# Best Accounting Practice Management Software - Page 4

## 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=36425&focus%5B%5D=18207&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: Karbon, Canopy, 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=karbon-2025-03-03&focus%5B%5D=canopy-2026-05-12&focus%5B%5D=quickbooks-online-accountant&focus%5B%5D=xero-practice-manager&focus%5B%5D=financial-cents&focus%5B%5D=dext&focus%5B%5D=8am-cpacharge&focus%5B%5D=suralink)

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### [Aero Workflow](https://www.g2.com/products/aero-workflow/reviews)

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

**Average Rating:** 3.8/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Aero Workflow?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 3.3/10 (Category avg: 7.8/10)
- **New Client:** 0.0/10 (Category avg: 8.5/10)
- **Job Status:** 3.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Aero Workflow?

- **Seller:** [Aero](https://www.g2.com/sellers/aero)
- **Year Founded:** 2013
- **HQ Location:** Charlottesville, US
- **Twitter:** @AeroWorkflow  
1,181 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4adf2c6ed36d5a0f17949e01edc5f6ed5852ad4f0b731f3ecab695135d8768cc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faero-workflow&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive user interface** of Aero Workflow, enhancing their experience in managing client information effortlessly.

##### Cons

- Users find Aero Workflow's **poor reporting** to be a significant issue, hindering effective time tracking and data export.
- Users find Aero Workflow **unreliable with time tracking** , requiring improved reporting and export options for better usability.

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

**["Best accounting software"](https://www.g2.com/survey_responses/aero-workflow-review-5427389)**

**Rating:** 5.0/5.0 stars

_— Saurabh A._

[Read full review](https://www.g2.com/survey_responses/aero-workflow-review-5427389)

**["Aero Workflow - Neeraj Bhatia Review"](https://www.g2.com/survey_responses/aero-workflow-review-5426642)**

**Rating:** 4.5/5.0 stars

_— Neeraj B._

[Read full review](https://www.g2.com/survey_responses/aero-workflow-review-5426642)

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

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

### [EasyCloudBooks](https://www.g2.com/products/easycloudbooks/reviews)

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 4

#### Who Is the Company Behind EasyCloudBooks?

- **Seller:** [EasyCloudBooks](https://www.g2.com/sellers/easycloudbooks-9997d061-c770-4798-96b2-59e1d9c022ce)
- **Year Founded:** 2014
- **HQ Location:** Surat, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6dba72442e747ef1ab15f48de5dac80598ed90da22177445411221b168d1abf9&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feasycloud-consultants-pvt-ltd&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["The best cloud-based software for accounting and finance includes options like QuickBooks Online, Xero, FreshBooks, and Zoho Books. These platforms offer features such as invoicing, expense tracking, and financial reporting, making them suitable for businesses of various sizes."](https://www.g2.com/survey_responses/easycloudbooks-review-6853354)**

**Rating:** 4.5/5.0 stars

_— Pragya A._

[Read full review](https://www.g2.com/survey_responses/easycloudbooks-review-6853354)

**["Ease of Doing Business"](https://www.g2.com/survey_responses/easycloudbooks-review-5204357)**

**Rating:** 4.0/5.0 stars

_— CS Ankita M._

[Read full review](https://www.g2.com/survey_responses/easycloudbooks-review-5204357)

### [IRS Solutions](https://www.g2.com/products/irs-solutions/reviews)

IRS Solutions® is a full-service tax resolution and IRS monitoring/alert platform that helps tax specialists, CPAs, attorneys, and enrolled agents earn more in fewer hours. The software calculates and recommends solutions, submits autofilled forms and reports, communicates with clients, and processes invoices and payments all within one easy-to-use, intuitive system. - Determine and submit tax resolution proposals with system-generated calculations and recommendations. - Monitor client IRS transcripts 24/7 with IRS Advance Notice™ (IAN). Receive customized alerts when changes are detected. - Access, download, and print client transcripts with our ultra-fast retrieval tool. - Easily find required IRS forms to handle client resolution cases. - Auto-populate forms and request electronic signatures. Upload straight to the CAF Unit. - Streamline communication using auto-populated letters branded with your logo. - Save clients' data within the platform. Access their case details with the click of a button. - Stay current on CEU requirements with free classes. - Get help in our online community.

**Average Rating:** 4.9/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate IRS Solutions?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10)
- **Reporting:** 7.5/10 (Category avg: 7.8/10)
- **New Client:** 8.8/10 (Category avg: 8.5/10)
- **Job Status:** 7.5/10 (Category avg: 8.7/10)

#### Who Is the Company Behind IRS Solutions?

- **Seller:** [IRS Solutions](https://www.g2.com/sellers/irs-solutions)
- **Year Founded:** 2011
- **HQ Location:** Valencia, US
- **Twitter:** @IRSSolutions1  
136 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=09b4480e828b2b8cb5ad39fe8062c6e77ef0c83ea19195c0426f4156df9872ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firs-solutions-inc.%2F&secure%5Burl_type%5D=linkedin_company_website)  
32 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About IRS Solutions?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of IRS Solutions, finding it intuitive and efficient for tax resolution tasks.
- Users praise the **excellent customer support** of IRS Solutions, making it easy to assist clients effectively.
- Users value the **efficiency improvements** of IRS Solutions, enabling better client support with intuitive features and streamlined processes.
- Users find the **secure client communication** portal effective, enhancing proactive client engagement and monitoring capabilities.
- Users appreciate the **intuitive document management** of IRS Solutions, streamlining tax-related tasks effectively.

##### Cons

- Users find the **inefficiency** in needing to scan and upload documents separately, complicating the overall experience.
- Users find the **overwhelming complexity** of IRS Solutions hinders their ability to fully utilize its features.
- Users find it challenging due to **limited software integration** that complicates client management and data entry processes.
- Users feel frustrated by the **download issues** , preferring a direct scanning option to streamline their workflow.
- Users find the **lack of email integration** challenging, complicating communication with other software and requiring manual data entry.

#### What Are Recent G2 Reviews of IRS Solutions?

**["IRS Solutions is a valuable tool for managing my clients relationship with the IRS"](https://www.g2.com/survey_responses/irs-solutions-review-10600612)**

**Rating:** 4.5/5.0 stars

_— Todd G._

[Read full review](https://www.g2.com/survey_responses/irs-solutions-review-10600612)

**["Easy software program that checks the boxes!"](https://www.g2.com/survey_responses/irs-solutions-review-10599603)**

**Rating:** 4.5/5.0 stars

_— Morgan A._

[Read full review](https://www.g2.com/survey_responses/irs-solutions-review-10599603)

### [Senta](https://www.g2.com/products/senta/reviews)

Senta provides sublime practice management software for accountants and bookkeepers all around the world. It’s a cloud-based CRM and workflow tool which combines email & text automation, secure document exchange and a client portal to support you in running your practice and delivering excellent client service.

**Average Rating:** 3.8/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Senta?

- **Has the product been a good partner in doing business?:** 3.3/10 (Category avg: 9.1/10)

#### Who Is the Company Behind Senta?

- **Seller:** [Senta](https://www.g2.com/sellers/senta)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=81c6adf4bc9fd42a206867d01ff828e11da7799ac1c1034409d6b931d87a0668&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsenta%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Small, 25% Medium

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

**["Senta Review"](https://www.g2.com/survey_responses/senta-review-5409784)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/senta-review-5409784)

**["Feature rich solution for accounting firms"](https://www.g2.com/survey_responses/senta-review-4700397)**

**Rating:** 4.5/5.0 stars

_— Mohsin E._

[Read full review](https://www.g2.com/survey_responses/senta-review-4700397)

### [AuditorsDesk](https://www.g2.com/products/auditorsdesk/reviews)

Auditors Desk is a cloud-based end-to-end audit platform which is fully customizable based on your firm methodology to assist audit teams deliver high quality audits with the use of smart audit tools and online document management. Auditors Desk replicate your day-to-day audit work to a digital platform, which results in improved quality and efficient audit process by better collaboration between teams and clients.

**Average Rating:** 4.3/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate AuditorsDesk?

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

#### Who Is the Company Behind AuditorsDesk?

- **Seller:** [AuditorsDesk](https://www.g2.com/sellers/auditorsdesk)
- **Year Founded:** 2016
- **HQ Location:** Chittaranjan Park, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0d8680514366ecc0443e25794b90bea9afbd70fa88f1e9c246181178cce4d3fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fauditorsdesk&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["Best digital audit solution for CAs"](https://www.g2.com/survey_responses/auditorsdesk-review-5046958)**

**Rating:** 4.0/5.0 stars

_— Ashok J._

[Read full review](https://www.g2.com/survey_responses/auditorsdesk-review-5046958)

**["Excellent Auditing aid"](https://www.g2.com/survey_responses/auditorsdesk-review-5193797)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/auditorsdesk-review-5193797)

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

- [What are the benefits of using audit software?](https://www.g2.com/discussions/auditorsdesk-what-are-the-benefits-of-using-audit-software)
- [What is audit software?](https://www.g2.com/discussions/what-is-audit-software)
- [What are the basic features of generalized audit software?](https://www.g2.com/discussions/what-are-the-basic-features-of-generalized-audit-software)

### [Avii](https://www.g2.com/products/avii/reviews)

Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that strengthens client loyalty, automates and consolidates workflows, and ensures security and compliance. And if that isn’t enough, Avii also helps you streamline resource planning and increase profitability. Avii is the first SaaS Hub™ for accounting firms. It provides the foundational environment of interconnected apps that unify your disparate data, security, workflows and practice management—eliminating manual steps, facilitating automation and unifying KPIs and other status indicators into a visual dashboard. With Avii you can choose the entire platform or only what you need: \* Client Experience \* Document Management \* Resource Management with Advanced Workflows \* Firm Performance with Invoicing Avii Intelligence powers the entire platform, bringing your entire experience into one place.

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Avii?

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

#### Who Is the Company Behind Avii?

- **Seller:** [Avii](https://www.g2.com/sellers/avii)
- **Year Founded:** 2016
- **HQ Location:** Lehi, US
- **Twitter:** @AviiWorkspace  
657 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb918e236fff94688d15687c7ea78a1b087142cfee47cee38a729248759d946a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Favii&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Small, 33% Large

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

**["Fabulous customer service and product"](https://www.g2.com/survey_responses/avii-review-5304156)**

**Rating:** 5.0/5.0 stars

_— Donna F._

[Read full review](https://www.g2.com/survey_responses/avii-review-5304156)

**["A whole new world! Avii brings clarity and cohesion with transparency and tools to run a firm"](https://www.g2.com/survey_responses/avii-review-5273685)**

**Rating:** 4.5/5.0 stars

_— Brandon A._

[Read full review](https://www.g2.com/survey_responses/avii-review-5273685)

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

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

### [ChangeGPS](https://www.g2.com/products/changegps/reviews)

The best tools and systems can take years to make. And making them can take years off your life—especially if you go it alone. You need all the tools, templates and systems worth having—and you need them now. That’s what we do. At ChangeGPS, we do legendary frontline accounting apps that you pick and choose to suit your practice. We do structural—with blueprints and plans. We do efficient—with templates and tools. And we do fluffy—with sales and marketing. We do all that—So you can do what matters.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate ChangeGPS?

- **Has the product been a good partner in doing business?:** 10.0/10 (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:** 9.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind ChangeGPS?

- **Seller:** [ChangeGPS](https://www.g2.com/sellers/changegps)
- **Year Founded:** 2007
- **HQ Location:** Brisbane, AU
- **Twitter:** @ChangeGPS  
1,156 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eb5ffe9107493589df646ba9e07b3a33b92f580de72067f089442cac4f4a3e6d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fchangegps%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of ChangeGPS, finding accounting straightforward and software access simple.
- Users appreciate the **real-time behavior** of ChangeGPS, enhancing their navigation experience significantly.
- Users value the **immediate access to essential tools and templates** that streamline their workflow and enhance productivity.
- Users find that ChangeGPS offers **great visibility** , making accounting tasks simple and easily accessible.

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

**["Review of ChangeGPS"](https://www.g2.com/survey_responses/changegps-review-10283661)**

**Rating:** 5.0/5.0 stars

_— Mary K._

[Read full review](https://www.g2.com/survey_responses/changegps-review-10283661)

**["Review of ChangeGPS"](https://www.g2.com/survey_responses/changegps-review-10571742)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/changegps-review-10571742)

### [Clarity](https://www.g2.com/products/clarity-hq-clarity/reviews)

Clarity is the complete end-to-end NextGen Advisory system for accounting firms. Unlike financial reporting tools that only analyse data, Clarity provides the methodology, education, and technology for accountants to build an entire advisory practice and become the most valuable person in their clients’ business lives. Our CLEAR Advisory Map (Current, Leaderboard, Endgame, Actions, Review) makes advisory repeatable and deliverable by the entire team, not just partners. Combined with the 7 Key Numbers framework, 5 Levers of Success sensitivity analysis, and structured meeting systems, accountants move from number-crunchers to Numbers Mentors: professionals who diagnose before they prescribe and change what happens next for every client. The system includes two purpose-built AI tools. Numina is the accountant-facing AI advisory assistant that helps firm teams prepare for advisory conversations using Clarity’s proven methodology. Hartley (askhartley.ai) is the client-facing AI assistant that connects to clients’ real financial data (via Xero, QuickBooks Online, or Sage) and delivers answers grounded in their actual numbers, not generic guidance. Research from Stanford found that leading AI tools affirm users’ decisions 50% more than a human advisor would, even when those decisions are wrong. Hartley is built to challenge bad assumptions, not agree with them. Clarity integrates with Xero, QuickBooks, and Sage. Members consistently achieve a 3x increase in firm profit compared to traditional advisory approaches. The system includes methodology, education programmes, implementation plans, and member success consulting. Founded by multi-award-winning Chartered Accountants Aynsley Damery and Steven Briginshaw, Clarity is used by progressive accounting firms in 17+ countries. Key Features to List • CLEAR Advisory Map – structured advisory delivery methodology • 7 Key Numbers framework – simplified financial storytelling for clients • 5 Levers of Success – sensitivity analysis showing profit and cash potential • Numina AI – accountant-facing AI advisory assistant (methodology-driven, not generic) • Hartley AI (askhartley.ai) – client-facing AI assistant connected to real financial data • Client benchmarking – by sector and location across the system • Portfolio view – monitor all clients, identify advisory-ready opportunities • Automated management reporting – generate reports at the click of a button • Meeting systems and agendas – structured client engagement process • Education programmes – soft and hard skills for the whole team • Xero, QuickBooks, and Sage integration

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Clarity?

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

#### Who Is the Company Behind Clarity?

- **Seller:** [Clarity HQ](https://www.g2.com/sellers/clarity-hq)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=454e541e76741feebb7255aed01e037309a4803eb9107b08919e050e40dc64b7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclarity-hq%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 Clarity?

**["Simple to Implement, Excellent Support, and AI That Brings Numbers to Life"](https://www.g2.com/survey_responses/clarity-review-12528882)**

**Rating:** 5.0/5.0 stars

_— Graeme T._

[Read full review](https://www.g2.com/survey_responses/clarity-review-12528882)

**["The framework we didn't know we were missing"](https://www.g2.com/survey_responses/clarity-review-12550725)**

**Rating:** 5.0/5.0 stars

_— donald P._

[Read full review](https://www.g2.com/survey_responses/clarity-review-12550725)

### [Glide](https://www.g2.com/products/glide-practice-solutions-ltd-glide/reviews)

Glide helps Partners and Managers in growing accounting firms to improve control within their practice, increase visibility of all staff activities and assure client retention by delivering exceptional service. Do not risk losing another client again. Take control of your staff's workload, automate communication with clients, visualise profitability of jobs, all through your highly configurable Glide system. Using our graphical editor, you can mould Glide to your existing processes and email templates.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Glide?

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

#### Who Is the Company Behind Glide?

- **Seller:** [Glide Practice Solutions Ltd](https://www.g2.com/sellers/glide-practice-solutions-ltd)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["Great for No-Code Users"](https://www.g2.com/survey_responses/glide-review-8690605)**

**Rating:** 5.0/5.0 stars

_— Pablo D._

[Read full review](https://www.g2.com/survey_responses/glide-review-8690605)

**["Powerful mobile app to get hands-on"](https://www.g2.com/survey_responses/glide-review-8743556)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consulting_

[Read full review](https://www.g2.com/survey_responses/glide-review-8743556)

### [GreatSoft CRM](https://www.g2.com/products/greatsoft-crm/reviews)

GreatSoft is a leading expert in Practice Management systems for any size of professional service business in Africa.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate GreatSoft CRM?

- **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:** 6.7/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind GreatSoft CRM?

- **Seller:** [GreatSoft](https://www.g2.com/sellers/greatsoft)
- **Year Founded:** 1990
- **HQ Location:** Cape Town, ZA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=654c01acc59a69ec2adf1ea34c1d3b6014eb28b70ca757ce8501961bc1bbb85d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgreatsoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
111 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

#### What Do G2 Reviewers Say About GreatSoft CRM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralized management** of GreatSoft CRM, enhancing client handling procedures and team collaboration.
- Users value the **centralized client management** in GreatSoft CRM, streamlining access to essential consolidated client data.
- Users value the **ease of use** of GreatSoft CRM, enjoying streamlined client management through a centralized platform.

##### Cons

- Users find **limited access** to GreatSoft CRM restricts their ability to manage customers outside the office effectively.
- Users highlight the **limited features** of GreatSoft CRM, restricting remote access and field customer management.

#### What Are Recent G2 Reviews of GreatSoft CRM?

**["Revolutionizing Customer Relationship Management for Businesses of All Sizes"](https://www.g2.com/survey_responses/greatsoft-crm-review-7879080)**

**Rating:** 4.5/5.0 stars

_— sayed b._

[Read full review](https://www.g2.com/survey_responses/greatsoft-crm-review-7879080)

**["Managing client information and tracking interactions"](https://www.g2.com/survey_responses/greatsoft-crm-review-10532558)**

**Rating:** 5.0/5.0 stars

_— Ydris k._

[Read full review](https://www.g2.com/survey_responses/greatsoft-crm-review-10532558)

### [Huddle](https://www.g2.com/products/huddle-2026-06-04/reviews)

Huddle is a white-label accounting practice management platform built exclusively for accounting firms. Each firm gets its own branded workspace — custom domain, logo, and client portal — giving them a professional, fully-owned digital presence without building software from scratch. At the core is a client portfolio dashboard where firms track every client's status, deadlines, and obligations in one place. An integrated CRM manages client relationships and interaction history. Built-in communication tools — including WhatsApp Business and email notifications — automate client follow-up. A secure electronic archive stores and indexes all documents with role-based access and full audit trails. Financial reporting delivers executive-level P&L statements, EBITDA, and cash flow insights directly to clients. What sets Huddle apart is deep integration with Romania's fiscal infrastructure: e-Factura (electronic invoicing mandate), ANAF/SPV tax authority portal, Open Banking, and Stripe Connect for automated payments. H.A.I., Huddle's built-in AI engine, analyzes balance sheets, detects accounting errors and anomalies, and generates instant financial insights — replacing hours of manual review. Huddle is purpose-built for the Romanian regulatory environment, with continuous updates aligned to fiscal legislation changes including SAF-T, RO e-TVA, and e-Factura compliance.

**Average Rating:** 5.0/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Huddle?

- **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 Huddle?

- **Seller:** [Huddle](https://www.g2.com/sellers/huddle-01fe59fe-b8ce-4e26-8b19-92d993cf3aa4)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&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 Huddle?

**["Secure, Unlimited-Size File Uploads for Clients"](https://www.g2.com/survey_responses/huddle-review-12923362)**

**Rating:** 5.0/5.0 stars

_— Daniela V._

[Read full review](https://www.g2.com/survey_responses/huddle-review-12923362)

**["Easy, Intuitive All-in-One Platform That Boosts Operational Efficiency"](https://www.g2.com/survey_responses/huddle-review-12923109)**

**Rating:** 5.0/5.0 stars

_— Bogdan M._

[Read full review](https://www.g2.com/survey_responses/huddle-review-12923109)

### [iChannel Document Management](https://www.g2.com/products/ichannel-document-management/reviews)

iChannel by IRIS is more than just a document management solution. It helps you manage your documents, customer data, and workflows from one dashboard to help you get straight to work, saving you both time and money.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate iChannel Document Management?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10)
- **Reporting:** 6.7/10 (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 iChannel Document 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?

- **Company Size:** 100% Large

#### What Do G2 Reviewers Say About iChannel Document Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly organization and efficient search functionality** of iChannel Document Management, enhancing their document management experience.
- Users appreciate the **user-friendly organization** of iChannel, enhancing document management and retrieval with ease and efficiency.
- Users appreciate the **effective organization and user-friendly features** of iChannel, enhancing document management and retrieval efficiency.
- Users value the **workflow automation** in iChannel, which significantly reduces manual effort and enhances efficiency.
- Users appreciate the **efficiency** of iChannel Document Management, finding it easy to organize and locate files quickly.

##### Cons

- Users experience **slow performance** during uploads and searches, leading to frustration, especially with large files.
- Users find the **learning curve steep** , with outdated layout and insufficient tutorials making adaptation challenging.
- Users find the **limited customization** options of iChannel Document Management frustrating, especially when seeking ease of use.
- Users find the interface to have **overwhelming complexity** , particularly frustrating for newcomers navigating the system.
- Users experience **poor usability** due to slow loading times and a complex interface, especially for newcomers.

#### What Are Recent G2 Reviews of iChannel Document Management?

**["A Reliable Tool for Managing and Organizing Documents Efficiently"](https://www.g2.com/survey_responses/ichannel-document-management-review-11848144)**

**Rating:** 4.5/5.0 stars

_— Dhiraj C._

[Read full review](https://www.g2.com/survey_responses/ichannel-document-management-review-11848144)

**["Efficient Document Management with Room for Interface Improvements"](https://www.g2.com/survey_responses/ichannel-document-management-review-11892075)**

**Rating:** 4.5/5.0 stars

_— Chhaya C._

[Read full review](https://www.g2.com/survey_responses/ichannel-document-management-review-11892075)

#### What Are G2 Users Discussing About iChannel Document Management?

- [What is iChannel Document Management used for?](https://www.g2.com/discussions/ichannel-document-management-what-is-ichannel-document-management-used-for)
- [What is iChannel Document Management used for?](https://www.g2.com/discussions/what-is-ichannel-document-management-used-for)

### [Myprosperity](https://www.g2.com/products/myprosperity/reviews)

#1 client portal for accountants and advisers

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Myprosperity?

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

#### Who Is the Company Behind Myprosperity?

- **Seller:** [Myprosperity](https://www.g2.com/sellers/myprosperity)
- **Year Founded:** 2013
- **HQ Location:** Hawthorn, AU
- **Twitter:** @myprosperity  
991 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6eeefcd3613066a88623427e7a3997ae69ac1421b3de372c86a3971ce1221d6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmyprosperity%2F&secure%5Burl_type%5D=linkedin_company_website)  
45 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["Most amazing tool for data"](https://www.g2.com/survey_responses/myprosperity-review-5250053)**

**Rating:** 5.0/5.0 stars

_— Sakshi S._

[Read full review](https://www.g2.com/survey_responses/myprosperity-review-5250053)

**["This tool has been great for our clients"](https://www.g2.com/survey_responses/myprosperity-review-5215958)**

**Rating:** 5.0/5.0 stars

_— Roze F._

[Read full review](https://www.g2.com/survey_responses/myprosperity-review-5215958)

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

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

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

OCTA Flow is the AI operating system for accounting and bookkeeping firms. Run your whole practice from one workspace, where the AI does the work, not just tracks it.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

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

- **Has the product been a good partner in doing business?:** 10.0/10 (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 OCTA Flow?

- **Seller:** [OCTA](https://www.g2.com/sellers/octa)
- **Year Founded:** 2024
- **HQ Location:** San Francisco, California
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b63ef7b8a1128bd7c9f853d3ee98d8b1e05d8ae18f9181587a6f74c737f9315a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fweareocta%2F&secure%5Burl_type%5D=linkedin_company_website)  
41 employees on LinkedIn®
- **Ownership:** Nupur Mittal
- **Phone:** +1-415-760-2392

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["OCTA Flow Frees Me Up for the Judgment Calls That Matter"](https://www.g2.com/survey_responses/octa-flow-review-13158881)**

**Rating:** 5.0/5.0 stars

_— kanishka G._

[Read full review](https://www.g2.com/survey_responses/octa-flow-review-13158881)

**["OCTA Flow Brings Consistent Client Attention with a Smooth, Usable Interface."](https://www.g2.com/survey_responses/octa-flow-review-13173970)**

**Rating:** 5.0/5.0 stars

_— Karan M._

[Read full review](https://www.g2.com/survey_responses/octa-flow-review-13173970)

### [Taxaroo](https://www.g2.com/products/taxaroo/reviews)

Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools. Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm.

**Average Rating:** 4.8/5.0

**Total Reviews:** 3

#### How Do G2 Users Rate Taxaroo?

- **Has the product been a good partner in doing business?:** 10.0/10 (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 Taxaroo?

- **Seller:** [Taxaroo](https://www.g2.com/sellers/taxaroo-e13c63b4-8283-450a-a0b8-07f4eeb1a3bf)
- **Year Founded:** 2014
- **HQ Location:** Sheridan , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=49a3438a68821b75bbc7cbe11c732be8851d9117e8a4a35cb0929ca554262a16&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxaroo%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["This has to be a game changer tool"](https://www.g2.com/survey_responses/taxaroo-review-9684540)**

**Rating:** 5.0/5.0 stars

_— Piyush R._

[Read full review](https://www.g2.com/survey_responses/taxaroo-review-9684540)

**["Taxaroo has to be the best modern tax management software in the market!"](https://www.g2.com/survey_responses/taxaroo-review-9684494)**

**Rating:** 5.0/5.0 stars

_— Prem R._

[Read full review](https://www.g2.com/survey_responses/taxaroo-review-9684494)

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

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

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Similar Categories

- [Order Management](/categories/order-management)
- [Accounting](/categories/accounting)
- [Accounts Receivable](/categories/accounts-receivable)
- [AP Automation](/categories/ap-automation)
- [Billing](/categories/billing)

- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
- [Business Plan](/categories/business-plan)
- [Cash Flow Management](/categories/cash-flow-management)
- [Credit and Collections](/categories/credit-and-collections)
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- [Deduction Management](/categories/deduction-management)
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- [Equity Management](/categories/equity-management)
- [Financial Analysis](/categories/financial-analysis)
- [Financial Audit](/categories/financial-audit)

[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