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Best Accounting Practice Management Software - Page 3

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
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Featured Accounting Practice Management Software At A Glance

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115 Listings in Accounting Practice Management Available
  • 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: 8.6
  • 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: 8.6
Seller Details
Seller
CARET
Year Founded
1983
HQ Location
San Diego, CA
LinkedIn® Page
www.linkedin.com
371 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based sof

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 40% Enterprise
    • 40% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Fieldguide features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    San Francisco, California, United States
    Twitter
    @fieldguide
    150 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    143 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based sof

Users
No information available
Industries
  • Accounting
Market Segment
  • 40% Enterprise
  • 40% Mid-Market
Fieldguide features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2020
HQ Location
San Francisco, California, United States
Twitter
@fieldguide
150 Twitter followers
LinkedIn® Page
www.linkedin.com
143 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Audit Workflow Software for SMPs

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 55% Small-Business
    • 36% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Smart Audit features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Singapore, Singapore
    Twitter
    @smartauditteam
    91 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Audit Workflow Software for SMPs

Users
No information available
Industries
  • Accounting
Market Segment
  • 55% Small-Business
  • 36% Mid-Market
Smart Audit features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2013
HQ Location
Singapore, Singapore
Twitter
@smartauditteam
91 Twitter followers
LinkedIn® Page
www.linkedin.com
9 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    TaxCalc provides high quality and affordable software for over 8,000 accountancy practices.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 43% Enterprise
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • TaxCalc 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
    1
    User Interface
    1
    Cons
    Limited Customization
    1
    Limited Mobile Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TaxCalc features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.0
    9.2
    Reporting
    Average: 7.7
    6.7
    New Client
    Average: 8.3
    8.3
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    TaxCalc
    Year Founded
    2005
    HQ Location
    Wokingham, GB
    Twitter
    @taxcalc
    2,629 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    92 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

TaxCalc provides high quality and affordable software for over 8,000 accountancy practices.

Users
No information available
Industries
No information available
Market Segment
  • 43% Enterprise
  • 43% Small-Business
TaxCalc 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
1
User Interface
1
Cons
Limited Customization
1
Limited Mobile Support
1
TaxCalc features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.0
9.2
Reporting
Average: 7.7
6.7
New Client
Average: 8.3
8.3
Job Status
Average: 8.6
Seller Details
Seller
TaxCalc
Year Founded
2005
HQ Location
Wokingham, GB
Twitter
@taxcalc
2,629 Twitter followers
LinkedIn® Page
www.linkedin.com
92 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 46% Mid-Market
    • 38% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Auditi 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
    5
    Intuitive
    4
    User Interface
    4
    Communication
    3
    Audit Efficiency
    2
    Cons
    Poor Communication Features
    2
    Audit Management
    1
    Bug Issues
    1
    Client Management
    1
    File Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Auditi features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.0
    8.3
    Reporting
    Average: 7.7
    10.0
    New Client
    Average: 8.3
    8.3
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2012
    HQ Location
    Düsseldorf, Nordrhein-Westfalen
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Accounting
Market Segment
  • 46% Mid-Market
  • 38% Small-Business
Auditi 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
5
Intuitive
4
User Interface
4
Communication
3
Audit Efficiency
2
Cons
Poor Communication Features
2
Audit Management
1
Bug Issues
1
Client Management
1
File Management
1
Auditi features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.0
8.3
Reporting
Average: 7.7
10.0
New Client
Average: 8.3
8.3
Job Status
Average: 8.6
Seller Details
Year Founded
2012
HQ Location
Düsseldorf, Nordrhein-Westfalen
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 aut

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 96% Small-Business
    • 4% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cone 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
    12
    Customer Support
    10
    Time-saving
    9
    Efficiency
    6
    Flexibility
    5
    Cons
    Deletion Problems
    1
    Initial Usage Difficulty
    1
    Learning Curve
    1
    Limited Customization
    1
    Limited Design Options
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cone features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.0
    8.3
    Reporting
    Average: 7.7
    10.0
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Cone
    Year Founded
    2022
    HQ Location
    United States
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 aut

Users
No information available
Industries
  • Accounting
Market Segment
  • 96% Small-Business
  • 4% Mid-Market
Cone 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
12
Customer Support
10
Time-saving
9
Efficiency
6
Flexibility
5
Cons
Deletion Problems
1
Initial Usage Difficulty
1
Learning Curve
1
Limited Customization
1
Limited Design Options
1
Cone features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.0
8.3
Reporting
Average: 7.7
10.0
New Client
Average: 8.3
10.0
Job Status
Average: 8.6
Seller Details
Seller
Cone
Year Founded
2022
HQ Location
United States
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Entera is a cloud-based software that automates the input of accounting documents. Combining AI and OCR technologies service can enter documents 10 times faster than human performance. Key Feature

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Entera features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.0
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Entera
    Year Founded
    2018
    HQ Location
    Dubai, AE
    Twitter
    @EnteraGlobal
    15 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Entera is a cloud-based software that automates the input of accounting documents. Combining AI and OCR technologies service can enter documents 10 times faster than human performance. Key Feature

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
  • 33% Mid-Market
Entera features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.0
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Entera
Year Founded
2018
HQ Location
Dubai, AE
Twitter
@EnteraGlobal
15 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Practice Management solution uses a modular approach, with a core system offering a powerful state-of-the-art time and billing solution to accommodate client needs and change as they grow

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 83% Mid-Market
    • 17% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Iris Star 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
    Centralization
    2
    Ease of Use
    2
    Time Saving
    2
    Automation
    1
    Centralized Management
    1
    Cons
    Difficult Learning
    1
    Difficult Setup
    1
    Learning Curve
    1
    Limited Customization
    1
    Limited Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Iris Star Practice Management 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
    10.0
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1978
    HQ Location
    Alpharetta, GA
    Twitter
    @IRISSoftwareGrp
    1,345 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.

Practice Management solution uses a modular approach, with a core system offering a powerful state-of-the-art time and billing solution to accommodate client needs and change as they grow

Users
No information available
Industries
  • Accounting
Market Segment
  • 83% Mid-Market
  • 17% Enterprise
Iris Star 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
Centralization
2
Ease of Use
2
Time Saving
2
Automation
1
Centralized Management
1
Cons
Difficult Learning
1
Difficult Setup
1
Learning Curve
1
Limited Customization
1
Limited Features
1
Iris Star Practice Management 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
10.0
New Client
Average: 8.3
10.0
Job Status
Average: 8.6
Seller Details
Company Website
Year Founded
1978
HQ Location
Alpharetta, GA
Twitter
@IRISSoftwareGrp
1,345 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.

    A unified suite of applications in one SQL Server Database

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 60% Small-Business
    • 20% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Advance Practice Management Suite features and usability ratings that predict user satisfaction
    0.0
    No information available
    10.0
    Reporting
    Average: 7.7
    10.0
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1983
    HQ Location
    Del Mar, California, United States
    LinkedIn® Page
    www.linkedin.com
    369 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A unified suite of applications in one SQL Server Database

Users
No information available
Industries
No information available
Market Segment
  • 60% Small-Business
  • 20% Mid-Market
Advance Practice Management Suite features and usability ratings that predict user satisfaction
0.0
No information available
10.0
Reporting
Average: 7.7
10.0
New Client
Average: 8.3
10.0
Job Status
Average: 8.6
Seller Details
Year Founded
1983
HQ Location
Del Mar, California, United States
LinkedIn® Page
www.linkedin.com
369 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 80% Small-Business
    • 20% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Capium 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
    This product has not yet received any positive sentiments.
    Cons
    Billing Issues
    1
    Poor Usability
    1
    Software Bugs
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Capium features and usability ratings that predict user satisfaction
    10.0
    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: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2012
    HQ Location
    London, GB
    Twitter
    @Capium
    946 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    83 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic

Users
No information available
Industries
No information available
Market Segment
  • 80% Small-Business
  • 20% Enterprise
Capium 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
This product has not yet received any positive sentiments.
Cons
Billing Issues
1
Poor Usability
1
Software Bugs
1
Capium features and usability ratings that predict user satisfaction
10.0
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: 8.6
Seller Details
Year Founded
2012
HQ Location
London, GB
Twitter
@Capium
946 Twitter followers
LinkedIn® Page
www.linkedin.com
83 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Monitor and streamline every aspect of your tax and accounting business with CCH iFirm.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 60% Small-Business
    • 20% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CCH iFirm 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 Portal
    1
    Customer Support
    1
    Document Management
    1
    Ease of Use
    1
    Cons
    Limited Features
    1
    Pricing Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CCH iFirm features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    17,860 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,326 employees on LinkedIn®
    Ownership
    AMS:WKL
Product Description
How are these determined?Information
This description is provided by the seller.

Monitor and streamline every aspect of your tax and accounting business with CCH iFirm.

Users
No information available
Industries
No information available
Market Segment
  • 60% Small-Business
  • 20% Mid-Market
CCH iFirm 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 Portal
1
Customer Support
1
Document Management
1
Ease of Use
1
Cons
Limited Features
1
Pricing Issues
1
CCH iFirm features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
17,860 Twitter followers
LinkedIn® Page
www.linkedin.com
23,326 employees on LinkedIn®
Ownership
AMS:WKL
Entry Level Price:$49.95
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while als

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ElephantCPA features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.0
    0.0
    No information available
    10.0
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2021
    HQ Location
    Totowa, US
    Twitter
    @ElephantCPA
    105 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while als

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
ElephantCPA features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.0
0.0
No information available
10.0
New Client
Average: 8.3
10.0
Job Status
Average: 8.6
Seller Details
Year Founded
2021
HQ Location
Totowa, US
Twitter
@ElephantCPA
105 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accounting Flow is a modern, AI-powered practice management platform designed specifically for small to mid-sized accountancy firms. Created by accountants, for accountants, Accounting Flow replaces m

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Accounting Flow 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
    Efficiency Improvement
    4
    Time Saving
    4
    Automation
    3
    Efficiency
    3
    Integrations
    3
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Accounting Flow features and usability ratings that predict user satisfaction
    0.0
    No information available
    10.0
    Reporting
    Average: 7.7
    10.0
    New Client
    Average: 8.3
    10.0
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2023
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accounting Flow is a modern, AI-powered practice management platform designed specifically for small to mid-sized accountancy firms. Created by accountants, for accountants, Accounting Flow replaces m

Users
No information available
Industries
  • Accounting
Market Segment
  • 100% Small-Business
Accounting Flow 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
Efficiency Improvement
4
Time Saving
4
Automation
3
Efficiency
3
Integrations
3
Cons
This product has not yet received any negative sentiments.
Accounting Flow features and usability ratings that predict user satisfaction
0.0
No information available
10.0
Reporting
Average: 7.7
10.0
New Client
Average: 8.3
10.0
Job Status
Average: 8.6
Seller Details
Year Founded
2023
HQ Location
London, GB
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.

    Aero gives you the tools you need to take your firm's knowledge capital and put it to work

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 50% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Aero 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
    Cons
    Poor Reporting
    1
    Time Tracking
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aero Workflow features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.0
    3.3
    Reporting
    Average: 7.7
    0.0
    New Client
    Average: 8.3
    3.3
    Job Status
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Aero
    Year Founded
    2013
    HQ Location
    Charlottesville, US
    Twitter
    @AeroWorkflow
    1,189 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.

Aero gives you the tools you need to take your firm's knowledge capital and put it to work

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 50% Enterprise
Aero 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
Cons
Poor Reporting
1
Time Tracking
1
Aero Workflow features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.0
3.3
Reporting
Average: 7.7
0.0
New Client
Average: 8.3
3.3
Job Status
Average: 8.6
Seller Details
Seller
Aero
Year Founded
2013
HQ Location
Charlottesville, US
Twitter
@AeroWorkflow
1,189 Twitter followers
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A Cloud based Practice Management Platform for professionals like CA, CS, CMA, Lawyers, and Management Consultants, & SME's etc.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 75% Small-Business
    • 25% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EasyCloudBooks features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    Surat, IN
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A Cloud based Practice Management Platform for professionals like CA, CS, CMA, Lawyers, and Management Consultants, & SME's etc.

Users
No information available
Industries
No information available
Market Segment
  • 75% Small-Business
  • 25% Mid-Market
EasyCloudBooks features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2014
HQ Location
Surat, IN
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®