# Best Accounting Practice Management Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* The best accounting practice management software in 2026 is Karbon, rated 4.8 out of 5 on G2 based on 800+ verified reviews. Financial Cents matches Karbon's top rating at 4.8 stars and specializes in QBO-native automation for firms already using QuickBooks Online. 1. Karbon — 4.8/5 (800+ reviews): Accounting workflow automation with email triage 2. Canopy — 4.6/5 (700+ reviews): All-in-one tax firm workflow consolidation 3. Xero Practice Manager — 4.5/5 (40+ reviews): Xero-native client workflow and billing 4. QuickBooks Online Accountant — 4.4/5 (80+ reviews): Multi-client bookkeeping with Intuit ecosystem integration 5. Financial Cents — 4.7/5 (200+ reviews): QBO-native accounting workflow and client task automation *Updated June 2026. Based on 2026 G2 verified review data across 5 products.* 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 ## Top Accounting Practice Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) | 4.8/5.0 (865 reviews) | Accounting workflow automation with email triage | "[Karbon’s Email Linking and Thread View Make Client Work Easy](https://www.g2.com/survey_responses/karbon-review-13000103)" | | 2 | [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) | 4.6/5.0 (696 reviews) | All-in-one tax firm workflow consolidation | "[Streamlines Client Tasks and internal/external communication, But Reporting Needs Improvement](https://www.g2.com/survey_responses/canopy-review-11991593)" | | 3 | [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) | 4.4/5.0 (78 reviews) | Multi-client bookkeeping with Intuit ecosystem integration | "[QB FTW](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-11699164)" | | 4 | [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) | 4.5/5.0 (45 reviews) | Xero-native client workflow and billing | "[Everything in One Place, on One Platform](https://www.g2.com/survey_responses/xero-practice-manager-review-12579217)" | | 5 | [Financial Cents](https://www.g2.com/products/financial-cents/reviews) | 4.7/5.0 (241 reviews) | QBO-native accounting workflow and client task automation | "[Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close](https://www.g2.com/survey_responses/financial-cents-review-12747009)" | | 6 | [TaxDome](https://www.g2.com/products/taxdome/reviews) | 4.7/5.0 (699 reviews) | All-in-one tax firm workflow automation | "[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)" | | 7 | [Checkpoint](https://www.g2.com/products/thomson-reuters-checkpoint/reviews) | 4.3/5.0 (20 reviews) | Multi-jurisdiction tax research and compliance | "[Very easy to use, produces accurate reports](https://www.g2.com/survey_responses/checkpoint-review-5176388)" | | 8 | [Suralink](https://www.g2.com/products/suralink/reviews) | 4.5/5.0 (169 reviews) | PBC request tracking with secure client exchange | "[Suralink has perfected the process of tracking and receiving documentation from clients securely.](https://www.g2.com/survey_responses/suralink-review-8980545)" | | 9 | [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) | 4.7/5.0 (99 reviews) | Client invoicing and recurring payment collection | "[Convenient for clients and my business](https://www.g2.com/survey_responses/8am-cpacharge-review-7642005)" | | 10 | [Firm360](https://www.g2.com/products/firm360/reviews) | 4.4/5.0 (148 reviews) | Unified accounting firm workflow and billing | "[Our Firm360 Review](https://www.g2.com/survey_responses/firm360-review-12936671)" | ## How Many Accounting Practice Management Software Products Does G2 Track? **Total Products under this Category:** 128 ### Category Stats (Jun 2026) - **Average Rating**: 4.41/5 (↑0.01 vs May 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Bright (+0.82%) - Among all products in this category, Bright recorded the largest rating increase compared to last month *Last updated: June 24, 2026* ## How Does G2 Rank Accounting Practice Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,500+ Authentic Reviews - 128+ 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. ## Which Accounting Practice Management Software Is Best for Your Use Case? - **Leader:** [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - **Highest Performer:** [Firm360](https://www.g2.com/products/firm360/reviews) - **Easiest to Use:** [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - **Top Trending:** [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - **Best Free Software:** [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) --- **Sponsored** ### Auditi Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1592&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&secure%5Bresource_id%5D=1592&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Faccounting-practice-management&secure%5Btoken%5D=02c698dccd0bbf79c827b8a61b9fbbe1928795c618644f4c2ab2a60ab17bbe20&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Accounting Practice Management Software Products in 2026? ### 1. [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget. **Average Rating:** 4.8/5.0 **Total Reviews:** 865 **How Do G2 Users Rate Karbon?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Reporting:** 7.6/10 (Category avg: 7.8/10) - **New Client:** 8.9/10 (Category avg: 8.4/10) - **Job Status:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Karbon?** - **Seller:** [KarbonHQ](https://www.g2.com/sellers/karbonhq) - **Company Website:** https://karbonhq.com - **Year Founded:** 2014 - **HQ Location:** Sausalito, California - **Twitter:** @karbonhq (3,663 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3795518/ (420 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant, Director - **Top Industries:** Accounting, Financial Services - **Company Size:** 86% Small-Business, 9% Mid-Market #### What Are Karbon's Pros and Cons? **Pros:** - Ease of Use (116 reviews) - Task Management (78 reviews) - Efficiency (73 reviews) - Communication (63 reviews) - Team Collaboration (54 reviews) **Cons:** - Missing Features (33 reviews) - Email Issues (27 reviews) - Learning Curve (26 reviews) - Poor Usability (25 reviews) - Email Integration (22 reviews) ### What Do G2 Reviewers Say About Karbon? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Karbon, enhancing their workflow and productivity with its intuitive features. - Users appreciate the **task management features** of Karbon, improving productivity and organization for their workflow. - Users commend the **efficiency** of Karbon in managing workload and keeping communication organized for streamlined productivity. - Users value the **effective communication and collaboration** features of Karbon, enhancing teamwork and client interactions significantly. - Users value the **efficient team collaboration** in Karbon, enhancing client management and streamlining workflow processes. **Cons:** - Users note the **missing features** in Karbon, such as task lists and improved client management tools. - Users face **email integration issues** that complicate triage and lead to confusion in managing tasks effectively. - Users find the **steep learning curve** for Karbon's advanced features challenging, despite supportive resources and customer service. - Users struggle with **poor usability** due to constant UI changes and limited search functionalities hindering their experience. - Users find that **email integration complicates triage** , leading to clutter and confusion in managing sensitive emails. #### What Are Recent G2 Reviews of Karbon? **"[Karbon’s Email Linking and Thread View Make Client Work Easy](https://www.g2.com/survey_responses/karbon-review-13000103)"** **Rating:** 5.0/5.0 stars *— Christina W.* [Read full review](https://www.g2.com/survey_responses/karbon-review-13000103) --- **"[Karbon’s Integrations and “Work” Feature Make Tax Season Efficient](https://www.g2.com/survey_responses/karbon-review-12978371)"** **Rating:** 5.0/5.0 stars *— Cheryl T.* [Read full review](https://www.g2.com/survey_responses/karbon-review-12978371) --- ### 2. [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. As the firm-wide operating system, Canopy eliminates the need for disconnected tools by centralizing client management, CRM, document management, workflow, time and billing, and engagements into a single, modern platform. By providing one platform and one login, Canopy enables firms of all sizes to manage their entire practice with total visibility and scale. At the heart of the platform is Canopy Coworker, an everywhere AI that makes work across the firm simpler and faster by drafting content and summarizing data. To further automate the firm’s administrative load, Canopy Notetaker captures and transcribes client meetings, instantly turning conversations into organized notes and tasks. This cloud-native solution is purpose-built to help accounting professionals modernize without the migration migraine. Key capabilities include: Canopy Coworker: Utilize Canopy’s everywhere AI assistant to draft emails, summarize complex documents, and surface insights across your entire practice, making every team member more efficient. Canopy Notetaker: Automate your meeting documentation. This dedicated tool joins your client calls to record, transcribe, and extract action items, ensuring every detail is captured and synced to the client record. Engagements & Proposals: Deliver a professional, branded experience with engagement wizards that include custom pricing, automated billing frequencies, and clear terms of service to eliminate scope creep. Client Management & Portal: Use a secure, digital front door for your firm. The client portal allows for real-time collaboration, secure document sharing, and eSignatures, all backed by a robust CRM. Workflow & Task Management: Build a self-running firm with customizable templates and automated recurring steps. Track team capacity and project progress in real time. Document Management: Request and store files securely in a central hub. Clients can upload documents directly to their portal, removing security risks and reducing email back-and-forth. Time & Billing: Automate your revenue cycle with integrated time tracking, recurring invoicing, and faster payment collection options. Tax Resolution & Transcripts: Streamline tax-specific services by accessing IRS transcripts, notices, and resolution forms directly within the platform. Canopy’s all-in-one platform uses integrated automation to eliminate repetitive administrative tasks and keep projects moving forward. This allows firms to increase capacity and focus on high-value work without the complexity of managing a fragmented tech stack. By uniting every aspect of your practice into a single firm-wide operating system, Canopy provides the structure and visibility needed to run a modern, autonomous, and truly client-focused firm. **Average Rating:** 4.6/5.0 **Total Reviews:** 696 **How Do G2 Users Rate Canopy?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Reporting:** 7.5/10 (Category avg: 7.8/10) - **New Client:** 8.5/10 (Category avg: 8.4/10) - **Job Status:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Canopy?** - **Seller:** [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799) - **Company Website:** https://www.getcanopy.com/ - **Year Founded:** 2014 - **HQ Location:** Draper, Utah - **Twitter:** @canopysuite (1,991 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/canopy-inc/about (310 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CPA - **Top Industries:** Accounting, Financial Services - **Company Size:** 80% Small-Business, 2% Mid-Market #### What Are Canopy's Pros and Cons? **Pros:** - Ease of Use (154 reviews) - Task Management (96 reviews) - Document Management (74 reviews) - Efficiency (73 reviews) - Efficiency Improvement (65 reviews) **Cons:** - Task Management (31 reviews) - Document Management Issues (30 reviews) - Limited Customization (29 reviews) - Inefficiency (22 reviews) - Time-Consuming Setup (22 reviews) ### What Do G2 Reviewers Say About Canopy? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Canopy, enhancing efficiency with straightforward features and great support. - Users find **task management** in Canopy exceptionally efficient, enhancing workflow with automation and clear task assignment. - Users value the **easy document management** in Canopy, enhancing organization and improving client interactions significantly. - Users highlight the **efficiency** of Canopy, appreciating its automated features that streamline workflows and save time. - Users value the **efficiency improvement** from Canopy's automation and streamlined workflows, significantly enhancing productivity and client engagement. **Cons:** - Users face **glitchy functionality** in Canopy's task management, hindering efficiency and making the experience feel outdated. - Users struggle with **document management issues** , such as inconvenient file handling and lack of automation in templates. - Users desire more **limited customization** options in Canopy, especially for organizers and permissions management. - Users experience **inefficiency** with Canopy due to glitchy performance and complicated workflows that hinder productivity. - Users find the **time-consuming setup** of Canopy frustrating, hindering quick task initiation and overall efficiency. #### What Are Recent G2 Reviews of Canopy? **"[A CPA Firm's Go-To for Project Management and CRM](https://www.g2.com/survey_responses/canopy-review-11976001)"** **Rating:** 5.0/5.0 stars *— Nick F.* [Read full review](https://www.g2.com/survey_responses/canopy-review-11976001) --- **"[Streamlines Client Tasks and internal/external communication, But Reporting Needs Improvement](https://www.g2.com/survey_responses/canopy-review-11991593)"** **Rating:** 4.5/5.0 stars *— Sarah R.* [Read full review](https://www.g2.com/survey_responses/canopy-review-11991593) --- ### 3. [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) QuickBooks Online Accountant is a comprehensive, cloud-based accounting solution tailored for accounting professionals to efficiently manage multiple clients and streamline their practice workflows. By providing real-time access to client data, it enables accountants to offer timely and informed financial advice, enhancing client relationships and service quality. Key Features and Functionality: - Client Management: Access and manage all client files through a single, secure login, eliminating the need for multiple accounts and simplifying workflow. - Customizable Home Base: Each team member has a personalized dashboard highlighting essential tasks, reminders, and insights, ensuring that critical activities are prioritized and nothing is overlooked. - Data Integrity Alerts: Receive immediate notifications for disconnected bank feeds or data connection issues, allowing for prompt resolution and ensuring that financial data remains current and accurate. - Role-Based Access Control: Assign specific roles to team members, enabling delegation of tasks while maintaining compliance and security across services such as accounts payable, accounts receivable, and payroll. - AI-Powered Client Insights: Utilize artificial intelligence to monitor client portfolios, identifying significant trends and anomalies across key financial indicators, payroll data, and bill payments, facilitating proactive advisory services. - Efficient Month-End Close: Streamline the review and closing process with AI-driven anomaly detection and automated updates, supported by customizable templates and statuses to fit the firm's specific procedures. - Customer Relationship Management: Manage leads and client interactions within a unified platform, automating follow-ups and personalizing communications to strengthen client relationships from initial contact through ongoing engagement. Primary Value and Solutions Provided: QuickBooks Online Accountant empowers accounting professionals by centralizing client management, automating routine tasks, and providing advanced analytical tools. This integration reduces manual workload, minimizes errors, and enhances the ability to deliver strategic financial advice. The platform's scalability and AI-driven features support the growth of accounting practices, enabling them to offer high-quality services to a broader client base efficiently. **Average Rating:** 4.4/5.0 **Total Reviews:** 78 **How Do G2 Users Rate QuickBooks Online Accountant?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Reporting:** 10.0/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind QuickBooks Online Accountant?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) - **Ownership:** VIE:INTU **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting - **Company Size:** 77% Small-Business, 17% Mid-Market #### What Are QuickBooks Online Accountant's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Integrations (4 reviews) - Customer Support (3 reviews) - Efficiency (2 reviews) - Updates (2 reviews) **Cons:** - Learning Curve (1 reviews) - Overwhelming Complexity (1 reviews) - Software Integration (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About QuickBooks Online Accountant? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Online Accountant to be **easy to use and integrate** , enhancing their accounting processes seamlessly. - Users appreciate the **seamless integrations** with various add-ons, enhancing their accounting processes effortlessly. - Users value the **quick and helpful customer support** from QuickBooks Online Accountant, enhancing their overall experience. - Users value the **efficiency** of QuickBooks Online Accountant, streamlining client management and enhancing overall productivity. - Users value the **robust integration features** of QuickBooks Online Accountant, enhancing efficiency and flexibility for accounting professionals. **Cons:** - Users find the **learning curve** challenging, as the interface can be overwhelming for new users managing multiple clients. - Users find the **interface overwhelming** with a steep learning curve, particularly when managing multiple clients. - Users find the **syncing delays** with ProConnect frustrating, particularly during busy filing times, affecting workflow efficiency. - Users find the **frequent menu changes** in QuickBooks Online Accountant frustrating and disruptive to their workflow. #### What Are Recent G2 Reviews of QuickBooks Online Accountant? **"[QB FTW](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-11699164)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-11699164) --- **"[Empowers Accountants with Seamless Integration and Professional Growth](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-12102128)"** **Rating:** 5.0/5.0 stars *— Richard R.* [Read full review](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-12102128) --- #### What Are G2 Users Discussing About QuickBooks Online Accountant? - [What is QuickBooks Online Accountant used for?](https://www.g2.com/discussions/what-is-quickbooks-online-accountant-used-for) - 1 upvote - [What are 3 accountant tools in QuickBooks online?](https://www.g2.com/discussions/what-are-3-accountant-tools-in-quickbooks-online) - [Which 4 are features of the month end review tool in QuickBooks Online Accountant?](https://www.g2.com/discussions/which-4-are-features-of-the-month-end-review-tool-in-quickbooks-online-accountant) - [Is QuickBooks online free for accountants?](https://www.g2.com/discussions/is-quickbooks-online-free-for-accountants) - [What can my accountant do in QuickBooks online?](https://www.g2.com/discussions/what-can-my-accountant-do-in-quickbooks-online) - 1 comment ### 4. [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) Xero Practice Manager is a comprehensive, cloud-based practice management solution tailored for accounting and bookkeeping firms. It streamlines the management of clients, jobs, timesheets, invoicing, and reporting, providing a centralized platform to oversee all aspects of practice operations. By integrating seamlessly with Xero's suite of products, it ensures real-time data synchronization, enhancing efficiency and collaboration within the firm. Key Features and Functionality: - Client and Job Management: Assign tasks to staff, set deadlines, and monitor job progress through a unified dashboard. - Time Tracking and Invoicing: Record billable hours accurately and convert them into invoices, which are automatically synchronized with Xero accounting software. - Customizable Reporting: Generate standard or tailored reports to gain insights into practice performance and client engagements. - Seamless Integration: Sync client records and financial data across Xero HQ and other Xero products, ensuring consistency and reducing manual data entry. - Mobile Accessibility: Utilize the Xero Practice Manager mobile app to manage tasks, track time, and access client information on the go. Primary Value and Solutions Provided: Xero Practice Manager addresses the complexities of managing an accounting practice by offering an integrated platform that consolidates client information, job tracking, and financial data. This integration reduces administrative overhead, minimizes errors, and enhances collaboration among team members. By automating routine tasks and providing real-time insights, it empowers firms to focus on delivering high-quality services to their clients, ultimately driving growth and profitability. **Average Rating:** 4.5/5.0 **Total Reviews:** 45 **How Do G2 Users Rate Xero Practice Manager?** - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.1/10) - **Reporting:** 9.5/10 (Category avg: 7.8/10) - **New Client:** 9.6/10 (Category avg: 8.4/10) - **Job Status:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Xero Practice Manager?** - **Seller:** [Xero](https://www.g2.com/sellers/xero-390f429b-8d4b-4170-a85d-f071f0cc536d) - **Year Founded:** 2006 - **HQ Location:** Wellington - **Twitter:** @Xero (77,493 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/50780/ (6,186 employees on LinkedIn®) - **Ownership:** ASX:XRO **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 77% Small-Business, 21% Mid-Market #### What Are Xero Practice Manager's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Centralized Management (1 reviews) - Client Management (1 reviews) - Customer Support (1 reviews) - Functionality (1 reviews) **Cons:** - Invoicing Issues (1 reviews) - Limited Features (1 reviews) - Slow Performance (1 reviews) - Update Issues (1 reviews) - Website Downtime (1 reviews) ### What Do G2 Reviewers Say About Xero Practice Manager? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Xero Practice Manager, finding it simple and efficient for various tasks. - Users appreciate the **centralized management** of Xero Practice Manager, finding it simple and effective for practice and client management. - Users appreciate the **easy client management** in Xero Practice Manager, finding it simple and effective for their practices. - Users value the **responsive customer support** of Xero Practice Manager, enhancing their overall experience and satisfaction. - Users value the **ease of use and fast performance** of Xero Practice Manager, enhancing their overall experience. **Cons:** - Users face challenges with **locating invoices** for suppliers and revenue receipts in Xero Practice Manager. - Users find the **limited features** of Xero Practice Manager restrictive, lacking bulk job creation functionality. - Users experience **slow performance** with Xero Practice Manager, impacting productivity and leading to downtime. - Users often face **update issues** with Xero Practice Manager, hindering the effectiveness of its AI functions. - Users experience **website downtime** , leading to disruptions in workflow and decreased productivity. #### What Are Recent G2 Reviews of Xero Practice Manager? **"[Everything in One Place, on One Platform](https://www.g2.com/survey_responses/xero-practice-manager-review-12579217)"** **Rating:** 5.0/5.0 stars *— Emma B.* [Read full review](https://www.g2.com/survey_responses/xero-practice-manager-review-12579217) --- **"[The ultimate workflow and invoicing hub for our team](https://www.g2.com/survey_responses/xero-practice-manager-review-12980410)"** **Rating:** 5.0/5.0 stars *— Ravindu M.* [Read full review](https://www.g2.com/survey_responses/xero-practice-manager-review-12980410) --- #### What Are G2 Users Discussing About Xero Practice Manager? - [What does Xero software do?](https://www.g2.com/discussions/what-does-xero-software-do) - [Is WorkflowMax the same as practice manager?](https://www.g2.com/discussions/is-workflowmax-the-same-as-practice-manager) - [What is the difference between WorkflowMax and Xero Practice Manager?](https://www.g2.com/discussions/what-is-the-difference-between-workflowmax-and-xero-practice-manager) - [How does Xero Practice Manager work?](https://www.g2.com/discussions/how-does-xero-practice-manager-work) ### 5. [Financial Cents](https://www.g2.com/products/financial-cents/reviews) An all-in-one and easy-to-use accounting practice management software that has everything you need to collaborate with your team, track client work, automate workflows, get organized and hit your deadlines. Financial Cents simplifies your day-to-day—so you and your team can stop juggling spreadsheets, multiple apps and emails, and focus on serving clients. Financial Cents brings everything you need into a single, intuitive platform: - Accounting Workflow Management and Automation - Team collaboration tools - Built-in client communication - Capacity Management - Email Integration & Management - 200+ Workflow templates - Client Portal - CRM - Inbuilt payment collection & automation - Business insights and reports: Realization & profitabily report, team utilization, work insights, revenue insights and more. - Proposals and Engagement Letters - Document Management & secure file sharing (unlimited storage) - and more **Average Rating:** 4.7/5.0 **Total Reviews:** 241 **How Do G2 Users Rate Financial Cents?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Reporting:** 8.6/10 (Category avg: 7.8/10) - **New Client:** 9.1/10 (Category avg: 8.4/10) - **Job Status:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Financial Cents?** - **Seller:** [Financial Cents](https://www.g2.com/sellers/financial-cents) - **Year Founded:** 2020 - **HQ Location:** Atlanta, US - **Twitter:** @_FinancialCents (1,287 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/financial-cents/ (76 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are Financial Cents's Pros and Cons? **Pros:** - Ease of Use (85 reviews) - Task Management (65 reviews) - Efficiency Improvement (31 reviews) - Communication (29 reviews) - Team Collaboration (28 reviews) **Cons:** - Expensive (16 reviews) - Document Management Issues (14 reviews) - Limited Functionality (14 reviews) - Task Management (13 reviews) - Poor Usability (11 reviews) ### What Do G2 Reviewers Say About Financial Cents? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** with Financial Cents, finding it intuitive and user-friendly for task management. - Users find **task management effortless** with Financial Cents, enhancing collaboration and ensuring no deadlines are missed. - Users appreciate the **efficiency improvements** provided by Financial Cents, enhancing productivity and workflow management significantly. - Users appreciate the **effective communication** features in Financial Cents that enhance collaboration and streamline task management. - Users value the **seamless team collaboration** of Financial Cents, enhancing productivity and communication across projects. **Cons:** - Users find Financial Cents to be **expensive** , especially for those just starting who need flexible pricing. - Users face **document management issues** with slow uploads and difficulties importing files, impacting efficiency and workflow. - Users find the **limited functionality** of Financial Cents restrictive, wishing for more advanced features and integration options. - Users note that the **task management system needs improvement** , particularly in email presentation and document handling. - Users find the **poor usability** of Financial Cents frustrating, especially with task management and lack of customization options. #### What Are Recent G2 Reviews of Financial Cents? **"[Strong first impression for workflow management](https://www.g2.com/survey_responses/financial-cents-review-12498998)"** **Rating:** 5.0/5.0 stars *— Kevin M.* [Read full review](https://www.g2.com/survey_responses/financial-cents-review-12498998) --- **"[Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close](https://www.g2.com/survey_responses/financial-cents-review-12747009)"** **Rating:** 5.0/5.0 stars *— Stephen L.* [Read full review](https://www.g2.com/survey_responses/financial-cents-review-12747009) --- #### What Are G2 Users Discussing About Financial Cents? - [What is Financial Cents used for?](https://www.g2.com/discussions/what-is-financial-cents-used-for) ### 6. [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 699 **How Do G2 Users Rate TaxDome?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Reporting:** 8.0/10 (Category avg: 7.8/10) - **New Client:** 8.6/10 (Category avg: 8.4/10) - **Job Status:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind TaxDome?** - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small-Business, 0% Mid-Market #### What Are TaxDome's Pros and Cons? **Pros:** - Ease of Use (78 reviews) - Efficiency (39 reviews) - Client Management (37 reviews) - Customer Support (37 reviews) - Document Management (37 reviews) **Cons:** - Learning Curve (32 reviews) - Missing Features (26 reviews) - Difficult Learning (20 reviews) - Time-Consuming Setup (18 reviews) - Limited Features (17 reviews) ### What Do G2 Reviewers Say About TaxDome? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of TaxDome, finding it convenient and efficient for their practice operations. - Users highlight the **efficiency** of TaxDome, transforming their operations and saving time during tax season. - Users value the **client management features** of TaxDome, which streamline operations and enhance client interactions effectively. - Users rave about the **responsive customer support** from TaxDome, enhancing their overall experience and workflow efficiency. - Users appreciate the **document management** features of TaxDome, enabling organized, secure, and efficient client interactions and workflows. **Cons:** - Users note the **steep learning curve** with TaxDome, requiring time and effort to fully utilize its features. - Users find **missing features** in TaxDome, including inadequate writing tools and clumsy file organization. - Users find **difficult learning** with TaxDome, requiring additional training for effective use and navigation of features. - Users often find the **time-consuming setup** process challenging, needing substantial effort to fully benefit from TaxDome. - Users find the **limited features** of TaxDome, like lack of customization and poor organization, quite frustrating. #### What Are Recent G2 Reviews of TaxDome? **"[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)"** **Rating:** 4.5/5.0 stars *— Eric J.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) --- **"[Smooth, Customizable, and Stress-Reducing for Tax Season](https://www.g2.com/survey_responses/taxdome-review-12466074)"** **Rating:** 5.0/5.0 stars *— Heather B.* [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) --- #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### 7. [Checkpoint](https://www.g2.com/products/thomson-reuters-checkpoint/reviews) Checkpoint products are a family of research and guidance solutions for tax and accounting professionals that provides fast, accurate, and trusted answers. Checkpoint provides fast access to thoroughly integrated and up-to-date research materials, editorial insight, productivity tools, online learning, news updates, and marketing resources. Get trusted answers to your tax, accounting, finance, and trade questions, plus guidance and resources to help you make confident decisions quickly — adding more value to your firm or business. Try Checkpoint Edge Checkpoint Edge has the industry’s most sophisticated AI-powered algorithm built with larger sources of human-curated data and more diverse sets of features within its machine learning. The typeahead predictive search feature returns the most targeted results based on full-phrasal, natural language questions. Explore the benefits of a Premium plan with a free 7-day trial. Copy this link into your browser to get started today! https://tax.thomsonreuters.com/en/products/checkpoint-edge/trial **Average Rating:** 4.3/5.0 **Total Reviews:** 20 **How Do G2 Users Rate Checkpoint?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Reporting:** 10.0/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Checkpoint?** - **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters) - **Year Founded:** 2008 - **HQ Location:** Toronto, CA - **Twitter:** @thomsonreuters (150,224 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®) - **Ownership:** NYSE:TRI **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 45% Enterprise, 40% Small-Business #### What Are Checkpoint's Pros and Cons? **Pros:** - Comprehensive (1 reviews) - Tax Management (1 reviews) - Updates (1 reviews) ### What Do G2 Reviewers Say About Checkpoint? *AI-generated summary from verified user reviews* **Pros:** - Users value the **comprehensive research capabilities** of Checkpoint for tax compliance and regulatory updates. - Users value the **comprehensive tax management** capabilities of Checkpoint for research and compliance needs. - Users value the **regular updates** from Checkpoint, enhancing their tax research and compliance efforts significantly. #### What Are Recent G2 Reviews of Checkpoint? **"[Test title](https://www.g2.com/survey_responses/checkpoint-review-11144184)"** **Rating:** 5.0/5.0 stars *— Andrii V.* [Read full review](https://www.g2.com/survey_responses/checkpoint-review-11144184) --- **"[Very easy to use, produces accurate reports](https://www.g2.com/survey_responses/checkpoint-review-5176388)"** **Rating:** 5.0/5.0 stars *— Sarah W.* [Read full review](https://www.g2.com/survey_responses/checkpoint-review-5176388) --- #### What Are G2 Users Discussing About Checkpoint? - [Is Thomson Reuters Checkpoint free?](https://www.g2.com/discussions/is-thomson-reuters-checkpoint-free) - [What are checkpoint tools?](https://www.g2.com/discussions/what-are-checkpoint-tools) - [What would you use Thomson Reuters Checkpoint edge for?](https://www.g2.com/discussions/what-would-you-use-thomson-reuters-checkpoint-edge-for) - [What is the Thomson Reuters Checkpoint?](https://www.g2.com/discussions/what-is-the-thomson-reuters-checkpoint) ### 8. [Suralink](https://www.g2.com/products/suralink/reviews) Suralink is the agentic automation platform for accounting firms & their clients. We help our customers deliver their most efficient engagements ever. We do that by unifying the entire Request-to-Review process and empowering teams with configurable AI agents to pre-screen data, automate analysis, and deliver critical insights. Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration. By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review. **Average Rating:** 4.5/5.0 **Total Reviews:** 169 **How Do G2 Users Rate Suralink?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Reporting:** 8.5/10 (Category avg: 7.8/10) - **New Client:** 8.1/10 (Category avg: 8.4/10) - **Job Status:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Suralink?** - **Seller:** [Suralink](https://www.g2.com/sellers/suralink) - **Company Website:** https://www.suralink.com - **Year Founded:** 2014 - **HQ Location:** Salt Lake City,Utah - **Twitter:** @Suralink (724 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/suralink/ (111 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Manager, Partner - **Top Industries:** Accounting, Consulting - **Company Size:** 43% Small-Business, 41% Mid-Market #### What Are Suralink's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Secure Document Sharing (14 reviews) - User Interface (14 reviews) - Setup Ease (11 reviews) - Efficiency (9 reviews) **Cons:** - Poor Notifications (9 reviews) - Missing Features (8 reviews) - File Management (7 reviews) - Access Issues (5 reviews) - Difficult Learning (5 reviews) ### What Do G2 Reviewers Say About Suralink? *AI-generated summary from verified user reviews* **Pros:** - Users find Suralink to be **extremely intuitive** , allowing clients to easily upload large documents with minimal training. - Users appreciate Suralink for its **secure document sharing** , ensuring privacy and ease of use for sensitive information. - Users appreciate Suralink's **intuitive and refined interface** , enhancing ease of use and effective task management. - Users find the **initial setup ease** of Suralink extremely beneficial, ensuring a smooth transition to the platform. - Users highlight the **efficiency** of Suralink in automating requests and enhancing client collaboration for seamless workflows. **Cons:** - Users experience **poor notifications** from Suralink, with delays in updates that hinder timely access to new uploads. - Users are frustrated by the **missing features** in Suralink, such as restricted file sharing and poor navigation. - Users experience **file management issues** with Suralink, facing challenges when sending additional files and receiving notifications. - Users face **access issues** with Suralink, struggling with file retrieval and multi-factor authentication complications. - Users face **difficult learning** curves with Suralink, impacting document uploading and client support for older users. #### What Are Recent G2 Reviews of Suralink? **"[Streamlines Audit Collaboration & Strong Audit Trail](https://www.g2.com/survey_responses/suralink-review-12989030)"** **Rating:** 5.0/5.0 stars *— Sanjay S.* [Read full review](https://www.g2.com/survey_responses/suralink-review-12989030) --- **"[Suralink has perfected the process of tracking and receiving documentation from clients securely.](https://www.g2.com/survey_responses/suralink-review-8980545)"** **Rating:** 4.0/5.0 stars *— Chandler S.* [Read full review](https://www.g2.com/survey_responses/suralink-review-8980545) --- #### What Are G2 Users Discussing About Suralink? - [What is a PBC accounting?](https://www.g2.com/discussions/what-is-a-pbc-accounting) - [Is Suralink safe?](https://www.g2.com/discussions/is-suralink-safe) - [How do you use Suralink?](https://www.g2.com/discussions/how-do-you-use-suralink) - [What does Suralink do?](https://www.g2.com/discussions/what-does-suralink-do) ### 9. [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) 8am CPACharge is trusted by the AICPA, 35+ state CPA societies and more than 150,000 professionals as the best payment solution for CPAs, Enrolled Agents and Accountants—providing a simple, secure way for accounting firms to accept client credit, debit, and eCheck payments from anywhere at anytime. With next-day payments, you can keep cash flow predictable and your firm moving forward without delays. **Average Rating:** 4.7/5.0 **Total Reviews:** 99 **How Do G2 Users Rate 8am CPACharge?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10) - **Reporting:** 8.5/10 (Category avg: 7.8/10) - **New Client:** 8.6/10 (Category avg: 8.4/10) - **Job Status:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind 8am CPACharge?** - **Seller:** [8am](https://www.g2.com/sellers/8am-31dcab59-2905-4459-9914-316d0e558c27) - **Company Website:** https://www.8am.com/ - **Year Founded:** 2005 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/weare8am/ (761 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner - **Top Industries:** Accounting - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are 8am CPACharge's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Easy Payments (10 reviews) - Payment Efficiency (9 reviews) - Invoicing (7 reviews) - Customer Support (4 reviews) **Cons:** - Billing Issues (5 reviews) - Payment Issues (5 reviews) - High Fees (4 reviews) - Email Integration (3 reviews) - Expensive (3 reviews) ### What Do G2 Reviewers Say About 8am CPACharge? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of CPACharge enhances their experience with straightforward, intuitive technology. - Users find **easy payments** with 8am CPACharge a convenient way to integrate billing and get paid quickly. - Users value the **payment efficiency** of 8am CPACharge, simplifying cash flow and transaction reconciliation significantly. - Users find the **invoicing process seamless** , simplifying billing and enhancing cash flow management for their clients. - Users value the **quick and helpful customer support** , making billing issues easy to resolve and enhancing overall experience. **Cons:** - Users find the **billing issues** with CPACharge, like unpredictable fees and transaction costs, quite frustrating. - Users report **payment issues** with CPACharge, citing higher fees and unpredictable invoicing as significant drawbacks. - Users express concern over the **high fees** associated with 8am CPACharge, making costs unpredictable and burdensome. - Users note the **limited email integration** causing difficulties in previewing charge information and managing invoices effectively. - Users find the **cost to be too high** , especially with higher per-transaction fees compared to other providers. #### What Are Recent G2 Reviews of 8am CPACharge? **"[Excellent service](https://www.g2.com/survey_responses/8am-cpacharge-review-8760197)"** **Rating:** 4.0/5.0 stars *— Amanda S.* [Read full review](https://www.g2.com/survey_responses/8am-cpacharge-review-8760197) --- **"[Convenient for clients and my business](https://www.g2.com/survey_responses/8am-cpacharge-review-7642005)"** **Rating:** 5.0/5.0 stars *— Joshua C.* [Read full review](https://www.g2.com/survey_responses/8am-cpacharge-review-7642005) --- #### What Are G2 Users Discussing About 8am CPACharge? - [What is CPACharge used for?](https://www.g2.com/discussions/what-is-cpacharge-used-for) - 1 comment ### 10. [Firm360](https://www.g2.com/products/firm360/reviews) Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help. **Average Rating:** 4.4/5.0 **Total Reviews:** 148 **How Do G2 Users Rate Firm360?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 8.8/10 (Category avg: 8.4/10) - **Job Status:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Firm360?** - **Seller:** [Firm Software LLC](https://www.g2.com/sellers/firm-software-llc) - **Company Website:** https://www.myfirm360.com - **Year Founded:** 2019 - **HQ Location:** Raleigh, NC - **Twitter:** @firm360 (776 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/myfirm360 (20 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant, Partner - **Top Industries:** Accounting, Financial Services - **Company Size:** 88% Small-Business, 8% Mid-Market #### What Are Firm360's Pros and Cons? **Pros:** - Ease of Use (38 reviews) - Customer Support (20 reviews) - Centralized Management (17 reviews) - Document Management (15 reviews) - Efficiency Improvement (15 reviews) **Cons:** - Limited Features (8 reviews) - Client Management (7 reviews) - Poor Usability (7 reviews) - File Management (6 reviews) - Download Issues (5 reviews) ### What Do G2 Reviewers Say About Firm360? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Firm360, facilitating quick adaptation and efficient use without extensive training. - Users commend the **outstanding personalized customer support** provided by Firm360, enhancing their overall experience significantly. - Users value the **centralized management** of Firm360, enhancing organization and streamlining processes across their firms. - Users find Firm360's **superior document management** capabilities greatly enhance efficiency and reduce workload for accountants. - Users value the **efficiency improvement** of Firm360, streamlining processes and enhancing productivity across the firm. **Cons:** - Users find the **limited features** of Firm360 frustrating, particularly regarding reporting options and tracking accuracy. - Users find the **client management ineffective** , struggling with client searches and integration challenges. - Users experience **poor usability** with Firm360, facing glitches, confusing reports, and ineffective document management features. - Users find the **PDF document and file management** system unusable, leading to frustration and inefficient organization. - Users often face **download issues** with Firm360, leading to frustration and inefficiencies in document management. #### What Are Recent G2 Reviews of Firm360? **"[Our Firm360 Review](https://www.g2.com/survey_responses/firm360-review-12936671)"** **Rating:** 5.0/5.0 stars *— Benjamin B.* [Read full review](https://www.g2.com/survey_responses/firm360-review-12936671) --- **"[Firm360 has really helped our practice for the better!](https://www.g2.com/survey_responses/firm360-review-9968802)"** **Rating:** 5.0/5.0 stars *— Stephanie L.* [Read full review](https://www.g2.com/survey_responses/firm360-review-9968802) --- #### What Are G2 Users Discussing About Firm360? - [What is Firm360 used for?](https://www.g2.com/discussions/what-is-firm360-used-for) - 1 comment ### 11. [Onvio Firm Management](https://www.g2.com/products/onvio-firm-management/reviews) Onvio Firm Management is a comprehensive cloud-native solution that helps tax and accounting professionals collect, share, and store documents, track time and billing, save time with trial balance tools, manage projects, and stay synchronized with colleagues and clients, on a single, universally accessible integrated platform. An intuitive interface provides users with a consistent and familiar experience with clients using multi-factor authentication and other security protocols. Plus, all data is encrypted whether in transit or stored. Firms can initiate projects through due date and task tracking, budgeting tools, and reporting that ensure productive workflows and successful results. The speed, flexibility, and security provide firms the opportunity to run their business anytime, anywhere, and collaborate easily with clients. Time and expense tracking, along with customized billing make it easy to monitor effectiveness and business performance. Onvio Firm Management offers the convenience of e-signature capability, source document scanning through a mobile device, and online bill pay to boost customer satisfaction and support the growth and future of your firm. **Average Rating:** 3.6/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Onvio Firm Management?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 6.7/10 (Category avg: 8.4/10) - **Job Status:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Onvio Firm Management?** - **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters) - **Year Founded:** 2008 - **HQ Location:** Toronto, CA - **Twitter:** @thomsonreuters (150,224 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®) - **Ownership:** NYSE:TRI **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 46% Small-Business, 23% Enterprise #### What Are Onvio Firm Management's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Secure Document Sharing (1 reviews) - Task Management (1 reviews) - Tax Management (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Onvio Firm Management? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Onvio Firm Management, finding it simple to store and share data efficiently. - Users value the **secure document sharing** feature in Onvio, facilitating streamlined collaboration and efficient project management. - Users appreciate the **task management capabilities** of Onvio, facilitating project assignments and seamless document sharing. - Users value the **extensive data storage and sharing capabilities** of Onvio, enhancing tax management efficiency and collaboration. **Cons:** - Users find **difficult learning** of Onvio Firm Management initially challenging, but usage improves familiarity and ease over time. - Users find the **learning curve steep initially** , but daily use helps them become more familiar with the platform. #### What Are Recent G2 Reviews of Onvio Firm Management? **"[Effortless Data Sharing and Workflow Management with Onvio](https://www.g2.com/survey_responses/onvio-firm-management-review-12006041)"** **Rating:** 4.0/5.0 stars *— Sandi T.* [Read full review](https://www.g2.com/survey_responses/onvio-firm-management-review-12006041) --- **"[Good web based storage](https://www.g2.com/survey_responses/onvio-firm-management-review-5110815)"** **Rating:** 4.0/5.0 stars *— Mike C.* [Read full review](https://www.g2.com/survey_responses/onvio-firm-management-review-5110815) --- #### What Are G2 Users Discussing About Onvio Firm Management? - [What is Thomson Reuters Onvio used for?](https://www.g2.com/discussions/what-is-thomson-reuters-onvio-used-for) ### 12. [Double](https://www.g2.com/products/double-double/reviews) Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, deliver stunning financial reports, and manage the entire month-end close from start to finish. Double serves as a centralized operational hub, designed to sit on top of the existing accounting ledger to streamline both internal workflows and external client communication. By utilizing a two-way sync with major accounting software—including QuickBooks Online, Xero, Sage Intacct, and NetSuite—Double identifies missing information and potential errors in real-time. Instead of manual exports for transaction questions or fragmented email threads, Double allows teams to address uncategorized transactions, missing receipts, and coding inconsistencies directly through a secure, custom-branded portal. The bidirectional sync ensures that any updates made within Double, such as reclassifying a transaction or attaching a document, are instantly reflected in the client’s ledger, maintaining a single source of truth. The platform is built specifically for accounting professionals who want to automate repetitive tasks and standardize their workflows. It replaces the need for separate task managers, document storage tools, and countless email threads by consolidating these functions into a unified interface. By automating routine administrative tasks and providing intuitive AI-assisted features, teams can increase their processing capacity and improve the accuracy of their financial reporting overall. 2-way sync with the ledger: Features a live sync to the GL/ERP that flags errors and allows users to update transaction coding, attachments, and statuses across both platforms simultaneously. AI-assisted reconciliation and journal entries: Leverages AI to convert complex source documents, such as payroll reports or settlement statements, into balanced journal entries while pinpointing specific discrepancies when bank feeds do not tie to the ledger. Practice management dashboard: Provides high-level visibility into the status of all closes, team assignments, and outstanding questions through a centralized control center. Integrated receipt management: Uses AI to extract data from uploaded receipts and offers coding suggestions that can be posted directly to the ledger with human approval. Through this combination of workflow automation and integrated communication, Double helps accounting and finance teams reduce the manual labor associated with the close, allowing staff to focus on higher-level advisory services and data integrity. **Average Rating:** 5.0/5.0 **Total Reviews:** 79 **How Do G2 Users Rate Double?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) - **Reporting:** 8.6/10 (Category avg: 7.8/10) - **New Client:** 9.3/10 (Category avg: 8.4/10) - **Job Status:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Double?** - **Seller:** [Double](https://www.g2.com/sellers/double-052b6191-dd0d-4334-8f60-99591df73878) - **Year Founded:** 2020 - **HQ Location:** NYC, US - **LinkedIn® Page:** https://www.linkedin.com/company/79906704 (83 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Bookkeeper - **Top Industries:** Accounting - **Company Size:** 96% Small-Business, 3% Mid-Market #### What Are Double's Pros and Cons? **Pros:** - Ease of Use (14 reviews) - Collaboration (10 reviews) - Organization (8 reviews) - Time-Saving (8 reviews) - Communication (6 reviews) **Cons:** - Client Management (3 reviews) - Limitations (3 reviews) - Poor Reporting (3 reviews) - Email Integration (2 reviews) - Poor Usability (2 reviews) ### What Do G2 Reviewers Say About Double? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Keeper, making workflows smooth and transaction management effortless. - Users value the **collaborative features** of Keeper, facilitating seamless communication and task management with clients. - Users appreciate the **organization and efficiency** Keeper offers in managing accounting tasks and client communications seamlessly. - Users highlight the **time-saving capabilities** of Keeper, significantly enhancing workflow efficiency and client management. - Users praise the **seamless communication** with clients through Keeper, ensuring timely responses and smooth workflows. **Cons:** - Users suggest adding a calendar view and highlight the **confusing client management process** with archived clients and user disconnections. - Users face **limitations in reporting and task customization** , impacting efficiency and flexibility in project management. - Users find **poor reporting** in Double limits their ability to customize metrics for unique project-based client needs. - Users feel the lack of **email integration** limits communication efficiency and keeps important messages disconnected. - Users find the **poor usability** of Double frustrating due to its clunky interface and workflow interruptions. #### What Are Recent G2 Reviews of Double? **"[Indispensable Tool for my Firm](https://www.g2.com/survey_responses/double-review-12640581)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/double-review-12640581) --- **"[User-Friendly, Modern, and Efficient Client Management](https://www.g2.com/survey_responses/double-review-12644019)"** **Rating:** 5.0/5.0 stars *— Lika S.* [Read full review](https://www.g2.com/survey_responses/double-review-12644019) --- ### 13. [Dext](https://www.g2.com/products/dext/reviews) Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combines artificial intelligence, automation, and seamless integrations to deliver accurate, real-time financial data for smarter decisions. More than 700,000 businesses and 12,000 accounting firms trust Dext. Each year, it processes over 320 million financial documents with 99.9 percent data extraction accuracy. Dext connects to more than 11,500 banks, platforms, and accounting systems worldwide. How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. Receipt scanning and submission options The Dext mobile app makes data capture simple and fast. Users can quickly snap a picture of their receipts and then submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims with ease. Dext also supports receipt uploads via email, WhatsApp, Dropbox, drag-and-drop, and direct bank feeds, giving teams complete flexibility. Automation, AI, and OCR Dext turns manual bookkeeping into an intelligent, automated process. Its AI and OCR technologies achieves 99.9 percent accuracy, even with handwritten receipts. Custom rules, such as supplier rules and smart splits, let users automate how transactions are categorised and posted. Integrations and ecosystem Dext connects with more than 11,500 banks, e-commerce platforms, and payment systems and syncs with over 30 accounting softwares. This eliminates duplicate data entry and keeps all of your data together in one place. Dext syncs directly with Xero, QuickBooks, and Sage, and connects to Amazon, Shopify, Stripe, and PayPal for e-commerce data. Expense management Dext simplifies expense tracking and approvals. Users can capture, submit, and reconcile expenses automatically. The platform supports multi-currency transactions and mileage calculations. Quick filters and search features make it easy to find any record instantly. Reconciliation and accuracy Dext’s AI automatically matches transactions with bank feeds or accounting records. It identifies duplicates and ensures consistent accuracy without the need for spreadsheets or manual checks. Security and compliance Dext is built for security and scalability. It uses bank-level encryption, GDPR-compliant hosting in the UK and EU, and secure cloud storage for up to 10 years. Dext Solo is also fully MTD UK-ready. Recognition and ratings - Xero App Partner of the Year (UK and US, 2024) - QuickBooks Developer Spotlight 2024 - SME News Best Cloud-Based Accounting Software 2023 - Rated 4.7 stars on Trustpilot, 4.8 stars on the App Store, and 4.5 stars on Google Play. FAQs What is Dext used for? Dext automates the collection, extraction, and categorisation of financial documents. It helps businesses eliminate manual bookkeeping and reduce data entry errors. Who uses Dext? Accountants, bookkeepers, and small to medium-sized businesses across many industries use Dext to simplify financial management. Does Dext integrate with accounting software? Yes. Dext integrates directly with Xero, QuickBooks, Sage, and over 11,500 banks, platforms, and systems worldwide. How accurate is Dext? Dext uses AI and OCR technology with 99.9 percent data extraction accuracy. This ensures every document is processed reliably and securely. \* Start your 14-day free trial today and experience smarter bookkeeping with Dext. **Average Rating:** 4.6/5.0 **Total Reviews:** 239 **How Do G2 Users Rate Dext?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Reporting:** 9.3/10 (Category avg: 7.8/10) - **New Client:** 9.0/10 (Category avg: 8.4/10) - **Job Status:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Dext?** - **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group) - **Company Website:** https://www.IRISglobal.com - **Year Founded:** 1978 - **HQ Location:** Alpharetta, GA - **Twitter:** @IRISSoftwareGrp (1,340 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iris-software-group/ (3,042 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Owner - **Top Industries:** Accounting, Financial Services - **Company Size:** 87% Small-Business, 11% Mid-Market #### What Are Dext's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Time Saving (9 reviews) - Automation (8 reviews) - Automation Efficiency (8 reviews) - Efficiency (6 reviews) **Cons:** - Pricing Issues (6 reviews) - Billing Issues (4 reviews) - Slow Processing (4 reviews) - Approval Issues (3 reviews) - Expensive (3 reviews) ### What Do G2 Reviewers Say About Dext? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Dext, finding it user-friendly and efficient for managing invoices effortlessly. - Users highlight the **time-saving automation** of Dext, significantly reducing manual work and enhancing efficiency. - Users value the **automation features** of Dext, significantly reducing manual work and saving time efficiently. - Users value the **automation efficiency** of Dext, which significantly reduces manual work and enhances accuracy. - Users value the **efficiency** of Dext, noting its quick data absorption and time-saving automation features. **Cons:** - Users are frustrated with the **pricing issues** of Dext, including unexpected fees and lack of support for contract disputes. - Users have experienced **billing issues** , including unauthorized charges and poor customer service, leading to significant frustrations. - Users experience occasional **slow processing** with Dext, particularly when reading documents or fetching data. - Users express concerns over **approval issues** , highlighting unauthorized charges and complicated plan changes by Dext. - Users express frustration over Dext's **high costs and unauthorized charges** , deeming it unworthy of the price. #### What Are Recent G2 Reviews of Dext? **"[Practical Receipt Capture and Smooth Xero Integration That Cuts Manual Work](https://www.g2.com/survey_responses/dext-review-12796465)"** **Rating:** 5.0/5.0 stars *— DAMLA I.* [Read full review](https://www.g2.com/survey_responses/dext-review-12796465) --- **"[Feature-Rich, Seamless Integrations, and Best-in-Class Scanning](https://www.g2.com/survey_responses/dext-review-12835759)"** **Rating:** 5.0/5.0 stars *— Lee G.* [Read full review](https://www.g2.com/survey_responses/dext-review-12835759) --- #### What Are G2 Users Discussing About Dext? - [What is Dext Prepare used for?](https://www.g2.com/discussions/what-is-dext-prepare-used-for) - 1 upvote - [What is Dext Precision used for?](https://www.g2.com/discussions/what-is-dext-precision-used-for) ### 14. [Caseware](https://www.g2.com/products/caseware/reviews) Caseware is the AI platform for modern audit and assurance engagements. Purpose-built for audit and financial reporting, Caseware embeds governed, engagement-aware intelligence directly into the workflows firms already trust—helping teams plan, execute, review and report with greater speed, confidence and control. With AI agents, methodology-driven automation and an open platform architecture, Caseware helps firms streamline complex work, protect quality and extend intelligence across the full engagement lifecycle. Trusted by firms around the world, Caseware brings together 35+ years of domain expertise with frontier AI built for what comes next. **Average Rating:** 4.0/5.0 **Total Reviews:** 68 **How Do G2 Users Rate Caseware?** - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 9.1/10) - **Reporting:** 3.3/10 (Category avg: 7.8/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Caseware?** - **Seller:** [Caseware International](https://www.g2.com/sellers/caseware-international) - **Company Website:** https://www.caseware.com - **Year Founded:** 1988 - **HQ Location:** Toronto, ON - **Twitter:** @CaseWare (5,821 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/80551/ (630 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 39% Small-Business, 33% Mid-Market #### What Are Caseware's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Efficiency (3 reviews) - Automation (2 reviews) - Templates (2 reviews) - Audit Efficiency (1 reviews) **Cons:** - Learning Curve (3 reviews) - Slow Performance (2 reviews) - Time-Consumption (2 reviews) - Bugs (1 reviews) - Difficult Learning (1 reviews) ### What Do G2 Reviewers Say About Caseware? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Caseware, making audits straightforward and efficient with helpful templates. - Users value the **efficiency** of Caseware, benefiting from its powerful automation and smart linking features for audits. - Users value the **automation capabilities** of Caseware, streamlining audits and enhancing data management efficiency. - Users value the **easy-to-use templates** in Caseware, enhancing the audit process and improving overall efficiency. - Users value the **audit efficiency** of Caseware, streamlining processes and enhancing insights for financial audits. **Cons:** - Users face a **steep learning curve** with Caseware, requiring extensive training and time to master its functionalities. - Users experience **slow performance** during data synchronisation, particularly with large files, impacting overall efficiency. - Users find the **time-consuming setup and learning curve** of Caseware to be quite challenging for new users. - Users find the **time-consuming document setup** and learning curve challenging, often leading to confusion and messy collaboration. - Users find the **difficult learning curve** with Caseware frustrating, especially with time-consuming document setups and simultaneous editing challenges. #### What Are Recent G2 Reviews of Caseware? **"[Standards-Aligned Auditing in the Cloud, with Promising Verity AI Integration](https://www.g2.com/survey_responses/caseware-review-12860942)"** **Rating:** 4.5/5.0 stars *— Ryan M.* [Read full review](https://www.g2.com/survey_responses/caseware-review-12860942) --- **"[Essential for Audit Firms with Forward-Thinking Innovation](https://www.g2.com/survey_responses/caseware-review-12861854)"** **Rating:** 4.5/5.0 stars *— Drew C.* [Read full review](https://www.g2.com/survey_responses/caseware-review-12861854) --- #### What Are G2 Users Discussing About Caseware? - [What is Working Papers used for?](https://www.g2.com/discussions/what-is-working-papers-used-for) - [What is CaseWare Cloud used for?](https://www.g2.com/discussions/what-is-caseware-cloud-used-for) ### 15. [Accounting CS](https://www.g2.com/products/accounting-cs/reviews) Accounting CS is a comprehensive accounting software solution designed for professional accountants and CPA firms. It integrates various accounting functions, including write-up, trial balance, payroll, financial reporting, and client accounting, into a single platform. This unified approach streamlines operations, enhances productivity, and facilitates real-time collaboration between firms and their clients. Key Features and Functionality: - Versatile Integration: Seamlessly imports data from client spreadsheets and integrates with third-party software like QuickBooks®, enabling efficient data management. - Industry Adaptability: Supports various entity types, reporting periods, and client structures, making it suitable for diverse industries and business models. - Multi-User and Multi-Tasking Capabilities: Allows multiple users to work on different tasks or clients simultaneously, enhancing team collaboration and efficiency. - Enhanced Security and Controls: Offers customizable workspaces and user permissions, ensuring that staff access only the information pertinent to their roles. - Customized Reporting: Provides robust reporting tools, including a custom report designer, to analyze data and generate client-specific reports. - Client Access Portal: Facilitates real-time collaboration with clients through a shared online portal, enabling secure data sharing and communication. Primary Value and Solutions Provided: Accounting CS addresses the challenges faced by accounting firms in managing multiple clients and complex accounting tasks. By consolidating essential accounting functions into a single, integrated platform, it reduces the need for multiple software solutions, minimizes data entry errors, and accelerates workflow processes. The real-time collaboration features enhance client engagement and satisfaction, while the customizable reporting and security controls ensure that firms can tailor the software to their specific needs. Overall, Accounting CS empowers accounting professionals to deliver high-quality services efficiently and effectively. **Average Rating:** 3.5/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Accounting CS?** - **Has the product been a good partner in doing business?:** 5.3/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Accounting CS?** - **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters) - **Year Founded:** 2008 - **HQ Location:** Toronto, CA - **Twitter:** @thomsonreuters (150,224 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®) - **Ownership:** NYSE:TRI **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting - **Company Size:** 89% Small-Business, 11% Mid-Market #### What Are Accounting CS's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Integrations (2 reviews) - Automation (1 reviews) - Centralized Management (1 reviews) - Comprehensive (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Difficult Setup (1 reviews) - Formatting Issues (1 reviews) - Learning Curve (1 reviews) - Overwhelming Complexity (1 reviews) ### What Do G2 Reviewers Say About Accounting CS? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Accounting CS, finding it intuitive and straightforward for seamless financial management. - Users value the **seamless integrations** of Accounting CS, facilitating efficient workflows and comprehensive financial management. - Users appreciate the **automation features** of Accounting CS, which save time and streamline financial reporting processes. - Users appreciate the **centralized management** of Accounting CS, facilitating efficient navigation and seamless integration for accounting tasks. - Users love the **comprehensive features** of Accounting CS, seamlessly handling payroll, taxes, and reconciliations in one system. **Cons:** - Users find the setup process **difficult to learn** , though support is available to assist them. - Users often face a **difficult setup** process for Accounting CS, requiring extensive learning and trial and error. - Users find **formatting issues** in Accounting CS challenging, as setup relies heavily on individual effort and trial-and-error. - Users face a challenging **learning curve** with Accounting CS, requiring extensive setup and trial and error for effective use. - Users find the **overwhelming complexity** of Accounting CS challenging, especially when starting out with numerous features. #### What Are Recent G2 Reviews of Accounting CS? **"[Balancing the Books: A Deep Dive into Accounting CS](https://www.g2.com/survey_responses/accounting-cs-review-11008458)"** **Rating:** 4.0/5.0 stars *— Kaitlyn E.* [Read full review](https://www.g2.com/survey_responses/accounting-cs-review-11008458) --- **"[One Stop Accounting Software for Accountants](https://www.g2.com/survey_responses/accounting-cs-review-11698579)"** **Rating:** 4.0/5.0 stars *— Sandi T.* [Read full review](https://www.g2.com/survey_responses/accounting-cs-review-11698579) --- #### What Are G2 Users Discussing About Accounting CS? - [What is the latest version of accounting CS?](https://www.g2.com/discussions/what-is-the-latest-version-of-accounting-cs) - [What software should an accountants use?](https://www.g2.com/discussions/what-software-should-an-accountants-use) - [What is CS accounting software?](https://www.g2.com/discussions/what-is-cs-accounting-software) - [What is accounting CS used for?](https://www.g2.com/discussions/what-is-accounting-cs-used-for) ### 16. [Docyt](https://www.g2.com/products/docyt/reviews) Experience AI bookkeeping with Docyt, saving 500 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 35 **How Do G2 Users Rate Docyt?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10) - **Reporting:** 9.4/10 (Category avg: 7.8/10) - **New Client:** 9.5/10 (Category avg: 8.4/10) - **Job Status:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Docyt?** - **Seller:** [Docyt](https://www.g2.com/sellers/docyt) - **HQ Location:** Santa Clara, CA - **Twitter:** @Docyt_inc (291 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/docyt/ (203 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Retail, Hospitality - **Company Size:** 89% Small-Business, 9% Mid-Market #### What Are Docyt's Pros and Cons? **Pros:** - Customer Support (5 reviews) - Ease of Use (5 reviews) - Automation (3 reviews) - Efficiency Improvement (3 reviews) - Integrations (3 reviews) **Cons:** - Delays (2 reviews) - Project Delays (2 reviews) - Vendor Management (2 reviews) - Bug Issues (1 reviews) - Communication Issues (1 reviews) ### What Do G2 Reviewers Say About Docyt? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional customer support** from Docyt, highlighting the team's responsiveness and helpfulness. - Users value the **ease of use** of Docyt, facilitating quick onboarding and seamless integration for their bookkeeping needs. - Users appreciate the **automation features** of Docyt, enjoying seamless integration and real-time bookkeeping capabilities. - Users value the **efficiency improvement** provided by Docyt, streamlining their bookkeeping process for small businesses. - Users value the **seamless integrations** of Docyt, enhancing user experience with effective connectivity to other systems. **Cons:** - Users express frustration with **delays** in processing checks and support issues, impacting overall satisfaction with Docyt. - Users express frustration due to **project delays** caused by unfamiliar vendors and inconsistent team member changes. - Users experience delays with **vendor management** , leading to inconsistent postings and uncertainty with unfamiliar vendors. - Users experience a **bug-riddled software** , leading to frustration and delays that undermine its intended real-time functionality. - Users express concerns about **communication issues** due to unfamiliarity and team member changes affecting postings. #### What Are Recent G2 Reviews of Docyt? **"[User friendly software and great back end team](https://www.g2.com/survey_responses/docyt-review-10873067)"** **Rating:** 5.0/5.0 stars *— Viren P.* [Read full review](https://www.g2.com/survey_responses/docyt-review-10873067) --- **"[Met or Exceeded My Expectations](https://www.g2.com/survey_responses/docyt-review-11014187)"** **Rating:** 4.5/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/docyt-review-11014187) --- ### 17. [DataSnipper](https://www.g2.com/products/datasnipper/reviews) DataSnipper is the intelligent automation platform transforming how audit and finance teams work. Powered by AI Agents, DataSnipper helps professionals reduce manual work, analyze documents and data faster, and focus more time on judgement and analysis where it matters most. In 2025, DataSnipper delivered more than $1.4B in productivity savings across audit and finance workflows, as organizations increasingly adopted AI to support complex, regulated processes. At the center of this innovation are Excel Agents and Disclosure Agents, designed to move beyond task-level automation and support end-to-end audit and reporting workflows directly inside Excel. DataSnipper's innovation has been recognized globally, including the 2026 Forbes Fintech 50 — the only European company on the list — and TIME's Best Inventions of 2025 in the Artificial Intelligence category for DocuMine, highlighting breakthrough AI designed to help professionals analyze large volumes of documents with speed and transparency. Trusted by Fortune 500 companies, government agencies, global enterprises, and all Big Four audit firms, DataSnipper is used by professionals in 175 countries to accelerate audit and finance workflows while maintaining full transparency and control. AI Agents: The Next Generation of Audit & Finance Automation At the core of DataSnipper are Excel Agents and Disclosure Agents, designed to go beyond task-level automation and support complete audit and reporting workflows: - Excel Agents — Describe a task in plain language and the agent plans and executes it end-to-end: matching sample data to documents, extracting key fields, and comparing results to expectations. No templates, no complex setup — just prompt-driven automation with explainable, audit-ready outputs and full cross-references. - Disclosure Agents — Turn days of manual disclosure checklist reviews into minutes. Automatically analyze checklists against financial statements across IFRS, GAAP, and other global standards, cross-check firm-specific policies, and link every requirement to transparent, verifiable evidence. Intelligent Automation Features DataSnipper also gives audit and finance teams a full suite of automation capabilities directly in Excel: - Document Matching — Automatically match Excel data to invoices, bank statements, contracts, and other source documents. - Data Extraction — Extract data from documents with consistent layouts and apply the same logic at scale. - DocuMine — AI-powered document intelligence that lets teams mine, analyze, and verify large volumes of documents. Named to TIME's Best Inventions of 2025 in the Artificial Intelligence category, alongside Nvidia, Anthropic, and DeepSeek. - AI Extractions — Turn unstructured documents across languages and formats into analysis-ready data directly in Excel. - Cross-Referencing & Audit Trail — Every snip, extraction, and AI output links back to its source document, creating a fully traceable, verifiable audit trail. - Real-Time Collaboration — Work simultaneously with team members in the same workbook, syncing data and references in real time. Why Audit & Finance Teams Choose DataSnipper - Lives inside Excel — No new tools to learn. Teams adopt DataSnipper immediately within the environment they already know, supported by a dedicated customer success team. - $1.4B+ in productivity savings delivered in 2025 — Measurable impact across audit and finance workflows globally. - 600,000+ professionals across 175 countries — Trusted by all Big Four firms (Deloitte, EY, KPMG, PwC), Fortune 500 companies, government agencies, and global enterprises. - Award-winning innovation — 2026 Forbes Fintech 50 (only European company on the list) · TIME Best Inventions 2025 (AI category) · Fast Company Next Big Things in Tech 2025 · G2 Leader in Financial Audit Software. - Scales with your team — Three packages (Start, Accelerate, Elevate) to support firms from small practices to global organizations. Built for Trust and Transparency Every AI output is grounded in source evidence. DataSnipper does not train or fine-tune models on customer data. Customer prompts and documents are processed temporarily (up to 24 hours) and then permanently deleted. SOC 2 Type II certified, with data encrypted in transit and at rest, and regional data centers across the U.S., EU, and Australia. See DataSnipper in Action Ready to automate your audit and finance workflows with AI Agents? Book a personalized demo and discover how DataSnipper can help your team reduce manual work, improve quality, and reclaim time for higher-value analysis, all without leaving Excel. **Average Rating:** 4.8/5.0 **Total Reviews:** 217 **How Do G2 Users Rate DataSnipper?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Reporting:** 2.5/10 (Category avg: 7.8/10) - **New Client:** 2.5/10 (Category avg: 8.4/10) - **Job Status:** 2.5/10 (Category avg: 8.7/10) **Who Is the Company Behind DataSnipper?** - **Seller:** [DataSnipper](https://www.g2.com/sellers/datasnipper) - **Company Website:** https://Datasnipper.com - **Year Founded:** 2017 - **HQ Location:** Amsterdam, NL - **Twitter:** @DataSnipper (150 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/datasnipper/ (280 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Auditor, Associate - **Top Industries:** Accounting, Financial Services - **Company Size:** 43% Enterprise, 37% Mid-Market #### What Are DataSnipper's Pros and Cons? **Pros:** - Ease of Use (28 reviews) - Document Management (13 reviews) - Efficiency (12 reviews) - Time Saving (8 reviews) - Audit Efficiency (7 reviews) **Cons:** - Slow Loading (5 reviews) - Bugs (3 reviews) - Formatting Issues (3 reviews) - Missing Features (3 reviews) - Poor Usability (3 reviews) ### What Do G2 Reviewers Say About DataSnipper? *AI-generated summary from verified user reviews* **Pros:** - Users find DataSnipper **easy to use** , greatly simplifying and speeding up the auditing process for professionals. - Users appreciate the **efficiency of document management** in DataSnipper, significantly reducing manual tasks and enhancing productivity. - Users appreciate the **efficiency** of DataSnipper, significantly speeding up audit procedures and easing document processing tasks. - Users love how DataSnipper offers **significant time savings** during audits by automating routine tasks and improving efficiency. - Users appreciate the **audit efficiency** of DataSnipper, significantly reducing time on manual tasks and streamlining workflows. **Cons:** - Users experience **slow loading** times with DataSnipper, especially when handling multiple uploaded files and scanned documents. - Users report **bugs and extraction issues** with DataSnipper, affecting document handling and copy-pasting functionality. - Users experience **formatting issues** with DataSnipper, leading to time-consuming manual adjustments and inefficiencies. - Users find a **lack of advanced features** in DataSnipper, which limits functionality for smaller teams and experienced users. - Users experience **poor usability** with DataSnipper, finding it challenging to correct errors and manage large spreadsheets. #### What Are Recent G2 Reviews of DataSnipper? **"[Revolutionizes Audit Productivity with Seamless Excel Integration](https://www.g2.com/survey_responses/datasnipper-review-12063923)"** **Rating:** 5.0/5.0 stars *— Sleeva R.* [Read full review](https://www.g2.com/survey_responses/datasnipper-review-12063923) --- **"[Efficient Document Vouching and Faster Client Info Retrieval](https://www.g2.com/survey_responses/datasnipper-review-12513968)"** **Rating:** 5.0/5.0 stars *— Sanjay C.* [Read full review](https://www.g2.com/survey_responses/datasnipper-review-12513968) --- #### What Are G2 Users Discussing About DataSnipper? - [What is DataSnipper used for?](https://www.g2.com/discussions/what-is-datasnipper-used-for) - 1 comment ### 18. [Uku](https://www.g2.com/products/uku/reviews) A powerful, beautiful and easy-to-use Accounting Practice Management Software for ambitious accounting firms. Uku originates from Scandinavia and is also trusted by accounting firms across the UK, USA, and Canada. What truly sets Uku apart is its focus on simplicity and efficiency — your team spends less time on admin, yet nothing gets missed. With Uku, every task, deadline and email is automatically managed, so your workflow stays clear and organized without extra effort. Uku’s automated billing transforms invoicing from a multi-day chore into a 30-minute process. Flexible billing options like fixed, hourly, or service-based — integrate seamlessly with your accounting software (Quicbooks, Xero, e-conomic etc.), ensuring fast, accurate invoicing and improved cash flow. Choose Uku to experience a practice management platform where powerful automation meets practical results. **Average Rating:** 4.7/5.0 **Total Reviews:** 108 **How Do G2 Users Rate Uku?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Reporting:** 9.1/10 (Category avg: 7.8/10) - **New Client:** 9.4/10 (Category avg: 8.4/10) - **Job Status:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Uku?** - **Seller:** [Getuku](https://www.g2.com/sellers/getuku) - **Year Founded:** 2017 - **HQ Location:** Tallinn, EE - **Twitter:** @accountinguku (48 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getuku/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 71% Small-Business, 27% Mid-Market #### What Are Uku's Pros and Cons? **Pros:** - Ease of Use (25 reviews) - Task Management (17 reviews) - Efficiency Improvement (12 reviews) - Time-saving (11 reviews) - Time Tracking (10 reviews) **Cons:** - Task Management (8 reviews) - Learning Curve (6 reviews) - Difficult Learning (4 reviews) - Limited Functionality (4 reviews) - Task Management Issues (4 reviews) ### What Do G2 Reviewers Say About Uku? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Uku, highlighting its intuitive design and seamless collaboration features. - Users value Uku for its **effective task management** , enhancing clarity and efficiency in their workflow. - Users love the **efficiency improvements** of Uku, enhancing task management and team productivity effortlessly. - Users value Uku for its **time-saving features** , facilitating efficient task management and improving overall productivity. - Users value the **time tracking capabilities** of Uku, enhancing productivity and optimizing task management effortlessly. **Cons:** - Users find **task management cumbersome** , struggling with complicated recurring tasks and difficulties locating completed ones in the system. - Users find that the **learning curve for managing recurring tasks** can be complicated and time-consuming with Uku. - Users find the **learning curve challenging** , particularly with adding and editing recurring tasks effectively in Uku. - Users find the **limited functionality** of the mobile app frustrating compared to the robust desktop experience. - Users face challenges with **task management issues** , such as complexity in editing recurring tasks and potential confusion over duplicates. #### What Are Recent G2 Reviews of Uku? **"[A practical and intuitive tool for everyday work](https://www.g2.com/survey_responses/uku-review-12244697)"** **Rating:** 5.0/5.0 stars *— Evely U.* [Read full review](https://www.g2.com/survey_responses/uku-review-12244697) --- **"[Effortless Task Management and Time Savings with Uku](https://www.g2.com/survey_responses/uku-review-12201595)"** **Rating:** 4.0/5.0 stars *— Kelly-Ly T.* [Read full review](https://www.g2.com/survey_responses/uku-review-12201595) --- ### 19. [Countable](https://www.g2.com/products/countable-countable/reviews) Countable is a comprehensive community engagement platform designed to foster meaningful interactions between organizations and their stakeholders. It offers a suite of tools that enable companies, nonprofits, and government entities to build and manage online communities, facilitating discussions, content sharing, and collaborative decision-making. By providing a centralized hub for engagement, Countable helps organizations strengthen relationships, gather valuable insights, and drive collective action. Key Features and Functionality: - Customizable Community Hubs: Create branded online spaces tailored to specific audiences, allowing for personalized user experiences. - Interactive Content Modules: Share articles, videos, and other media to inform and engage community members effectively. - Discussion Forums: Facilitate open dialogues and debates on pertinent topics, encouraging active participation and diverse viewpoints. - Actionable Campaigns: Launch initiatives that prompt users to take specific actions, such as signing petitions or participating in surveys. - Analytics Dashboard: Monitor engagement metrics and user behavior to assess the effectiveness of community strategies. - Integration Capabilities: Seamlessly connect with existing CRM systems, social media platforms, and other tools to streamline operations. Primary Value and Solutions Provided: Countable addresses the challenge organizations face in building and maintaining active, engaged communities. By offering a centralized platform with interactive features, it enables organizations to: - Enhance Stakeholder Engagement: Foster deeper connections with audiences through meaningful interactions and content sharing. - Drive Collective Action: Mobilize community members around causes, campaigns, or initiatives, leading to tangible outcomes. - Gather Actionable Insights: Utilize analytics to understand community dynamics, preferences, and feedback, informing strategic decisions. - Strengthen Brand Loyalty: Build trust and loyalty by providing a transparent and participatory environment for stakeholders. In summary, Countable empowers organizations to create vibrant online communities that drive engagement, collaboration, and positive change. **Average Rating:** 4.7/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Countable?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Reporting:** 4.7/10 (Category avg: 7.8/10) - **New Client:** 7.1/10 (Category avg: 8.4/10) - **Job Status:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Countable?** - **Seller:** [Countable](https://www.g2.com/sellers/countable) - **Year Founded:** 2014 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/5057551/ (25 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 100% Small-Business #### What Are Countable's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customer Support (5 reviews) - Integrations (4 reviews) - Automation (2 reviews) - Customization (2 reviews) **Cons:** - Poor Usability (2 reviews) - Slow Performance (2 reviews) - Formatting Issues (1 reviews) - Learning Curve (1 reviews) - Limited Features (1 reviews) ### What Do G2 Reviewers Say About Countable? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Countable, finding navigation and task management incredibly straightforward and convenient. - Users praise the **excellent customer support** of Countable, emphasizing quick responses and clear explanations for effective problem-solving. - Users value the **seamless integrations** of Countable with accounting software, enhancing task management and compliance efficiency. - Users love the **automation capabilities** of Countable, significantly enhancing efficiency in client management and document preparation. - Users value the **customization options** in Countable, enhancing the efficiency of their workflows and compliance processes. **Cons:** - Users note **poor usability** due to clunky UI elements and workflows requiring excessive clicks, affecting overall experience. - Users experience occasional **slow performance** with Countable, but many find the advantages outweigh this issue. - Users struggle with **formatting issues** , particularly with the T2 checklist and adapting to work papers functionality. - Users find the **learning curve challenging** , particularly transitioning from traditional spreadsheets and navigating checklist formatting. - Users express frustration over the **limited features** currently available, eagerly awaiting enhanced AI capabilities in Countable. #### What Are Recent G2 Reviews of Countable? **"[Easy cloud based software to simple integrations](https://www.g2.com/survey_responses/countable-review-12767071)"** **Rating:** 4.5/5.0 stars *— Danielle S.* [Read full review](https://www.g2.com/survey_responses/countable-review-12767071) --- **"[A solid cloud-based tool for compilations — fast and improving](https://www.g2.com/survey_responses/countable-review-12350879)"** **Rating:** 4.5/5.0 stars *— Sebastien P.* [Read full review](https://www.g2.com/survey_responses/countable-review-12350879) --- ### 20. [Levvy](https://www.g2.com/products/levvy/reviews) Levvy is a next-gen Practice Management Platform built for accounting & CAS firms, connecting teams with everything they need to do work- all in one place. It eliminates digital friction to improve team collaboration, boost productivity, and enhance client service delivery with features like: Real-time capacity management, • Dynamic Workspace that lets teams view, schedule, and track progress on all work in one seamless space • Embedded chat and document sharing for seamless team communication • All-in-one view of task details, instructions, files, and comments to eliminate switching between apps. • Automated workflows for enhanced operations **Average Rating:** 5.0/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Levvy?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Reporting:** 8.7/10 (Category avg: 7.8/10) - **New Client:** 9.8/10 (Category avg: 8.4/10) - **Job Status:** 9.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Levvy?** - **Seller:** [Levvy](https://www.g2.com/sellers/levvy) - **Company Website:** https://levvy.com/ - **Year Founded:** 2020 - **HQ Location:** Brooklyn, US - **LinkedIn® Page:** https://www.linkedin.com/company/levvy (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 93% Small-Business #### What Are Levvy's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Task Management (7 reviews) - Efficiency Improvement (5 reviews) - Team Collaboration (4 reviews) - Workflow Management (4 reviews) **Cons:** - Task Management (2 reviews) - Billing Issues (1 reviews) - Invoicing Issues (1 reviews) - Limited Integrations (1 reviews) - Poor Reporting (1 reviews) ### What Do G2 Reviewers Say About Levvy? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Levvy, facilitating effortless task management and streamlined team coordination. - Users praise Levvy for its **effortless task management** , enhancing project tracking and team coordination significantly. - Users value the **efficiency improvement** with Levvy, making task management and project coordination seamless and effective. - Users value the **effortless task management** provided by Levvy, enhancing project coordination and team collaboration significantly. - Users appreciate Levvy for its **effortless task management** , enhancing project coordination and streamlining team workflows effectively. **Cons:** - Users find it limiting that **hyperlinks can't be added in task comments** , impacting functionality and resource referencing. - Users express concerns over **billing issues** , particularly the lack of direct invoicing capabilities within the Levvy App. - Users express a desire for **enhanced invoicing capabilities** in Levvy to streamline billing and payment processes. - Users desire improved **integrations for invoicing** in Levvy, seeking to eliminate reliance on external services for billing. - Users note the need for better **reporting** and time tracking features in Levvy, affecting workflow creation. #### What Are Recent G2 Reviews of Levvy? **"[Levvy: Intuitive Project Management with Stellar Support](https://www.g2.com/survey_responses/levvy-review-12935742)"** **Rating:** 5.0/5.0 stars *— Verified User* [Read full review](https://www.g2.com/survey_responses/levvy-review-12935742) --- **"[BEST Workflow Management Software](https://www.g2.com/survey_responses/levvy-review-11406829)"** **Rating:** 5.0/5.0 stars *— Danielle D.* [Read full review](https://www.g2.com/survey_responses/levvy-review-11406829) --- ### 21. [Cone](https://www.g2.com/products/cone-accounting-practice-management/reviews) Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. **Average Rating:** 4.9/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Cone?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Cone?** - **Seller:** [Cone](https://www.g2.com/sellers/cone) - **Year Founded:** 2022 - **HQ Location:** United States - **LinkedIn® Page:** https://www.linkedin.com/company/getcone (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 97% Small-Business, 3% Mid-Market #### What Are Cone's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Customer Support (15 reviews) - Time-saving (11 reviews) - Efficiency (8 reviews) - Pricing (8 reviews) **Cons:** - Learning Curve (2 reviews) - Deletion Problems (1 reviews) - Difficult Setup (1 reviews) - Initial Usage Difficulty (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Cone? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Cone's **ease of use** , highlighting its intuitive interface and quick setup for streamlined workflows. - Users commend the **amazing customer support** of Cone, highlighting their willingness to assist and adapt to needs. - Users love how Cone offers **time-saving features** , enabling quick proposal handling and improved workflow efficiency. - Users highlight Cone's **efficiency** , seamlessly enhancing workflows and saving valuable time for accounting teams. - Users highlight the **exceptional value for money** Cone provides, complemented by responsive and supportive customer service. **Cons:** - Users experience a slight **learning curve** with setup, but find support helpful in overcoming initial challenges. - Users face **deletion problems** with Cone, often losing work due to the absence of an autosave feature. - Users find the **difficult setup** process challenging, though support from the Cone team is appreciated for guidance. - Users find the **initial usage difficult** due to limited help articles and guides for onboarding. - Users find **limited customization** options for branding and content, making proposals less tailored to client needs. #### What Are Recent G2 Reviews of Cone? **"[All-in-One Practice Management That Saves Time and Money](https://www.g2.com/survey_responses/cone-review-12334776)"** **Rating:** 5.0/5.0 stars *— Ben C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12334776) --- **"[Cone: Great Product and Truly Responsive Customer Service](https://www.g2.com/survey_responses/cone-review-12402475)"** **Rating:** 5.0/5.0 stars *— Christen C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12402475) --- ### 22. [Uncat](https://www.g2.com/products/uncat/reviews) Fix Uncategorized Transactions & Automate Your Accounting with Uncat. No more spreadsheets! Streamline your accounting for just $9/client/month with Uncat, the all-in-one client platform used by over 20,000 professionals. Effortlessly categorize transactions, process receipts, and manage client requests all in one place. Uncat syncs with QuickBooks Online, Xero, and QuickBooks Desktop. Uncat is highly rated by accountants and bookkeepers, and, most importantly, by their clients. Check out an introduction or a full demo of Uncat on YouTube. Introducing Uncat: https://www.youtube.com/watch?v=jVb3P0q3Ziw Full demo of Uncat: https://www.uncat.com/tutorial-jason **Average Rating:** 4.7/5.0 **Total Reviews:** 42 **How Do G2 Users Rate Uncat?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Reporting:** 6.7/10 (Category avg: 7.8/10) - **New Client:** 9.2/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Uncat?** - **Seller:** [Uncat](https://www.g2.com/sellers/uncat) - **Year Founded:** 2019 - **HQ Location:** Knoxville, TN - **Twitter:** @uncatexpense (559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/uncat (3 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 93% Small-Business, 7% Mid-Market #### What Are Uncat's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Communication (1 reviews) - Document Management (1 reviews) - Time Saving (1 reviews) **Cons:** - Limited Customization (1 reviews) - Limited Features (1 reviews) - Poor Reporting (1 reviews) ### What Do G2 Reviewers Say About Uncat? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Uncat, facilitating quick management of uncategorized transactions and client communication. - Users value the **direct communication** features in Uncat, facilitating seamless client interactions within the app. - Users value the **easy transaction management** and direct client communication features within Uncat's document management system. - Users find that Uncat offers **time-saving categorization** for uncategorized transactions, streamlining their month-end close. **Cons:** - Users find the **limited customization options** for categorization rules frustrating and restrictive for their needs. - Users feel that the **limited features** of Uncat hinder a more modern interface and advanced reporting options. - Users find the **poor reporting** features limiting, wishing for more modern interfaces and better filtering options. #### What Are Recent G2 Reviews of Uncat? **"[Smooth Accounting Integration and Faster Receipt Management](https://www.g2.com/survey_responses/uncat-review-12849070)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/uncat-review-12849070) --- **"[Simple and effective for cleaning up bookkeeping](https://www.g2.com/survey_responses/uncat-review-11873502)"** **Rating:** 4.0/5.0 stars *— Sagar K.* [Read full review](https://www.g2.com/survey_responses/uncat-review-11873502) --- ### 23. [Accounting Power](https://www.g2.com/products/accounting-power/reviews) Have you realized that the accounting systems which are sold directly to your clients, bypassing you, are hurting your practice? You’re not alone. Thousands of accountants came to the same realization - and they wanted to regain control. We created Accounting Power just for accountants like you. Sold exclusively to accountants, Accounting Power includes both a powerful professional system and a fully integrated comprehensive G/L system. This breakthrough approach gives you the stronger control over clients accounting to best serve all your clients, offer client accounting services and boost your margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Accounting Power?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 6.7/10 (Category avg: 8.4/10) - **Job Status:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Accounting Power?** - **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group) - **Year Founded:** 1978 - **HQ Location:** Alpharetta, GA - **Twitter:** @IRISSoftwareGrp (1,340 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iris-software-group/ (3,042 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 58% Mid-Market, 42% Small-Business #### What Are Accounting Power's Pros and Cons? **Pros:** - Comprehensive (1 reviews) - Document Management (1 reviews) - Organization Features (1 reviews) - Pricing (1 reviews) **Cons:** - Limited Features (1 reviews) ### What Do G2 Reviewers Say About Accounting Power? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **comprehensive accounting features** of Accounting Power, finding it efficient without unnecessary extras. - Users value the **streamlined document management** in Accounting Power, enjoying essential features without clutter. - Users value the **efficient organization features** of Accounting Power, appreciating its simplicity without unnecessary extras. - Users value the **affordable pricing** of Accounting Power, offering essential features without unnecessary extras. **Cons:** - Users feel that Accounting Power has **limited features** , requiring better updates for data analysis and integration. #### What Are Recent G2 Reviews of Accounting Power? **"[Accouting Power by a Long Time User](https://www.g2.com/survey_responses/accounting-power-review-10664977)"** **Rating:** 4.5/5.0 stars *— Steven B.* [Read full review](https://www.g2.com/survey_responses/accounting-power-review-10664977) --- **"[Cloud Based Accounting Power Software](https://www.g2.com/survey_responses/accounting-power-review-8297694)"** **Rating:** 4.0/5.0 stars *— Varsha R.* [Read full review](https://www.g2.com/survey_responses/accounting-power-review-8297694) --- #### What Are G2 Users Discussing About Accounting Power? - [How much does accounting Power Cost?](https://www.g2.com/discussions/how-much-does-accounting-power-cost) - [What software should an accountants use?](https://www.g2.com/discussions/accounting-power-what-software-should-an-accountants-use) - [What is accounting software Main features of advanced accounting software?](https://www.g2.com/discussions/accounting-power-what-is-accounting-software-main-features-of-advanced-accounting-software) ### 24. [AuditDashboard](https://www.g2.com/products/auditdashboard-inc-auditdashboard/reviews) AuditDashboard is the client experience and collaboration platform that helps accounting firms and their clients manage how information is exchanged during tax, audit, review, and cybersecurity engagements. The software solution automates engagement coordination, document management, and request tracking in a single workspace, replacing the fragmented mix of email threads, spreadsheet trackers, and disconnected systems that firms have traditionally relied on to coordinate assurance, tax, and advisory work. AuditDashboard is used by accounting professionals at firms of all sizes, from regional practices to global networks. Its users span service lines including audit and assurance teams, risk assurance advisors, corporate tax preparers, advisory consultants, and corporate finance teams, along with the client-side controllers, CFOs, and finance staff who supply supporting documentation. The platform is secure by design, backed by SOC 2 Type 2 reports since 2016, and offers white-label configuration, enabling firms to present a branded portal that integrates with their existing service delivery model. Beyond document collection, AuditDashboard provides scheduling tools to plan engagement timelines and milestones, generates real-time visibility into outstanding items for both firm and client teams, and applies automation and artificial intelligence to reduce manual coordination that consumes engagement hours. The platform connects with tools accounting teams already use, including Outlook, Microsoft 365, and Copilot, and syncs data across firm systems through native integrations and an open API. - Collaborative scheduling and prepared by client (PBC) request lists to streamline engagement coordination and organize requirements, information requests, and engagement milestones in one shared workspace. - Secure file sharing with Outlook integration and fully integrated electronic signatures, so large attachments and documents can move through a system of record rather than scattered email threads. - Engagement and practice insights that surface bottlenecks, track progress, and provide reporting on engagement performance across teams and service lines. - Artificial intelligence and automation to elevate the client experience, streamline routine tasks, and improve responsiveness. - Integrations and an open API that connect AuditDashboard with existing practice management, document management, and productivity tools. By consolidating engagement coordination into a standardized client experience platform, AuditDashboard reduces the time professional staff spend chasing information and managing administrative workflows, freeing capacity for substantive client work. **Average Rating:** 4.8/5.0 **Total Reviews:** 31 **How Do G2 Users Rate AuditDashboard?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **New Client:** 9.2/10 (Category avg: 8.4/10) - **Job Status:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind AuditDashboard?** - **Seller:** [AuditDashboard](https://www.g2.com/sellers/auditdashboard-a81ab86f-45e6-414f-b367-07b219143da6) - **Company Website:** https://www.auditdashboard.com - **Year Founded:** 2013 - **HQ Location:** Oakville, Ontario - **Twitter:** @AuditDashboard (569 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/auditdashboard/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 52% Small-Business, 48% Mid-Market #### What Are AuditDashboard's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (2 reviews) - Functionality (2 reviews) - Efficiency (1 reviews) - Efficiency Improvement (1 reviews) **Cons:** - Poor Notifications (1 reviews) ### What Do G2 Reviewers Say About AuditDashboard? *AI-generated summary from verified user reviews* **Pros:** - Users find AuditDashboard's **ease of use** enhances efficiency across all audit processes, improving client interactions significantly. - Users highlight the **excellent customer support** of AuditDashboard, making implementation and usage a breeze. - Users praise the **dashboard and reporting functionality** for improving client relations and overall performance effectively. - Users commend the **efficiency** of AuditDashboard, streamlining the audit process for both clients and firms. - Users highlight the **efficiency improvement** from AuditDashboard, streamlining audits and accelerating client access to important files. **Cons:** - Users find **poor notifications** in AuditDashboard lead to overlooked weekly status emails, affecting communication and engagement. #### What Are Recent G2 Reviews of AuditDashboard? **"[AuditDashboard: Intuitive, User-Friendly Platform That Streamlines Audit Requests](https://www.g2.com/survey_responses/auditdashboard-review-12646694)"** **Rating:** 5.0/5.0 stars *— Matthew W.* [Read full review](https://www.g2.com/survey_responses/auditdashboard-review-12646694) --- **"[Extremely Easy Client Communication Through the Dashboard](https://www.g2.com/survey_responses/auditdashboard-review-12501868)"** **Rating:** 4.5/5.0 stars *— Harini R.* [Read full review](https://www.g2.com/survey_responses/auditdashboard-review-12501868) --- #### What Are G2 Users Discussing About AuditDashboard? - [What is AuditDashboard used for?](https://www.g2.com/discussions/what-is-auditdashboard-used-for) ### 25. [Mango Practice Management](https://www.g2.com/products/mango-practice-management/reviews) Founded by a practice CPA for over 35 years, Mango Practice Management is truly built by accountants for accountants. We provide project management, document management, time and billing, secure file-sharing, integrated payments, and client engagement solutions that bring real organization to your firm. Streamline workflows, eliminate non-billable work, collaborate with your clients, and get paid fast for all the work you do. Like we always say, Mango has everything you need, all in one place. Start your 10-day free trial at www.mangopractice.com to take back control of your practice today! **Average Rating:** 3.7/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Mango Practice Management?** - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 9.1/10) - **Reporting:** 7.6/10 (Category avg: 7.8/10) - **New Client:** 7.9/10 (Category avg: 8.4/10) - **Job Status:** 7.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Mango Practice Management?** - **Seller:** [ProfitSolv](https://www.g2.com/sellers/profitsolv) - **Company Website:** https://www.profitsolv.com/ - **Year Founded:** 2020 - **HQ Location:** Knoxville, US - **Twitter:** @ProfitSolv (18 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/profitsolv/ (179 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 83% Small-Business, 13% Mid-Market #### What Are Mango Practice Management's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Billing (4 reviews) - Invoicing (4 reviews) - Client Management (3 reviews) - Features (3 reviews) **Cons:** - Limited Options (3 reviews) - Missing Features (3 reviews) - Billing Issues (2 reviews) - Slow Processing (2 reviews) - Software Bugs (2 reviews) ### What Do G2 Reviewers Say About Mango Practice Management? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Mango Practice Management, appreciating its friendly interface and smooth transition. - Users appreciate the **user-friendly billing system** of Mango, noting its flexibility and detailed invoicing capabilities. - Users appreciate the **user-friendly invoicing** system of Mango, which simplifies billing and client engagement management. - Users value the **client management capabilities** of Mango, enhancing engagement tracking and invoicing for diverse practices. - Users appreciate the **all-in-one features** of Mango Practice Management, making tasks like scheduling and billing efficient and user-friendly. **Cons:** - Users find the **limited options** for billing and reporting features frustrating and wish for more flexibility. - Users find the lack of **client billing options** and recurring payment features limits Mango Practice Management's functionality. - Users find the lack of **billing options** limiting, as they cannot combine clients or set up recurring payments. - Users experience **slow processing** and recurring implementation issues in Mango, impacting efficiency and timely resolutions. - Users face **persistent software bugs** in Mango, including recurring issues and long resolution times, affecting usability. #### What Are Recent G2 Reviews of Mango Practice Management? **"[S Mango Practice Management Streamlines Scheduling, Billing, and Daily Operations](https://www.g2.com/survey_responses/mango-practice-management-review-12817752)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-12817752) --- **"[Easy to Use, Low Learning Curve, and Convenient Cloud-Based Access](https://www.g2.com/survey_responses/mango-practice-management-review-12247004)"** **Rating:** 5.0/5.0 stars *— Steve J.* [Read full review](https://www.g2.com/survey_responses/mango-practice-management-review-12247004) --- #### What Are G2 Users Discussing About Mango Practice Management? - [What is Mango Practice Management used for?](https://www.g2.com/discussions/what-is-mango-practice-management-used-for) ## What Is Accounting Practice Management Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Accounting Practice Management Software? - [Tax Practice Management Software](https://www.g2.com/categories/tax-practice-management) - [Financial Audit Software](https://www.g2.com/categories/financial-audit) --- ## How Do You Choose the Right Accounting Practice Management Software? ### What You Should Know Accounting Practices Management Software ### What is Accounting Practice Management Software? Accounting practice management (APM) software manages the front- and back-office operations for companies providing accounting services. This type of software is used to organize a company's services offering and track delivery using workflows and task management. APM solutions help accounting professionals increase productivity and improve customer relationships. These software products can be implemented and used across the entire company but are most beneficial for independent accountants. ### What are the Common Features of Accounting Practice Management Software? The following are some core features within accounting practice management (APM) software that can help users to better communicate with customers, automate tasks, and track projects. **Customer relationship management:** This software helps standardize the onboarding process by using templates to bring more clients quicker. It also manages workflows and shares notes, emails, tasks, and activities related to each client or job. APM software can also provide customers with detailed reports about efficiency and other critical metrics. **Task automation:** APM software can help automate time-consuming, low-value tasks such as collecting client data and storing files. This software can also automatically update due dates, assignees, and statuses as milestones are achieved. **Communication portals:** Portals allow accountants to message clients, share documents, and share contact info through one dashboard. This feature allows for easier collaboration, a more streamlined workflow, and the ability to easily reference notes, documents, and other client information. **Project tracking:** This software can create, assign, and track projects from beginning to end. It can also keep team members notified about tasks, updates, and due dates through real-time emails and instant messaging. ### What are the Benefits of Accounting Practice Management Software? There are many benefits of APM software that can help improve the overall efficiency of accounting firms, as mentioned below: **Efficiency:** APM software can minimize or even eliminate various tasks, such as manual billing, and removes a lot of paperwork, helping to speed up operations. **Workload analysis:** APM software can highlight upcoming, current, and late tasks and deadlines to provide an overview of what has been completed and what needs to be. It can also break down jobs into more manageable tasks. **Better communication:** Team members can easily share information through one centralized system, allowing for better accountability throughout all operations by tracking who worked on what, when, and what changes were made. ### Who Uses Accounting Practice Management Software The following personnel work most closely with APM software: **Accountants:** Accountants use APM software to increase productivity and improve customer relationships through collaboration, project management, and workflow automation. **Office Managers:** Office managers use APM software to track and process time to create and send invoices, run reports, and collect payments from clients.  #### Software Related to Accounting Practice Management Software Related solutions that can be used together with accounting practice management (APM) software include: [Accounting software](https://www.g2.com/categories/accounting) **:** Accounting software helps businesses streamline and automate finance management processes, ensuring accurate records and increasing operational efficiency across recurring processes such as invoicing and reconciliation. [Project management software](https://www.g2.com/categories/project-management) **:** Project management software assists employees, administrators, and teams with managing team goals and long-term projects, as well as coordinating individual tasks. It accomplishes this through a range of tools to manage workloads, monitor productivity, and allocate resources. ### Which Companies Should Buy Accounting Practice Management Software? **Companies providing accounting services:** Any company that provides accounting services to its customers can use this software. They need it to manage the front- and back-office operations, organize their company's service offerings, and track delivery using workflows and task management. ### How to Buy Accounting Practice Management Software #### Requirements Gathering (RFI/RFP) for Accounting Practice Management Software When selecting APM software, it is essential to first look at how the business operates and then familiarize oneself with the different types of software available. There are various options for APM software products, including those designed for the business needs of small and medium-sized companies. Some things to consider while buying accounting practice management software include its ability to track the status of projects, automated tasks, and easily communicate with customers. #### Compare Accounting Practice Management Software Products **Create a long list** Depending on the industry, the buyer will want to create a long list of software products designed to help businesses in their particular industry. For example, there are platforms specifically built for enterprise-sized accounting firms, while other platforms have flexibility with the number of users and allow additional seats as a company grows. **Create a short list** After reviewing and researching the software on the long list, the buyer can whittle it down based on their budget. APM software is available for all budgets, and some general applications may be downloaded free or bought off the shelf at a lower price. However, buyers must remember that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is relatively small. The company should be prepared to pay a premium if it wants something specific to its industry or customized for its business. **Conduct demos** As a rule of thumb, companies should demo all products on their short list. During demos, buyers should ask specific questions about the functionalities they care about most. For example, one might ask to be walked through any features for task management, customer portals, project management, or customer billing. #### Selection of Accounting Practice Management Software **Choose a selection team** The managers from departments such as finance and accounting who will be using this software must be involved in the selection process. Every business is different, and frequent users are in the best position to offer an educated opinion about the best choice for the business's particular needs. Users may even be able to help the company install and set up the software of choice. After choosing a software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, the company shouldn’t make this decision lightly because no matter what software is chosen, it will involve a considerable commitment of time and money. To see a return on investment (ROI), buyers cannot change their minds in a few months and switch software again. **Negotiation** Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply ensuring that both parties agree on what to expect from the other. If the business has the cash flow, it could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. A software provider may offer unlimited usage if the buyer pays up front instead of a monthly or quarterly package price.  Buyers should also determine if they need help implementing or integrating the software with other systems. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper. Buyers also need to decide for how long they will need this software. If the company uses the software for years, the buyer can negotiate longer terms which sometimes results in a more favorable pricing. **Final decision** The final decision should be based on all the information gathered previously. Businesses should try to prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business.  If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received, integrated, and implemented. If the platform receives high marks, then they can buy with more confidence. If the tool is inefficient or not performing as expected, it might be time to test another software.