# Best Accounting Practice Management Software ## How Many Accounting Practice Management Software Products Does G2 Track? **Total Products under this Category:** 135 ### Category Stats (Jul 2026) - **Average Rating:** 4.42/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Mango Practice Management (+3.86%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month _Last updated: July 26, 2026_ ## How Does G2 Rank Accounting Practice Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,700+ Authentic Reviews - 135+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Accounting Practice Management Software ![G2 Grid® for Accounting Practice Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/accounting-practice-management/grids.png?focus%5B%5D=18207&focus%5B%5D=36425&focus%5B%5D=87918&focus%5B%5D=87849&focus%5B%5D=103265&focus%5B%5D=113232&focus%5B%5D=67575&focus%5B%5D=61732) Highlighted products: Canopy, Karbon, QuickBooks Online Accountant, Xero Practice Manager, Financial Cents, 8am CPACharge, Suralink, and Guided Assurance. Underlying data: [Grid® JSON](https://www.g2.com/categories/accounting-practice-management/grids.json?focus%5B%5D=canopy-2026-05-12&focus%5B%5D=karbon-2025-03-03&focus%5B%5D=quickbooks-online-accountant&focus%5B%5D=xero-practice-manager&focus%5B%5D=financial-cents&focus%5B%5D=8am-cpacharge&focus%5B%5D=suralink&focus%5B%5D=guided-assurance) ### [Canopy](https://www.g2.com/it/products/canopy-2026-05-12/reviews) Canopy è un software di gestione delle pratiche contabili tutto-in-uno, pluripremiato, progettato per aiutare studi di contabilità, di tenuta dei libri contabili e di CPA a costruire uno studio autonomo. Come sistema operativo a livello di studio, Canopy elimina la necessità di strumenti disconnessi centralizzando la gestione dei clienti, CRM, gestione dei documenti, flusso di lavoro, tempo e fatturazione, e incarichi in un'unica piattaforma moderna. Fornendo una piattaforma e un accesso unici, Canopy consente agli studi di tutte le dimensioni di gestire l'intera pratica con totale visibilità e scala. Al cuore della piattaforma c'è Canopy Coworker, un'IA ovunque che rende il lavoro all'interno dello studio più semplice e veloce redigendo contenuti e riassumendo dati. Per automatizzare ulteriormente il carico amministrativo dello studio, Canopy Notetaker cattura e trascrive le riunioni con i clienti, trasformando istantaneamente le conversazioni in note e compiti organizzati. Questa soluzione nativa del cloud è costruita appositamente per aiutare i professionisti contabili a modernizzarsi senza il mal di testa della migrazione. Le capacità chiave includono: Canopy Coworker: Utilizza l'assistente IA ovunque di Canopy per redigere email, riassumere documenti complessi e far emergere intuizioni in tutta la tua pratica, rendendo ogni membro del team più efficiente. Canopy Notetaker: Automatizza la documentazione delle tue riunioni. Questo strumento dedicato si unisce alle chiamate con i clienti per registrare, trascrivere ed estrarre elementi di azione, assicurando che ogni dettaglio sia catturato e sincronizzato con il record del cliente. Incarichi e Proposte: Offri un'esperienza professionale e personalizzata con assistenti per incarichi che includono prezzi personalizzati, frequenze di fatturazione automatizzate e termini di servizio chiari per eliminare il rischio di ampliamento del progetto. Gestione Clienti e Portale: Usa una porta d'ingresso digitale sicura per il tuo studio. Il portale clienti consente la collaborazione in tempo reale, la condivisione sicura di documenti e le firme elettroniche, tutto supportato da un robusto CRM. Gestione del Flusso di Lavoro e dei Compiti: Costruisci uno studio auto-gestito con modelli personalizzabili e passaggi ricorrenti automatizzati. Monitora la capacità del team e il progresso dei progetti in tempo reale. Gestione Documenti: Richiedi e archivia file in modo sicuro in un hub centrale. I clienti possono caricare documenti direttamente nel loro portale, eliminando i rischi di sicurezza e riducendo lo scambio di email. Tempo e Fatturazione: Automatizza il tuo ciclo di entrate con il monitoraggio del tempo integrato, la fatturazione ricorrente e opzioni di raccolta pagamenti più rapide. Risoluzione Fiscale e Trascrizioni: Semplifica i servizi specifici per le tasse accedendo a trascrizioni IRS, avvisi e moduli di risoluzione direttamente all'interno della piattaforma. La piattaforma tutto-in-uno di Canopy utilizza l'automazione integrata per eliminare compiti amministrativi ripetitivi e mantenere i progetti in movimento. Questo consente agli studi di aumentare la capacità e concentrarsi su lavori di alto valore senza la complessità di gestire un insieme di tecnologie frammentato. Unendo ogni aspetto della tua pratica in un unico sistema operativo a livello di studio, Canopy fornisce la struttura e la visibilità necessarie per gestire uno studio moderno, autonomo e veramente orientato al cliente. **Average Rating:** 4.6/5.0 **Total Reviews:** 787 #### How Do G2 Users Rate Canopy? - **Ritiene che the product sia stato un valido partner commerciale?:** 9.0/10 (Category avg: 9.1/10) - **Segnalazione:** 7.5/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 8.5/10 (Category avg: 8.5/10) - **Stato del lavoro:** 8.5/10 (Category avg: 8.7/10) #### Who Is the Company Behind Canopy? - **Venditore:** [Canopy](https://www.g2.com/it/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799) - **Sito web dell'azienda:** www.getcanopy.com - **Anno di Fondazione:** 2014 - **Sede centrale:** Draper, Utah - **Twitter:** @canopysuite 1,991 follower su Twitter - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa3b0137390f92d2bc667b54abb7015e70065475a23d5628376a7fa38e5c32fd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcanopy-inc%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 310 dipendenti su LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CPA - **Top Industries:** Contabilità, Servizi finanziari - **Company Size:** 81% Small, 2% Medium #### What Do G2 Reviewers Say About Canopy? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti apprezzano la **facilità d'uso** di Canopy, beneficiando del suo design intuitivo e della gestione efficiente del flusso di lavoro. - Gli utenti trovano le **funzionalità di gestione delle attività** di Canopy inestimabili per migliorare la produttività e semplificare i processi di lavoro. - Gli utenti apprezzano la **gestione documentale facile** di Canopy, migliorando l'organizzazione e l'efficienza nelle interazioni con i clienti e nelle operazioni. - Gli utenti trovano che Canopy migliori l' **efficienza** semplificando i flussi di lavoro, automatizzando le attività e centralizzando le informazioni in un'unica piattaforma. - Gli utenti elogiano Canopy per il suo **miglioramento dell'efficienza** , riducendo significativamente il tempo del flusso di lavoro e migliorando la produttività attraverso l'automazione. ##### Cons - Gli utenti trovano **la gestione delle attività di Canopy problematica** , ostacolando l'efficienza e l'esperienza complessiva dell'utente a causa di problemi con l'interfaccia obsoleta. - Gli utenti affrontano **problemi di gestione dei documenti** in Canopy, lottando con la navigazione, l'organizzazione dei compiti e la funzionalità dei modelli di unione. - Gli utenti trovano **frustrante la limitata personalizzazione** delle funzionalità di Canopy, desiderando maggiore flessibilità nelle impostazioni e nei report. - Gli utenti sperimentano **inefficienza** con Canopy a causa di flussi di lavoro complicati, glitch e un'interfaccia datata, ostacolando la produttività. - Gli utenti trovano che la **configurazione che richiede tempo** di Canopy sia un notevole svantaggio che influisce sulla loro esperienza complessiva. #### What Are Recent G2 Reviews of Canopy? **["Modelli che semplificano i flussi di lavoro e scalano il nostro studio contabile"](https://www.g2.com/it/survey_responses/canopy-review-13176527)** **Rating:** 4.5/5.0 stars _— Adam H._ [Read full review](https://www.g2.com/it/survey_responses/canopy-review-13176527) **["Semplice, Hub Amato dal Team per Gestire Attività e Modelli"](https://www.g2.com/it/survey_responses/canopy-review-13175881)** **Rating:** 4.5/5.0 stars _— Michelle A. T._ [Read full review](https://www.g2.com/it/survey_responses/canopy-review-13175881) ### [Karbon](https://www.g2.com/fr/products/karbon-2025-03-03/reviews) Karbon est une plateforme de gestion de cabinet pour les cabinets comptables. Elle offre une plateforme véritablement collaborative pour gérer les flux de travail, communiquer avec les équipes et fournir un travail exceptionnel aux clients. En combinant e-mails, discussions, tâches et flux de travail puissants, Karbon aligne votre équipe avec un seul endroit pour communiquer et collaborer, augmentant ainsi la capacité à livrer dans les délais et le budget. **Average Rating:** 4.8/5.0 **Total Reviews:** 890 #### How Do G2 Users Rate Karbon? - **the product a-t-il été un bon partenaire commercial?:** 9.3/10 (Category avg: 9.1/10) - **Rapports:** 7.6/10 (Category avg: 7.9/10) - **Nouveau client:** 8.9/10 (Category avg: 8.5/10) - **Statut de l’emploi:** 9.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Karbon? - **Vendeur:** [KarbonHQ](https://www.g2.com/fr/sellers/karbonhq) - **Site Web de l'entreprise:** karbonhq.com - **Année de fondation:** 2014 - **Emplacement du siège social:** Sausalito, California - **Twitter:** @karbonhq 3,663 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90f630741f65271216067b89a84001b809af56d3bca80995c991739386b7ec9c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3795518%2F&secure%5Burl_type%5D=linkedin_company_website) 420 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** Comptable, Directeur - **Top Industries:** Comptabilité, Services financiers - **Company Size:** 86% Small, 9% Medium #### What Do G2 Reviewers Say About Karbon? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs adorent la **facilité d'utilisation** de Karbon, appréciant sa fonctionnalité pour gérer le flux de travail et la correspondance. - Les utilisateurs apprécient la **gestion efficace des tâches** de Karbon, améliorant l'organisation et la productivité dans leurs flux de travail. - Les utilisateurs apprécient l' **efficacité** de Karbon, notant une meilleure organisation et une gestion des tâches rationalisée qui améliore la productivité. - Les utilisateurs louent Karbon pour ses **excellents outils de communication et de collaboration** , améliorant les flux de travail d'équipe et la gestion des clients. - Les utilisateurs apprécient la **collaboration d'équipe améliorée** et la gestion des tâches simplifiée dans Karbon, ce qui augmente la productivité globale. ##### Cons - Les utilisateurs ont noté les **fonctionnalités manquantes** comme une simple liste de tâches et une invitation de masse pour les clients, affectant l'utilisabilité. - Les utilisateurs trouvent **l'intégration des e-mails déroutante** , ce qui complique la gestion des e-mails et cause des problèmes de triage et d'organisation. - Les utilisateurs trouvent la **courbe d'apprentissage abrupte** de Karbon difficile, en particulier avec la personnalisation et les fonctionnalités avancées. - Les utilisateurs ont du mal avec **une mauvaise convivialité** dans Karbon en raison de changements constants de l'interface utilisateur et d'une courbe d'apprentissage abrupte. - Les utilisateurs trouvent **l'intégration des e-mails déroutante** , ce qui complique le triage et rend difficile la gestion efficace des messages sensibles. #### What Are Recent G2 Reviews of Karbon? **["Les tickets de travail et l'intégration fiscale de Stanford ont simplifié notre saison fiscale."](https://www.g2.com/fr/survey_responses/karbon-review-13078559)** **Rating:** 4.5/5.0 stars _— Cynthia C._ [Read full review](https://www.g2.com/fr/survey_responses/karbon-review-13078559) **["Karbon économise des heures chaque semaine grâce à une puissante automatisation des flux de travail."](https://www.g2.com/fr/survey_responses/karbon-review-13029458)** **Rating:** 5.0/5.0 stars _— Damian G._ [Read full review](https://www.g2.com/fr/survey_responses/karbon-review-13029458) ### [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews) QuickBooks Online Accountant is a comprehensive, cloud-based accounting solution tailored for accounting professionals to efficiently manage multiple clients and streamline their practice workflows. By providing real-time access to client data, it enables accountants to offer timely and informed financial advice, enhancing client relationships and service quality. Key Features and Functionality: - Client Management: Access and manage all client files through a single, secure login, eliminating the need for multiple accounts and simplifying workflow. - Customizable Home Base: Each team member has a personalized dashboard highlighting essential tasks, reminders, and insights, ensuring that critical activities are prioritized and nothing is overlooked. - Data Integrity Alerts: Receive immediate notifications for disconnected bank feeds or data connection issues, allowing for prompt resolution and ensuring that financial data remains current and accurate. - Role-Based Access Control: Assign specific roles to team members, enabling delegation of tasks while maintaining compliance and security across services such as accounts payable, accounts receivable, and payroll. - AI-Powered Client Insights: Utilize artificial intelligence to monitor client portfolios, identifying significant trends and anomalies across key financial indicators, payroll data, and bill payments, facilitating proactive advisory services. - Efficient Month-End Close: Streamline the review and closing process with AI-driven anomaly detection and automated updates, supported by customizable templates and statuses to fit the firm's specific procedures. - Customer Relationship Management: Manage leads and client interactions within a unified platform, automating follow-ups and personalizing communications to strengthen client relationships from initial contact through ongoing engagement. Primary Value and Solutions Provided: QuickBooks Online Accountant empowers accounting professionals by centralizing client management, automating routine tasks, and providing advanced analytical tools. This integration reduces manual workload, minimizes errors, and enhances the ability to deliver strategic financial advice. The platform's scalability and AI-driven features support the growth of accounting practices, enabling them to offer high-quality services to a broader client base efficiently. **Average Rating:** 4.4/5.0 **Total Reviews:** 78 #### How Do G2 Users Rate QuickBooks Online Accountant? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Reporting:** 10.0/10 (Category avg: 7.9/10) - **New Client:** 10.0/10 (Category avg: 8.5/10) - **Job Status:** 9.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind QuickBooks Online Accountant? - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 employees on LinkedIn® - **Ownership:** VIE:INTU #### Who Uses This Product? - **Who Uses This:** Accountant - **Top Industries:** Accounting - **Company Size:** 77% Small, 17% Medium #### What Do G2 Reviewers Say About QuickBooks Online Accountant? _AI-generated summary from verified user reviews_ ##### Pros - Users find QuickBooks Online Accountant to be **easy to use and navigate** , enhancing overall efficiency in accounting tasks. - Users appreciate the **easy integration** with existing processes, enhancing their accounting experience and workflow efficiency. - Users appreciate the **extremely fast customer support** from QuickBooks Online Accountant, enhancing their overall experience significantly. - Users appreciate the **efficiency** of QuickBooks Online Accountant, simplifying bookkeeping and tax preparation with seamless integration. - Users value the **comprehensive training and seamless integrations** of QuickBooks Online Accountant for enhancing productivity and skills. ##### Cons - Users note a significant **learning curve** with QuickBooks Online Accountant, making it challenging for beginners to adapt quickly. - Users find the **overwhelming complexity** of QuickBooks Online Accountant challenging, especially when managing multiple clients and features. - Users find the **syncing delays** with ProConnect frustrating, particularly during busy filing periods, impacting efficiency. - Users find the **frequent changes in menu locations** frustrating, complicating the use of QuickBooks Online Accountant. #### What Are Recent G2 Reviews of QuickBooks Online Accountant? **["QB FTW"](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-11699164)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-11699164) **["Empowers Accountants with Seamless Integration and Professional Growth"](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-12102128)** **Rating:** 5.0/5.0 stars _— Richard R._ [Read full review](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-12102128) #### What Are G2 Users Discussing About QuickBooks Online Accountant? - [What is QuickBooks Online Accountant used for?](https://www.g2.com/discussions/what-is-quickbooks-online-accountant-used-for) - 1 upvote - [What are 3 accountant tools in QuickBooks online?](https://www.g2.com/discussions/what-are-3-accountant-tools-in-quickbooks-online) - [Which 4 are features of the month end review tool in QuickBooks Online Accountant?](https://www.g2.com/discussions/which-4-are-features-of-the-month-end-review-tool-in-quickbooks-online-accountant) - [Is QuickBooks online free for accountants?](https://www.g2.com/discussions/is-quickbooks-online-free-for-accountants) - [What can my accountant do in QuickBooks online?](https://www.g2.com/discussions/what-can-my-accountant-do-in-quickbooks-online) - 1 comment ### [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews) Xero Practice Manager is a comprehensive, cloud-based practice management solution tailored for accounting and bookkeeping firms. It streamlines the management of clients, jobs, timesheets, invoicing, and reporting, providing a centralized platform to oversee all aspects of practice operations. By integrating seamlessly with Xero's suite of products, it ensures real-time data synchronization, enhancing efficiency and collaboration within the firm. Key Features and Functionality: - Client and Job Management: Assign tasks to staff, set deadlines, and monitor job progress through a unified dashboard. - Time Tracking and Invoicing: Record billable hours accurately and convert them into invoices, which are automatically synchronized with Xero accounting software. - Customizable Reporting: Generate standard or tailored reports to gain insights into practice performance and client engagements. - Seamless Integration: Sync client records and financial data across Xero HQ and other Xero products, ensuring consistency and reducing manual data entry. - Mobile Accessibility: Utilize the Xero Practice Manager mobile app to manage tasks, track time, and access client information on the go. Primary Value and Solutions Provided: Xero Practice Manager addresses the complexities of managing an accounting practice by offering an integrated platform that consolidates client information, job tracking, and financial data. This integration reduces administrative overhead, minimizes errors, and enhances collaboration among team members. By automating routine tasks and providing real-time insights, it empowers firms to focus on delivering high-quality services to their clients, ultimately driving growth and profitability. **Average Rating:** 4.5/5.0 **Total Reviews:** 46 #### How Do G2 Users Rate Xero Practice Manager? - **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.1/10) - **Reporting:** 9.6/10 (Category avg: 7.9/10) - **New Client:** 9.6/10 (Category avg: 8.5/10) - **Job Status:** 9.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind Xero Practice Manager? - **Seller:** [Xero](https://www.g2.com/sellers/xero-390f429b-8d4b-4170-a85d-f071f0cc536d) - **Year Founded:** 2006 - **HQ Location:** Wellington - **Twitter:** @Xero 77,493 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d62572893dfe24e7de3be9e516bac8c16c722b7a318db81b31ca0c6a2b39cf01&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F50780%2F&secure%5Burl_type%5D=linkedin_company_website) 6,186 employees on LinkedIn® - **Ownership:** ASX:XRO #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 77% Small, 21% Medium #### What Do G2 Reviewers Say About Xero Practice Manager? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in Xero Practice Manager, highlighting its simple functions for efficient management. - Users value the **centralized management** in Xero Practice Manager, making practice and client management easy and effective. - Users value the **ease of client management** in Xero Practice Manager, praising its simplicity and effectiveness. - Users praise the **responsive customer support** of Xero Practice Manager, enhancing their overall experience and satisfaction. - Users appreciate the **functionality** of Xero Practice Manager, highlighting its ease of use and extensive features. ##### Cons - Users face challenges in locating **paid supplier invoices and revenue receipts** , complicating their invoicing process in Xero Practice Manager. - Users find the **limited features** of Xero Practice Manager frustrating, especially the lack of bulk job creation. - Users experience **slow performance** with Xero Practice Manager, impacting their productivity during critical periods. - Users find **update issues** prevalent, particularly with Excel integration and AI functions requiring frequent attention for optimal use. - Users experience **website downtime** with Xero, which hinders productivity and slows down their workforce. #### What Are Recent G2 Reviews of Xero Practice Manager? **["The ultimate workflow and invoicing hub for our team"](https://www.g2.com/survey_responses/xero-practice-manager-review-12980410)** **Rating:** 5.0/5.0 stars _— Ravindu M._ [Read full review](https://www.g2.com/survey_responses/xero-practice-manager-review-12980410) **["Everything in One Place, on One Platform"](https://www.g2.com/survey_responses/xero-practice-manager-review-12579217)** **Rating:** 5.0/5.0 stars _— Emma B._ [Read full review](https://www.g2.com/survey_responses/xero-practice-manager-review-12579217) #### What Are G2 Users Discussing About Xero Practice Manager? - [What does Xero software do?](https://www.g2.com/discussions/what-does-xero-software-do) - [Is WorkflowMax the same as practice manager?](https://www.g2.com/discussions/is-workflowmax-the-same-as-practice-manager) - [What is the difference between WorkflowMax and Xero Practice Manager?](https://www.g2.com/discussions/what-is-the-difference-between-workflowmax-and-xero-practice-manager) - [How does Xero Practice Manager work?](https://www.g2.com/discussions/how-does-xero-practice-manager-work) ### [Financial Cents](https://www.g2.com/products/financial-cents/reviews) An all-in-one and easy-to-use accounting practice management software that has everything you need to collaborate with your team, track client work, automate workflows, get organized and hit your deadlines. Financial Cents simplifies your day-to-day—so you and your team can stop juggling spreadsheets, multiple apps and emails, and focus on serving clients. Financial Cents brings everything you need into a single, intuitive platform: - Accounting Workflow Management and Automation - Team collaboration tools - Built-in client communication - Capacity Management - Email Integration & Management - 200+ Workflow templates - Client Portal - CRM - Inbuilt payment collection & automation - Business insights and reports: Realization & profitabily report, team utilization, work insights, revenue insights and more. - Proposals and Engagement Letters - Document Management & secure file sharing (unlimited storage) - and more **Average Rating:** 4.7/5.0 **Total Reviews:** 243 #### How Do G2 Users Rate Financial Cents? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Reporting:** 8.6/10 (Category avg: 7.9/10) - **New Client:** 9.1/10 (Category avg: 8.5/10) - **Job Status:** 9.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Financial Cents? - **Seller:** [Financial Cents](https://www.g2.com/sellers/financial-cents) - **Year Founded:** 2020 - **HQ Location:** Atlanta, US - **Twitter:** @\_FinancialCents 1,287 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2594de7904d95891ae44205e8808a37b84849d84de4d77c9656f4397768f5bce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinancial-cents%2F&secure%5Burl_type%5D=linkedin_company_website) 76 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 98% Small, 2% Medium #### What Do G2 Reviewers Say About Financial Cents? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Financial Cents, finding navigation simple and efficient for all features. - Users rave about the **organized and flexible workflows** in Financial Cents, enhancing efficiency and client service. - Users commend the **efficiency improvements** provided by Financial Cents, enhancing project tracking and workflow management. - Users value the **effective communication tools** of Financial Cents, enhancing client interactions and team collaboration significantly. - Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining operations effortlessly. ##### Cons - Users find the **price point too high** for smaller firms, limiting access to essential features and scalability. - Users find the **limited functionality** in reporting tools and templates hinder effective management and client interactions. - Users find the **document management issues** of Financial Cents frustrating, especially with file storage and coordination challenges. - Users are frustrated by the **limited task closure options** and lack of active reminders in Financial Cents. - Users face challenges with **email integration** in Financial Cents, experiencing issues like duplication and limited segmentation. #### What Are Recent G2 Reviews of Financial Cents? **["Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close"](https://www.g2.com/survey_responses/financial-cents-review-12747009)** **Rating:** 5.0/5.0 stars _— Stephen L._ [Read full review](https://www.g2.com/survey_responses/financial-cents-review-12747009) **["Strong first impression for workflow management"](https://www.g2.com/survey_responses/financial-cents-review-12498998)** **Rating:** 5.0/5.0 stars _— Kevin M._ [Read full review](https://www.g2.com/survey_responses/financial-cents-review-12498998) #### What Are G2 Users Discussing About Financial Cents? - [What is Financial Cents used for?](https://www.g2.com/discussions/what-is-financial-cents-used-for) ### [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews) 8am CPACharge is trusted by the AICPA, 35+ state CPA societies and more than 150,000 professionals as the best payment solution for CPAs, Enrolled Agents and Accountants—providing a simple, secure way for accounting firms to accept client credit, debit, and eCheck payments from anywhere at anytime. With next-day payments, you can keep cash flow predictable and your firm moving forward without delays. **Average Rating:** 4.7/5.0 **Total Reviews:** 109 #### How Do G2 Users Rate 8am CPACharge? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.9/10) - **New Client:** 8.6/10 (Category avg: 8.5/10) - **Job Status:** 8.6/10 (Category avg: 8.7/10) #### Who Is the Company Behind 8am CPACharge? - **Seller:** [8am](https://www.g2.com/sellers/8am-31dcab59-2905-4459-9914-316d0e558c27) - **Company Website:** www.8am.com - **Year Founded:** 2005 - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a7c920ed04141f90f06082dc96b2fca60a86aec8a069d1a295149a4eb78397eb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fweare8am%2F&secure%5Burl_type%5D=linkedin_company_website) 761 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CPA - **Top Industries:** Accounting - **Company Size:** 98% Small, 2% Medium #### What Do G2 Reviewers Say About 8am CPACharge? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** of 8am CPACharge invaluable for seamless cash flow planning and reconciliation. - Users find **easy payments** with 8am CPACharge convenient, streamlining payment processing and invoicing effortlessly. - Users value the **payment efficiency** of 8am CPACharge, simplifying cash flow planning and transaction reconciliation. - Users appreciate the **ease of invoicing** with CPACharge, seamlessly integrating billing and simplifying cash flow management. - Users highlight the **quick and helpful customer support** of 8am CPACharge, enhancing their billing experience significantly. ##### Cons - Users express concerns over **billing issues** due to high transaction fees and unpredictable invoicing from CPACharge. - Users mention **payment issues** due to high fees and unpredictable invoicing, leading to frustration with CPACharge. - Users find the **high fees** of 8am CPACharge cumbersome, especially with additional passthrough costs and unpredictable invoices. - Users note that the **email integration lacks visibility** and is limited, complicating transaction efficiency. - Users find the **overall cost of CPACharge to be high** due to unpredictable fees and higher transaction rates. #### What Are Recent G2 Reviews of 8am CPACharge? **["Seamless CRM Integration Built for CPA Firms"](https://www.g2.com/survey_responses/8am-cpacharge-review-13051400)** **Rating:** 5.0/5.0 stars _— Alexandria G._ [Read full review](https://www.g2.com/survey_responses/8am-cpacharge-review-13051400) **["Low Fees and Easy Payments for Invoicing"](https://www.g2.com/survey_responses/8am-cpacharge-review-13052688)** **Rating:** 4.5/5.0 stars _— Leilah S._ [Read full review](https://www.g2.com/survey_responses/8am-cpacharge-review-13052688) #### What Are G2 Users Discussing About 8am CPACharge? - [What is CPACharge used for?](https://www.g2.com/discussions/what-is-cpacharge-used-for) - 1 comment ### [Suralink](https://www.g2.com/products/suralink/reviews) Suralink is the agentic automation platform for accounting firms & their clients. We help our customers deliver their most efficient engagements ever. We do that by unifying the entire Request-to-Review process and empowering teams with configurable AI agents to pre-screen data, automate analysis, and deliver critical insights. Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration. By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review. **Average Rating:** 4.5/5.0 **Total Reviews:** 176 #### How Do G2 Users Rate Suralink? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Reporting:** 8.5/10 (Category avg: 7.9/10) - **New Client:** 8.1/10 (Category avg: 8.5/10) - **Job Status:** 8.2/10 (Category avg: 8.7/10) #### Who Is the Company Behind Suralink? - **Seller:** [Suralink](https://www.g2.com/sellers/suralink) - **Company Website:** www.suralink.com - **Year Founded:** 2014 - **HQ Location:** Salt Lake City,Utah - **Twitter:** @Suralink 724 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c668bc94e7b5386d191e337ef51b45c65c44a25f04ef86f0df02637ff9cb55cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuralink%2F&secure%5Burl_type%5D=linkedin_company_website) 111 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Manager, Partner - **Top Industries:** Accounting, Consulting - **Company Size:** 44% Medium, 41% Small #### What Do G2 Reviewers Say About Suralink? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **intuitive ease of use** of Suralink, making client onboarding quick and hassle-free. - Users value the **secure document sharing** of Suralink, ensuring safe uploads and easy interactions for confidential information. - Users appreciate the **intuitive interface** of Suralink, which simplifies document management and enhances collaboration. - Users value the **easy initial setup** of Suralink, ensuring a smooth transition and intuitive experience for all clients. - Users highlight Suralink's **efficiency and time savings** , as it automates requests and enhances collaboration seamlessly. ##### Cons - Users are frustrated by **poor notifications** from Suralink, which delay alerts for new client uploads and cause confusion. - Users express frustration with **missing features** in Suralink, including limitations in email functionality and a subpar notification system. - Users experience **file management limitations** with Suralink, making it difficult to attach additional files in existing email threads. - Users experience **access issues** with Suralink, including difficulties locating files and challenges with Multi-Factor Authentication. - Users face **difficult learning** curves with Suralink, struggling with uploading and accessing documents effectively. #### What Are Recent G2 Reviews of Suralink? **["Suralink Keeps Clients and Firms Organized, Clear, and Accountable"](https://www.g2.com/survey_responses/suralink-review-13074630)** **Rating:** 5.0/5.0 stars _— Claire S._ [Read full review](https://www.g2.com/survey_responses/suralink-review-13074630) **["Streamlines Audit Collaboration & Strong Audit Trail"](https://www.g2.com/survey_responses/suralink-review-12989030)** **Rating:** 5.0/5.0 stars _— Sanjay S._ [Read full review](https://www.g2.com/survey_responses/suralink-review-12989030) #### What Are G2 Users Discussing About Suralink? - [What is a PBC accounting?](https://www.g2.com/discussions/what-is-a-pbc-accounting) - [Is Suralink safe?](https://www.g2.com/discussions/is-suralink-safe) - [How do you use Suralink?](https://www.g2.com/discussions/how-do-you-use-suralink) - [What does Suralink do?](https://www.g2.com/discussions/what-does-suralink-do) ### [Guided Assurance](https://www.g2.com/products/guided-assurance/reviews) Guided Assurance is a cloud-based audit management and methodology solution that helps accounting firms perform audits, reviews, compilations, and preparations more efficiently while maintaining compliance with professional standards. Designed around a guided, risk-based approach, the platform provides firms with the tools, workflows, and methodology needed to improve engagement quality and consistency. Audit professionals must balance quality, compliance, and efficiency while managing increasingly complex engagements. Guided Assurance helps address these challenges by providing structured workflows, automated processes, and embedded guidance that support auditors throughout the engagement lifecycle. The platform helps ensure teams follow a consistent methodology while maintaining visibility into risks, procedures, and documentation requirements. A core benefit of Guided Assurance is its risk-based engagement framework. By helping firms identify and assess risks early in the process, the platform supports more effective planning and execution of audit procedures. Built-in guidance helps auditors focus their efforts appropriately, reducing the likelihood of over-auditing or under-auditing and supporting greater consistency across engagements. The solution also incorporates AI-enabled capabilities that assist with risk identification and engagement analysis. These tools help teams evaluate information more efficiently and focus attention on areas requiring professional judgment. Combined with workflow automation and standardized methodology, Guided Assurance helps firms improve productivity while maintaining audit quality. Guided Assurance is well suited for firms seeking to standardize engagement execution, strengthen quality control processes, and support compliance with evolving professional standards. Cloud-based accessibility enables teams to collaborate effectively regardless of location while maintaining centralized access to engagement information. Organizations using Guided Assurance can benefit from increased efficiency, improved risk management, stronger compliance, and more consistent engagement outcomes. By combining trusted methodology, modern technology, and intelligent workflow guidance, the platform helps firms deliver high-quality assurance services with greater confidence. LEARN MORE: https://tax.thomsonreuters.com/en/products/guided-assurance **Average Rating:** 4.3/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate Guided Assurance? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10) - **Reporting:** 10.0/10 (Category avg: 7.9/10) - **New Client:** 10.0/10 (Category avg: 8.5/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Guided Assurance? - **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f89c8fcdd6e64a8205c4d14444da3a11339cc01aa4624cbf47168c88a176a2f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1400%2F&secure%5Burl_type%5D=linkedin_company_website) 36,619 employees on LinkedIn® - **Ownership:** NYSE:TRI #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 45% Large, 40% Small #### What Do G2 Reviewers Say About Guided Assurance? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **comprehensive resources** of Thomson Reuters Checkpoint for federal and state tax research and compliance. - Users value the **comprehensive tax management** capabilities of Checkpoint for research and compliance needs. - Users value the **regular updates** from Checkpoint, ensuring they stay informed on tax and regulatory changes. #### What Are Recent G2 Reviews of Guided Assurance? **["Very easy to use, produces accurate reports"](https://www.g2.com/survey_responses/guided-assurance-review-5176388)** **Rating:** 5.0/5.0 stars _— Sarah W._ [Read full review](https://www.g2.com/survey_responses/guided-assurance-review-5176388) **["Test title"](https://www.g2.com/survey_responses/guided-assurance-review-11144184)** **Rating:** 5.0/5.0 stars _— Andrii V._ [Read full review](https://www.g2.com/survey_responses/guided-assurance-review-11144184) #### What Are G2 Users Discussing About Guided Assurance? - [Is Thomson Reuters Checkpoint free?](https://www.g2.com/discussions/is-thomson-reuters-checkpoint-free) - [What are checkpoint tools?](https://www.g2.com/discussions/what-are-checkpoint-tools) - [What would you use Thomson Reuters Checkpoint edge for?](https://www.g2.com/discussions/what-would-you-use-thomson-reuters-checkpoint-edge-for) - [What is the Thomson Reuters Checkpoint?](https://www.g2.com/discussions/what-is-the-thomson-reuters-checkpoint) ### [Firm360](https://www.g2.com/products/firm360/reviews) Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help. **Average Rating:** 4.4/5.0 **Total Reviews:** 153 #### How Do G2 Users Rate Firm360? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10) - **Reporting:** 8.3/10 (Category avg: 7.9/10) - **New Client:** 8.8/10 (Category avg: 8.5/10) - **Job Status:** 9.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Firm360? - **Seller:** [Firm Software LLC](https://www.g2.com/sellers/firm-software-llc) - **Company Website:** www.myfirm360.com - **Year Founded:** 2019 - **HQ Location:** Raleigh, NC - **Twitter:** @firm360 776 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=da65d04deaf096b12aee6fea8549a77094550003d7276ba89125a59b52341cf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmyfirm360&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accountant, Partner - **Top Industries:** Accounting, Financial Services - **Company Size:** 88% Small, 8% Medium #### What Do G2 Reviewers Say About Firm360? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Firm360 beneficial for document management and client interactions, enhancing overall productivity. - Users appreciate the **responsive and helpful customer support** of Firm360, enhancing their overall experience and satisfaction. - Users value the **centralized management** of Firm360, enhancing organization and streamlining processes effectively across teams. - Users find Firm360's **document management** highly effective, enabling efficient organization and review of essential client documents. - Users value the **efficiency improvement** of Firm360, enhancing project tracking and streamlining processes effectively. ##### Cons - Users find it frustrating that they cannot **delete clients or easily manage client information** within Firm360. - Users find the **limited features** of Firm360 frustrating, wishing for improved reporting and easier navigation. - Users experience **poor usability** with Firm360, facing difficulties in document viewing and project tracking functionality. - Users find **file management cumbersome** , with issues in document organization and synchronization creating significant headaches. - Users face **download issues** with Firm360, encountering bugs and multiple steps that complicate managing PDF documents. #### What Are Recent G2 Reviews of Firm360? **["Firm360 has really helped our practice for the better!"](https://www.g2.com/survey_responses/firm360-review-9968802)** **Rating:** 5.0/5.0 stars _— Stephanie L._ [Read full review](https://www.g2.com/survey_responses/firm360-review-9968802) **["Our Firm360 Review"](https://www.g2.com/survey_responses/firm360-review-12936671)** **Rating:** 5.0/5.0 stars _— Benjamin B._ [Read full review](https://www.g2.com/survey_responses/firm360-review-12936671) #### What Are G2 Users Discussing About Firm360? - [What is Firm360 used for?](https://www.g2.com/discussions/what-is-firm360-used-for) - 1 comment ### [Dext](https://www.g2.com/products/dext/reviews) Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combines artificial intelligence, automation, and seamless integrations to deliver accurate, real-time financial data for smarter decisions. More than 700,000 businesses and 12,000 accounting firms trust Dext. Each year, it processes over 320 million financial documents with 99.9 percent data extraction accuracy. Dext connects to more than 11,500 banks, platforms, and accounting systems worldwide. How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. Receipt scanning and submission options The Dext mobile app makes data capture simple and fast. Users can quickly snap a picture of their receipts and then submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims with ease. Dext also supports receipt uploads via email, WhatsApp, Dropbox, drag-and-drop, and direct bank feeds, giving teams complete flexibility. Automation, AI, and OCR Dext turns manual bookkeeping into an intelligent, automated process. Its AI and OCR technologies achieves 99.9 percent accuracy, even with handwritten receipts. Custom rules, such as supplier rules and smart splits, let users automate how transactions are categorised and posted. Integrations and ecosystem Dext connects with more than 11,500 banks, e-commerce platforms, and payment systems and syncs with over 30 accounting softwares. This eliminates duplicate data entry and keeps all of your data together in one place. Dext syncs directly with Xero, QuickBooks, and Sage, and connects to Amazon, Shopify, Stripe, and PayPal for e-commerce data. Expense management Dext simplifies expense tracking and approvals. Users can capture, submit, and reconcile expenses automatically. The platform supports multi-currency transactions and mileage calculations. Quick filters and search features make it easy to find any record instantly. Reconciliation and accuracy Dext’s AI automatically matches transactions with bank feeds or accounting records. It identifies duplicates and ensures consistent accuracy without the need for spreadsheets or manual checks. Security and compliance Dext is built for security and scalability. It uses bank-level encryption, GDPR-compliant hosting in the UK and EU, and secure cloud storage for up to 10 years. Dext Solo is also fully MTD UK-ready. Recognition and ratings - Xero App Partner of the Year (UK and US, 2024) - QuickBooks Developer Spotlight 2024 - SME News Best Cloud-Based Accounting Software 2023 - Rated 4.7 stars on Trustpilot, 4.8 stars on the App Store, and 4.5 stars on Google Play. FAQs What is Dext used for? Dext automates the collection, extraction, and categorisation of financial documents. It helps businesses eliminate manual bookkeeping and reduce data entry errors. Who uses Dext? Accountants, bookkeepers, and small to medium-sized businesses across many industries use Dext to simplify financial management. Does Dext integrate with accounting software? Yes. Dext integrates directly with Xero, QuickBooks, Sage, and over 11,500 banks, platforms, and systems worldwide. How accurate is Dext? Dext uses AI and OCR technology with 99.9 percent data extraction accuracy. This ensures every document is processed reliably and securely. \* Start your 14-day free trial today and experience smarter bookkeeping with Dext. **Average Rating:** 4.6/5.0 **Total Reviews:** 271 #### How Do G2 Users Rate Dext? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.1/10) - **Reporting:** 8.8/10 (Category avg: 7.9/10) - **New Client:** 9.0/10 (Category avg: 8.5/10) - **Job Status:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Dext? - **Seller:** [IRIS Software Group](https://www.g2.com/sellers/iris-software-group) - **Company Website:** www.IRISglobal.com - **Year Founded:** 1978 - **HQ Location:** Alpharetta, GA - **Twitter:** @IRISSoftwareGrp 1,340 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9d5cae0c04e3a3725e4b2abe05f501de055991b7a0fdef1439dd569e550e8fb5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firis-software-group%2F&secure%5Burl_type%5D=linkedin_company_website) 3,042 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 88% Small, 10% Medium #### What Do G2 Reviewers Say About Dext? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly interface** of Dext, making document handling simple and efficient. - Users value Dext for its **time-saving automation** , drastically reducing manual work and enhancing efficiency. - Users find Dext's **automation capabilities** incredibly helpful, significantly reducing manual work and saving time on tasks. - Users love the **automation efficiency** of Dext, saving time and ensuring accurate data capture seamlessly. - Users value the **efficiency** of Dext, seamlessly integrating with systems and automating processes to save time. ##### Cons - Users express concerns about **pricing issues** , citing unexpected fees and a lack of support regarding billing disputes. - Users report **billing issues** with Dext, including unauthorized charges and poor customer service, leading to frustration and distrust. - Users experience occasional **slow processing** of documents and invoices, which can disrupt their workflow at times. - Users experience significant **approval issues** with Dext, facing unauthorized charges and difficulties in app functionality. - Users express frustration over **expensive fees** and unauthorized charges, feeling misled and undervalued by Dext’s practices. #### What Are Recent G2 Reviews of Dext? **["Feature-Rich, Seamless Integrations, and Best-in-Class Scanning"](https://www.g2.com/survey_responses/dext-review-12835759)** **Rating:** 5.0/5.0 stars _— Lee G._ [Read full review](https://www.g2.com/survey_responses/dext-review-12835759) **["Dext: Intuitive, AI-Powered Tool with Seamless Automations and Stellar Support"](https://www.g2.com/survey_responses/dext-review-13048723)** **Rating:** 5.0/5.0 stars _— Danielle G._ [Read full review](https://www.g2.com/survey_responses/dext-review-13048723) #### What Are G2 Users Discussing About Dext? - [What is Dext Prepare used for?](https://www.g2.com/discussions/what-is-dext-prepare-used-for) - 1 upvote - [What is Dext Precision used for?](https://www.g2.com/discussions/what-is-dext-precision-used-for) ### [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:** 4.4/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate Aiwyn? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Reporting:** 9.4/10 (Category avg: 7.9/10) - **New Client:** 10.0/10 (Category avg: 8.5/10) - **Job Status:** 9.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind Aiwyn? - **Seller:** [Aiwyn](https://www.g2.com/sellers/aiwyn) - **Company Website:** www.aiwyn.ai - **Year Founded:** 2020 - **HQ Location:** Charlotte, North Carolina, United States - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=23edbfe0de7e14654945803e4c5582ebb870ec5164def01a28d92d2a3752d977&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faiwyn&secure%5Burl_type%5D=linkedin_company_website) 165 employees on LinkedIn® - **Phone:** (704) 312-2680 #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 52% Medium, 33% Small #### What Are Recent G2 Reviews of Aiwyn? **["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) **["Simple, Organized, and efficient"](https://www.g2.com/survey_responses/aiwyn-review-13079755)** **Rating:** 4.5/5.0 stars _— Shruti S._ [Read full review](https://www.g2.com/survey_responses/aiwyn-review-13079755) ### [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 699 #### How Do G2 Users Rate TaxDome? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10) - **Reporting:** 8.0/10 (Category avg: 7.9/10) - **New Client:** 8.6/10 (Category avg: 8.5/10) - **Job Status:** 8.6/10 (Category avg: 8.7/10) #### Who Is the Company Behind TaxDome? - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13210ae44fa2dc3b6260e228c347846240a5114da4fe7bd12ed1593dde8437aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxdome%2F&secure%5Burl_type%5D=linkedin_company_website) 329 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small, 0% Medium #### What Do G2 Reviewers Say About TaxDome? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup. - Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly. - Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow. - Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity. - Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction. ##### Cons - Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively. - Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration. - Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master. - Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team. - Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking. #### What Are Recent G2 Reviews of TaxDome? **["TaxDome Pipelines & Integrations Save Us Time"](https://www.g2.com/survey_responses/taxdome-review-12560172)** **Rating:** 4.5/5.0 stars _— Eric J._ [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) **["Smooth, Customizable, and Stress-Reducing for Tax Season"](https://www.g2.com/survey_responses/taxdome-review-12466074)** **Rating:** 5.0/5.0 stars _— Heather B._ [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### [Double](https://www.g2.com/products/double-double/reviews) Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, deliver stunning financial reports, and manage the entire month-end close from start to finish. Double serves as a centralized operational hub, designed to sit on top of the existing accounting ledger to streamline both internal workflows and external client communication. By utilizing a two-way sync with major accounting software—including QuickBooks Online, Xero, Sage Intacct, and NetSuite—Double identifies missing information and potential errors in real-time. Instead of manual exports for transaction questions or fragmented email threads, Double allows teams to address uncategorized transactions, missing receipts, and coding inconsistencies directly through a secure, custom-branded portal. The bidirectional sync ensures that any updates made within Double, such as reclassifying a transaction or attaching a document, are instantly reflected in the client’s ledger, maintaining a single source of truth. The platform is built specifically for accounting professionals who want to automate repetitive tasks and standardize their workflows. It replaces the need for separate task managers, document storage tools, and countless email threads by consolidating these functions into a unified interface. By automating routine administrative tasks and providing intuitive AI-assisted features, teams can increase their processing capacity and improve the accuracy of their financial reporting overall. 2-way sync with the ledger: Features a live sync to the GL/ERP that flags errors and allows users to update transaction coding, attachments, and statuses across both platforms simultaneously. AI-assisted reconciliation and journal entries: Leverages AI to convert complex source documents, such as payroll reports or settlement statements, into balanced journal entries while pinpointing specific discrepancies when bank feeds do not tie to the ledger. Practice management dashboard: Provides high-level visibility into the status of all closes, team assignments, and outstanding questions through a centralized control center. Integrated receipt management: Uses AI to extract data from uploaded receipts and offers coding suggestions that can be posted directly to the ledger with human approval. Through this combination of workflow automation and integrated communication, Double helps accounting and finance teams reduce the manual labor associated with the close, allowing staff to focus on higher-level advisory services and data integrity. **Average Rating:** 5.0/5.0 **Total Reviews:** 79 #### How Do G2 Users Rate Double? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10) - **Reporting:** 8.6/10 (Category avg: 7.9/10) - **New Client:** 9.3/10 (Category avg: 8.5/10) - **Job Status:** 9.6/10 (Category avg: 8.7/10) #### Who Is the Company Behind Double? - **Seller:** [Double](https://www.g2.com/sellers/double-052b6191-dd0d-4334-8f60-99591df73878) - **Year Founded:** 2020 - **HQ Location:** NYC, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=486210ef4d79fb8e0e4defe82450382eee2862f98803556a1e056878c7b90d34&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F79906704&secure%5Burl_type%5D=linkedin_company_website) 83 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Bookkeeper - **Top Industries:** Accounting - **Company Size:** 96% Small, 3% Medium #### What Do G2 Reviewers Say About Double? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Double, highlighting its efficiency in streamlining processes and improving communication. - Users appreciate the **seamless collaboration** features of Keeper, enhancing team communication and client feedback efficiency. - Users praise the **excellent customer support** of Double, ensuring a smooth and efficient experience with the software. - Users admire the **valuable features** of Double, which enhance efficiency and continuously improve based on user feedback. - Users value the **effective communication** features of Keeper, enhancing collaboration with clients and team members seamlessly. ##### Cons - Users experience **limitations in reporting and task management** , impacting efficiency and customization in Double. - Users find the **poor reporting** capabilities of Double limiting, affecting customization for unique client metrics. - Users find the lack of **fully functional email integration** limits their communication efficiency within Double. - Users find the **poor usability** of Double due to clunkiness and workflow interruptions frustrating and detracting from the experience. - Users find the **lack of batch processing capabilities** inconvenient for updating tasks and entering journal entries. #### What Are Recent G2 Reviews of Double? **["User-Friendly, Modern, and Efficient Client Management"](https://www.g2.com/survey_responses/double-review-12644019)** **Rating:** 5.0/5.0 stars _— Lika S._ [Read full review](https://www.g2.com/survey_responses/double-review-12644019) **["Indispensable Tool for my Firm"](https://www.g2.com/survey_responses/double-review-12640581)** **Rating:** 5.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/double-review-12640581) ### [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:** 3.7/5.0 **Total Reviews:** 14 #### How Do G2 Users Rate Onvio Firm 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: 7.9/10) - **New Client:** 6.7/10 (Category avg: 8.5/10) - **Job Status:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind 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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f89c8fcdd6e64a8205c4d14444da3a11339cc01aa4624cbf47168c88a176a2f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1400%2F&secure%5Burl_type%5D=linkedin_company_website) 36,619 employees on LinkedIn® - **Ownership:** NYSE:TRI #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 50% Small, 21% Large #### What Do G2 Reviewers Say About Onvio Firm Management? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Onvio Firm Management, facilitating seamless data sharing and workflow management. - Users appreciate the **secure document sharing** capabilities of Onvio, enabling efficient access and collaboration among staff. - Users appreciate the **task assignment and workflow setup** in Onvio, facilitating efficient project management and collaboration. - Users appreciate the **data storage and sharing capabilities** of Onvio, enhancing collaboration for tax return processes. ##### Cons - Users find **difficult learning** curves initially, but daily use gradually improves familiarity and ease of navigation. - Users find the **learning curve steep** initially, but daily use makes Onvio Firm Management easier to navigate. #### What Are Recent G2 Reviews of Onvio Firm Management? **["Fast and Secure for all Clients Files"](https://www.g2.com/survey_responses/onvio-firm-management-review-13085927)** **Rating:** 5.0/5.0 stars _— Crystal P._ [Read full review](https://www.g2.com/survey_responses/onvio-firm-management-review-13085927) **["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) #### 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) ### [Caseware](https://www.g2.com/products/caseware/reviews) Caseware is the AI platform for modern audit and assurance engagements. Purpose-built for audit and financial reporting, Caseware embeds governed, engagement-aware intelligence directly into the workflows firms already trust—helping teams plan, execute, review and report with greater speed, confidence and control. With AI agents, methodology-driven automation and an open platform architecture, Caseware helps firms streamline complex work, protect quality and extend intelligence across the full engagement lifecycle. Trusted by firms around the world, Caseware brings together 35+ years of domain expertise with frontier AI built for what comes next. **Average Rating:** 4.0/5.0 **Total Reviews:** 68 #### How Do G2 Users Rate Caseware? - **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 9.1/10) - **Reporting:** 3.3/10 (Category avg: 7.9/10) - **Job Status:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Caseware? - **Seller:** [Caseware International](https://www.g2.com/sellers/caseware-international) - **Company Website:** www.caseware.com - **Year Founded:** 1988 - **HQ Location:** Toronto, ON - **Twitter:** @CaseWare 5,821 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=989ec55c8f13cfc6b3c593a7593f7d19f4c68ed17468c58ca8ed23843cb8e56a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F80551%2F&secure%5Burl_type%5D=linkedin_company_website) 634 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 39% Small, 33% Medium #### What Do G2 Reviewers Say About Caseware? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in Caseware, enhancing audit efficiency with straightforward templates and seamless data integration. - Users value the **efficiency** of Caseware, benefiting from streamlined processes and rapid handling of large data volumes. - Users value the **automation capabilities** of Caseware, enhancing efficiency and accuracy in the auditing process. - Users highlight the **ease of use of templates** , making audits simple and enhancing overall efficiency and quality. - Users value the **audit efficiency** of Caseware, benefiting from tailored insights and seamless data integration for financial audits. ##### Cons - Users face a **steep learning curve** with Caseware, requiring extensive training and time to become proficient. - Users experience **slow performance** during data synchronization, particularly with large files, impacting usability at times. - Users find the **time-consuming setup** and learning process of Caseware to be quite challenging and inefficient. - Users find the **setup process time-consuming** and often struggle with simultaneous edits causing confusion and extra work. - Users find the **difficult learning curve** of Caseware challenging, making setup and collaboration cumbersome and time-consuming. #### What Are Recent G2 Reviews of Caseware? **["Standards-Aligned Auditing in the Cloud, with Promising Verity AI Integration"](https://www.g2.com/survey_responses/caseware-review-12860942)** **Rating:** 4.5/5.0 stars _— Ryan M._ [Read full review](https://www.g2.com/survey_responses/caseware-review-12860942) **["Essential for Audit Firms with Forward-Thinking Innovation"](https://www.g2.com/survey_responses/caseware-review-12861854)** **Rating:** 4.5/5.0 stars _— Drew C._ [Read full review](https://www.g2.com/survey_responses/caseware-review-12861854) #### What Are G2 Users Discussing About Caseware? - [What is Working Papers used for?](https://www.g2.com/discussions/what-is-working-papers-used-for) - [What is CaseWare Cloud used for?](https://www.g2.com/discussions/what-is-caseware-cloud-used-for) - ‹ Prev‹ Prev - 1 - [2](/categories/accounting-practice-management?order=g2_score&page=2#product-list) - [3](/categories/accounting-practice-management?order=g2_score&page=3#product-list) - [4](/categories/accounting-practice-management?order=g2_score&page=4#product-list) - [5](/categories/accounting-practice-management?order=g2_score&page=5#product-list) - … - [8](/categories/accounting-practice-management?order=g2_score&page=8#product-list) - [9](/categories/accounting-practice-management?order=g2_score&page=9#product-list) - [Next ›Next ›](/categories/accounting-practice-management?order=g2_score&page=2#product-list) Spotlight Categories [Digital Asset Management Software](https://www.g2.com/categories/digital-asset-management) [SEO Tools](https://www.g2.com/categories/seo-tools) [Online Reputation Management Software](https://www.g2.com/categories/online-reputation-management) [ETL Tools](https://www.g2.com/categories/etl-tools) [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) - [Financial Audit](/categories/financial-audit) [Browse Accounting Practice Management Themes](/categories/accounting-practice-management/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated October 3, 2024 Accounting practice management software manages the front- and back-office operations for companies providing accounting services. This type of software is used to organize the services offering of a company, as well as to track delivery using workflows and task management. Accounting practice management solutions help accounting professionals increase productivity and improve the relationships with their customers. These software products can be implemented and used across the entire company but are most beneficial for independent accountants. Accounting practice management software needs to integrate with [accounting software](https://www.g2.com/categories/accounting) and [small-business accounting software](https://www.g2.com/categories/small-business-accounting). When not included in the product, integration with[project management software](https://www.g2.com/categories/project-management) is also essential. To qualify for inclusion in the Accounting Practice Management category, a product must: - Maintain the portfolio of services offered by professional accountants - Manage relationships with customers and prospects - Monitor tasks and activities related to the accounting practice - Provide portals for customers to communicate with accountants - Track the status of each project and calculate the billable time - Create invoices for the services provided and track payments Top Tools at a Glance | | All-in-one tax firm workflow consolidation | User Review "Templates That Streamline Workflows and Scale Our Accounting Firm" | | | Accounting workflow automation with email triage | User Review "Work Tickets and Stanford Tax Integration Streamlined Our Tax Season" | | | Multi-client bookkeeping with Intuit ecosystem integration | User Review "Empowers Accountants with Seamless Integration and Professional Growth" | | | Xero-native client workflow and billing | User Review "Everything in One Place, on One Platform" | | | QBO-native accounting workflow and client task automation | User Review "Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close" | | | Client invoicing and recurring payment collection | User Review "Seamless CRM Integration Built for CPA Firms" | | | PBC request tracking with secure client exchange | User Review "Suralink Keeps Clients and Firms Organized, Clear, and Accountable" | | | Multi-jurisdiction tax research and compliance | User Review "Very easy to use, produces accurate reports" | | | Unified accounting firm workflow and billing | User Review "Firm360 has really helped our practice for the better!" | | | Multi-client bookkeeping automation with practice-wide document capture | User Review "Feature-Rich, Seamless Integrations, and Best-in-Class Scanning" | * * * Show More * * * ## 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.