# Best Accounting Practice Management Software - Page 3

## 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**

### Anchor

Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits.

[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=2026-08-10T14%3A02%3A48Z&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=164780&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%3D3%26rank%3D1&secure%5Btoken%5D=94020afdc39c97d2a9ac289370130d07dfae204eb0129821449b81b5303990dc&secure%5Burl%5D=https%3A%2F%2Fwww.sayanchor.com%2Flp%2Fget-started-for-free%3Futm_medium%3Dcpc%26utm_channel%3Dpaid_media%26utm_source%3Dg2%26utm_campaign%3D986543217-g2_cpc_ads&secure%5Burl_type%5D=custom_url)

### [OfficeTools by CARET](https://www.g2.com/products/officetools-by-caret/reviews)

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

**Average Rating:** 3.6/5.0

**Total Reviews:** 82

#### How Do G2 Users Rate OfficeTools by CARET?

- **Has the product been a good partner in doing business?:** 6.2/10 (Category avg: 9.1/10)
- **Reporting:** 5.8/10 (Category avg: 7.8/10)
- **New Client:** 5.8/10 (Category avg: 8.5/10)
- **Job Status:** 5.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind OfficeTools by CARET?

- **Seller:** [CARET](https://www.g2.com/sellers/caret-891b58ed-205f-4e4e-a01f-a392a0b14764)
- **Year Founded:** 1983
- **HQ Location:** San Diego, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bfc1146c355fabb6444f1d88e2f52ef0d7cd8f28a83a36003c9e11168f4aca20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fget-caret%2F&secure%5Burl_type%5D=linkedin_company_website)  
362 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of OfficeTools by CARET?

**["Office Automation"](https://www.g2.com/survey_responses/officetools-by-caret-review-8329678)**

**Rating:** 5.0/5.0 stars

_— Usman H._

[Read full review](https://www.g2.com/survey_responses/officetools-by-caret-review-8329678)

**["Office Tools is a Game Changer - Updated June 29th 2022"](https://www.g2.com/survey_responses/officetools-by-caret-review-4181066)**

**Rating:** 4.0/5.0 stars

_— Alessandro C._

[Read full review](https://www.g2.com/survey_responses/officetools-by-caret-review-4181066)

#### What Are G2 Users Discussing About OfficeTools by CARET?

- [What do you like most about OfficeTools for practice management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-officetools-for-practice-management-and-what-could-be-improved)
- [What is OfficeTools used for?](https://www.g2.com/discussions/what-is-officetools-used-for)

### [Fieldguide AI Platform](https://www.g2.com/products/fieldguide-ai-platform/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 10

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

- **Seller:** [Fieldguide](https://www.g2.com/sellers/fieldguide)
- **Year Founded:** 2020
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @fieldguide  
176 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a632a268a3ed8bb5f1295b0de48353d743ae2ce9e55f9c760b6743b7b190b38a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffieldguide-inc&secure%5Burl_type%5D=linkedin_company_website)  
204 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 40% Medium, 40% Large

#### What Are Recent G2 Reviews of Fieldguide AI Platform?

**["Fieldguide Overview"](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7171728)**

**Rating:** 4.5/5.0 stars

_— Swati M._

[Read full review](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7171728)

**["Task management and powerful team collaboration tool"](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7250991)**

**Rating:** 4.5/5.0 stars

_— Johanna B._

[Read full review](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7250991)

#### What Are G2 Users Discussing About Fieldguide AI Platform?

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

### [Pixie](https://www.g2.com/products/usepixie/reviews)

Pixie is a cloud-based practice management software for accounting and bookkeeping firms. Our platform helps you centralise clients, deadlines, workflow, email, and document management. Firm owners that use Pixie spend less time doing manual admin, streamline their workflows, become less client-facing and easily get their team on the same page.

**Average Rating:** 4.7/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Pixie?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 7.1/10 (Category avg: 7.8/10)
- **New Client:** 9.3/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Pixie?

- **Seller:** [Pixie](https://www.g2.com/sellers/pixie)
- **Year Founded:** 2019
- **HQ Location:** London, UK
- **Twitter:** @usepixie  
806 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1e6eb42192d725a4b945e8158685973c736f23f758ae4cd88f0d5926bb50ebd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F28177092&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 83% Small, 8% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that **automation features** in Pixie significantly reduce mental load and streamline project management effectively.
- Users value the **centralized organization** of Pixie, enhancing project management and reducing mental workload significantly.
- Users love the **customization options** in Pixie, enhancing workflow efficiency and professional communication.
- Users find the **ease of use** of Pixie enhances project organization and task management, streamlining workflows efficiently.
- Users value the **efficiency** of Pixie, praising its project organization and task management for reducing mental load.

##### Cons

- Users express frustration over **poor customer support** , highlighting slow issue resolution and a lack of real-time assistance.
- Users experience **frequent update issues** with Pixie, resulting in downtime and inefficient workflows that hinder productivity.

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

**["Great Workflow Tool with Frustrating Support Challenges"](https://www.g2.com/survey_responses/pixie-review-11575622)**

**Rating:** 4.0/5.0 stars

_— Amy C._

[Read full review](https://www.g2.com/survey_responses/pixie-review-11575622)

**["Can’t fault Pixie! 🤙"](https://www.g2.com/survey_responses/pixie-review-7787813)**

**Rating:** 5.0/5.0 stars

_— Emilio V._

[Read full review](https://www.g2.com/survey_responses/pixie-review-7787813)

### [MYOB](https://www.g2.com/products/myob/reviews)

MYOB Business is the fast and easy way to manage your cashflow and ATO compliance requirements. Includes time saving features that automates everyday tasks, giving you great insights and making compliance easy. Manage your business anywhere on your laptop or mobile. Keep your data safe and secure in the cloud. Get real-time cashflow, invoicing and payments. Access expert software and business support by phone or online 7 days a week. Try free for 30 days today.

**Average Rating:** 3.7/5.0

**Total Reviews:** 49

#### How Do G2 Users Rate MYOB?

- **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10)

#### Who Is the Company Behind MYOB?

- **Seller:** [MYOB](https://www.g2.com/sellers/myob)
- **Year Founded:** 1991
- **HQ Location:** Cremorne, AU
- **Twitter:** @MYOB  
18,643 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=999013a4ba3c80aae4063b51f1e8d7a655321c0371d2b949ec0f8fd2227b0b3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7850%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,984 employees on LinkedIn®
- **Ownership:** ASX:MYO

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 71% Small, 25% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of MYOB, enjoying its streamlined interface and centralized financial management.
- Users appreciate the **user-friendly interface** of MYOB, making tasks like invoicing and tracking expenses straightforward.
- Users appreciate the **easy setup** of MYOB, finding it straightforward and efficient for their accounting needs.
- Users value the **time-saving efficiency** of MYOB, finding it simple and effective for managing financial tasks.
- Users appreciate the **easy setup** of MYOB, allowing for a quick start to efficient accounting tasks.

##### Cons

- Users find MYOB has **limited features** that feel outdated and not user-friendly for non-accountants.
- Users find the **missing features** of MYOB, like no asset register and complex functionality, frustrating for non-accountants.
- Users find MYOB **not user-friendly** , with outdated features and clunky navigation complicating their experience.
- Users find MYOB **user unfriendly** , citing outdated features and clunky navigation that complicate the experience for non-accountants.
- Users report **billing issues** as delayed payments can result in unexpected changes to purchase order numbers.

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

**["Efficient Cross-Border Financial Management with MYOB"](https://www.g2.com/survey_responses/myob-review-13217620)**

**Rating:** 4.0/5.0 stars

_— Wilmer J._

[Read full review](https://www.g2.com/survey_responses/myob-review-13217620)

**["Streamlines Multi-Currency but Needs Better Compliance Support"](https://www.g2.com/survey_responses/myob-review-13064360)**

**Rating:** 4.0/5.0 stars

_— Thamyres A._

[Read full review](https://www.g2.com/survey_responses/myob-review-13064360)

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

- [What are the disadvantages of MYOB?](https://www.g2.com/discussions/what-are-the-disadvantages-of-myob)
- [What are MYOB essentials?](https://www.g2.com/discussions/myob-what-are-myob-essentials)
- [What are advantage of using MYOB?](https://www.g2.com/discussions/what-are-advantage-of-using-myob)
- [What does MYOB software do?](https://www.g2.com/discussions/what-does-myob-software-do) - 1 comment

### [Smart Audit](https://www.g2.com/products/smart-audit-smart-audit/reviews)

Audit Workflow Software for SMPs

**Average Rating:** 4.8/5.0

**Total Reviews:** 11

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

- **Seller:** [Smart Audit](https://www.g2.com/sellers/smart-audit)
- **Year Founded:** 2013
- **HQ Location:** Singapore, Singapore
- **Twitter:** @smartauditteam  
93 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f12d5cd30dabb46b71dd14d7d3262b0112b88f6729c18a2370b979b48b57b10&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsmart-audit-pte-ltd&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 55% Small, 36% Medium

#### What Are Recent G2 Reviews of Smart Audit?

**["Well designed Audit Tool"](https://www.g2.com/survey_responses/smart-audit-review-7015632)**

**Rating:** 5.0/5.0 stars

_— Anish S._

[Read full review](https://www.g2.com/survey_responses/smart-audit-review-7015632)

**["Review for Smart Audit"](https://www.g2.com/survey_responses/smart-audit-review-5204691)**

**Rating:** 5.0/5.0 stars

_— Darshan B._

[Read full review](https://www.g2.com/survey_responses/smart-audit-review-5204691)

#### What Are G2 Users Discussing About Smart Audit?

- [What is the best auditing software?](https://www.g2.com/discussions/what-is-the-best-auditing-software)
- [What are the benefits of using audit software?](https://www.g2.com/discussions/what-are-the-benefits-of-using-audit-software)
- [What is audit features?](https://www.g2.com/discussions/what-is-audit-features)
- [What is a smart audit?](https://www.g2.com/discussions/what-is-a-smart-audit)

### [TaxCalc](https://www.g2.com/products/taxcalc/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 8

#### How Do G2 Users Rate TaxCalc?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 9.2/10 (Category avg: 7.8/10)
- **New Client:** 6.7/10 (Category avg: 8.5/10)
- **Job Status:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind TaxCalc?

- **Seller:** [TaxCalc](https://www.g2.com/sellers/taxcalc)
- **Year Founded:** 2005
- **HQ Location:** Wokingham, GB
- **Twitter:** @taxcalc  
2,617 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5b8a03460f14ea38333dc15bc81c31108e6c8178d11fb511b7bb156f8f6d687b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F519049&secure%5Burl_type%5D=linkedin_company_website)  
92 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 38% Large

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

**["Great Self Assessment and anti-money laundering package"](https://www.g2.com/survey_responses/taxcalc-review-9390056)**

**Rating:** 4.0/5.0 stars

_— Andrew R._

[Read full review](https://www.g2.com/survey_responses/taxcalc-review-9390056)

**["Easy Client Tracking, Strong Support, and Smooth Xero/QuickBooks Integration"](https://www.g2.com/survey_responses/taxcalc-review-12585630)**

**Rating:** 5.0/5.0 stars

_— John J._

[Read full review](https://www.g2.com/survey_responses/taxcalc-review-12585630)

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

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

### [Auditi](https://www.g2.com/products/auditi/reviews)

Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process.

**Average Rating:** 4.7/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Auditi?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Auditi?

- **Seller:** [Auditi GmbH](https://www.g2.com/sellers/auditi-gmbh)
- **Year Founded:** 2012
- **HQ Location:** Düsseldorf, Nordrhein-Westfalen
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ff90e27a31b4d13c5febea4c64617737ce5b5c87a14a97ae7972e295e5643ed4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditi%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 46% Medium, 38% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Auditi, enjoying its intuitive structure and helpful features for efficient workflows.
- Users highlight the **intuitive design** of Auditi, making it easy to navigate and implement effectively.
- Users value the **intuitive user interface** of Auditi, appreciating its simplicity and effective communication features.
- Users appreciate the **effective communication** and quick support from Auditi, simplifying their data exchange processes.
- Users value the **efficiency of audits** with Auditi, appreciating its intuitive design and structured data handling.

##### Cons

- Users find the **poor communication features** of Auditi hinder their ability to effectively inform clients and manage tasks.
- Users find the **audit management process cumbersome** , highlighting inefficiencies in tracking and assigning responsibilities effectively.
- Users experience **bug issues** in Auditi, leading to frustrations with functionality and ease of use.
- Users find **client management cumbersome** , with difficulties in adding clients and not having direct assignment features.
- Users are frustrated with the **inefficient file management process** , making it cumbersome to track overdue items.

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

**["daily use of auditi"](https://www.g2.com/survey_responses/auditi-review-8890691)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/auditi-review-8890691)

**["A responsive and fast way to exchange data and documents with clients - a must have for Audit firms"](https://www.g2.com/survey_responses/auditi-review-9200402)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/auditi-review-9200402)

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

- [What does Auditi do?](https://www.g2.com/discussions/what-does-auditi-do)
- [Which software is used for auditing?](https://www.g2.com/discussions/which-software-is-used-for-auditing)
- [What should I look for in audit software?](https://www.g2.com/discussions/what-should-i-look-for-in-audit-software)

### [Capium](https://www.g2.com/products/capium/reviews)

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Capium?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Capium?

- **Seller:** [Capium Limited](https://www.g2.com/sellers/capium-limited)
- **Year Founded:** 2012
- **HQ Location:** London, GB
- **Twitter:** @Capium  
938 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=027d1befbcb716453201275492f36e469bb35ffe991b7f4c62deb74f0e0e8ec6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcapium%2F&secure%5Burl_type%5D=linkedin_company_website)  
83 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Large

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

_AI-generated summary from verified user reviews_

##### Cons

- Users often experience **billing issues** with Capium, leading to frustration and confusion over charges.
- Users experience **poor usability** with Capium, leading to frustration and difficulties in navigating the interface.
- Users experience frequent **software bugs** that hinder the performance and reliability of Capium.

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

**["A Game-Changer for Our Accounting Practice"](https://www.g2.com/survey_responses/capium-review-7875311)**

**Rating:** 5.0/5.0 stars

_— Aaron P._

[Read full review](https://www.g2.com/survey_responses/capium-review-7875311)

**["Capium’s All-in-One Integration Boosts Efficiency and Client Service"](https://www.g2.com/survey_responses/capium-review-12646024)**

**Rating:** 5.0/5.0 stars

_— Vanessa A._

[Read full review](https://www.g2.com/survey_responses/capium-review-12646024)

### [Entera](https://www.g2.com/products/entera/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Entera?

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

#### Who Is the Company Behind Entera?

- **Seller:** [Entera](https://www.g2.com/sellers/entera)
- **Year Founded:** 2018
- **HQ Location:** Dubai, AE
- **Twitter:** @EnteraGlobal  
13 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b5f6786921d12195e2f7d7f5742550117fe706cafde79bca1918c52a76a4f3a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fentera-global%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

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

**["Process your Document Easily"](https://www.g2.com/survey_responses/entera-review-7121175)**

**Rating:** 4.5/5.0 stars

_— Anjali P._

[Read full review](https://www.g2.com/survey_responses/entera-review-7121175)

**["Document Processing Made Easy"](https://www.g2.com/survey_responses/entera-review-7135301)**

**Rating:** 4.0/5.0 stars

_— Karan K._

[Read full review](https://www.g2.com/survey_responses/entera-review-7135301)

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

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

**Average Rating:** 3.9/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Iris Star Practice Management?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

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

- **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group)
- **Company Website:** www.IRISglobal.com
- **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:** 83% Medium, 17% Large

#### What Do G2 Reviewers Say About Iris Star Practice Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralization of tasks** in Iris Star Practice Management, enhancing visibility and streamlining operations effectively.
- Users appreciate the **ease of use** of Iris Star Practice Management, simplifying practice management with an intuitive dashboard.
- Users value the **time-saving features** of IRIS Star Practice Management, enhancing productivity through streamlined operations and automation.
- Users appreciate the **automation of repetitive tasks** in Iris Star Practice Management, enhancing efficiency and reducing errors.
- Users appreciate the **centralized management** of IRIS Star Practice Management, streamlining tasks and enhancing team visibility.

##### Cons

- Users face a **difficult learning curve** initially, noting that onboarding could be improved with a more intuitive UI.
- Users find the **difficult setup** of Iris Star Practice Management time-consuming, impacting their ability to configure workflows efficiently.
- Users find the **learning curve challenging** initially, though it improves once they become accustomed to the system.
- Users find the **limited customization options** of Iris Star can hinder adapting the software to specific needs.
- Users desire more flexibility, citing **limited features** that restrict automation and AI integration within Iris Star.

#### What Are Recent G2 Reviews of Iris Star Practice Management?

**["Efficient Practice Management Solution with Great Workflow Features"](https://www.g2.com/survey_responses/iris-star-practice-management-review-11848172)**

**Rating:** 4.0/5.0 stars

_— Dhiraj C._

[Read full review](https://www.g2.com/survey_responses/iris-star-practice-management-review-11848172)

**["Reliable practice management for accounting firms"](https://www.g2.com/survey_responses/iris-star-practice-management-review-11876543)**

**Rating:** 5.0/5.0 stars

_— Mansi P._

[Read full review](https://www.g2.com/survey_responses/iris-star-practice-management-review-11876543)

#### What Are G2 Users Discussing About Iris Star Practice Management?

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

### [Praszo Practice](https://www.g2.com/products/praszo-practice/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 6

#### How Do G2 Users Rate Praszo Practice?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

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

- **Seller:** [Difinity Digital](https://www.g2.com/sellers/difinity-digital)
- **Year Founded:** 2023
- **HQ Location:** Kochi, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=59e14eea3fcdb8f9c0d8c54c8afe46d9b12daad6d445f1dfddb56bb6a6a282ce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdifinity-digital&secure%5Burl_type%5D=linkedin_company_website)  
82 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Praszo Practice?

**["Clean, Intuitive UI That Streamlines Timesheets and Project Tracking"](https://www.g2.com/survey_responses/praszo-practice-review-12668121)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/praszo-practice-review-12668121)

**["Stronger Governance, Visibility, and Control Across Projects with Praszo Practice."](https://www.g2.com/survey_responses/praszo-practice-review-12659349)**

**Rating:** 4.5/5.0 stars

_— Jancy T._

[Read full review](https://www.g2.com/survey_responses/praszo-practice-review-12659349)

### [Advance Practice Management Suite](https://www.g2.com/products/advance-practice-management-suite/reviews)

A unified suite of applications in one SQL Server Database

**Average Rating:** 3.7/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate Advance Practice Management Suite?

- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

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

- **Seller:** [Commercial Logic](https://www.g2.com/sellers/commercial-logic)
- **Year Founded:** 1983
- **HQ Location:** Del Mar, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=268e6badfc203def897d0a394efcfaaa407d4f382b58630638a81a1f77acf8ca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fabacus-next%2F&secure%5Burl_type%5D=linkedin_company_website)  
369 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 20% Medium

#### What Are Recent G2 Reviews of Advance Practice Management Suite?

**["Perfect software for your healthcare needs"](https://www.g2.com/survey_responses/advance-practice-management-suite-review-8221874)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/advance-practice-management-suite-review-8221874)

**["Advance Practice Management Suite Review"](https://www.g2.com/survey_responses/advance-practice-management-suite-review-5410097)**

**Rating:** 4.5/5.0 stars

_— Ankita B._

[Read full review](https://www.g2.com/survey_responses/advance-practice-management-suite-review-5410097)

#### What Are G2 Users Discussing About Advance Practice Management Suite?

- [What is Advance Practice Management Suite used for?](https://www.g2.com/discussions/what-is-advance-practice-management-suite-used-for)

### [CCH iFirm](https://www.g2.com/products/cch-ifirm/reviews)

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

**Average Rating:** 2.8/5.0

**Total Reviews:** 5

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

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®
- **Ownership:** AMS:WKL

#### Who Uses This Product?

- **Company Size:** 60% Small, 20% Medium

#### What Are Recent G2 Reviews of CCH iFirm?

**["CCH iFirm Smart Softwate for accounting"](https://www.g2.com/survey_responses/cch-ifirm-review-1923848)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Services_

[Read full review](https://www.g2.com/survey_responses/cch-ifirm-review-1923848)

#### What Are G2 Users Discussing About CCH iFirm?

- [What is CCH iFirm used for?](https://www.g2.com/discussions/what-is-cch-ifirm-used-for)

### [ElephantCPA](https://www.g2.com/products/elephantcpa/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate ElephantCPA?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind ElephantCPA?

- **Seller:** [ElephantCPA](https://www.g2.com/sellers/elephantcpa)
- **Year Founded:** 2021
- **HQ Location:** Totowa, US
- **Twitter:** @ElephantCPA  
101 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1449b1b9d1d5c716da955796ce29832917e542702e9f5e76175c7e2da5c486d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felephant-cpa%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["User-friendly tool that provides easy access of information"](https://www.g2.com/survey_responses/elephantcpa-review-7101520)**

**Rating:** 5.0/5.0 stars

_— Jonalyn T._

[Read full review](https://www.g2.com/survey_responses/elephantcpa-review-7101520)

**["Great solution for small and midsize CPA firms"](https://www.g2.com/survey_responses/elephantcpa-review-8249608)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/elephantcpa-review-8249608)

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

Accounting Flow is a modern, AI-powered practice management platform designed specifically for small to mid-sized accountancy firms. Created by accountants, for accountants, Accounting Flow replaces messy spreadsheets and disjointed tools with one intuitive system that helps streamline operations, improve transparency, and drive profitability. Our platform is more than just software, it’s a partner in your firm’s evolution. Whether you’re looking to scale, sell, or simply regain control of your time, Accounting Flow gives you the flexibility to run your practice your way. Unlike rigid, one-size-fits-all tools, we actively collaborate with firms to shape Accounting Flow around their unique workflows, clients, and team needs. Key Features: ⭐ AI-Infused Workflows: Automate repetitive tasks, assign work, and track progress—all from one central dashboard. ⭐ Client Questionnaires: Easily collect onboarding or compliance information with custom digital forms. ⭐ Built-In Document Signing: Securely sign and share documents in-platform—no third-party tools needed. ⭐ Time & Billing Management: Accurately track hours and generate client invoices with ease. ⭐ AI Chatbot Assistant: Instantly surface the information you need—no more digging through emails or files. ⭐ HMRC & Companies House Integrations: Real-time syncing with government records for faster, more accurate filings. What Makes Us Different? Accounting Flow is an early-stage, fast-growing platform that adapts as you grow. While legacy tools require you to change your processes to fit them, we do the opposite—we work with you to mould our software around your practice. This bespoke approach means faster adoption, better results, and more time focused on serving your clients. Whether you're preparing for retirement, succession planning, or just ready to ditch spreadsheets for good, Accounting Flow helps future-proof your practice with a system that evolves alongside you. Trusted by modern UK accountancy firms, Accounting Flow delivers the efficiency, transparency, and flexibility your team needs, without the headache of outdated tools.

**Average Rating:** 4.9/5.0

**Total Reviews:** 9

#### How Do G2 Users Rate Accounting Flow?

- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Accounting Flow?

- **Seller:** [Accounting Flow](https://www.g2.com/sellers/accounting-flow)
- **Year Founded:** 2023
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6eb88798e8e08b38b0c1c249a1b892843cf408ed3cd7cbfb65d42c497abbcedb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccounting-flow&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Accounting Flow?

_AI-generated summary from verified user reviews_

##### Pros

- Users benefit from the **efficiency improvement** of Accounting Flow, enhancing organization and streamlining daily accounting practices.
- Users love how Accounting Flow's **time-saving workflows** transform task management and enhance efficiency for both accountants and clients.
- Users value the **automation capabilities** of Accounting Flow, enhancing efficiency and simplifying daily accounting tasks significantly.
- Users value the **efficiency** of Accounting Flow, simplifying tasks and enhancing workflow management for their practices.
- Users appreciate the **seamless integrations** of Accounting Flow, enhancing efficiency and simplifying workflows with existing tools.

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

**["Accounting Flow Review (2025)"](https://www.g2.com/survey_responses/accounting-flow-review-11325697)**

**Rating:** 5.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/accounting-flow-review-11325697)

**["Associate"](https://www.g2.com/survey_responses/accounting-flow-review-11288872)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/accounting-flow-review-11288872)

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- [Billing](/categories/billing)

- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
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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

Show More