# Best Accounting Practice Management Software - Page 2 *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 (882 reviews) | Accounting workflow automation with email triage | "[Karbon Saves Hours Each Week with Powerful Workflow Automation](https://www.g2.com/survey_responses/karbon-review-13029458)" | | 2 | [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) | 4.6/5.0 (700 reviews) | All-in-one tax firm workflow consolidation | "[Securing and Sharing Data and Docs with my Loyal Clients!](https://www.g2.com/survey_responses/canopy-review-6575608)" | | 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 | "[The ultimate workflow and invoicing hub for our team](https://www.g2.com/survey_responses/xero-practice-manager-review-12980410)" | | 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 | [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) | 4.7/5.0 (103 reviews) | Client invoicing and recurring payment collection | "[Low Fees and Easy Payments for Invoicing](https://www.g2.com/survey_responses/8am-cpacharge-review-13052688)" | | 7 | [TaxDome](https://www.g2.com/products/taxdome/reviews) | 4.7/5.0 (699 reviews) | All-in-one tax firm workflow automation | "[TaxDome Pipelines & Integrations Save Us Time](https://www.g2.com/survey_responses/taxdome-review-12560172)" | | 8 | [Suralink](https://www.g2.com/products/suralink/reviews) | 4.5/5.0 (171 reviews) | PBC request tracking with secure client exchange | "[Streamlines Audit Collaboration & Strong Audit Trail](https://www.g2.com/survey_responses/suralink-review-12989030)" | | 9 | [Checkpoint](https://www.g2.com/products/thomson-reuters-checkpoint/reviews) | 4.3/5.0 (20 reviews) | Multi-jurisdiction tax research and compliance | "[Test title](https://www.g2.com/survey_responses/checkpoint-review-11144184)" | | 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 (Jul 2026) - **Average Rating**: 4.41/5 (↑0.01 vs Jun 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: July 04, 2026* ## How Does G2 Rank Accounting Practice Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,600+ 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** ### Levvy 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 [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%5Bchosen_at%5D=2026-07-05T03%3A49%3A41Z&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=1391978&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=872391fc607385c0c942f791a40c820783c390e2b69a0c18912dcb7d90898e16&secure%5Burl%5D=https%3A%2F%2Fwww.levvy.com%2F&secure%5Burl_type%5D=product_website) --- ## What Are the Top-Rated Accounting Practice Management Software Products in 2026? ### 1. [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) - **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 appreciate the **ease of use** of Levvy, making task management and team coordination seamless and efficient. - Users find Levvy’s **task management effortless** , enhancing project tracking and team coordination with ease. - Users appreciate Levvy for its **efficiency improvement** , simplifying task management and enhancing team coordination effortlessly. - Users value the **effortless team collaboration** with Levvy, enhancing project management and communication for seamless workflows. - Users appreciate the **effortlessness in task management** with Levvy, ensuring efficient and coordinated project execution. **Cons:** - Users find the lack of **hyperlink support in comments** a limitation when referencing external resources in tasks. - Users express concerns about **billing issues** in Levvy, preferring seamless invoicing and integrated payment processing features. - Users express a need for improved **invoicing capabilities** in Levvy, as reliance on external services complicates their workflow. - Users desire enhanced **integrations for invoicing** in Levvy, as external services complicate billing and workflow. - Users find the **reporting capabilities lacking** , highlighting a need for better time tracking and date allocation features. #### 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) --- ### 2. [Aiwyn](https://www.g2.com/products/aiwyn/reviews) The accounting firm of tomorrow runs on Aiwyn. Aiwyn is the first complete platform built for modern accounting firms. Billing, payments, client experience, practice management and tax, unified in a single system so your firm can automate manual work, accelerate cash flow, and operate at the scale top firms demand. Aiwyn connects to your existing practice management and CRM systems, consolidating data and giving firm leadership real-time visibility across WIP, accounts receivable, and overall practice health. Firms on Aiwyn move faster, serve clients better, and grow with a leaner operational footprint. The platform is purpose-built for managing partners and firm administrators accountable for profitability, client retention, and growth. Aiwyn brings together accounts receivable automation, client billing, digital engagement letters, online payment processing, and a modern client portal for secure document sharing and collaboration – all in a connected workflow from proposal to final payment. Aiwyn integrates natively with leading practice management systems including CCH Axcess, Iris and QuickBooks, creating a single source of truth for firm data. Leadership gains the reporting and visibility needed to make confident decisions, manage capacity, and stay ahead of revenue targets. Trusted by hundreds of leading accounting firms, including a significant share of the IPA 500, Aiwyn serves regional practices and large multi-office firms across tax, audit, and advisory. Firms on Aiwyn are reducing days sales outstanding, accelerating collections, streamlining engagements, and delivering a client experience that sets them apart. Backed by KKR and Bessemer Venture Partners and headquartered in Charlotte, NC, Aiwyn is built for the firms shaping the future of the accounting profession. **Average Rating:** 4.3/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Aiwyn?** - **Reporting:** 6.7/10 (Category avg: 7.8/10) - **Job Status:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Aiwyn?** - **Seller:** [Aiwyn](https://www.g2.com/sellers/aiwyn) - **Company Website:** https://www.aiwyn.ai/ - **Year Founded:** 2020 - **HQ Location:** Charlotte, North Carolina, United States - **LinkedIn® Page:** https://www.linkedin.com/company/aiwyn (151 employees on LinkedIn®) - **Phone:** (704) 312-2680 **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 77% Mid-Market, 23% Small-Business #### What Are Recent G2 Reviews of Aiwyn? **"[Streamlined Payments and Efficient Client Management](https://www.g2.com/survey_responses/aiwyn-review-12950919)"** **Rating:** 4.5/5.0 stars *— Daniel C.* [Read full review](https://www.g2.com/survey_responses/aiwyn-review-12950919) --- **"[Data Centralization with Complex Start](https://www.g2.com/survey_responses/aiwyn-review-12950993)"** **Rating:** 5.0/5.0 stars *— Luciano R.* [Read full review](https://www.g2.com/survey_responses/aiwyn-review-12950993) --- ### 3. [Jetpack Workflow](https://www.g2.com/products/jetpack-workflow/reviews) Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business. **Average Rating:** 4.2/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Jetpack Workflow?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Reporting:** 1.7/10 (Category avg: 7.8/10) - **New Client:** 6.7/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Jetpack Workflow?** - **Seller:** [Jetpack Workflow](https://www.g2.com/sellers/jetpack-workflow) - **Year Founded:** 2015 - **HQ Location:** Pittsburgh, US - **Twitter:** @JetpackWorkflow (1,382 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/jetpackworkflow/ (7 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 77% Small-Business, 15% Mid-Market #### What Are Jetpack Workflow's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Setup Ease (1 reviews) - User Interface (1 reviews) - Workflow Customization (1 reviews) **Cons:** - Email Integration (1 reviews) ### What Do G2 Reviewers Say About Jetpack Workflow? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Jetpack Workflow, enabling quick setup and seamless access to its features. - Users praise the **easy setup** of Jetpack Workflow, allowing for a quick start without complications. - Users appreciate the **clean and straightforward UI** of Jetpack Workflow, tailored specifically for accounting practices. - Users appreciate the **workflow customization** in Jetpack Workflow, tailored specifically for accounting practices with a user-friendly interface. **Cons:** - Users find the **lack of email integration options** limiting, wishing for better connectivity and document storage features. #### What Are Recent G2 Reviews of Jetpack Workflow? **"[Wonderful workflow solution for Accounting Practices](https://www.g2.com/survey_responses/jetpack-workflow-review-10975641)"** **Rating:** 5.0/5.0 stars *— James H.* [Read full review](https://www.g2.com/survey_responses/jetpack-workflow-review-10975641) --- **"[Effortless Organization with Jetpack Workflow](https://www.g2.com/survey_responses/jetpack-workflow-review-12344649)"** **Rating:** 5.0/5.0 stars *— Daniel L.* [Read full review](https://www.g2.com/survey_responses/jetpack-workflow-review-12344649) --- #### What Are G2 Users Discussing About Jetpack Workflow? - [What is Jetpack Workflow used for?](https://www.g2.com/discussions/what-is-jetpack-workflow-used-for) ### 4. [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 value the **ease of use** in Onvio for storing, sharing, and managing tasks efficiently. - Users appreciate the **secure document sharing** capabilities of Onvio, enhancing collaboration and efficiency within teams. - Users love the **robust task management** features of Onvio, enabling seamless project setup and collaboration. - Users appreciate the **efficient data management** of Onvio, allowing seamless sharing and processing of tax returns. **Cons:** - Users find **difficult learning** the Onvio Firm Management platform challenging initially, but it improves with regular use. - Users find the **initial learning curve challenging** , yet daily use simplifies navigation and feature utilization over time. #### 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) ### 5. [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 (23 reviews) - Document Management (11 reviews) - Efficiency (11 reviews) - Time Saving (8 reviews) - Audit Efficiency (6 reviews) **Cons:** - Slow Loading (5 reviews) - Bugs (3 reviews) - Missing Features (3 reviews) - Poor Usability (3 reviews) - Excel Limitations (2 reviews) ### What Do G2 Reviewers Say About DataSnipper? *AI-generated summary from verified user reviews* **Pros:** - Users find DataSnipper to be **easy to use** , facilitating quick adoption and significantly enhancing audit efficiency. - Users appreciate the **efficient document management** in DataSnipper, significantly enhancing audit documentation and saving time. - Users appreciate the **efficiency** of DataSnipper, significantly reducing time spent on audit and review tasks. - Users find DataSnipper to be a **real time saver** , enhancing efficiency in document handling and financial processes. - Users appreciate the **audit efficiency** of DataSnipper, significantly speeding up document reviews and data extraction processes. **Cons:** - Users experience **slow loading times** with DataSnipper, especially when handling large documents and numerous files. - Users experience **bugs and unexpected behavior** in DataSnipper, complicating document extraction and functionality. - Users note a **lack of advanced features** in DataSnipper, which can affect functionality and usability for some tasks. - Users report **poor usability** with DataSnipper, finding it challenging to correct snips and manage large spreadsheets efficiently. - Users experience **Excel limitations** with DataSnipper impacting performance, customization, and user management during document reviews. #### 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 ### 6. [Pixie](https://www.g2.com/products/usepixie/reviews) Pixie is a cloud-based practice management software for accounting and bookkeeping firms. Our platform helps you centralise clients, deadlines, workflow, email, and document management. Firm owners that use Pixie spend less time doing manual admin, streamline their workflows, become less client-facing and easily get their team on the same page. **Average Rating:** 4.7/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Pixie?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Reporting:** 7.1/10 (Category avg: 7.8/10) - **New Client:** 9.3/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Pixie?** - **Seller:** [Pixie](https://www.g2.com/sellers/pixie) - **Year Founded:** 2019 - **HQ Location:** London, UK - **Twitter:** @usepixie (806 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/28177092 (4 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 83% Small-Business, 8% Enterprise #### What Are Pixie's Pros and Cons? **Pros:** - Automation (1 reviews) - Centralization (1 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) **Cons:** - Poor Customer Support (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Pixie? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation features** of Pixie, reducing mental load and streamlining project management effectively. - Users value the **centralized management** of tasks and projects in Pixie, enhancing efficiency and reducing mental load. - Users value the **customization options** in Pixie, allowing for tailored workflows and improved efficiency in project management. - Users find Pixie's **ease of use** invaluable, transforming project organization and task management into a streamlined process. - Users value the **efficiency** of Pixie, as it streamlines workflows and reduces the mental load of project management. **Cons:** - Users express frustration with Pixie's **poor customer support** , experiencing long delays in issue resolution and limited responsiveness. - Users are frustrated by **update issues** in Pixie, causing disruptions and prolonged downtime instead of improvements. #### What Are Recent G2 Reviews of Pixie? **"[Can’t fault Pixie! 🤙](https://www.g2.com/survey_responses/pixie-review-7787813)"** **Rating:** 5.0/5.0 stars *— Emilio V.* [Read full review](https://www.g2.com/survey_responses/pixie-review-7787813) --- **"[Great Workflow Tool with Frustrating Support Challenges](https://www.g2.com/survey_responses/pixie-review-11575622)"** **Rating:** 4.0/5.0 stars *— Amy C.* [Read full review](https://www.g2.com/survey_responses/pixie-review-11575622) --- ### 7. [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 value the **comprehensive features** of Accounting Power, finding it efficient without unnecessary additions. - Users value the **streamlined document management** in Accounting Power, appreciating its efficiency without unnecessary extras. - Users appreciate the **efficient organization features** of Accounting Power, valuing its simplicity and focus on essentials. - Users value the **affordable pricing** of Accounting Power, offering essential features without unnecessary extras. **Cons:** - Users find **limited features** in Accounting Power, especially for data analysis and integration with other tools. #### What Are Recent G2 Reviews of Accounting Power? **"[Cloud Based Accounting Power Software](https://www.g2.com/survey_responses/accounting-power-review-8297694)"** **Rating:** 4.0/5.0 stars *— Varsha R.* [Read full review](https://www.g2.com/survey_responses/accounting-power-review-8297694) --- **"[Accouting Power by a Long Time User](https://www.g2.com/survey_responses/accounting-power-review-10664977)"** **Rating:** 4.5/5.0 stars *— Steven B.* [Read full review](https://www.g2.com/survey_responses/accounting-power-review-10664977) --- #### What Are G2 Users Discussing About Accounting Power? - [How much does accounting Power Cost?](https://www.g2.com/discussions/how-much-does-accounting-power-cost) - [What software should an accountants use?](https://www.g2.com/discussions/accounting-power-what-software-should-an-accountants-use) - [What is accounting software Main features of advanced accounting software?](https://www.g2.com/discussions/accounting-power-what-is-accounting-software-main-features-of-advanced-accounting-software) ### 8. [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 (17 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 find Cone's **ease of use** remarkable, facilitating quick adoption and streamlined workflows for their teams. - Users praise the **excellent customer support** of Cone, enhancing their experience with the product's features and usability. - Users appreciate the **time-saving convenience** of Cone's all-in-one features that streamline processes and enhance efficiency. - Users value the **efficiency** of Cone, significantly reducing time and costs with its all-in-one platform. - Users value the **cost-effectiveness** of Cone, appreciating its comprehensive features that save time and enhance efficiency. **Cons:** - Users acknowledge a **learning curve** with Cone, but appreciate the helpful support during setup and adaptation. - Users are frustrated by the lack of an **autosave option** , resulting in lost work when pages are reloaded. - Users find the **difficult setup** challenging initially, but appreciate the helpful support from the Cone team. - Users find the **initial usage difficult** due to a lack of help articles and guides for guidance. - Users find the **limited customization options** frustrating, hindering their ability to tailor proposals to client needs. #### What Are Recent G2 Reviews of Cone? **"[Cone: Great Product and Truly Responsive Customer Service](https://www.g2.com/survey_responses/cone-review-12402475)"** **Rating:** 5.0/5.0 stars *— Christen C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12402475) --- **"[All-in-One Practice Management That Saves Time and Money](https://www.g2.com/survey_responses/cone-review-12334776)"** **Rating:** 5.0/5.0 stars *— Ben C.* [Read full review](https://www.g2.com/survey_responses/cone-review-12334776) --- ### 9. [Fieldguide AI Platform](https://www.g2.com/products/fieldguide-ai-platform/reviews) Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based software helps firms take advantage of the increasing demand for audit and advisory services by addressing the challenges of scarce talent, remote collaboration, and modern client expectations. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 1 & SOC 2, HITRUST, PCI DSS, HIPAA, and many more. Instead of juggling siloed legacy tools, practitioners can rely on Fieldguide as a single source of truth, with all the capabilities that they need to run engagements from kickoff to completion. Streamlined requests, AI-powered document management, intelligent framework mapping, and one-click reports are just some of the unique Fieldguide features that help firms drive greater visibility across all engagements, while delivering a first-class client experience. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits. Fieldguide has received multiple awards from industry associations, and the company is backed by top venture capital firms, including 8VC, Y Combinator, and Floodgate. **Average Rating:** 4.4/5.0 **Total Reviews:** 10 **Who Is the Company Behind Fieldguide AI Platform?** - **Seller:** [Fieldguide](https://www.g2.com/sellers/fieldguide) - **Year Founded:** 2020 - **HQ Location:** San Francisco, California, United States - **Twitter:** @fieldguide (176 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fieldguide-inc (204 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 40% Mid-Market, 40% Enterprise #### What Are Recent G2 Reviews of Fieldguide AI Platform? **"[Task management and powerful team collaboration tool](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7250991)"** **Rating:** 4.5/5.0 stars *— Johanna B.* [Read full review](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7250991) --- **"[Fieldguide Overview](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7171728)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/fieldguide-ai-platform-review-7171728) --- #### What Are G2 Users Discussing About Fieldguide AI Platform? - [What is Fieldguide used for?](https://www.g2.com/discussions/what-is-fieldguide-used-for) ### 10. [Smart Audit](https://www.g2.com/products/smart-audit-smart-audit/reviews) Audit Workflow Software for SMPs **Average Rating:** 4.8/5.0 **Total Reviews:** 11 **Who Is the Company Behind Smart Audit?** - **Seller:** [Smart Audit](https://www.g2.com/sellers/smart-audit) - **Year Founded:** 2013 - **HQ Location:** Singapore, Singapore - **Twitter:** @smartauditteam (93 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/smart-audit-pte-ltd (11 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 55% Small-Business, 36% Mid-Market #### What Are Recent G2 Reviews of Smart Audit? **"[Well designed Audit Tool](https://www.g2.com/survey_responses/smart-audit-review-7015632)"** **Rating:** 5.0/5.0 stars *— Anish S.* [Read full review](https://www.g2.com/survey_responses/smart-audit-review-7015632) --- **"[Review for Smart Audit](https://www.g2.com/survey_responses/smart-audit-review-5204691)"** **Rating:** 5.0/5.0 stars *— Darshan B.* [Read full review](https://www.g2.com/survey_responses/smart-audit-review-5204691) --- #### What Are G2 Users Discussing About Smart Audit? - [What is the best auditing software?](https://www.g2.com/discussions/what-is-the-best-auditing-software) - [What are the benefits of using audit software?](https://www.g2.com/discussions/what-are-the-benefits-of-using-audit-software) - [What is audit features?](https://www.g2.com/discussions/what-is-audit-features) - [What is a smart audit?](https://www.g2.com/discussions/what-is-a-smart-audit) ### 11. [TaxCalc](https://www.g2.com/products/taxcalc/reviews) TaxCalc provides high quality and affordable software for over 8,000 accountancy practices. **Average Rating:** 4.6/5.0 **Total Reviews:** 8 **How Do G2 Users Rate TaxCalc?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Reporting:** 9.2/10 (Category avg: 7.8/10) - **New Client:** 6.7/10 (Category avg: 8.4/10) - **Job Status:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind TaxCalc?** - **Seller:** [TaxCalc](https://www.g2.com/sellers/taxcalc) - **Year Founded:** 2005 - **HQ Location:** Wokingham, GB - **Twitter:** @taxcalc (2,617 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/519049 (92 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 38% Enterprise #### What Are Recent G2 Reviews of TaxCalc? **"[Great Self Assessment and anti-money laundering package](https://www.g2.com/survey_responses/taxcalc-review-9390056)"** **Rating:** 4.0/5.0 stars *— Andrew R.* [Read full review](https://www.g2.com/survey_responses/taxcalc-review-9390056) --- **"[Easy Client Tracking, Strong Support, and Smooth Xero/QuickBooks Integration](https://www.g2.com/survey_responses/taxcalc-review-12585630)"** **Rating:** 5.0/5.0 stars *— John J.* [Read full review](https://www.g2.com/survey_responses/taxcalc-review-12585630) --- #### What Are G2 Users Discussing About TaxCalc? - [What is TaxCalc used for?](https://www.g2.com/discussions/what-is-taxcalc-used-for) ### 12. [Auditi](https://www.g2.com/products/auditi/reviews) Auditi - A Powerful Solution to Accelerate Your Audit Workflows Since 2012, Auditi has been empowering audit, accounting, and legal firms with a streamlined and efficient platform for file exchange, ensuring seamless communication and productive workflows. Trusted by over 500 firms and used by more than 40,000 clients daily, Auditi is ISO 27001 certified, meeting the highest standards of data security. One of Auditi’s most valued features, is the ability to easily keep track of all documents in one centralized location. No more scattered emails or misplaced files – Auditi ensures that everything stays organized for a smoother audit process. What is the product? PBC (Provided by Client) Requests: Centralize data transfers and keep all your audit files in one place for easy access and organization. - Delegate and Monitor Tasks: Assign tasks, track progress, and receive real-time notifications, ensuring every step of the audit process stays on track. - Save Time with Templates: Use firm-wide templates and easily roll them forward to streamline future audits, benefiting from a curated selection of templates tailored to your firm’s needs. - Improve Client Experience: Provide your clients with a professional, state-of-the-art audit process that enhances relationships and builds trust through transparency and efficiency. NEW! Quickshare Auditi now offers Quickshare, a feature that allows firms to send and receive large files quickly and securely through MS Outlook or the Auditi platform. For added security, files are automatically deleted after transfer, ensuring top-level protection. With Auditi, you can stop chasing files and focus on what matters – delivering efficient, high-quality audits. Discover how Auditi can transform your audit process. **Average Rating:** 4.7/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Auditi?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Auditi?** - **Seller:** [Auditi GmbH](https://www.g2.com/sellers/auditi-gmbh) - **Year Founded:** 2012 - **HQ Location:** Düsseldorf, Nordrhein-Westfalen - **LinkedIn® Page:** https://www.linkedin.com/company/auditi/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 46% Mid-Market, 38% Small-Business #### What Are Auditi's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Intuitive (4 reviews) - User Interface (4 reviews) - Communication (3 reviews) - Audit Efficiency (2 reviews) **Cons:** - Poor Communication Features (2 reviews) - Audit Management (1 reviews) - Bug Issues (1 reviews) - Client Management (1 reviews) - File Management (1 reviews) ### What Do G2 Reviewers Say About Auditi? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Auditi, appreciating its intuitive design and straightforward operation. - Users appreciate the **intuitive design** of Auditi, making it easy to integrate into daily business processes. - Users value the **intuitive and user-friendly interface** of Auditi, enhancing efficiency in audits and consulting projects. - Users value the **clear communication** from Auditi's customer support, facilitating seamless interactions and efficient workflows. - Users value the **efficient auditing process** facilitated by Auditi's intuitive design and effective communication tools. **Cons:** - Users struggle with **poor communication features** in Auditi, hindering timely updates and clear task assignments. - Users find the **audit management feature lacking automation** , requiring extra steps to manage rejected items effectively. - Users experience **bug issues** with Auditi, particularly regarding item status handling and comment functionalities. - Users find the **client management cumbersome** due to difficulty in adding clients and assigning responsibilities efficiently. - Users are frustrated with the **inefficient file management process** that complicates item tracking and deadlines. #### What Are Recent G2 Reviews of Auditi? **"[daily use of auditi](https://www.g2.com/survey_responses/auditi-review-8890691)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/auditi-review-8890691) --- **"[A responsive and fast way to exchange data and documents with clients - a must have for Audit firms](https://www.g2.com/survey_responses/auditi-review-9200402)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/auditi-review-9200402) --- #### What Are G2 Users Discussing About Auditi? - [What does Auditi do?](https://www.g2.com/discussions/what-does-auditi-do) - [Which software is used for auditing?](https://www.g2.com/discussions/which-software-is-used-for-auditing) - [What should I look for in audit software?](https://www.g2.com/discussions/what-should-i-look-for-in-audit-software) ### 13. [Capium](https://www.g2.com/products/capium/reviews) Capium is a fully integrated accounting suite based in the Cloud, which means there is no need to have any hosted desktop or internal/external servers. It's everything you would expect from your basic desktop accounts software, but continually accessible virtually. Capium suite can be accessed from laptops, mobiles and tablets from anywhere, granted there is an internet connection available. About Capium: The company was established in 2015 when it launched the first 6 modules to facilitate professional accountants and Small to medium size enterprises (SMEs). By 2018, Capium had acquired 750+ firms using their modules and 6 award nominations, and in 2019, Capium won 2 national accounting awards. Capium is a firm focused on the accountant as the valued client. The accounting tech software market is worth more than 1 billion pounds in the UK, with a compound annual rate of 8.5% forecasted for the period of 2021-2026. With the arrival of the enforcement established by the HMRC of making tax digital (MTD) by the year 2023, it created a need for accountants to seek the appropriate tool/software to help ease their transition into submitting taxes via the cloud to the local government. This has provided Capium (and competing firm) a visible and exponential opportunity for growth in 2022. **Average Rating:** 4.8/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Capium?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Capium?** - **Seller:** [Capium Limited](https://www.g2.com/sellers/capium-limited) - **Year Founded:** 2012 - **HQ Location:** London, GB - **Twitter:** @Capium (938 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/capium/ (83 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Small-Business, 17% Enterprise #### What Are Capium's Pros and Cons? **Cons:** - Billing Issues (1 reviews) - Poor Usability (1 reviews) - Software Bugs (1 reviews) ### What Do G2 Reviewers Say About Capium? *AI-generated summary from verified user reviews* **Cons:** - Users often experience **billing issues** with Capium, leading to frustration and confusion over charges. - Users experience **poor usability** with Capium, leading to frustration and difficulties in navigating the interface. - Users experience frequent **software bugs** that hinder the performance and reliability of Capium. #### What Are Recent G2 Reviews of Capium? **"[Capium’s All-in-One Integration Boosts Efficiency and Client Service](https://www.g2.com/survey_responses/capium-review-12646024)"** **Rating:** 5.0/5.0 stars *— Vanessa A.* [Read full review](https://www.g2.com/survey_responses/capium-review-12646024) --- **"[A Game-Changer for Our Accounting Practice](https://www.g2.com/survey_responses/capium-review-7875311)"** **Rating:** 5.0/5.0 stars *— Aaron P.* [Read full review](https://www.g2.com/survey_responses/capium-review-7875311) --- ### 14. [Entera](https://www.g2.com/products/entera/reviews) Entera is a cloud-based software that automates the input of accounting documents. Combining AI and OCR technologies service can enter documents 10 times faster than human performance. Key Features: — Upload documents from different sources: scans, photos, email, PDFs, Xls, doc, and another digital formats — 98% recognition accuracy — Recognize up to 100 documents simultaneously — Integration with QuickBooks, odoo, Tally, Zoho, and other systems — Store and find your documents in seconds with our digital archive **Average Rating:** 4.3/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Entera?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) **Who Is the Company Behind Entera?** - **Seller:** [Entera](https://www.g2.com/sellers/entera) - **Year Founded:** 2018 - **HQ Location:** Dubai, AE - **Twitter:** @EnteraGlobal (13 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/entera-global/ (19 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Recent G2 Reviews of Entera? **"[Process your Document Easily](https://www.g2.com/survey_responses/entera-review-7121175)"** **Rating:** 4.5/5.0 stars *— Anjali P.* [Read full review](https://www.g2.com/survey_responses/entera-review-7121175) --- **"[Document Processing Made Easy](https://www.g2.com/survey_responses/entera-review-7135301)"** **Rating:** 4.0/5.0 stars *— Karan K.* [Read full review](https://www.g2.com/survey_responses/entera-review-7135301) --- ### 15. [Iris Star Practice Management](https://www.g2.com/products/iris-star-practice-management/reviews) Practice Management solution uses a modular approach, with a core system offering a powerful state-of-the-art time and billing solution to accommodate client needs and change as they grow **Average Rating:** 3.9/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Iris Star Practice Management?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Iris Star Practice Management?** - **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group) - **Company Website:** 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?** - **Top Industries:** Accounting - **Company Size:** 83% Mid-Market, 17% Enterprise #### What Are Iris Star Practice Management's Pros and Cons? **Pros:** - Centralization (2 reviews) - Ease of Use (2 reviews) - Time Saving (2 reviews) - Automation (1 reviews) - Centralized Management (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Difficult Setup (1 reviews) - Learning Curve (1 reviews) - Limited Customization (1 reviews) - Limited Features (1 reviews) ### What Do G2 Reviewers Say About Iris Star Practice Management? *AI-generated summary from verified user reviews* **Pros:** - Users value the **centralized management** of IRIS Star, enhancing visibility and improving team collaboration seamlessly. - Users rave about the **ease of use** of Iris Star Practice Management, streamlining operations and enhancing team collaboration. - Users appreciate the **time-saving capabilities** of Iris Star Practice Management, enhancing productivity and reducing manual errors. - Users value the **automation of repetitive tasks** in Iris Star Practice Management, enhancing efficiency and productivity in their practice. - Users value the **centralized management** of IRIS Star Practice Management, providing clear visibility into tasks and billing processes. **Cons:** - Users find the **difficult learning** curve frustrating initially, wishing for quicker onboarding and a more modern UI. - Users find the **difficult setup** process time-consuming, affecting configuration for specific firm workflows. - Users find there is a **learning curve** initially, and onboarding could improve with a more modern interface. - Users find the **limited customization options** in Iris Star Practice Management restrict their ability to tailor workflows effectively. - Users desire more **access and flexibility** in Iris Star Practice Management to enhance automation and utilize AI features. #### What Are Recent G2 Reviews of Iris Star Practice Management? **"[Efficient Practice Management Solution with Great Workflow Features](https://www.g2.com/survey_responses/iris-star-practice-management-review-11848172)"** **Rating:** 4.0/5.0 stars *— Dhiraj C.* [Read full review](https://www.g2.com/survey_responses/iris-star-practice-management-review-11848172) --- **"[Reliable practice management for accounting firms](https://www.g2.com/survey_responses/iris-star-practice-management-review-11876543)"** **Rating:** 5.0/5.0 stars *— Mansi P.* [Read full review](https://www.g2.com/survey_responses/iris-star-practice-management-review-11876543) --- #### What Are G2 Users Discussing About Iris Star Practice Management? - [What is Star Practice Management used for?](https://www.g2.com/discussions/what-is-star-practice-management-used-for) ### 16. [MYOB](https://www.g2.com/products/myob/reviews) MYOB Business is the fast and easy way to manage your cashflow and ATO compliance requirements. Includes time saving features that automates everyday tasks, giving you great insights and making compliance easy. Manage your business anywhere on your laptop or mobile. Keep your data safe and secure in the cloud. Get real-time cashflow, invoicing and payments. Access expert software and business support by phone or online 7 days a week. Try free for 30 days today. **Average Rating:** 3.7/5.0 **Total Reviews:** 45 **How Do G2 Users Rate MYOB?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) **Who Is the Company Behind MYOB?** - **Seller:** [MYOB](https://www.g2.com/sellers/myob) - **Year Founded:** 1991 - **HQ Location:** Cremorne, AU - **Twitter:** @MYOB (18,643 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7850/ (2,984 employees on LinkedIn®) - **Ownership:** ASX:MYO **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 74% Small-Business, 22% Mid-Market #### What Are MYOB's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - User-Friendly (5 reviews) - Easy Setup (3 reviews) - Efficiency (3 reviews) - Setup Ease (3 reviews) **Cons:** - Limited Features (2 reviews) - Missing Features (2 reviews) - Not User-Friendly (2 reviews) - User Unfriendliness (2 reviews) - Billing Issues (1 reviews) ### What Do G2 Reviewers Say About MYOB? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of MYOB, which streamlines finance tasks and centralizes important data efficiently. - Users appreciate the **user-friendly interface** of MYOB, making tasks like invoicing and reporting straightforward and efficient. - Users find MYOB's **easy setup** to be straightforward, streamlining their initial experience and enhancing usability. - Users love the **efficiency** of MYOB, finding it time-saving and simplifying accounting tasks significantly. - Users find the **setup process easy** , enabling quick installation and efficient use for their accounting needs. **Cons:** - Users find MYOB's **limited features** outdated and not user-friendly for non-accountants, hindering overall efficiency. - Users find the **missing asset register and automatic depreciation** complicate usability for non-accountants, requiring manual workarounds. - Users find MYOB **not user-friendly** , with outdated features and clunky navigation complicating their experience. - Users find MYOB **user unfriendliness** due to outdated features and complicated navigation hindering their experience. - Users face **billing issues** as paying overdue bills causes unexpected changes to purchase order numbers. #### What Are Recent G2 Reviews of MYOB? **"[Streamlines Cross-Border Bookkeeping with Robust Features, Yet Lacks German Compliance](https://www.g2.com/survey_responses/myob-review-13058260)"** **Rating:** 4.5/5.0 stars *— Holderness L.* [Read full review](https://www.g2.com/survey_responses/myob-review-13058260) --- **"[Straightforward Leave Management That Keeps Approvals Moving](https://www.g2.com/survey_responses/myob-review-12759823)"** **Rating:** 5.0/5.0 stars *— Verified User in Food & Beverages* [Read full review](https://www.g2.com/survey_responses/myob-review-12759823) --- #### What Are G2 Users Discussing About MYOB? - [What are the disadvantages of MYOB?](https://www.g2.com/discussions/what-are-the-disadvantages-of-myob) - [What are MYOB essentials?](https://www.g2.com/discussions/myob-what-are-myob-essentials) - [What are advantage of using MYOB?](https://www.g2.com/discussions/what-are-advantage-of-using-myob) - [What does MYOB software do?](https://www.g2.com/discussions/what-does-myob-software-do) - 1 comment ### 17. [Praszo Practice](https://www.g2.com/products/praszo-practice/reviews) Praszo Practice is a flagship product within the Praszo OS, a purpose-built layer of a larger operating system engineered to change how professional firms operate. This product wasn’t created from assumptions. It was shaped by the lived reality of audit, accounting, advisory, and consulting firms, people who shared their struggles openly: the chasing, the chaos, the disconnected tools, rising client expectations, and the growing fear of losing clients to firms with tighter systems and faster delivery. The need for a real practice-management solution wasn’t just obvious, it was urgent. We saw that these challenges weren’t created by the teams. They were created by the systems they were forced to use. So we built Praszo Practice with them, for them. Their struggles became the blueprint. Their questions shaped the design. Our goal is simple: to give you back clarity, order, and confidence. One that finally unifies your work, your people, and your practice. **Average Rating:** 4.3/5.0 **Total Reviews:** 6 **How Do G2 Users Rate Praszo Practice?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Reporting:** 10.0/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Praszo Practice?** - **Seller:** [Difinity Digital](https://www.g2.com/sellers/difinity-digital) - **Year Founded:** 2023 - **HQ Location:** Kochi, IN - **LinkedIn® Page:** https://www.linkedin.com/company/difinity-digital (82 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of Praszo Practice? **"[Clean, Intuitive UI That Streamlines Timesheets and Project Tracking](https://www.g2.com/survey_responses/praszo-practice-review-12668121)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/praszo-practice-review-12668121) --- **"[Stronger Governance, Visibility, and Control Across Projects with Praszo Practice.](https://www.g2.com/survey_responses/praszo-practice-review-12659349)"** **Rating:** 4.5/5.0 stars *— Jancy T.* [Read full review](https://www.g2.com/survey_responses/praszo-practice-review-12659349) --- ### 18. [Advance Practice Management Suite](https://www.g2.com/products/advance-practice-management-suite/reviews) A unified suite of applications in one SQL Server Database **Average Rating:** 3.7/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Advance Practice Management Suite?** - **Reporting:** 10.0/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Advance Practice Management Suite?** - **Seller:** [Commercial Logic](https://www.g2.com/sellers/commercial-logic) - **Year Founded:** 1983 - **HQ Location:** Del Mar, California, United States - **LinkedIn® Page:** https://www.linkedin.com/company/abacus-next/ (369 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Small-Business, 20% Mid-Market #### What Are Recent G2 Reviews of Advance Practice Management Suite? **"[Perfect software for your healthcare needs](https://www.g2.com/survey_responses/advance-practice-management-suite-review-8221874)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/advance-practice-management-suite-review-8221874) --- **"[Advance Practice Management Suite Review](https://www.g2.com/survey_responses/advance-practice-management-suite-review-5410097)"** **Rating:** 4.5/5.0 stars *— Ankita B.* [Read full review](https://www.g2.com/survey_responses/advance-practice-management-suite-review-5410097) --- #### What Are G2 Users Discussing About Advance Practice Management Suite? - [What is Advance Practice Management Suite used for?](https://www.g2.com/discussions/what-is-advance-practice-management-suite-used-for) ### 19. [CCH iFirm](https://www.g2.com/products/cch-ifirm/reviews) Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. **Average Rating:** 2.8/5.0 **Total Reviews:** 5 **Who Is the Company Behind CCH iFirm?** - **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1) - **Year Founded:** 1987 - **HQ Location:** Alphen aan den Rijn, NL - **Twitter:** @Wolters_Kluwer (17,786 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (22,177 employees on LinkedIn®) - **Ownership:** AMS:WKL **Who Uses This Product?** - **Company Size:** 60% Small-Business, 20% Mid-Market #### What Are Recent G2 Reviews of CCH iFirm? **"[CCH iFirm Smart Softwate for accounting](https://www.g2.com/survey_responses/cch-ifirm-review-1923848)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Services* [Read full review](https://www.g2.com/survey_responses/cch-ifirm-review-1923848) --- #### What Are G2 Users Discussing About CCH iFirm? - [What is CCH iFirm used for?](https://www.g2.com/discussions/what-is-cch-ifirm-used-for) ### 20. [ElephantCPA](https://www.g2.com/products/elephantcpa/reviews) ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction. **Average Rating:** 4.4/5.0 **Total Reviews:** 5 **How Do G2 Users Rate ElephantCPA?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind ElephantCPA?** - **Seller:** [ElephantCPA](https://www.g2.com/sellers/elephantcpa) - **Year Founded:** 2021 - **HQ Location:** Totowa, US - **Twitter:** @ElephantCPA (101 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/elephant-cpa/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of ElephantCPA? **"[User-friendly tool that provides easy access of information](https://www.g2.com/survey_responses/elephantcpa-review-7101520)"** **Rating:** 5.0/5.0 stars *— Jonalyn T.* [Read full review](https://www.g2.com/survey_responses/elephantcpa-review-7101520) --- **"[Great solution for small and midsize CPA firms](https://www.g2.com/survey_responses/elephantcpa-review-8249608)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/elephantcpa-review-8249608) --- ### 21. [Accounting Flow](https://www.g2.com/products/accounting-flow/reviews) Accounting Flow is a modern, AI-powered practice management platform designed specifically for small to mid-sized accountancy firms. Created by accountants, for accountants, Accounting Flow replaces messy spreadsheets and disjointed tools with one intuitive system that helps streamline operations, improve transparency, and drive profitability. Our platform is more than just software, it’s a partner in your firm’s evolution. Whether you’re looking to scale, sell, or simply regain control of your time, Accounting Flow gives you the flexibility to run your practice your way. Unlike rigid, one-size-fits-all tools, we actively collaborate with firms to shape Accounting Flow around their unique workflows, clients, and team needs. Key Features: ⭐ AI-Infused Workflows: Automate repetitive tasks, assign work, and track progress—all from one central dashboard. ⭐ Client Questionnaires: Easily collect onboarding or compliance information with custom digital forms. ⭐ Built-In Document Signing: Securely sign and share documents in-platform—no third-party tools needed. ⭐ Time & Billing Management: Accurately track hours and generate client invoices with ease. ⭐ AI Chatbot Assistant: Instantly surface the information you need—no more digging through emails or files. ⭐ HMRC & Companies House Integrations: Real-time syncing with government records for faster, more accurate filings. What Makes Us Different? Accounting Flow is an early-stage, fast-growing platform that adapts as you grow. While legacy tools require you to change your processes to fit them, we do the opposite—we work with you to mould our software around your practice. This bespoke approach means faster adoption, better results, and more time focused on serving your clients. Whether you're preparing for retirement, succession planning, or just ready to ditch spreadsheets for good, Accounting Flow helps future-proof your practice with a system that evolves alongside you. Trusted by modern UK accountancy firms, Accounting Flow delivers the efficiency, transparency, and flexibility your team needs, without the headache of outdated tools. **Average Rating:** 4.9/5.0 **Total Reviews:** 9 **How Do G2 Users Rate Accounting Flow?** - **Reporting:** 10.0/10 (Category avg: 7.8/10) - **New Client:** 10.0/10 (Category avg: 8.4/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Accounting Flow?** - **Seller:** [Accounting Flow](https://www.g2.com/sellers/accounting-flow) - **Year Founded:** 2023 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/accounting-flow (4 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 100% Small-Business #### What Are Accounting Flow's Pros and Cons? **Pros:** - Efficiency Improvement (4 reviews) - Time Saving (4 reviews) - Automation (3 reviews) - Efficiency (3 reviews) - Integrations (3 reviews) ### What Do G2 Reviewers Say About Accounting Flow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency improvement** brought by Accounting Flow, streamlining tasks and enhancing overall productivity in their practices. - Users value **time-saving features** in Accounting Flow, which enhance efficiency and simplify accountancy practice management. - Users value the **automation features** of Accounting Flow, enhancing efficiency and simplifying accounting tasks seamlessly. - Users highlight the **efficiency** of Accounting Flow, praising its seamless integration and streamlined processes for accounting practices. - Users value the **seamless integrations** of Accounting Flow, enhancing workflows and client interactions significantly. #### What Are Recent G2 Reviews of Accounting Flow? **"[Accounting Flow Review (2025)](https://www.g2.com/survey_responses/accounting-flow-review-11325697)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/accounting-flow-review-11325697) --- **"[Associate](https://www.g2.com/survey_responses/accounting-flow-review-11288872)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/accounting-flow-review-11288872) --- ### 22. [Aero Workflow](https://www.g2.com/products/aero-workflow/reviews) Aero gives you the tools you need to take your firm's knowledge capital and put it to work **Average Rating:** 3.8/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Aero Workflow?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Reporting:** 3.3/10 (Category avg: 7.8/10) - **New Client:** 0.0/10 (Category avg: 8.4/10) - **Job Status:** 3.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Aero Workflow?** - **Seller:** [Aero](https://www.g2.com/sellers/aero) - **Year Founded:** 2013 - **HQ Location:** Charlottesville, US - **Twitter:** @AeroWorkflow (1,181 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/aero-workflow (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 50% Enterprise #### What Are Aero Workflow's Pros and Cons? **Pros:** - User Interface (1 reviews) **Cons:** - Poor Reporting (1 reviews) - Time Tracking (1 reviews) ### What Do G2 Reviewers Say About Aero Workflow? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **intuitive user interface** of Aero Workflow, making navigation and management of client information seamless. **Cons:** - Users find Aero Workflow has **poor reporting** and unreliable time tracking, hindering efficient project management. - Users find the **time tracking unreliable** , lacking better reporting and export options for essential information. #### What Are Recent G2 Reviews of Aero Workflow? **"[Aero Workflow - Neeraj Bhatia Review](https://www.g2.com/survey_responses/aero-workflow-review-5426642)"** **Rating:** 4.5/5.0 stars *— Neeraj B.* [Read full review](https://www.g2.com/survey_responses/aero-workflow-review-5426642) --- **"[Best accounting software](https://www.g2.com/survey_responses/aero-workflow-review-5427389)"** **Rating:** 5.0/5.0 stars *— Saurabh A.* [Read full review](https://www.g2.com/survey_responses/aero-workflow-review-5427389) --- #### What Are G2 Users Discussing About Aero Workflow? - [What is Aero Workflow used for?](https://www.g2.com/discussions/what-is-aero-workflow-used-for) ### 23. [EasyCloudBooks](https://www.g2.com/products/easycloudbooks/reviews) A Cloud based Practice Management Platform for professionals like CA, CS, CMA, Lawyers, and Management Consultants, & SME's etc. **Average Rating:** 4.1/5.0 **Total Reviews:** 4 **Who Is the Company Behind EasyCloudBooks?** - **Seller:** [EasyCloudBooks](https://www.g2.com/sellers/easycloudbooks-9997d061-c770-4798-96b2-59e1d9c022ce) - **Year Founded:** 2014 - **HQ Location:** Surat, IN - **LinkedIn® Page:** http://www.linkedin.com/company/easycloud-consultants-pvt-ltd (12 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Mid-Market #### What Are Recent G2 Reviews of EasyCloudBooks? **"[Ease of Doing Business](https://www.g2.com/survey_responses/easycloudbooks-review-5204357)"** **Rating:** 4.0/5.0 stars *— CS Ankita M.* [Read full review](https://www.g2.com/survey_responses/easycloudbooks-review-5204357) --- **"[The best cloud-based software for accounting and finance includes options like QuickBooks Online, Xero, FreshBooks, and Zoho Books. These platforms offer features such as invoicing, expense tracking, and financial reporting, making them suitable for businesses of various sizes.](https://www.g2.com/survey_responses/easycloudbooks-review-6853354)"** **Rating:** 4.5/5.0 stars *— Pragya A.* [Read full review](https://www.g2.com/survey_responses/easycloudbooks-review-6853354) --- ### 24. [IRS Solutions](https://www.g2.com/products/irs-solutions/reviews) IRS Solutions® is a full-service tax resolution and IRS monitoring/alert platform that helps tax specialists, CPAs, attorneys, and enrolled agents earn more in fewer hours. The software calculates and recommends solutions, submits autofilled forms and reports, communicates with clients, and processes invoices and payments all within one easy-to-use, intuitive system. - Determine and submit tax resolution proposals with system-generated calculations and recommendations. - Monitor client IRS transcripts 24/7 with IRS Advance Notice™ (IAN). Receive customized alerts when changes are detected. - Access, download, and print client transcripts with our ultra-fast retrieval tool. - Easily find required IRS forms to handle client resolution cases. - Auto-populate forms and request electronic signatures. Upload straight to the CAF Unit. - Streamline communication using auto-populated letters branded with your logo. - Save clients' data within the platform. Access their case details with the click of a button. - Stay current on CEU requirements with free classes. - Get help in our online community. **Average Rating:** 4.9/5.0 **Total Reviews:** 10 **How Do G2 Users Rate IRS Solutions?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.1/10) - **Reporting:** 7.5/10 (Category avg: 7.8/10) - **New Client:** 8.8/10 (Category avg: 8.4/10) - **Job Status:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind IRS Solutions?** - **Seller:** [IRS Solutions](https://www.g2.com/sellers/irs-solutions) - **Year Founded:** 2011 - **HQ Location:** Valencia, US - **Twitter:** @IRSSolutions1 (136 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/irs-solutions-inc./ (32 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 100% Small-Business #### What Are IRS Solutions's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Customer Support (4 reviews) - Efficiency Improvement (3 reviews) - Client Communication (2 reviews) - Document Management (2 reviews) **Cons:** - Inefficiency (2 reviews) - Overwhelming Complexity (2 reviews) - Client Management (1 reviews) - Download Issues (1 reviews) - Email Integration (1 reviews) ### What Do G2 Reviewers Say About IRS Solutions? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of IRS Solutions, enabling efficient navigation and quick integration for tax resolution. - Users highlight the **excellent customer support** of IRS Solutions, enhancing their overall experience and effectiveness. - Users benefit from the **efficiency improvements** of IRS Solutions, enhancing client service through streamlined processes and intuitive use. - Users appreciate the **secure client communication** portal that enhances interaction and monitoring for improved service. - Users love the **intuitive document management** features of IRS Solutions that simplify the tax processing experience. **Cons:** - Users find the **inefficiency** of scanning and uploading documents cumbersome, hindering their overall experience with IRS Solutions. - Users find the **overwhelming complexity** of IRS Solutions hinders their ability to utilize all features effectively. - Users find **client management cumbersome** due to limited software communication and manual data entry for clients. - Users face **download issues** as they find the scanning process cumbersome and wish for a direct scanning feature. - Users find the **lack of email integration** limiting, complicating workflows and client communication with other software. #### What Are Recent G2 Reviews of IRS Solutions? **"[IRS Solutions is a valuable tool for managing my clients relationship with the IRS](https://www.g2.com/survey_responses/irs-solutions-review-10600612)"** **Rating:** 4.5/5.0 stars *— Todd G.* [Read full review](https://www.g2.com/survey_responses/irs-solutions-review-10600612) --- **"[Easy software program that checks the boxes!](https://www.g2.com/survey_responses/irs-solutions-review-10599603)"** **Rating:** 4.5/5.0 stars *— Morgan A.* [Read full review](https://www.g2.com/survey_responses/irs-solutions-review-10599603) --- ### 25. [Senta](https://www.g2.com/products/senta/reviews) Senta provides sublime practice management software for accountants and bookkeepers all around the world. It’s a cloud-based CRM and workflow tool which combines email & text automation, secure document exchange and a client portal to support you in running your practice and delivering excellent client service. **Average Rating:** 3.8/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Senta?** - **Has the product been a good partner in doing business?:** 3.3/10 (Category avg: 9.1/10) **Who Is the Company Behind Senta?** - **Seller:** [Senta](https://www.g2.com/sellers/senta) - **Year Founded:** 2014 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/senta/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Mid-Market #### What Are Recent G2 Reviews of Senta? **"[Feature rich solution for accounting firms](https://www.g2.com/survey_responses/senta-review-4700397)"** **Rating:** 4.5/5.0 stars *— Mohsin E.* [Read full review](https://www.g2.com/survey_responses/senta-review-4700397) --- **"[Senta Review](https://www.g2.com/survey_responses/senta-review-5409784)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/senta-review-5409784) --- ## 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.