Intelligence category, alongside Nvidia, Anthropic, and DeepSeek. - AI Extractions — Turn unstructured documents across languages and formats into analysis-ready data directly in Excel. - Cross-Referencing & Audit Trail — Every snip, extraction, and AI output links back to its source document, creating a fully traceable, verifiable audit trail. - Real-Time Collaboration — Work simultaneously with team members in the same workbook, syncing data and references in real time. Why Audit & Finance Teams Choose DataSnipper - Lives inside Excel — No new tools to learn. Teams adopt DataSnipper immediately within the environment they already know, supported by a dedicated customer success team. - $1.4B+ in productivity savings delivered in 2025 — Measurable impact across audit and finance workflows globally. - 600,000+ professionals across 175 countries — Trusted by all Big Four firms (Deloitte, EY, KPMG, PwC), Fortune 500 companies, government agencies, and global enterprises. - Award-winning innovation — 2026 Forbes Fintech 50 (only European company on the list) · TIME Best Inventions 2025 (AI category) · Fast Company Next Big Things in Tech 2025 · G2 Leader in Financial Audit Software. - Scales with your team — Three packages (Start, Accelerate, Elevate) to support firms from small practices to global organizations. Built for Trust and Transparency Every AI output is grounded in source evidence. DataSnipper does not train or fine-tune models on customer data. Customer prompts and documents are processed temporarily (up to 24 hours) and then permanently deleted. SOC 2 Type II certified, with data encrypted in transit and at rest, and regional data centers across the U.S., EU, and Australia. See DataSnipper in Action Ready to automate your audit and finance workflows with AI Agents? Book a personalized demo and discover how DataSnipper can help your team reduce manual work, improve quality, and reclaim time for higher-value analysis, all without leaving Excel.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 217
**How Do G2 Users Rate DataSnipper?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Reporting:** 2.5/10 (Category avg: 7.8/10)
- **New Client:** 2.5/10 (Category avg: 8.4/10)
- **Job Status:** 2.5/10 (Category avg: 8.6/10)

**Who Is the Company Behind DataSnipper?**

- **Seller:** [DataSnipper](https://www.g2.com/sellers/datasnipper)
- **Company Website:** https://Datasnipper.com
- **Year Founded:** 2017
- **HQ Location:** Amsterdam, NL
- **Twitter:** @DataSnipper (147 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/datasnipper/ (292 employees on LinkedIn®)

**Who Uses This Product?**
  - **Who Uses This:** Auditor, Associate
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 43% Enterprise, 37% Mid-Market


#### What Are DataSnipper's Pros and Cons?

**Pros:**

- Ease of Use (28 reviews)
- Document Management (13 reviews)
- Efficiency (12 reviews)
- Time Saving (8 reviews)
- Audit Efficiency (7 reviews)

**Cons:**

- Slow Loading (5 reviews)
- Bugs (3 reviews)
- Formatting Issues (3 reviews)
- Missing Features (3 reviews)
- Poor Usability (3 reviews)

### 5. [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: 7.8/10)
- **New Client:** 9.3/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Pixie?**

- **Seller:** [Pixie](https://www.g2.com/sellers/pixie)
- **Year Founded:** 2019
- **HQ Location:** London, UK
- **Twitter:** @usepixie (808 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/28177092 (4 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 83% Small-Business, 8% Enterprise


#### What Are Pixie's Pros and Cons?

**Pros:**

- Automation (1 reviews)
- Centralization (1 reviews)
- Customization (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)

**Cons:**

- Poor Customer Support (1 reviews)
- Update Issues (1 reviews)

### 6. [Accounting Power](https://www.g2.com/products/accounting-power/reviews)
  Have you realized that the accounting systems which are sold directly to your clients, bypassing you, are hurting your practice? You’re not alone. Thousands of accountants came to the same realization - and they wanted to regain control. We created Accounting Power just for accountants like you. Sold exclusively to accountants, Accounting Power includes both a powerful professional system and a fully integrated comprehensive G/L system. This breakthrough approach gives you the stronger control over clients accounting to best serve all your clients, offer client accounting services and boost your margins.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 11
**How Do G2 Users Rate Accounting Power?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 6.7/10 (Category avg: 8.4/10)
- **Job Status:** 7.8/10 (Category avg: 8.6/10)

**Who Is the Company Behind Accounting Power?**

- **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group)
- **Year Founded:** 1978
- **HQ Location:** Alpharetta, GA
- **Twitter:** @IRISSoftwareGrp (1,343 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/iris-software-group/ (2,976 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 58% Mid-Market, 42% Small-Business


#### What Are Accounting Power's Pros and Cons?

**Pros:**

- Comprehensive (1 reviews)
- Document Management (1 reviews)
- Organization Features (1 reviews)
- Pricing (1 reviews)

**Cons:**

- Limited Features (1 reviews)

### 7. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews)
  Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 34
**How Do G2 Users Rate Cone?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Cone?**

- **Seller:** [Cone](https://www.g2.com/sellers/cone)
- **Year Founded:** 2022
- **HQ Location:** United States
- **LinkedIn® Page:** https://www.linkedin.com/company/getcone (10 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 97% Small-Business, 3% Mid-Market


#### What Are Cone's Pros and Cons?

**Pros:**

- Ease of Use (18 reviews)
- Customer Support (15 reviews)
- Time-saving (11 reviews)
- Efficiency (8 reviews)
- Pricing (8 reviews)

**Cons:**

- Learning Curve (2 reviews)
- Deletion Problems (1 reviews)
- Difficult Setup (1 reviews)
- Initial Usage Difficulty (1 reviews)
- Limited Customization (1 reviews)

### 8. [Fieldguide AI Platform](https://www.g2.com/products/fieldguide-ai-platform/reviews)
  Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based software helps firms take advantage of the increasing demand for audit and advisory services by addressing the challenges of scarce talent, remote collaboration, and modern client expectations. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 1 & SOC 2, HITRUST, PCI DSS, HIPAA, and many more. Instead of juggling siloed legacy tools, practitioners can rely on Fieldguide as a single source of truth, with all the capabilities that they need to run engagements from kickoff to completion. Streamlined requests, AI-powered document management, intelligent framework mapping, and one-click reports are just some of the unique Fieldguide features that help firms drive greater visibility across all engagements, while delivering a first-class client experience. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits. Fieldguide has received multiple awards from industry associations, and the company is backed by top venture capital firms, including 8VC, Y Combinator, and Floodgate.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 10

**Who Is the Company Behind Fieldguide AI Platform?**

- **Seller:** [Fieldguide](https://www.g2.com/sellers/fieldguide)
- **Year Founded:** 2020
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @fieldguide (166 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/fieldguide-inc (165 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 40% Mid-Market, 40% Enterprise


### 9. [Smart Audit](https://www.g2.com/products/smart-audit-smart-audit/reviews)
  Audit Workflow Software for SMPs


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 11

**Who Is the Company Behind Smart Audit?**

- **Seller:** [Smart Audit](https://www.g2.com/sellers/smart-audit)
- **Year Founded:** 2013
- **HQ Location:** Singapore, Singapore
- **Twitter:** @smartauditteam (92 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/smart-audit-pte-ltd (10 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 55% Small-Business, 36% Mid-Market


### 10. [TaxCalc](https://www.g2.com/products/taxcalc/reviews)
  TaxCalc provides high quality and affordable software for over 8,000 accountancy practices.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 8
**How Do G2 Users Rate TaxCalc?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 9.2/10 (Category avg: 7.8/10)
- **New Client:** 6.7/10 (Category avg: 8.4/10)
- **Job Status:** 8.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind TaxCalc?**

- **Seller:** [TaxCalc](https://www.g2.com/sellers/taxcalc)
- **Year Founded:** 2005
- **HQ Location:** Wokingham, GB
- **Twitter:** @taxcalc (2,617 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/519049 (92 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Small-Business, 38% Enterprise


### 11. [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: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.4/10)
- **Job Status:** 8.3/10 (Category avg: 8.6/10)

**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:** https://www.linkedin.com/company/auditi/ (14 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 46% Mid-Market, 38% Small-Business


#### What Are Auditi's Pros and Cons?

**Pros:**

- Ease of Use (5 reviews)
- Intuitive (4 reviews)
- User Interface (4 reviews)
- Communication (3 reviews)
- Audit Efficiency (2 reviews)

**Cons:**

- Poor Communication Features (2 reviews)
- Audit Management (1 reviews)
- Bug Issues (1 reviews)
- Client Management (1 reviews)
- File Management (1 reviews)

### 12. [Capium](https://www.g2.com/products/capium/reviews)
  Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic desktop accounts software, but continually accessible virtually. Capium suite can be accessed from laptops, mobiles and tablets from anywhere, granted there is an internet connection available. About Capium: The company was established in 2015 when it launched the first 6 modules to facilitate professional accountants and Small to medium size enterprises (SMEs). By 2018, Capium had acquired 750+ firms using their modules and 6 award nominations, and in 2019, Capium won 2 national accounting awards. Capium is a firm focused on the accountant as the valued client. The accounting tech software market is worth more than 1 billion pounds in the UK, with a compound annual rate of 8.5% forecasted for the period of 2021-2026. With the arrival of the enforcement established by the HMRC of making tax digital (MTD) by the year 2023, it created a need for accountants to seek the appropriate tool/software to help ease their transition into submitting taxes via the cloud to the local government. This has provided Capium (and competing firm) a visible and exponential opportunity for growth in 2022.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 6
**How Do G2 Users Rate Capium?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Capium?**

- **Seller:** [Capium Limited](https://www.g2.com/sellers/capium-limited)
- **Year Founded:** 2012
- **HQ Location:** London, GB
- **Twitter:** @Capium (939 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/capium/ (83 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 83% Small-Business, 17% Enterprise


#### What Are Capium's Pros and Cons?


**Cons:**

- Billing Issues (1 reviews)
- Poor Usability (1 reviews)
- Software Bugs (1 reviews)

### 13. [Entera](https://www.g2.com/products/entera/reviews)
  Entera is a cloud-based software that automates the input of accounting documents. Combining AI and OCR technologies service can enter documents 10 times faster than human performance. Key Features: — Upload documents from different sources: scans, photos, email, PDFs, Xls, doc, and another digital formats — 98% recognition accuracy — Recognize up to 100 documents simultaneously — Integration with QuickBooks, odoo, Tally, Zoho, and other systems — Store and find your documents in seconds with our digital archive


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 6
**How Do G2 Users Rate Entera?**

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

**Who Is the Company Behind Entera?**

- **Seller:** [Entera](https://www.g2.com/sellers/entera)
- **Year Founded:** 2018
- **HQ Location:** Dubai, AE
- **Twitter:** @EnteraGlobal (13 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/entera-global/ (19 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


### 14. [Iris Star Practice Management](https://www.g2.com/products/iris-star-practice-management/reviews)
  Practice Management solution uses a modular approach, with a core system offering a powerful state-of-the-art time and billing solution to accommodate client needs and change as they grow


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 6
**How Do G2 Users Rate Iris Star Practice Management?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Iris Star Practice Management?**

- **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group)
- **Company Website:** https://www.IRISglobal.com
- **Year Founded:** 1978
- **HQ Location:** Alpharetta, GA
- **Twitter:** @IRISSoftwareGrp (1,343 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/iris-software-group/ (2,976 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 83% Mid-Market, 17% Enterprise


#### What Are Iris Star Practice Management's Pros and Cons?

**Pros:**

- Centralization (2 reviews)
- Ease of Use (2 reviews)
- Time Saving (2 reviews)
- Automation (1 reviews)
- Centralized Management (1 reviews)

**Cons:**

- Difficult Learning (1 reviews)
- Difficult Setup (1 reviews)
- Learning Curve (1 reviews)
- Limited Customization (1 reviews)
- Limited Features (1 reviews)

### 15. [Praszo Practice](https://www.g2.com/products/praszo-practice/reviews)
  Praszo Practice is a flagship product within the Praszo OS, a purpose-built layer of a larger operating system engineered to change how professional firms operate. This product wasn’t created from assumptions. It was shaped by the lived reality of audit, accounting, advisory, and consulting firms, people who shared their struggles openly: the chasing, the chaos, the disconnected tools, rising client expectations, and the growing fear of losing clients to firms with tighter systems and faster delivery. The need for a real practice-management solution wasn’t just obvious, it was urgent. We saw that these challenges weren’t created by the teams. They were created by the systems they were forced to use. So we built Praszo Practice with them, for them. Their struggles became the blueprint. Their questions shaped the design. Our goal is simple: to give you back clarity, order, and confidence. One that finally unifies your work, your people, and your practice.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 6
**How Do G2 Users Rate Praszo Practice?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Praszo Practice?**

- **Seller:** [Difinity Digital](https://www.g2.com/sellers/difinity-digital)
- **Year Founded:** 2023
- **HQ Location:** Kochi, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/difinity-digital (82 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 100% Mid-Market


### 16. [Advance Practice Management Suite](https://www.g2.com/products/advance-practice-management-suite/reviews)
  A unified suite of applications in one SQL Server Database


  **Average Rating:** 3.7/5.0
  **Total Reviews:** 5
**How Do G2 Users Rate Advance Practice Management Suite?**

- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**Who Is the Company Behind Advance Practice Management Suite?**

- **Seller:** [Commercial Logic](https://www.g2.com/sellers/commercial-logic)
- **Year Founded:** 1983
- **HQ Location:** Del Mar, California, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/abacus-next/ (369 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 60% Small-Business, 20% Mid-Market


### 17. [CCH iFirm](https://www.g2.com/products/cch-ifirm/reviews)
  Monitor and streamline every aspect of your tax and accounting business with CCH iFirm.


  **Average Rating:** 2.8/5.0
  **Total Reviews:** 5

**Who Is the Company Behind CCH iFirm?**

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters_Kluwer (17,824 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (21,934 employees on LinkedIn®)
- **Ownership:** AMS:WKL

**Who Uses This Product?**
  - **Company Size:** 60% Small-Business, 20% Mid-Market


### 18. [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: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**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:** https://www.linkedin.com/company/elephant-cpa/ (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 19. [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:** 3.6/5.0
  **Total Reviews:** 44
**How Do G2 Users Rate MYOB?**

- **Has the product been a good partner in doing business?:** 8.3/10 (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 (18,669 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/7850/ (2,950 employees on LinkedIn®)
- **Ownership:** ASX:MYO

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 76% Small-Business, 20% Mid-Market


#### What Are MYOB's Pros and Cons?

**Pros:**

- Ease of Use (7 reviews)
- User-Friendly (5 reviews)
- Easy Setup (3 reviews)
- Efficiency (3 reviews)
- Setup Ease (3 reviews)

**Cons:**

- Limited Features (2 reviews)
- Missing Features (2 reviews)
- Not User-Friendly (2 reviews)
- User Unfriendliness (2 reviews)
- Billing Issues (1 reviews)

### 20. [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: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.4/10)
- **Job Status:** 10.0/10 (Category avg: 8.6/10)

**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:** https://www.linkedin.com/company/accounting-flow (3 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 100% Small-Business


#### What Are Accounting Flow's Pros and Cons?

**Pros:**

- Efficiency Improvement (4 reviews)
- Time Saving (4 reviews)
- Automation (3 reviews)
- Efficiency (3 reviews)
- Integrations (3 reviews)


### 21. [Aero Workflow](https://www.g2.com/products/aero-workflow/reviews)
  Aero gives you the tools you need to take your firm's knowledge capital and put it to work


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 4
**How Do G2 Users Rate Aero Workflow?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 3.3/10 (Category avg: 7.8/10)
- **New Client:** 0.0/10 (Category avg: 8.4/10)
- **Job Status:** 3.3/10 (Category avg: 8.6/10)

**Who Is the Company Behind Aero Workflow?**

- **Seller:** [Aero](https://www.g2.com/sellers/aero)
- **Year Founded:** 2013
- **HQ Location:** Charlottesville, US
- **Twitter:** @AeroWorkflow (1,182 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/aero-workflow (5 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Small-Business, 50% Enterprise


#### What Are Aero Workflow's Pros and Cons?

**Pros:**

- User Interface (1 reviews)

**Cons:**

- Poor Reporting (1 reviews)
- Time Tracking (1 reviews)

### 22. [EasyCloudBooks](https://www.g2.com/products/easycloudbooks/reviews)
  A Cloud based Practice Management Platform for professionals like CA, CS, CMA, Lawyers, and Management Consultants, & SME's etc.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 4

**Who Is the Company Behind EasyCloudBooks?**

- **Seller:** [EasyCloudBooks](https://www.g2.com/sellers/easycloudbooks-9997d061-c770-4798-96b2-59e1d9c022ce)
- **Year Founded:** 2014
- **HQ Location:** Surat, IN
- **LinkedIn® Page:** http://www.linkedin.com/company/easycloud-consultants-pvt-ltd (12 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 75% Small-Business, 25% Mid-Market


### 23. [IRS Solutions](https://www.g2.com/products/irs-solutions/reviews)
  IRS Solutions® is a full-service tax resolution and IRS monitoring/alert platform that helps tax specialists, CPAs, attorneys, and enrolled agents earn more in fewer hours. The software calculates and recommends solutions, submits autofilled forms and reports, communicates with clients, and processes invoices and payments all within one easy-to-use, intuitive system. - Determine and submit tax resolution proposals with system-generated calculations and recommendations. - Monitor client IRS transcripts 24/7 with IRS Advance Notice™ (IAN). Receive customized alerts when changes are detected. - Access, download, and print client transcripts with our ultra-fast retrieval tool. - Easily find required IRS forms to handle client resolution cases. - Auto-populate forms and request electronic signatures. Upload straight to the CAF Unit. - Streamline communication using auto-populated letters branded with your logo. - Save clients' data within the platform. Access their case details with the click of a button. - Stay current on CEU requirements with free classes. - Get help in our online community.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate IRS Solutions?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 7.5/10 (Category avg: 7.8/10)
- **New Client:** 8.8/10 (Category avg: 8.4/10)
- **Job Status:** 7.5/10 (Category avg: 8.6/10)

**Who Is the Company Behind IRS Solutions?**

- **Seller:** [IRS Solutions](https://www.g2.com/sellers/irs-solutions)
- **Year Founded:** 2011
- **HQ Location:** Valencia, US
- **Twitter:** @IRSSolutions1 (139 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/irs-solutions-inc./ (32 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Accounting
  - **Company Size:** 100% Small-Business


#### What Are IRS Solutions's Pros and Cons?

**Pros:**

- Ease of Use (7 reviews)
- Customer Support (4 reviews)
- Efficiency Improvement (4 reviews)
- Document Management (3 reviews)
- Visibility (3 reviews)

**Cons:**

- Inefficiency (2 reviews)
- Overwhelming Complexity (2 reviews)
- Client Management (1 reviews)
- Download Issues (1 reviews)
- Email Integration (1 reviews)

### 24. [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:** https://www.linkedin.com/company/senta/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 75% Small-Business, 25% Mid-Market


### 25. [AuditorsDesk](https://www.g2.com/products/auditorsdesk/reviews)
  Auditors Desk is a cloud-based end-to-end audit platform which is fully customizable based on your firm methodology to assist audit teams deliver high quality audits with the use of smart audit tools and online document management. Auditors Desk replicate your day-to-day audit work to a digital platform, which results in improved quality and efficient audit process by better collaboration between teams and clients.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate AuditorsDesk?**

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

**Who Is the Company Behind AuditorsDesk?**

- **Seller:** [AuditorsDesk](https://www.g2.com/sellers/auditorsdesk)
- **Year Founded:** 2016
- **HQ Location:** Chittaranjan Park, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/auditorsdesk (35 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Mid-Market, 33% Small-Business



    ## What Is Accounting Practice Management Software?
  [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance)
  ## What Software Categories Are Similar to Accounting Practice Management Software?
    - [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management)
    - [Financial Audit Software](https://www.g2.com/categories/financial-audit)

  
---

## How Do You Choose the Right Accounting Practice Management Software?

### What You Should Know Accounting Practices Management Software

### What is Accounting Practice Management Software?

Accounting practice management (APM) software manages the front- and back-office operations for companies providing accounting services. This type of software is used to organize a company's services offering and track delivery using workflows and task management.

APM solutions help accounting professionals increase productivity and improve customer relationships. These software products can be implemented and used across the entire company but are most beneficial for independent accountants.

### What are the Common Features of Accounting Practice Management Software?

The following are some core features within accounting practice management (APM) software that can help users to better communicate with customers, automate tasks, and track projects.

**Customer relationship management:** This software helps standardize the onboarding process by using templates to bring more clients quicker. It also manages workflows and shares notes, emails, tasks, and activities related to each client or job. APM software can also provide customers with detailed reports about efficiency and other critical metrics.

**Task automation:** APM software can help automate time-consuming, low-value tasks such as collecting client data and storing files. This software can also automatically update due dates, assignees, and statuses as milestones are achieved.

**Communication portals:** Portals allow accountants to message clients, share documents, and share contact info through one dashboard. This feature allows for easier collaboration, a more streamlined workflow, and the ability to easily reference notes, documents, and other client information.

**Project tracking:** This software can create, assign, and track projects from beginning to end. It can also keep team members notified about tasks, updates, and due dates through real-time emails and instant messaging.

### What are the Benefits of Accounting Practice Management Software?

There are many benefits of APM software that can help improve the overall efficiency of accounting firms, as mentioned below:

**Efficiency:** APM software can minimize or even eliminate various tasks, such as manual billing, and removes a lot of paperwork, helping to speed up operations.

**Workload analysis:** APM software can highlight upcoming, current, and late tasks and deadlines to provide an overview of what has been completed and what needs to be. It can also break down jobs into more manageable tasks.

**Better communication:** Team members can easily share information through one centralized system, allowing for better accountability throughout all operations by tracking who worked on what, when, and what changes were made.

### Who Uses Accounting Practice Management Software

The following personnel work most closely with APM software:

**Accountants:** Accountants use APM software to increase productivity and improve customer relationships through collaboration, project management, and workflow automation.

**Office Managers:** Office managers use APM software to track and process time to create and send invoices, run reports, and collect payments from clients. 

#### Software Related to Accounting Practice Management Software

Related solutions that can be used together with accounting practice management (APM) software include:

[Accounting software](https://www.g2.com/categories/accounting) **:** Accounting software helps businesses streamline and automate finance management processes, ensuring accurate records and increasing operational efficiency across recurring processes such as invoicing and reconciliation.

[Project management software](https://www.g2.com/categories/project-management) **:** Project management software assists employees, administrators, and teams with managing team goals and long-term projects, as well as coordinating individual tasks. It accomplishes this through a range of tools to manage workloads, monitor productivity, and allocate resources.

### Which Companies Should Buy Accounting Practice Management Software?

**Companies providing accounting services:** Any company that provides accounting services to its customers can use this software. They need it to manage the front- and back-office operations, organize their company's service offerings, and track delivery using workflows and task management.

### How to Buy Accounting Practice Management Software

#### Requirements Gathering (RFI/RFP) for Accounting Practice Management Software

When selecting APM software, it is essential to first look at how the business operates and then familiarize oneself with the different types of software available. There are various options for APM software products, including those designed for the business needs of small and medium-sized companies. Some things to consider while buying accounting practice management software include its ability to track the status of projects, automated tasks, and easily communicate with customers.

#### Compare Accounting Practice Management Software Products

**Create a long list**

Depending on the industry, the buyer will want to create a long list of software products designed to help businesses in their particular industry. For example, there are platforms specifically built for enterprise-sized accounting firms, while other platforms have flexibility with the number of users and allow additional seats as a company grows.

**Create a short list**

After reviewing and researching the software on the long list, the buyer can whittle it down based on their budget. APM software is available for all budgets, and some general applications may be downloaded free or bought off the shelf at a lower price.

However, buyers must remember that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is relatively small. The company should be prepared to pay a premium if it wants something specific to its industry or customized for its business.

**Conduct demos**

As a rule of thumb, companies should demo all products on their short list. During demos, buyers should ask specific questions about the functionalities they care about most. For example, one might ask to be walked through any features for task management, customer portals, project management, or customer billing.

#### Selection of Accounting Practice Management Software

**Choose a selection team**

The managers from departments such as finance and accounting who will be using this software must be involved in the selection process. Every business is different, and frequent users are in the best position to offer an educated opinion about the best choice for the business's particular needs. Users may even be able to help the company install and set up the software of choice.

After choosing a software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, the company shouldn’t make this decision lightly because no matter what software is chosen, it will involve a considerable commitment of time and money. To see a return on investment (ROI), buyers cannot change their minds in a few months and switch software again.

**Negotiation**

Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply ensuring that both parties agree on what to expect from the other. If the business has the cash flow, it could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. A software provider may offer unlimited usage if the buyer pays up front instead of a monthly or quarterly package price. 

Buyers should also determine if they need help implementing or integrating the software with other systems. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper. Buyers also need to decide for how long they will need this software. If the company uses the software for years, the buyer can negotiate longer terms which sometimes results in a more favorable pricing.

**Final decision**

The final decision should be based on all the information gathered previously. Businesses should try to prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business. 

If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received, integrated, and implemented. If the platform receives high marks, then they can buy with more confidence. If the tool is inefficient or not performing as expected, it might be time to test another software.