# Best Accounting Practice Management Software - Page 2

## How Many Accounting Practice Management Software Products Does G2 Track?

**Total Products under this Category:** 137

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 (↑0.03 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Mango Practice Management (+4.51%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month

_Last updated: August 05, 2026_

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

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

- 30 Analysts and Data Experts
- 4,800+ Authentic Reviews
- 137+ 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](https://www.g2.com/categories/accounting-practice-management/grids.png?focus%5B%5D=18207&focus%5B%5D=36425&focus%5B%5D=87918&focus%5B%5D=87849&focus%5B%5D=103265&focus%5B%5D=46118&focus%5B%5D=113232&focus%5B%5D=67575)

Highlighted products: Canopy, Karbon, QuickBooks Online Accountant, Xero Practice Manager, Financial Cents, Dext, 8am CPACharge, and Suralink.

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

**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_llm&secure%5Bcategory_id%5D=1592&secure%5Bchosen_at%5D=2026-08-08T13%3A14%3A31Z&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%3Fpage%3D2%26rank%3D1&secure%5Btoken%5D=f924d5c5c53d87dbadcf34d6d93ace45f227ee0ea173dfeaa5b795b0693175ca&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website)

### [Accounting CS](https://www.g2.com/products/accounting-cs/reviews)

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: 7.8/10)
- **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](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters  
150,224 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f89c8fcdd6e64a8205c4d14444da3a11339cc01aa4624cbf47168c88a176a2f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1400%2F&secure%5Burl_type%5D=linkedin_company_website)  
36,619 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 **user-friendly interface** of Accounting CS, simplifying navigation and enhancing overall usability for all levels.
- Users value the **seamless integrations** of Accounting CS, enhancing efficiency across various financial and business processes.
- Users value the **automation features** of Accounting CS, significantly reducing data entry time and ensuring accurate financial reporting.
- Users appreciate the **centralized management** of Accounting CS, which seamlessly integrates various accounting functions for efficiency.
- Users love the **comprehensive features** of Accounting CS, enabling seamless payroll and accounting processes in one place.

##### Cons

- Users find **difficult learning** in Accounting CS challenging, but support is available to assist with setup.
- Users find the **difficult setup** process frustrating, requiring extensive learning and trial and error before smooth operation.
- Users face **formatting issues** in Accounting CS, complicating setup and data entry processes during implementation.
- Users find the **learning curve steep** as setup requires significant user involvement and trial and error.
- Users find the **overwhelming complexity** of Accounting CS challenging, especially for newcomers navigating its extensive features.

#### What Are Recent G2 Reviews of Accounting CS?

**["Balancing the Books: A Deep Dive into Accounting CS"](https://www.g2.com/survey_responses/accounting-cs-review-11008458)**

**Rating:** 4.0/5.0 stars

_— Kaitlyn E._

[Read full review](https://www.g2.com/survey_responses/accounting-cs-review-11008458)

**["One Stop Accounting Software for Accountants"](https://www.g2.com/survey_responses/accounting-cs-review-11698579)**

**Rating:** 4.0/5.0 stars

_— Sandi T._

[Read full review](https://www.g2.com/survey_responses/accounting-cs-review-11698579)

#### What Are G2 Users Discussing About Accounting CS?

- [What is the latest version of accounting CS?](https://www.g2.com/discussions/what-is-the-latest-version-of-accounting-cs)
- [What software should an accountants use?](https://www.g2.com/discussions/what-software-should-an-accountants-use)
- [What is CS accounting software?](https://www.g2.com/discussions/what-is-cs-accounting-software)
- [What is accounting CS used for?](https://www.g2.com/discussions/what-is-accounting-cs-used-for)

### [Docyt](https://www.g2.com/products/docyt/reviews)

Experience AI bookkeeping with Docyt, saving 500 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.

**Average Rating:** 4.7/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Docyt?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10)
- **Reporting:** 9.4/10 (Category avg: 7.8/10)
- **New Client:** 9.5/10 (Category avg: 8.5/10)
- **Job Status:** 9.1/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Docyt?

- **Seller:** [Docyt](https://www.g2.com/sellers/docyt)
- **HQ Location:** Santa Clara, CA
- **Twitter:** @Docyt\_inc  
291 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d4a861193d2fde7d9c592679781a5d3317bfd0abb5c7db377147e9983e66f77&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdocyt%2F&secure%5Burl_type%5D=linkedin_company_website)  
203 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Retail, Hospitality
- **Company Size:** 89% Small, 9% Medium

#### What Do G2 Reviewers Say About Docyt?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **prompt and professional customer support** from Docyt's team, enhancing their bookkeeping experience.
- Users commend the **ease of use** of Docyt, appreciating its user-friendly platform and swift onboarding process.
- Users appreciate the **automation features** of Docyt, finding it easy and reliable for managing their finances.
- Users value the **efficiency improvement** with Docyt, as it simplifies bookkeeping and enhances real-time financial insights.
- Users value the **seamless integration** with existing systems, enhancing their overall experience and efficiency.

##### Cons

- Users express frustration with **delays** in check processing, experiencing significant waits that undermine real-time functionality.
- Users experience **project delays** due to unfamiliar vendors and a lack of consistency among team members.
- Users face delays with **vendor management** as checks take too long to reach vendors, affecting overall efficiency.
- Users face numerous **bug issues** with Docyt, leading to frustration and delays in functionality.
- Users face **communication issues** due to unfamiliarity with vendors and frequent team member changes affecting posting consistency.

#### What Are Recent G2 Reviews of Docyt?

**["Met or Exceeded My Expectations"](https://www.g2.com/survey_responses/docyt-review-11014187)**

**Rating:** 4.5/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/docyt-review-11014187)

**["User friendly software and great back end team"](https://www.g2.com/survey_responses/docyt-review-10873067)**

**Rating:** 5.0/5.0 stars

_— Viren P._

[Read full review](https://www.g2.com/survey_responses/docyt-review-10873067)

### [Uku](https://www.g2.com/products/uku/reviews)

Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages.

**Average Rating:** 4.7/5.0

**Total Reviews:** 109

#### How Do G2 Users Rate Uku?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 9.1/10 (Category avg: 7.8/10)
- **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](https://www.g2.com/sellers/getuku)
- **Year Founded:** 2017
- **HQ Location:** Tallinn, EE
- **Twitter:** @accountinguku  
48 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe109c6a02eac5b280578ebe62baf778f92fbcdebbc69c889b05ed35211dd2a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetuku%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 72% Small, 27% Medium

#### What Do G2 Reviewers Say About Uku?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Uku's **ease of use** impressive, noting its intuitive design and straightforward setup process.
- Users value Uku's **time tracking capabilities** , enabling improved efficiency and accountability for teams and projects.
- Users appreciate the **easy-to-use and attractive user interface** , enhancing their daily experience and company adaptation.
- Users value the **effective task management** in Uku, as it helps streamline planning and enhances workflow organization.
- Users love the **efficient organization** features of Uku, making time tracking and task management seamless for teams.

##### Cons

- Users find the **learning curve for recurring tasks** steep, leading to confusion and duplicate entries in Uku.
- Users find it **challenging to locate completed tasks** in Uku's calendar without exact dates, impacting ease of use.
- Users find the **difficult learning** curve of Uku frustrating, making task management complex and confusing.
- 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.

#### What Are Recent G2 Reviews of Uku?

**["Effortless Task Management and Time Savings with Uku"](https://www.g2.com/survey_responses/uku-review-12201595)**

**Rating:** 4.0/5.0 stars

_— Kelly-Ly T._

[Read full review](https://www.g2.com/survey_responses/uku-review-12201595)

**["Easy Setup, Smooth Onboarding, and a Clear UI Overview"](https://www.g2.com/survey_responses/uku-review-13158722)**

**Rating:** 5.0/5.0 stars

_— Sámuel Sebastian W._

[Read full review](https://www.g2.com/survey_responses/uku-review-13158722)

### [Mango Practice Management](https://www.g2.com/products/mango-practice-management/reviews)

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:** 3.8/5.0

**Total Reviews:** 35

#### 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:** 8.1/10 (Category avg: 7.8/10)
- **New Client:** 7.9/10 (Category avg: 8.5/10)
- **Job Status:** 8.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Mango Practice Management?

- **Seller:** [ProfitSolv](https://www.g2.com/sellers/profitsolv)
- **Company Website:** www.profitsolv.com
- **Year Founded:** 2020
- **HQ Location:** Knoxville, US
- **Twitter:** @ProfitSolv  
18 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=110825cd09c105929d616c5ff8cd1ef39b4798f2adc87f4917c69e318444e10c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofitsolv%2F&secure%5Burl_type%5D=linkedin_company_website)  
179 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 86% Small, 14% Medium

#### What Do G2 Reviewers Say About Mango Practice Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Mango Practice Management to be an **easy and user-friendly tool** , facilitating smooth transitions and efficient workflows.
- Users praise the **user-friendly billing system** of Mango Practice Management, enhancing client engagement and invoice creation.
- Users appreciate the **user-friendly invoicing system** in Mango, facilitating seamless billing and customization for diverse engagements.
- Users value the **client management capabilities** of Mango, enhancing invoicing and organization for their practices.
- Users praise the **amazing abundance of features** in Mango Practice Management, simplifying various tasks for accounting firms.

##### Cons

- Users find the **limited options** in billing and reporting features frustrating, highlighting a need for more flexibility.
- Users are disappointed by the **missing features** in Mango Practice Management, particularly the lack of billing flexibility.
- Users find the lack of **billing flexibility** frustrating, specifically with combining clients and recurring payment options.
- Users face **slow processing** with Mango, experiencing latency, recurring issues, and delayed bug fixes that hinder usability.
- Users face **frequent software bugs** with Mango, causing frustration due to ongoing glitches and recurring issues.

#### What Are Recent G2 Reviews of Mango Practice Management?

**["Flexible for Tracking Client Communications and Projects with Clear Dashboard Visuals for Open Items"](https://www.g2.com/survey_responses/mango-practice-management-review-13093535)**

**Rating:** 5.0/5.0 stars

_— Richard P._

[Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-13093535)

**["Mango Practice Management Keeps Everything Organized and Easy to Navigate"](https://www.g2.com/survey_responses/mango-practice-management-review-13068103)**

**Rating:** 5.0/5.0 stars

_— Liz F._

[Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-13068103)

#### What Are G2 Users Discussing About Mango Practice Management?

- [What is Mango Practice Management used for?](https://www.g2.com/discussions/what-is-mango-practice-management-used-for)

### [Countable](https://www.g2.com/products/countable-countable/reviews)

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: 7.8/10)
- **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](https://www.g2.com/sellers/countable)
- **Year Founded:** 2014
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0de5f6fec1150d1fb0954235bedcb575438cf05e359c4d8b339d58deace7ba92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5057551%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 appreciate the **ease of use** of Countable, enjoying its seamless navigation and quick integrations.
- Users commend Countable's **excellent customer support** , highlighting prompt responses and clear explanations for swift problem resolution.
- Users value the **seamless integrations** of Countable with accounting software, enhancing convenience and efficiency in task management.
- Users love the **automation features** of Countable, significantly speeding up year-end processes and client management.
- Users value the **customizable features** of Countable, enhancing efficiency and compliance for their accounting needs.

##### Cons

- Users find **poor usability** in Countable, noting clunky interfaces and workflows that complicate the overall experience.
- Users notice **slow performance** at times, impacting their experience while navigating the platform's features.
- Users find **formatting issues** in Countable's features, making navigation and tracking challenging during the workflow.
- Users find the **learning curve steep** , especially with work papers and checklist formatting in Countable.
- Users are eager for updates but frustrated by the **limited features** currently available in Countable.

#### What Are Recent G2 Reviews of Countable?

**["Easy cloud based software to simple integrations"](https://www.g2.com/survey_responses/countable-review-12767071)**

**Rating:** 4.5/5.0 stars

_— Danielle S._

[Read full review](https://www.g2.com/survey_responses/countable-review-12767071)

**["A solid cloud-based tool for compilations — fast and improving"](https://www.g2.com/survey_responses/countable-review-12350879)**

**Rating:** 4.5/5.0 stars

_— Sebastien P._

[Read full review](https://www.g2.com/survey_responses/countable-review-12350879)

### [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:** 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: 7.8/10)
- **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](https://www.g2.com/sellers/levvy)
- **Company Website:** levvy.com
- **Year Founded:** 2020
- **HQ Location:** Brooklyn, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc3cdba2c92bdd79ad7b0d9b12fd58482448e193b11df68511a414a0fc724307&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flevvy&secure%5Burl_type%5D=linkedin_company_website)  
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 value the **ease of use** of Levvy, which simplifies task management and enhances team coordination.
- Users find that Levvy provides a **seamless task management experience** , enhancing project tracking and team coordination.
- Users appreciate the **efficiency improvement** Levvy offers, making task management and team coordination seamless and effective.
- Users value the **effective team collaboration** features of Levvy, enhancing coordination and accountability in projects.
- Users appreciate the **effortless task management** of Levvy, enhancing team coordination and overall project efficiency.

##### Cons

- Users note the **inability to add hyperlinks in comments** and desire for better date allocation in workflows.
- Users express concerns about **billing issues** , particularly the lack of direct invoicing and payment processing within Levvy.
- Users express a desire for improved **invoicing capabilities** in Levvy, citing the lack of direct billing as a workflow hindrance.
- Users wish for improved **integrations** in Levvy, particularly for invoicing and payment processing directly within the app.
- Users report **poor reporting** capabilities in Levvy, indicating a need for improved time tracking and workflow date allocation.

#### What Are Recent G2 Reviews of Levvy?

**["Levvy: Intuitive Project Management with Stellar Support"](https://www.g2.com/survey_responses/levvy-review-12935742)**

**Rating:** 5.0/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/levvy-review-12935742)

**["BEST Workflow Management Software"](https://www.g2.com/survey_responses/levvy-review-11406829)**

**Rating:** 5.0/5.0 stars

_— Danielle D._

[Read full review](https://www.g2.com/survey_responses/levvy-review-11406829)

### [AuditDashboard](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews)

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](https://www.g2.com/sellers/auditdashboard-a81ab86f-45e6-414f-b367-07b219143da6)
- **Company Website:** www.auditdashboard.com
- **Year Founded:** 2013
- **HQ Location:** Oakville, Ontario
- **Twitter:** @AuditDashboard  
569 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=930107b9ba5c910374fa5fa06458a369fa81b990c73238ce1031a3fd19ae1946&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditdashboard%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 **AuditDashboard easy to use** with intuitive features and straightforward implementation, enhancing overall efficiency.
- Users commend the **excellent customer support** of AuditDashboard, enhancing their overall experience and satisfaction.
- Users appreciate the **intuitive dashboard and reporting features** that enhance performance and client relations effectively.
- Users praise the **efficiency** of AuditDashboard, streamlining the entire audit process for quicker access and uploads.
- Users appreciate the **efficiency improvement** of AuditDashboard, streamlining the audit process for quicker access and earlier uploads.

##### Cons

- Users find the **poor notifications** of Audit Dashboard tend to be overlooked, reducing their effectiveness in communication.

#### What Are Recent G2 Reviews of AuditDashboard?

**["A Valuable Tool for Managing High-Volume Audit Engagements"](https://www.g2.com/survey_responses/auditdashboard-review-13172537)**

**Rating:** 5.0/5.0 stars

_— Jake S._

[Read full review](https://www.g2.com/survey_responses/auditdashboard-review-13172537)

**["Streamlined Document Intake with Intuitive Interface"](https://www.g2.com/survey_responses/auditdashboard-review-13154915)**

**Rating:** 5.0/5.0 stars

_— Verified User_

[Read full review](https://www.g2.com/survey_responses/auditdashboard-review-13154915)

#### What Are G2 Users Discussing About AuditDashboard?

- [What is AuditDashboard used for?](https://www.g2.com/discussions/what-is-auditdashboard-used-for)

### [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: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Cone?

- **Seller:** [Cone](https://www.g2.com/sellers/cone)
- **Year Founded:** 2022
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=00e28e34b2f87b035470554d90009efa87788ecbbde004886a4a62741f03806e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetcone&secure%5Burl_type%5D=linkedin_company_website)  
8 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, facilitating seamless workflows and enhancing team collaboration efficiently.
- Users commend Cone for its **excellent customer support** , enhancing their overall experience and satisfaction with the product.
- Users love how Cone provides **time-saving efficiency** by consolidating essential tools into one platform.
- Users value the **efficiency** of Cone, noting significant time and cost savings through its all-in-one capabilities.
- Users commend Cone for its **affordability and all-in-one functionality** , significantly reducing costs and time for businesses.

##### Cons

- Users notice a **learning curve** with Cone, but support makes the setup process smoother over time.
- Users face significant **deletion problems** without an autosave feature, resulting in lost work upon page reload.
- Users find the **difficult setup** of Cone requires time, though support from the team is appreciated.
- Users face **initial usage difficulty** due to limited help articles and guidance before signing up for the platform.
- Users face **limited customization** options for branding and content, hindering proposal personalization for clients.

#### What Are Recent G2 Reviews of Cone?

**["Cone: Great Product and Truly Responsive Customer Service"](https://www.g2.com/survey_responses/cone-review-12402475)**

**Rating:** 5.0/5.0 stars

_— Christen C._

[Read full review](https://www.g2.com/survey_responses/cone-review-12402475)

**["All-in-One Practice Management That Saves Time and Money"](https://www.g2.com/survey_responses/cone-review-12334776)**

**Rating:** 5.0/5.0 stars

_— Ben C._

[Read full review](https://www.g2.com/survey_responses/cone-review-12334776)

### [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: 8.5/10)
- **Job Status:** 7.8/10 (Category avg: 8.7/10)

#### 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  
1,340 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d5cae0c04e3a3725e4b2abe05f501de055991b7a0fdef1439dd569e550e8fb5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firis-software-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,042 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 accounting features** of Accounting Power, appreciating its simplicity without unnecessary extras.
- Users appreciate the **efficiency of document management** in Accounting Power, offering essential features without unnecessary clutter.
- Users value the **streamlined organization features** of Accounting Power, emphasizing efficiency without unnecessary add-ons.
- Users value the **affordable pricing** of Accounting Power, offering essential features without unnecessary add-ons.

##### Cons

- Users find **limited features** in Accounting Power, requiring updates for better data analysis and integration with other tools.

#### What Are Recent G2 Reviews of Accounting Power?

**["Cloud Based Accounting Power Software"](https://www.g2.com/survey_responses/accounting-power-review-8297694)**

**Rating:** 4.0/5.0 stars

_— Varsha R._

[Read full review](https://www.g2.com/survey_responses/accounting-power-review-8297694)

**["Accouting Power by a Long Time User"](https://www.g2.com/survey_responses/accounting-power-review-10664977)**

**Rating:** 4.5/5.0 stars

_— Steven B._

[Read full review](https://www.g2.com/survey_responses/accounting-power-review-10664977)

#### What Are G2 Users Discussing About Accounting Power?

- [How much does accounting Power Cost?](https://www.g2.com/discussions/how-much-does-accounting-power-cost)
- [What software should an accountants use?](https://www.g2.com/discussions/accounting-power-what-software-should-an-accountants-use)
- [What is accounting software Main features of advanced accounting software?](https://www.g2.com/discussions/accounting-power-what-is-accounting-software-main-features-of-advanced-accounting-software)

### [Uncat](https://www.g2.com/products/uncat/reviews)

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:** 42

#### 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: 7.8/10)
- **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](https://www.g2.com/sellers/uncat)
- **Year Founded:** 2019
- **HQ Location:** Knoxville, TN
- **Twitter:** @uncatexpense  
559 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c591cf6bf3ada2efa4cfb1b8e38a2ac3291965eb15dbc1557815c35868510ce4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funcat&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small, 7% Medium

#### What Do G2 Reviewers Say About Uncat?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Uncat, making transaction management simple and efficient during month-end close.
- Users value the **effective communication** features of Uncat, simplifying client interactions directly within the app.
- Users value the **easy management of uncategorized transactions** and direct client communication within Uncat.
- Users find **time-saving benefits** in Uncat, simplifying uncategorized transaction categorization for efficient month-end closes.

##### Cons

- Users note the **limited customization options** for categorization rules, restricting their ability to tailor functionality.
- Users feel the interface is outdated and want **more filtering options** in reports to enhance usability.
- Users find the **poor reporting** of Uncat limiting, wishing for more filtering options and a modern interface.

#### What Are Recent G2 Reviews of Uncat?

**["Smooth Accounting Integration and Faster Receipt Management"](https://www.g2.com/survey_responses/uncat-review-12849070)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/uncat-review-12849070)

**["Simple and effective for cleaning up bookkeeping"](https://www.g2.com/survey_responses/uncat-review-11873502)**

**Rating:** 4.0/5.0 stars

_— Sagar K._

[Read full review](https://www.g2.com/survey_responses/uncat-review-11873502)

### [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: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### 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  
1,382 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=410def80792a518d7064e4da9176369f83499f00be1c87b59f422c5e28eb4b2c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjetpackworkflow%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 77% Small, 15% Medium

#### What Do G2 Reviewers Say About Jetpack Workflow?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Jetpack Workflow, appreciating its straightforward setup and immediate accessibility.
- Users find the **setup ease** of Jetpack Workflow beneficial, allowing for a quick and straightforward start.
- Users appreciate the **clean and straightforward UI** of Jetpack Workflow, enhancing their accounting practice experience.
- Users appreciate the **workflow customization** in Jetpack Workflow, enhancing efficiency tailored to accounting practices.

##### Cons

- Users note the **lack of email integration** as a major disadvantage, limiting connectivity options and document storage.

#### What Are Recent G2 Reviews of Jetpack Workflow?

**["Wonderful workflow solution for Accounting Practices"](https://www.g2.com/survey_responses/jetpack-workflow-review-10975641)**

**Rating:** 5.0/5.0 stars

_— James H._

[Read full review](https://www.g2.com/survey_responses/jetpack-workflow-review-10975641)

**["Effortless Organization with Jetpack Workflow"](https://www.g2.com/survey_responses/jetpack-workflow-review-12344649)**

**Rating:** 5.0/5.0 stars

_— Daniel L._

[Read full review](https://www.g2.com/survey_responses/jetpack-workflow-review-12344649)

#### What Are G2 Users Discussing About Jetpack Workflow?

- [What is Jetpack Workflow used for?](https://www.g2.com/discussions/what-is-jetpack-workflow-used-for)

### [IRIS Practice Management](https://www.g2.com/products/iris-practice-management/reviews)

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: 7.8/10)
- **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](https://www.g2.com/sellers/iris-software-group)
- **Year Founded:** 1978
- **HQ Location:** Alpharetta, GA
- **Twitter:** @IRISSoftwareGrp  
1,340 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d5cae0c04e3a3725e4b2abe05f501de055991b7a0fdef1439dd569e550e8fb5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firis-software-group%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,042 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?

**["Intuitive Software for Accounting Team"](https://www.g2.com/survey_responses/iris-practice-management-review-8417534)**

**Rating:** 4.5/5.0 stars

_— Sarfaraz A._

[Read full review](https://www.g2.com/survey_responses/iris-practice-management-review-8417534)

**["Experience with Iris Software Group Americas has been seamless and I highly recommend it to other."](https://www.g2.com/survey_responses/iris-practice-management-review-8494096)**

**Rating:** 4.5/5.0 stars

_— Rohit S._

[Read full review](https://www.g2.com/survey_responses/iris-practice-management-review-8494096)

#### What Are G2 Users Discussing About IRIS Practice Management?

- [What is IRIS Practice Management used for?](https://www.g2.com/discussions/what-is-iris-practice-management-used-for)

### [Bright](https://www.g2.com/products/bright/reviews)

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: 7.8/10)
- **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](https://www.g2.com/sellers/bright-software-group)
- **Year Founded:** 1992
- **HQ Location:** Duleek, County Meath
- **Twitter:** @GreatPayroll  
1,886 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6fe44a05f5bad83b452d1f789cbf477aba2b0cf57d0f0d02756def4cf2d6540&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2812633&secure%5Burl_type%5D=linkedin_company_website)  
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 appreciate the **ease of use** for importing and managing spreadsheets, enhancing workflow efficiency.
- Users appreciate the **automation capabilities** of Bright, enhancing efficiency and centralizing account management seamlessly.
- Users value the **easy management** of spreadsheets on Bright, appreciating its user-friendly and customizable accounting features.
- Users value the **automatic reminders** and task generation in Bright, enhancing efficiency in payroll management.
- Users value the **comprehensive features** of Bright, finding that they significantly simplify their daily tasks.

##### Cons

- Users often face **login problems** , including finicky sign-in processes and frequent password changes.
- Users find the **slow loading** times frustrating, suggesting significant improvements are necessary for a better experience.

#### What Are Recent G2 Reviews of Bright?

**["User-Friendly Payroll Software with Easily Accessible Support"](https://www.g2.com/survey_responses/bright-review-12947950)**

**Rating:** 5.0/5.0 stars

_— Christine D._

[Read full review](https://www.g2.com/survey_responses/bright-review-12947950)

**["Comprehensive Accounting, Tax & Payroll Suite for Accountants"](https://www.g2.com/survey_responses/bright-review-12970179)**

**Rating:** 4.5/5.0 stars

_— Peter S._

[Read full review](https://www.g2.com/survey_responses/bright-review-12970179)

### [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews)

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 law offices, accounting 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:** 59

#### How Do G2 Users Rate SuiteFiles?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Reporting:** 5.3/10 (Category avg: 7.8/10)
- **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](https://www.g2.com/sellers/suitefiles)
- **Company Website:** www.suitefiles.com
- **Year Founded:** 2012
- **HQ Location:** Wellington, NZ
- **Twitter:** @SuiteFiles  
681 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd31c3d2313bfc2314d40cb27f61285a59969b6f46fcbbd83ebf2c3cab783e20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitefiles%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small, 7% Medium

#### What Do G2 Reviewers Say About SuiteFiles?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralization of documents** in SuiteFiles, enhancing collaboration and efficiency for their teams.
- Users appreciate the **quick and reliable customer support** of SuiteFiles, which enhances their overall experience significantly.
- Users value the **easy editing** features of SuiteFiles, enhancing collaboration and document management efficiency.
- Users highlight the **efficiency** of SuiteFiles, enabling seamless collaboration and document management in one place.
- Users value the **organization features** of SuiteFiles, facilitating collaboration and providing easy access to essential documents.

##### Cons

- Users find the **accessibility issues** of SuiteFiles can be cumbersome, impacting document retrieval efficiency.
- Users face **difficult learning** curves with SuiteFiles, impacting their ability to adapt and utilize its features effectively.
- Users find the **difficult navigation** in SuiteFiles cumbersome, affecting their efficiency in accessing documents.
- Users find the **document access process a bit chunky** , which can hinder efficiency and workflow.
- Users find the **document access cumbersome** at times, which can hinder their workflow efficiency.

#### What Are Recent G2 Reviews of SuiteFiles?

**["Easy to onboard, friendly assistance from staff, a great solution to our needs"](https://www.g2.com/survey_responses/suitefiles-review-10795153)**

**Rating:** 4.0/5.0 stars

_— Valerie O._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10795153)

**["System that's easy to use and improves efficiencies!"](https://www.g2.com/survey_responses/suitefiles-review-10282837)**

**Rating:** 5.0/5.0 stars

_— Sue T._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10282837)

### [SafeSend](https://www.g2.com/products/safesend/reviews)

SafeSend® provides the tax and accounting profession with automation technologies, helping practitioners improve efficiency and better serve clients. SafeSend offers workflow automation solutions for the tax and accounting profession. The SafeSend Suite™ platform delivers powerful functionality to tax and accounting professionals to address every client touch point across the tax engagement: Engagement Letters – SafeSend Signatures™ Client Organizers – SafeSend Organizers™ Assemble & Delivery – SafeSend Returns® Extensions – SafeSend Extensions™ At the core of the suite, award-winning SafeSend Returns eliminates the manual, labor-intensive elements many tax departments experience producing client-ready returns. Visit safesend.com.

**Average Rating:** 3.8/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate SafeSend?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **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 SafeSend?

- **Seller:** [SafeSend](https://www.g2.com/sellers/safesend-b54b4b9d-ab31-46e6-9325-80e863b12724)
- **Year Founded:** 2008
- **HQ Location:** Ann Arbor, MI
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e34452dd43a61c49bb7e088286ccad37f724f6e2c56ef510631473007840c12a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F349504%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 63% Small, 25% Medium

#### What Do G2 Reviewers Say About SafeSend?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **payment efficiency** of SafeSend, significantly reducing time and costs in the payment process.
- Users value the **automation of document delivery** with SafeSend, enhancing efficiency and reducing reliance on traditional mail.
- Users commend the **excellent customer support** and training provided by SafeSend, enhancing their overall experience significantly.
- Users love the **automatic reminders** for signatures and payments, enhancing client engagement and process efficiency.
- Users find SafeSend to be **cost-effective** , as it saves time and money while enhancing client satisfaction.

##### Cons

- Users find the **program structure for file management** confusing, making it difficult to set preferences and locate them.
- Users are frustrated by **pricing issues** , as promised integrations with UltraTax CS do not deliver value.
- Users experience **integration problems** with UltraTax CS, leading to frustration and missed refund opportunities.

#### What Are Recent G2 Reviews of SafeSend?

**["Extremely Efficient and Responsive"](https://www.g2.com/survey_responses/safesend-review-9919985)**

**Rating:** 5.0/5.0 stars

_— Chris H._

[Read full review](https://www.g2.com/survey_responses/safesend-review-9919985)

**["SafeSend saved our firm so much time this past tax season"](https://www.g2.com/survey_responses/safesend-review-11057960)**

**Rating:** 5.0/5.0 stars

_— Carla S._

[Read full review](https://www.g2.com/survey_responses/safesend-review-11057960)

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[Browse Accounting Practice Management Themes](/categories/accounting-practice-management/themes)

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

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

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

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