Introducing G2.ai, the future of software buying.Try now

Best Accounting Practice Management Software - Page 2

Nathan Calabrese
NC
Researched and written by 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 and small-business accounting software. When not included in the product, integration withproject management software 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
Show More
Show Less

Featured Accounting Practice Management Software At A Glance

Free Plan Available:
Auditi
Sponsored
Leader:
Highest Performer:
Easiest to Use:
Top Trending:
Show LessShow More
Highest Performer:
Easiest to Use:
Top Trending:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

Coming Soon
Get Trending Accounting Practice Management Products in Your Inbox

A weekly snapshot of rising stars, new launches, and what everyone's buzzing about.

Sample Trending Products Newsletter
No filters applied
114 Listings in Accounting Practice Management Available
(214)4.8 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DataSnipper is an Intelligent Automation Platform that works inside Excel, designed to support audit and finance professionals in completing documentation, testing, and data analysis with greater spee

    Users
    • Auditor
    • Associate
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 43% Enterprise
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DataSnipper Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Document Management
    14
    Efficiency
    13
    Audit Efficiency
    9
    Time Management
    6
    Cons
    Slow Loading
    6
    Document Management
    5
    Excel Limitations
    4
    Small Business Challenges
    3
    Software Bugs
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DataSnipper features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.0
    2.5
    Reporting
    Average: 7.7
    2.5
    New Client
    Average: 8.3
    2.5
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2017
    HQ Location
    Amsterdam, NL
    Twitter
    @DataSnipper
    147 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    244 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DataSnipper is an Intelligent Automation Platform that works inside Excel, designed to support audit and finance professionals in completing documentation, testing, and data analysis with greater spee

Users
  • Auditor
  • Associate
Industries
  • Accounting
  • Financial Services
Market Segment
  • 43% Enterprise
  • 36% Mid-Market
DataSnipper Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Document Management
14
Efficiency
13
Audit Efficiency
9
Time Management
6
Cons
Slow Loading
6
Document Management
5
Excel Limitations
4
Small Business Challenges
3
Software Bugs
3
DataSnipper features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.0
2.5
Reporting
Average: 7.7
2.5
New Client
Average: 8.3
2.5
Job Status
Average: 8.5
Seller Details
Company Website
Year Founded
2017
HQ Location
Amsterdam, NL
Twitter
@DataSnipper
147 Twitter followers
LinkedIn® Page
www.linkedin.com
244 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SafeSend® provides the tax and accounting profession with automation technologies, helping practitioners improve efficiency and better serve clients. SafeSend offers workflow automation solutions f

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 60% Small-Business
    • 27% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SafeSend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    2
    Automation
    1
    Ease of Use
    1
    E-Signatures
    1
    Payment Efficiency
    1
    Cons
    File Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SafeSend features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.0
    10.0
    Reporting
    Average: 7.7
    10.0
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SafeSend
    Year Founded
    2008
    HQ Location
    Ann Arbor, MI
    LinkedIn® Page
    www.linkedin.com
    130 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SafeSend® provides the tax and accounting profession with automation technologies, helping practitioners improve efficiency and better serve clients. SafeSend offers workflow automation solutions f

Users
No information available
Industries
  • Accounting
Market Segment
  • 60% Small-Business
  • 27% Mid-Market
SafeSend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
2
Automation
1
Ease of Use
1
E-Signatures
1
Payment Efficiency
1
Cons
File Management
1
SafeSend features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.0
10.0
Reporting
Average: 7.7
10.0
New Client
Average: 8.3
10.0
Job Status
Average: 8.5
Seller Details
Seller
SafeSend
Year Founded
2008
HQ Location
Ann Arbor, MI
LinkedIn® Page
www.linkedin.com
130 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 im

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 92% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Levvy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Task Management
    7
    Efficiency Improvement
    5
    Team Collaboration
    4
    Workflow Management
    4
    Cons
    Task Management
    2
    Billing Issues
    1
    Invoicing Issues
    1
    Limited Integrations
    1
    Poor Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Levvy features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.7
    Reporting
    Average: 7.7
    9.8
    New Client
    Average: 8.3
    9.5
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Levvy
    Company Website
    Year Founded
    2020
    HQ Location
    Brooklyn, US
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 im

Users
No information available
Industries
  • Accounting
Market Segment
  • 92% Small-Business
Levvy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Task Management
7
Efficiency Improvement
5
Team Collaboration
4
Workflow Management
4
Cons
Task Management
2
Billing Issues
1
Invoicing Issues
1
Limited Integrations
1
Poor Reporting
1
Levvy features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
8.7
Reporting
Average: 7.7
9.8
New Client
Average: 8.3
9.5
Job Status
Average: 8.5
Seller Details
Seller
Levvy
Company Website
Year Founded
2020
HQ Location
Brooklyn, US
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Countable.co is an end-to-end engagement automation tool built for modern accounting practices. It cuts manual work with templates, integrates with core systems, supports remote collaboration, and sca

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Countable Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Customer Support
    5
    Integrations
    4
    Automation
    2
    Customization
    2
    Cons
    Slow Performance
    2
    Formatting Issues
    1
    Learning Curve
    1
    Limited Features
    1
    Navigation Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Countable features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.0
    3.5
    Reporting
    Average: 7.7
    6.5
    New Client
    Average: 8.3
    6.7
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Countable
    Year Founded
    2014
    HQ Location
    San Francisco, US
    LinkedIn® Page
    www.linkedin.com
    22 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Countable.co is an end-to-end engagement automation tool built for modern accounting practices. It cuts manual work with templates, integrates with core systems, supports remote collaboration, and sca

Users
No information available
Industries
  • Accounting
Market Segment
  • 100% Small-Business
Countable Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Customer Support
5
Integrations
4
Automation
2
Customization
2
Cons
Slow Performance
2
Formatting Issues
1
Learning Curve
1
Limited Features
1
Navigation Issues
1
Countable features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.0
3.5
Reporting
Average: 7.7
6.5
New Client
Average: 8.3
6.7
Job Status
Average: 8.5
Seller Details
Seller
Countable
Year Founded
2014
HQ Location
San Francisco, US
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Caseware delivers a secure, end-to-end audit and assurance platform trusted by firms worldwide. Our platform connects every stage of the engagement—from planning to completion—so teams can collaborate

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 36% Small-Business
    • 32% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Caseware Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Efficiency
    2
    Audit Efficiency
    1
    Automation
    1
    Comprehensive
    1
    Cons
    Learning Curve
    2
    Bugs
    1
    Difficult Learning
    1
    Difficulty
    1
    Document Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Caseware features and usability ratings that predict user satisfaction
    7.6
    Has the product been a good partner in doing business?
    Average: 9.0
    3.3
    Reporting
    Average: 7.7
    0.0
    No information available
    10.0
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1988
    HQ Location
    Toronto, ON
    Twitter
    @CaseWare
    5,818 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    586 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Caseware delivers a secure, end-to-end audit and assurance platform trusted by firms worldwide. Our platform connects every stage of the engagement—from planning to completion—so teams can collaborate

Users
No information available
Industries
  • Accounting
Market Segment
  • 36% Small-Business
  • 32% Mid-Market
Caseware Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Efficiency
2
Audit Efficiency
1
Automation
1
Comprehensive
1
Cons
Learning Curve
2
Bugs
1
Difficult Learning
1
Difficulty
1
Document Management
1
Caseware features and usability ratings that predict user satisfaction
7.6
Has the product been a good partner in doing business?
Average: 9.0
3.3
Reporting
Average: 7.7
0.0
No information available
10.0
Job Status
Average: 8.5
Seller Details
Year Founded
1988
HQ Location
Toronto, ON
Twitter
@CaseWare
5,818 Twitter followers
LinkedIn® Page
www.linkedin.com
586 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 65% Small-Business
    • 30% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Bright features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.9
    Reporting
    Average: 7.7
    8.1
    New Client
    Average: 8.3
    8.3
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1992
    HQ Location
    Duleek, County Meath
    Twitter
    @GreatPayroll
    1,897 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Accounting
Market Segment
  • 65% Small-Business
  • 30% Mid-Market
Bright features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.0
8.9
Reporting
Average: 7.7
8.1
New Client
Average: 8.3
8.3
Job Status
Average: 8.5
Seller Details
Year Founded
1992
HQ Location
Duleek, County Meath
Twitter
@GreatPayroll
1,897 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
(42)4.7 out of 5
9th Easiest To Use in Accounting Practice Management software
Save to My Lists
Entry Level Price:$9.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 b

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 93% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Uncat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Time Saving
    2
    Communication
    1
    Document Management
    1
    Cons
    Limited Customization
    1
    Limited Features
    1
    Poor Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Uncat features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.0
    6.7
    Reporting
    Average: 7.7
    9.2
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Uncat
    Year Founded
    2019
    HQ Location
    Knoxville, TN
    Twitter
    @uncatexpense
    600 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 b

Users
No information available
Industries
  • Accounting
Market Segment
  • 93% Small-Business
  • 7% Mid-Market
Uncat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Time Saving
2
Communication
1
Document Management
1
Cons
Limited Customization
1
Limited Features
1
Poor Reporting
1
Uncat features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.0
6.7
Reporting
Average: 7.7
9.2
New Client
Average: 8.3
10.0
Job Status
Average: 8.5
Seller Details
Seller
Uncat
Year Founded
2019
HQ Location
Knoxville, TN
Twitter
@uncatexpense
600 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
(59)4.5 out of 5
12th Easiest To Use in Accounting Practice Management software
Save to My Lists
Entry Level Price:$30.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SuiteFiles is a total document management system for busy professional services teams.  Ditch the admin and simplify your workflows by bringing all your document management needs into one platform:

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 93% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SuiteFiles Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Document Organization
    3
    Efficiency
    3
    E-Signatures
    3
    Centralization
    2
    Cons
    Accessibility Issues
    1
    Difficult Learning
    1
    Difficult Navigation
    1
    Document
    1
    Document Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SuiteFiles features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.0
    5.3
    Reporting
    Average: 7.7
    8.0
    New Client
    Average: 8.3
    5.6
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2012
    HQ Location
    Wellington, NZ
    Twitter
    @SuiteFiles
    683 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SuiteFiles is a total document management system for busy professional services teams.  Ditch the admin and simplify your workflows by bringing all your document management needs into one platform:

Users
No information available
Industries
  • Accounting
Market Segment
  • 93% Small-Business
  • 7% Mid-Market
SuiteFiles Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Document Organization
3
Efficiency
3
E-Signatures
3
Centralization
2
Cons
Accessibility Issues
1
Difficult Learning
1
Difficult Navigation
1
Document
1
Document Management
1
SuiteFiles features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.0
5.3
Reporting
Average: 7.7
8.0
New Client
Average: 8.3
5.6
Job Status
Average: 8.5
Seller Details
Year Founded
2012
HQ Location
Wellington, NZ
Twitter
@SuiteFiles
683 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 58% Mid-Market
    • 42% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Accounting Power Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Comprehensive
    1
    Document Management
    1
    Organization Features
    1
    Pricing
    1
    Cons
    Limited Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Accounting Power features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.3
    Reporting
    Average: 7.7
    6.7
    New Client
    Average: 8.3
    7.8
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1978
    HQ Location
    Alpharetta, GA
    Twitter
    @IRISSoftwareGrp
    1,342 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,926 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
No information available
Market Segment
  • 58% Mid-Market
  • 42% Small-Business
Accounting Power Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Comprehensive
1
Document Management
1
Organization Features
1
Pricing
1
Cons
Limited Features
1
Accounting Power features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.0
8.3
Reporting
Average: 7.7
6.7
New Client
Average: 8.3
7.8
Job Status
Average: 8.5
Seller Details
Year Founded
1978
HQ Location
Alpharetta, GA
Twitter
@IRISSoftwareGrp
1,342 Twitter followers
LinkedIn® Page
www.linkedin.com
2,926 employees on LinkedIn®
Entry Level Price:£49.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 t

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 82% Small-Business
    • 9% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Pixie features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
    7.1
    Reporting
    Average: 7.7
    9.3
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Pixie
    Year Founded
    2019
    HQ Location
    London, UK
    Twitter
    @usepixie
    813 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 t

Users
No information available
Industries
  • Accounting
Market Segment
  • 82% Small-Business
  • 9% Mid-Market
Pixie features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
7.1
Reporting
Average: 7.7
9.3
New Client
Average: 8.3
10.0
Job Status
Average: 8.5
Seller Details
Seller
Pixie
Year Founded
2019
HQ Location
London, UK
Twitter
@usepixie
813 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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.

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 63% Mid-Market
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IRIS Practice Management features and usability ratings that predict user satisfaction
    7.4
    Has the product been a good partner in doing business?
    Average: 9.0
    6.7
    Reporting
    Average: 7.7
    8.3
    New Client
    Average: 8.3
    8.3
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1978
    HQ Location
    Alpharetta, GA
    Twitter
    @IRISSoftwareGrp
    1,342 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,926 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
No information available
Industries
  • Accounting
Market Segment
  • 63% Mid-Market
  • 31% Small-Business
IRIS Practice Management features and usability ratings that predict user satisfaction
7.4
Has the product been a good partner in doing business?
Average: 9.0
6.7
Reporting
Average: 7.7
8.3
New Client
Average: 8.3
8.3
Job Status
Average: 8.5
Seller Details
Year Founded
1978
HQ Location
Alpharetta, GA
Twitter
@IRISSoftwareGrp
1,342 Twitter followers
LinkedIn® Page
www.linkedin.com
2,926 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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. S

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 83% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jetpack Workflow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    User Interface
    1
    Workflow Customization
    1
    Cons
    Email Integration
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jetpack Workflow features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.0
    1.7
    Reporting
    Average: 7.7
    6.7
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Pittsburgh, US
    Twitter
    @JetpackWorkflow
    1,396 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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. S

Users
No information available
Industries
  • Accounting
Market Segment
  • 83% Small-Business
  • 17% Mid-Market
Jetpack Workflow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
User Interface
1
Workflow Customization
1
Cons
Email Integration
1
Jetpack Workflow features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.0
1.7
Reporting
Average: 7.7
6.7
New Client
Average: 8.3
10.0
Job Status
Average: 8.5
Seller Details
Year Founded
2015
HQ Location
Pittsburgh, US
Twitter
@JetpackWorkflow
1,396 Twitter followers
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
(25)3.6 out of 5
14th Easiest To Use in Accounting Practice Management software
Save to My Lists
Entry Level Price:Starting at $35.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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-

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 88% Small-Business
    • 8% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Mango Practice Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Billing
    4
    Invoicing
    4
    Features
    3
    Time Tracking
    3
    Cons
    Limited Options
    3
    Billing Issues
    2
    Missing Features
    2
    Slow Processing
    2
    Software Bugs
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mango Practice Management features and usability ratings that predict user satisfaction
    7.3
    Has the product been a good partner in doing business?
    Average: 9.0
    8.1
    Reporting
    Average: 7.7
    7.9
    New Client
    Average: 8.3
    6.9
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2020
    HQ Location
    Knoxville, US
    Twitter
    @ProfitSolv
    15 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    151 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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-

Users
No information available
Industries
  • Accounting
Market Segment
  • 88% Small-Business
  • 8% Mid-Market
Mango Practice Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Billing
4
Invoicing
4
Features
3
Time Tracking
3
Cons
Limited Options
3
Billing Issues
2
Missing Features
2
Slow Processing
2
Software Bugs
2
Mango Practice Management features and usability ratings that predict user satisfaction
7.3
Has the product been a good partner in doing business?
Average: 9.0
8.1
Reporting
Average: 7.7
7.9
New Client
Average: 8.3
6.9
Job Status
Average: 8.5
Seller Details
Company Website
Year Founded
2020
HQ Location
Knoxville, US
Twitter
@ProfitSolv
15 Twitter followers
LinkedIn® Page
www.linkedin.com
151 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combi

    Users
    • Director
    • Owner
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 87% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Dext Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    16
    Time Saving
    8
    Automation
    7
    Automation Efficiency
    7
    Data Entry
    5
    Cons
    Pricing Issues
    6
    Billing Issues
    4
    Slow Processing
    4
    Approval Issues
    3
    Expensive
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Dext features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.0
    9.3
    Reporting
    Average: 7.7
    9.0
    New Client
    Average: 8.3
    8.3
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Dext
    Year Founded
    2010
    HQ Location
    London, England
    Twitter
    @dext
    13 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    496 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combi

Users
  • Director
  • Owner
Industries
  • Accounting
  • Financial Services
Market Segment
  • 87% Small-Business
  • 11% Mid-Market
Dext Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
16
Time Saving
8
Automation
7
Automation Efficiency
7
Data Entry
5
Cons
Pricing Issues
6
Billing Issues
4
Slow Processing
4
Approval Issues
3
Expensive
3
Dext features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.0
9.3
Reporting
Average: 7.7
9.0
New Client
Average: 8.3
8.3
Job Status
Average: 8.5
Seller Details
Seller
Dext
Year Founded
2010
HQ Location
London, England
Twitter
@dext
13 Twitter followers
LinkedIn® Page
www.linkedin.com
496 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 d

    Users
    • Owner
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 97% Small-Business
    • 2% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OfficeTools by CARET Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Client Management
    1
    Cons
    Billing Issues
    1
    Email Integration
    1
    Email Issues
    1
    Expensive
    1
    Not Intuitive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OfficeTools by CARET features and usability ratings that predict user satisfaction
    6.2
    Has the product been a good partner in doing business?
    Average: 9.0
    5.8
    Reporting
    Average: 7.7
    5.8
    New Client
    Average: 8.3
    5.0
    Job Status
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    CARET
    Year Founded
    1983
    HQ Location
    San Diego, CA
    LinkedIn® Page
    www.linkedin.com
    371 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 d

Users
  • Owner
Industries
  • Accounting
  • Financial Services
Market Segment
  • 97% Small-Business
  • 2% Enterprise
OfficeTools by CARET Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Client Management
1
Cons
Billing Issues
1
Email Integration
1
Email Issues
1
Expensive
1
Not Intuitive
1
OfficeTools by CARET features and usability ratings that predict user satisfaction
6.2
Has the product been a good partner in doing business?
Average: 9.0
5.8
Reporting
Average: 7.7
5.8
New Client
Average: 8.3
5.0
Job Status
Average: 8.5
Seller Details
Seller
CARET
Year Founded
1983
HQ Location
San Diego, CA
LinkedIn® Page
www.linkedin.com
371 employees on LinkedIn®