Best Accounting Practice Management Software - Page 2

How Many Accounting Practice Management Software Products Does G2 Track?

Total Products under this Category: 201

Category Stats (Oct 2026)

  • Average Rating: 4.45/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Jetpack Workflow (+3.4%) - Among all products in this category, Jetpack Workflow recorded the largest rating increase compared to last month

Last updated: October 22, 2026

How Does G2 Rank Accounting Practice Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 5,100+ Authentic Reviews
  • 201+ 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, Canopy, QuickBooks Online Accountant, Xero Practice Manager, Dext, Financial Cents, 8am CPACharge, and TaxDome.

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

Accounting CS

Accounting CS is a comprehensive accounting software solution designed for professional accountants and CPA firms. It integrates various accounting functions, including write-up, trial balance, payroll, financial reporting, and client accounting, into a single platform. This unified approach streamlines operations, enhances productivity, and facilitates real-time collaboration between firms and their clients. Key Features and Functionality: - Versatile Integration: Seamlessly imports data from client spreadsheets and integrates with third-party software like QuickBooks®, enabling efficient data management. - Industry Adaptability: Supports various entity types, reporting periods, and client structures, making it suitable for diverse industries and business models. - Multi-User and Multi-Tasking Capabilities: Allows multiple users to work on different tasks or clients simultaneously, enhancing team collaboration and efficiency. - Enhanced Security and Controls: Offers customizable workspaces and user permissions, ensuring that staff access only the information pertinent to their roles. - Customized Reporting: Provides robust reporting tools, including a custom report designer, to analyze data and generate client-specific reports. - Client Access Portal: Facilitates real-time collaboration with clients through a shared online portal, enabling secure data sharing and communication. Primary Value and Solutions Provided: Accounting CS addresses the challenges faced by accounting firms in managing multiple clients and complex accounting tasks. By consolidating essential accounting functions into a single, integrated platform, it reduces the need for multiple software solutions, minimizes data entry errors, and accelerates workflow processes. The real-time collaboration features enhance client engagement and satisfaction, while the customizable reporting and security controls ensure that firms can tailor the software to their specific needs. Overall, Accounting CS empowers accounting professionals to deliver high-quality services efficiently and effectively.

Average Rating: 3.5/5.0

Total Reviews: 28

How Do G2 Users Rate Accounting CS?

  • Has the product been a good partner in doing business?: 5.3/10 (Category avg: 9.1/10)
  • Reporting: 8.3/10 (Category avg: 7.9/10)
  • New Client: 10.0/10 (Category avg: 8.5/10)
  • Job Status: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Accounting CS?

  • Seller: Thomson Reuters
  • Year Founded: 2008
  • HQ Location: Toronto, CA
  • Twitter: @thomsonreuters
    150,224 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36,803 employees on LinkedIn®
  • Ownership: NYSE:TRI

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting
  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About Accounting CS?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Accounting CS, finding it intuitive and efficient for managing financial tasks.
  • Users value the seamless integrations offered by Accounting CS, enhancing workflow and improving financial reporting efficiency.
  • Users appreciate the automation features of Accounting CS, greatly enhancing efficiency and saving time on data entry.
  • Users value the centralized management of Accounting CS, which simplifies accounting tasks and enhances operational efficiency.
  • Users value the comprehensive features of Accounting CS, enabling seamless payroll processing and bank reconciliations.
Cons
  • Users find the setup process difficult to navigate, though support is available to assist with challenges.
  • Users find that difficult setup leads to challenges in fully utilizing Accounting CS despite its robust features.
  • Users face formatting issues that arise during setup, complicating their experience with Accounting CS.
  • Users face a challenging learning curve with Accounting CS, requiring significant time and effort for setup and adjustments.
  • Users find the overwhelming complexity of Accounting CS challenging, especially for newcomers trying to navigate its features.

What Are Recent G2 Reviews of Accounting CS?

What Are G2 Users Discussing About Accounting CS?

Jetpack Workflow

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: 4.4/5.0

Total Reviews: 16

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: 7.9/10)
  • New Client: 6.7/10 (Category avg: 8.5/10)
  • Job Status: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Jetpack Workflow?

  • Seller: Jetpack Workflow
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Pittsburgh, US
  • Twitter: @JetpackWorkflow
    1,382 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 75% Small, 19% Medium

What Do G2 Reviewers Say About Jetpack Workflow?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Jetpack Workflow, enabling quick onboarding and simplicity in setup.
  • Users appreciate the easy setup of Jetpack Workflow, allowing them to start using it immediately without hassle.
  • Users appreciate the clean and straightforward UI of Jetpack Workflow, enhancing their experience in accounting practices.
  • Users appreciate the workflow customization of Jetpack Workflow, finding it tailored for accounting practices with a user-friendly interface.
Cons
  • Users note the lack of email integration as a significant limitation, affecting workflow and connectivity options.

What Are Recent G2 Reviews of Jetpack Workflow?

What Are G2 Users Discussing About Jetpack Workflow?

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: 111

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: 70% Small, 28% 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 to be a time-saving tool, streamlining tasks and enhancing productivity across their teams.
  • Users find Uku to be very intuitive and easy to use, enhancing their workflow and time management experience.
  • 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 date issues frustrating, as tasks may disappear or appear duplicated, complicating task management and planning.
  • Users experience integration issues with Uku, facing complications in tasks management and inefficient manual processes.
  • Users find the Uku interface not intuitive, especially the mobile app, which lacks essential features and clarity.

What Are Recent G2 Reviews of Uku?

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Mango Practice Management

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

Average Rating: 3.9/5.0

Total Reviews: 34

How Do G2 Users Rate Mango Practice Management?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 9.1/10)
  • Reporting: 8.3/10 (Category avg: 7.9/10)
  • New Client: 7.9/10 (Category avg: 8.5/10)
  • Job Status: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Mango Practice Management?

  • Seller: ProfitSolv
  • Company Website:
  • Year Founded: 2020
  • HQ Location: West Palm Beach, FL
  • Twitter: @ProfitSolv
    18 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    196 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 85% Small, 15% Medium

What Do G2 Reviewers Say About Mango Practice Management?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Mango Practice Management, with its intuitive interface and multitude of features.
  • Users love Mango's efficient billing system, finding it user-friendly and seamless for managing invoicing and time entries.
  • Users appreciate the user-friendly invoicing integration with QBO, enhancing billing efficiency and client satisfaction.
  • Users appreciate the effective client management features of Mango, enhancing their practice with flexibility and user-friendly tools.
  • Users appreciate the amazing range of features in Mango Practice Management, enhancing efficiency for accounting firms.
Cons
  • Users find the limited options frustrating, particularly for billing and recurring payments, hindering their workflow.
  • Users highlight the missing features in Mango Practice Management, such as no recurring payments and joint billing options.
  • Users express frustration over billing issues, as features like multi-client billing and recurring payments are lacking.
  • Users experience slow processing with Mango, facing persistent issues and delays in bug fixes and reporting flexibility.
  • Users often face software bugs in Mango, leading to recurring issues and frustrating latency in performance.

What Are Recent G2 Reviews of Mango Practice Management?

What Are G2 Users Discussing About Mango Practice Management?

Double

Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, deliver stunning financial reports, and manage the entire month-end close from start to finish. Double serves as a centralized operational hub, designed to sit on top of the existing accounting ledger to streamline both internal workflows and external client communication. By utilizing a two-way sync with major accounting software—including QuickBooks Online, Xero, Sage Intacct, and NetSuite—Double identifies missing information and potential errors in real-time. Instead of manual exports for transaction questions or fragmented email threads, Double allows teams to address uncategorized transactions, missing receipts, and coding inconsistencies directly through a secure, custom-branded portal. The bidirectional sync ensures that any updates made within Double, such as reclassifying a transaction or attaching a document, are instantly reflected in the client’s ledger, maintaining a single source of truth. The platform is built specifically for accounting professionals who want to automate repetitive tasks and standardize their workflows. It replaces the need for separate task managers, document storage tools, and countless email threads by consolidating these functions into a unified interface. By automating routine administrative tasks and providing intuitive AI-assisted features, teams can increase their processing capacity and improve the accuracy of their financial reporting overall. 2-way sync with the ledger: Features a live sync to the GL/ERP that flags errors and allows users to update transaction coding, attachments, and statuses across both platforms simultaneously. AI-assisted reconciliation and journal entries: Leverages AI to convert complex source documents, such as payroll reports or settlement statements, into balanced journal entries while pinpointing specific discrepancies when bank feeds do not tie to the ledger. Practice management dashboard: Provides high-level visibility into the status of all closes, team assignments, and outstanding questions through a centralized control center. Integrated receipt management: Uses AI to extract data from uploaded receipts and offers coding suggestions that can be posted directly to the ledger with human approval. Through this combination of workflow automation and integrated communication, Double helps accounting and finance teams reduce the manual labor associated with the close, allowing staff to focus on higher-level advisory services and data integrity.

Average Rating: 4.9/5.0

Total Reviews: 80

How Do G2 Users Rate Double?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.1/10)
  • Reporting: 8.6/10 (Category avg: 7.9/10)
  • New Client: 9.3/10 (Category avg: 8.5/10)
  • Job Status: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Double?

  • Seller: Double
  • Year Founded: 2020
  • HQ Location: NYC, US
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Bookkeeper
  • Top Industries: Accounting
  • Company Size: 96% Small, 3% Medium

What Do G2 Reviewers Say About Double?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Keeper invaluable for efficiency, simplifying transactions and enhancing communication.
  • Users value the collaboration features of Keeper, enhancing teamwork and client communication effectively.
  • Users appreciate the efficient organization for managing multiple client accounts, enhancing communication and task management seamlessly.
  • Users appreciate the time-saving features of Keeper, streamlining workflows and enhancing client management effortlessly.
  • Users value the easy communication with clients, enhancing collaboration and receiving timely responses effectively.
Cons
  • Users face challenges with client management, including reconnecting accounts and confusing dropdown menus with archived clients.
  • Users find limitations in reporting and customization hinder efficiency and flexibility in Double for project management.
  • Users find the poor reporting in Double limits their ability to customize metrics for unique client needs.
  • Users note the lack of fully functional email integration, limiting communication efficiency within Double.
  • Users find the poor usability of Double challenging due to its clunky interface and synchronization issues.

What Are Recent G2 Reviews of Double?

Countable

Countable is a comprehensive community engagement platform designed to foster meaningful interactions between organizations and their stakeholders. It offers a suite of tools that enable companies, nonprofits, and government entities to build and manage online communities, facilitating discussions, content sharing, and collaborative decision-making. By providing a centralized hub for engagement, Countable helps organizations strengthen relationships, gather valuable insights, and drive collective action. Key Features and Functionality: - Customizable Community Hubs: Create branded online spaces tailored to specific audiences, allowing for personalized user experiences. - Interactive Content Modules: Share articles, videos, and other media to inform and engage community members effectively. - Discussion Forums: Facilitate open dialogues and debates on pertinent topics, encouraging active participation and diverse viewpoints. - Actionable Campaigns: Launch initiatives that prompt users to take specific actions, such as signing petitions or participating in surveys. - Analytics Dashboard: Monitor engagement metrics and user behavior to assess the effectiveness of community strategies. - Integration Capabilities: Seamlessly connect with existing CRM systems, social media platforms, and other tools to streamline operations. Primary Value and Solutions Provided: Countable addresses the challenge organizations face in building and maintaining active, engaged communities. By offering a centralized platform with interactive features, it enables organizations to: - Enhance Stakeholder Engagement: Foster deeper connections with audiences through meaningful interactions and content sharing. - Drive Collective Action: Mobilize community members around causes, campaigns, or initiatives, leading to tangible outcomes. - Gather Actionable Insights: Utilize analytics to understand community dynamics, preferences, and feedback, informing strategic decisions. - Strengthen Brand Loyalty: Build trust and loyalty by providing a transparent and participatory environment for stakeholders. In summary, Countable empowers organizations to create vibrant online communities that drive engagement, collaboration, and positive change.

Average Rating: 4.7/5.0

Total Reviews: 16

How Do G2 Users Rate Countable?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Reporting: 4.7/10 (Category avg: 7.9/10)
  • New Client: 7.1/10 (Category avg: 8.5/10)
  • Job Status: 7.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Countable?

  • Seller: Countable
  • Year Founded: 2014
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 100% Small

What Do G2 Reviewers Say About Countable?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Countable, finding it intuitive and a significant time-saver for their practice.
  • Users commend Countable's excellent customer support, noting its responsiveness and dedication to resolving issues promptly.
  • Users value the seamless integrations with accounting software, enhancing efficiency and task management significantly.
  • Users commend the automation capabilities of Countable, streamlining processes and enhancing overall efficiency in accounting tasks.
  • Users value the customization options in Countable, enhancing compliance management and user experience significantly.
Cons
  • Users notice poor usability, with clunky UI elements and workflows requiring excessive clicks, affecting overall experience.
  • Users experience slow performance at times, impacting usability but are not deterred from using Countable.
  • Users struggle with formatting issues in the T2 completion checklist, affecting usability and tracking progress.
  • Users find the learning curve steep with Countable, requiring more time to adapt to its features and functionality.
  • Users are eager for more features, as they find limited AI capabilities hinder their experience with Countable.

What Are Recent G2 Reviews of Countable?

Levvy

Levvy is practice management software for accounting, bookkeeping, and CAS firms. Your current tool tracks work. Levvy runs the whole firm: workflows, capacity, client communication, billing, and AI connected in one place. Firms use Levvy to standardize recurring workflows, see team capacity in real time, track billable time, manage client work and documents, automate invoicing, and understand profitability without stitching together multiple tools. What firms can do with Levvy: • Workflow automation: Build custom workflows or start from a library of pre-built, expert-designed templates, with task dependencies, task approvals, and smart rescheduling. • Capacity management: See team availability, unassigned work, and individual workloads in real time with Capacity Analytics, and reassign tasks in bulk before deadlines slip. • Work and task management: Track all client work, deadlines, and progress in one Dynamic Workspace, including ad hoc tasks and task comments. • Time tracking: Capture time automatically or log it manually, with billable hours broken down by workflow, team member, and rate. • Invoicing and billing: Turn tracked time into auto-generated invoices, with retainer and hourly billing, branded invoice templates, and QuickBooks and Xero integrations. • Client management: Centralized client profiles, auto-generated client folders, and Client Loop, a client portal where clients see exactly what the firm needs from them (approvals, signatures, documents, and answers) and can upload files from their phone. • Reporting and analytics: Profitability, time, and progress reports show utilization and margins across the firm. • Levvy AI: Smart Assist builds client profiles and workflows from firm-wide knowledge, Explore finds client and project data with natural language, and Insights surfaces utilization, profitability, and resource allocation. The Accounts Payable AI Agent extracts invoice details from the inbox and creates bills in QuickBooks Online, with an approval step that keeps the team in control. • Integrations and security: Gmail, Outlook, QuickBooks, Xero, Slack, Zapier, and Anchor, plus user permissions by role, team, and client, and secure, unlimited document storage. Customer results: • Bookkeeping Repair cut ad hoc task delays by 60% and replaced seven tools with Levvy. • ArtSmart freed up 50% or more of its capacity.

Average Rating: 5.0/5.0

Total Reviews: 14

How Do G2 Users Rate Levvy?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.1/10)
  • Reporting: 8.7/10 (Category avg: 7.9/10)
  • New Client: 9.8/10 (Category avg: 8.5/10)
  • Job Status: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Levvy?

  • Seller: Levvy
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Brooklyn, US
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 93% Small

What Do G2 Reviewers Say About Levvy?

AI-generated summary from verified user reviews

Pros
  • Users find Levvy's ease of use enhances task management and project efficiency, promoting seamless team coordination.
  • Users value the effortless task management of Levvy, enhancing project tracking and improving team coordination significantly.
  • Users note the efficiency improvement in task management and project coordination with Levvy's streamlined features.
  • Users appreciate the effortless task management with Levvy, enhancing team coordination and project efficiency significantly.
  • Users love how Levvy makes task management effortless and enhances team coordination through its comprehensive workflow solutions.
Cons
  • Users are disappointed by the inability to add hyperlinks in comments, which limits referencing and collaboration in tasks.
  • Users desire improvements in billing issues as Levvy lacks direct invoicing and payment processing features.
  • Users express a need for enhanced invoicing capabilities in Levvy, seeking direct billing and streamlined payment processing.
  • Users are frustrated by Levvy's limited integrations, requiring external services for invoicing and payment processing.
  • Users are frustrated with poor reporting and lack of date allocation features in Levvy's workflow creation.

What Are Recent G2 Reviews of Levvy?

AuditDashboard

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

Average Rating: 4.8/5.0

Total Reviews: 34

How Do G2 Users Rate AuditDashboard?

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

Who Is the Company Behind AuditDashboard?

  • Seller: AuditDashboard
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Oakville, Ontario
  • Twitter: @AuditDashboard
    569 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About AuditDashboard?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of AuditDashboard remarkable, facilitating quick understanding and implementation for better performance.
  • Users praise the excellent customer support of AuditDashboard, enhancing their overall experience and satisfaction.
  • Users commend the dashboard and reporting functionality of AuditDashboard for enhancing performance and client relations.
  • Users value the efficiency of AuditDashboard, enhancing audit processes and enabling quicker client access to information.
  • Users value the efficiency improvement of AuditDashboard, enhancing all audit processes from planning to review seamlessly.
Cons
  • Users find that poor notifications from AuditDashboard go unnoticed, leading to a lack of engagement from clients and staff.

What Are Recent G2 Reviews of AuditDashboard?

What Are G2 Users Discussing About AuditDashboard?

Cone

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: 4.8/5.0

Total Reviews: 35

How Do G2 Users Rate Cone?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.1/10)
  • Reporting: 8.8/10 (Category avg: 7.9/10)
  • New Client: 10.0/10 (Category avg: 8.5/10)
  • Job Status: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Cone?

  • Seller: Cone
  • Year Founded: 2022
  • HQ Location: United States
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 97% Small, 3% Medium

What Do G2 Reviewers Say About Cone?

AI-generated summary from verified user reviews

Pros
  • Users find Cone's ease of use remarkable, streamlining workflows and enhancing team adoption with its intuitive design.
  • Users commend Cone's exceptional customer support, enhancing their experience with the product's features and functionality.
  • Users value the time-saving features of Cone, making processes more efficient and improving productivity significantly.
  • Users rave about the time-saving efficiency of Cone, streamlining processes and enhancing productivity across various functions.
  • Users value the affordable pricing of Cone, appreciating the cost-effective all-in-one management solution it provides.
Cons
  • Users note a learning curve with Cone, but find support helpful in easing the transition.
  • Users find the lack of an autosave option problematic, risking loss of work upon page reload.
  • Users find the difficult setup process challenging, but appreciate the helpful support from the Cone team.
  • Users face initial usage difficulty due to limited help resources, requiring extensive research before getting started.
  • Users find the limited customization options frustrating, hindering their ability to tailor proposals to client needs.

What Are Recent G2 Reviews of Cone?

Uncat

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

Average Rating: 4.7/5.0

Total Reviews: 43

How Do G2 Users Rate Uncat?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Reporting: 6.7/10 (Category avg: 7.9/10)
  • New Client: 9.2/10 (Category avg: 8.5/10)
  • Job Status: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Uncat?

  • Seller: Uncat
  • Year Founded: 2019
  • HQ Location: Knoxville, TN
  • Twitter: @uncatexpense
    559 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Uncat?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Uncat, appreciating its intuitive transaction management and client communication features.
  • Users value the direct communication capabilities within Uncat for managing uncategorized transactions efficiently.
  • Users find it easy to manage uncategorized transactions and appreciate the direct client communication feature in Uncat.
  • Users value the time-saving capabilities of Uncat, making month-end close quick and intuitive.
Cons
  • Users are frustrated by the limited customization options for categorization rules, impacting their desired flexibility.
  • Users find the limited features of Uncat restrict its usability, particularly in interface design and report filtering options.
  • Users find the poor reporting capabilities in Uncat limiting, particularly lacking in modern features and filtering options.

What Are Recent G2 Reviews of Uncat?

Accounting Power

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: 7.9/10)
  • New Client: 6.7/10 (Category avg: 8.5/10)
  • Job Status: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Accounting Power?

  • 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?

  • Company Size: 58% Medium, 42% Small

What Do G2 Reviewers Say About Accounting Power?

AI-generated summary from verified user reviews

Pros
  • Users value the comprehensive features of Accounting Power, offering robust functionality without unnecessary extras.
  • Users value the streamlined document management of Accounting Power, appreciating its efficiency and lack of unnecessary features.
  • Users value the streamlined accounting features of Accounting Power, appreciating its simplicity and effectiveness over complex systems.
  • Users value the cost-effective pricing of Accounting Power, offering essential features without unnecessary extras.
Cons
  • Users find the limited features of Accounting Power insufficient for effective data analysis and integration with other tools.

What Are Recent G2 Reviews of Accounting Power?

What Are G2 Users Discussing About Accounting Power?

SuiteFiles

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

Average Rating: 4.5/5.0

Total Reviews: 66

How Do G2 Users Rate SuiteFiles?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.1/10)
  • Reporting: 5.3/10 (Category avg: 7.9/10)
  • New Client: 8.0/10 (Category avg: 8.5/10)
  • Job Status: 5.6/10 (Category avg: 8.7/10)

Who Is the Company Behind SuiteFiles?

  • Seller: SuiteFiles
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Wellington, NZ
  • Twitter: @SuiteFiles
    681 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Accounting
  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About SuiteFiles?

AI-generated summary from verified user reviews

Pros
  • Users find that SuiteFiles enhances document organization, streamlining collaboration and providing easy access to necessary information.
  • Users find SuiteFiles to be incredibly easy to use, streamlining workflows and enhancing collaboration effortlessly.
  • Users appreciate the centralization of documents in SuiteFiles, enhancing collaboration and efficiency for teams and clients.
  • Users value the efficient email filing in SuiteFiles, ensuring important communications are securely organized and easily accessible.
  • Users appreciate the quick and reliable customer support of SuiteFiles, enhancing their overall experience and efficiency.
Cons
  • Users find the accessibility issues of SuiteFiles can make document retrieval somewhat frustrating and cumbersome.
  • Users find the difficult learning curve challenging, impacting their ability to adapt quickly to SuiteFiles.
  • Users find the difficult navigation in SuiteFiles can be cumbersome when accessing documents, affecting overall efficiency.
  • Users find the document access to be a bit chunky, which can hinder their efficiency and ease of use.
  • Users find the access to documents can be a bit chunky, leading to a less smooth experience.

What Are Recent G2 Reviews of SuiteFiles?

Bright

Bright provides a suite of industry-leading software solutions for accountants and bookkeepers across the UK and Ireland. Bright's multi-award-winning, user-friendly and innovative products let users support clients while profitably running their practices, with the backing of exceptional support.

Average Rating: 4.6/5.0

Total Reviews: 28

How Do G2 Users Rate Bright?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.1/10)
  • Reporting: 8.9/10 (Category avg: 7.9/10)
  • New Client: 8.1/10 (Category avg: 8.5/10)
  • Job Status: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Bright?

  • Seller: Bright Software Group
  • Year Founded: 1992
  • HQ Location: Duleek, County Meath
  • Twitter: @GreatPayroll
    1,886 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    25 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Accounting
  • Company Size: 68% Small, 29% Medium

What Do G2 Reviewers Say About Bright?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Bright, finding it simple to import and manage spreadsheets effortlessly.
  • Users appreciate the automation features of Bright, streamlining workflows and enhancing efficiency in managing accounts.
  • Users find Bright to be a super friendly and easy-to-manage platform for accounting and bookkeeping needs.
  • Users appreciate the automatic payment tracking and reminders, simplifying payroll management and enhancing efficiency.
  • Users highlight how the comprehensive features of Bright significantly simplify their daily tasks and improve productivity.
Cons
  • Users frequently face login problems, finding the sign-in process finicky and needing to change passwords often.
  • Users note that the interface is slow at times, suggesting improvements are necessary for a better experience.

What Are Recent G2 Reviews of Bright?

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?

OfficeTools by CARET

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

Average Rating: 3.6/5.0

Total Reviews: 82

How Do G2 Users Rate OfficeTools by CARET?

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

Who Is the Company Behind OfficeTools by CARET?

  • Seller: CARET
  • Year Founded: 1983
  • HQ Location: San Diego, CA
  • LinkedIn® Page: www.linkedin.com
    348 employees on LinkedIn®

Who Uses This Product?

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

What Are Recent G2 Reviews of OfficeTools by CARET?

What Are G2 Users Discussing About OfficeTools by CARET?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024