# Best Accounting Practice Management Software for Small Business

## How Many Accounting Practice Management Software Products Does G2 Track?

**Total Products under this Category:** 138

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 (↑0.03 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Mango Practice Management (+4.51%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month

_Last updated: August 05, 2026_

## How Does G2 Rank Accounting Practice Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 4,800+ Authentic Reviews
- 138+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Accounting Practice Management Software
 ![G2 Grid® for Accounting Practice Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/accounting-practice-management/grids.png?focus%5B%5D=36425&focus%5B%5D=18207&focus%5B%5D=87918&focus%5B%5D=103265&focus%5B%5D=87849&focus%5B%5D=46118&focus%5B%5D=113232&focus%5B%5D=118725)

Highlighted products: Karbon, Canopy, QuickBooks Online Accountant, Financial Cents, Xero Practice Manager, Dext, 8am CPACharge, and Firm360.

Underlying data: [Grid® JSON](https://www.g2.com/categories/accounting-practice-management/grids.json?focus%5B%5D=karbon-2025-03-03&focus%5B%5D=canopy-2026-05-12&focus%5B%5D=quickbooks-online-accountant&focus%5B%5D=financial-cents&focus%5B%5D=xero-practice-manager&focus%5B%5D=dext&focus%5B%5D=8am-cpacharge&focus%5B%5D=firm360&segment=small-business)

**Sponsored**

### Auditi

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1592&secure%5Bchosen_at%5D=2026-08-11T22%3A41%3A46Z&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&secure%5Bresource_id%5D=1592&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Faccounting-practice-management%2Fsmall-business%3Fopen_modal_url%3D%252Fproducts%252Fcanopy-2024-06-06%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Faccounting-practice-management%25252Fsmall-business%2526source%253Dcategory&secure%5Btoken%5D=b91798f2d638c91c1812f2aaf1f29abe4710534e8b538d3d2cf002a9c59db2e8&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website)

### [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews)

Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

**Average Rating:** 4.8/5.0

**Total Reviews:** 907

#### How Do G2 Users Rate Karbon?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 7.6/10 (Category avg: 7.8/10)
- **New Client:** 8.9/10 (Category avg: 8.5/10)
- **Job Status:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Karbon?

- **Seller:** [KarbonHQ](https://www.g2.com/sellers/karbonhq)
- **Company Website:** karbonhq.com
- **Year Founded:** 2014
- **HQ Location:** Sausalito, California
- **Twitter:** @karbonhq  
3,663 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant, Bookkeeper
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 86% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of Karbon, appreciating its functionality for managing workflow and correspondence.
- Users appreciate the **efficient task management** of Karbon, enhancing organization and productivity across their workflows.
- Users value the **efficiency** of Karbon, noting improved organization and streamlined task management that enhances productivity.
- Users commend Karbon for its **excellent communication and collaboration tools** , enhancing team workflows and client management.
- Users appreciate the **enhanced team collaboration** and streamlined task management in Karbon, boosting overall productivity.

##### Cons

- Users noted the **missing features** like a simple task list and mass client invite, affecting usability.
- Users find the **email integration confusing** , complicating email handling and causing issues with triage and organization.
- Users find the **steep learning curve** of Karbon challenging, particularly with customization and advanced features.
- Users struggle with **poor usability** in Karbon due to constant UI changes and a steep learning curve.
- Users find **email integration confusing** , complicating triage and making it hard to manage sensitive messages effectively.

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

**["Consistent, Step-by-Step Templates That Keep Our Processes on Track"](https://www.g2.com/survey_responses/karbon-review-13226555)**

**Rating:** 4.5/5.0 stars

_— Franck K._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13226555)

**["Karbon Keeps Our Team Aligned and Saves Hours with Automation"](https://www.g2.com/survey_responses/karbon-review-13225710)**

**Rating:** 5.0/5.0 stars

_— Mallory A._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13225710)

### [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews)

Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. As the firm-wide operating system, Canopy eliminates the need for disconnected tools by centralizing client management, CRM, document management, workflow, time and billing, and engagements into a single, modern platform. By providing one platform and one login, Canopy enables firms of all sizes to manage their entire practice with total visibility and scale. At the heart of the platform is Canopy Coworker, an everywhere AI that makes work across the firm simpler and faster by drafting content and summarizing data. To further automate the firm’s administrative load, Canopy Notetaker captures and transcribes client meetings, instantly turning conversations into organized notes and tasks. This cloud-native solution is purpose-built to help accounting professionals modernize without the migration migraine. Key capabilities include: Canopy Coworker: Utilize Canopy’s everywhere AI assistant to draft emails, summarize complex documents, and surface insights across your entire practice, making every team member more efficient. Canopy Notetaker: Automate your meeting documentation. This dedicated tool joins your client calls to record, transcribe, and extract action items, ensuring every detail is captured and synced to the client record. Engagements & Proposals: Deliver a professional, branded experience with engagement wizards that include custom pricing, automated billing frequencies, and clear terms of service to eliminate scope creep. Client Management & Portal: Use a secure, digital front door for your firm. The client portal allows for real-time collaboration, secure document sharing, and eSignatures, all backed by a robust CRM. Workflow & Task Management: Build a self-running firm with customizable templates and automated recurring steps. Track team capacity and project progress in real time. Document Management: Request and store files securely in a central hub. Clients can upload documents directly to their portal, removing security risks and reducing email back-and-forth. Time & Billing: Automate your revenue cycle with integrated time tracking, recurring invoicing, and faster payment collection options. Tax Resolution & Transcripts: Streamline tax-specific services by accessing IRS transcripts, notices, and resolution forms directly within the platform. Canopy’s all-in-one platform uses integrated automation to eliminate repetitive administrative tasks and keep projects moving forward. This allows firms to increase capacity and focus on high-value work without the complexity of managing a fragmented tech stack. By uniting every aspect of your practice into a single firm-wide operating system, Canopy provides the structure and visibility needed to run a modern, autonomous, and truly client-focused firm.

**Average Rating:** 4.6/5.0

**Total Reviews:** 801

#### How Do G2 Users Rate Canopy?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Reporting:** 7.5/10 (Category avg: 7.8/10)
- **New Client:** 8.5/10 (Category avg: 8.5/10)
- **Job Status:** 8.5/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Canopy?

- **Seller:** [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799)
- **Company Website:** www.getcanopy.com
- **Year Founded:** 2014
- **HQ Location:** Draper, Utah
- **Twitter:** @canopysuite  
1,991 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CPA
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 81% Small, 2% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Canopy, benefiting from its user-friendly design and efficient workflow management.
- Users find Canopy's **task management features** invaluable for enhancing productivity and simplifying workflow processes.
- Users value Canopy's **easy document management** , enhancing organization and efficiency in client interactions and operations.
- Users find Canopy enhances **efficiency** by streamlining workflows, automating tasks, and centralizing information in one platform.
- Users commend Canopy for its **efficiency improvement** , significantly reducing workflow time and enhancing productivity through automation.

##### Cons

- Users find **Canopy's task management glitchy** , hindering efficiency and overall user experience due to outdated interface issues.
- Users face **document management issues** in Canopy, struggling with navigation, task organization, and merge template functionality.
- Users find the **limited customization** of Canopy's features frustrating, wishing for more flexibility in settings and reports.
- Users experience **inefficiency** with Canopy due to complicated workflows, glitches, and a dated interface, hindering productivity.
- Users find the **time-consuming setup** of Canopy to be a notable drawback impacting their overall experience.

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

**["A Great All-in-One Practice Management Platform"](https://www.g2.com/survey_responses/canopy-review-13207406)**

**Rating:** 4.5/5.0 stars

_— Chantile F._

[Read full review](https://www.g2.com/survey_responses/canopy-review-13207406)

**["Templates That Streamline Workflows and Scale Our Accounting Firm"](https://www.g2.com/survey_responses/canopy-review-13176527)**

**Rating:** 4.5/5.0 stars

_— Adam H._

[Read full review](https://www.g2.com/survey_responses/canopy-review-13176527)

### [QuickBooks Online Accountant](https://www.g2.com/products/quickbooks-online-accountant/reviews)

QuickBooks Online Accountant is a comprehensive, cloud-based accounting solution tailored for accounting professionals to efficiently manage multiple clients and streamline their practice workflows. By providing real-time access to client data, it enables accountants to offer timely and informed financial advice, enhancing client relationships and service quality. Key Features and Functionality: - Client Management: Access and manage all client files through a single, secure login, eliminating the need for multiple accounts and simplifying workflow. - Customizable Home Base: Each team member has a personalized dashboard highlighting essential tasks, reminders, and insights, ensuring that critical activities are prioritized and nothing is overlooked. - Data Integrity Alerts: Receive immediate notifications for disconnected bank feeds or data connection issues, allowing for prompt resolution and ensuring that financial data remains current and accurate. - Role-Based Access Control: Assign specific roles to team members, enabling delegation of tasks while maintaining compliance and security across services such as accounts payable, accounts receivable, and payroll. - AI-Powered Client Insights: Utilize artificial intelligence to monitor client portfolios, identifying significant trends and anomalies across key financial indicators, payroll data, and bill payments, facilitating proactive advisory services. - Efficient Month-End Close: Streamline the review and closing process with AI-driven anomaly detection and automated updates, supported by customizable templates and statuses to fit the firm's specific procedures. - Customer Relationship Management: Manage leads and client interactions within a unified platform, automating follow-ups and personalizing communications to strengthen client relationships from initial contact through ongoing engagement. Primary Value and Solutions Provided: QuickBooks Online Accountant empowers accounting professionals by centralizing client management, automating routine tasks, and providing advanced analytical tools. This integration reduces manual workload, minimizes errors, and enhances the ability to deliver strategic financial advice. The platform's scalability and AI-driven features support the growth of accounting practices, enabling them to offer high-quality services to a broader client base efficiently.

**Average Rating:** 4.4/5.0

**Total Reviews:** 78

#### How Do G2 Users Rate QuickBooks Online Accountant?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **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

### [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:** 245

#### How Do G2 Users Rate Financial Cents?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Reporting:** 8.6/10 (Category avg: 7.8/10)
- **New Client:** 9.1/10 (Category avg: 8.5/10)
- **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)

**["Responsive, Helpful Staff Behind the Platform"](https://www.g2.com/survey_responses/financial-cents-review-13218277)**

**Rating:** 5.0/5.0 stars

_— David M._

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-13218277)

#### 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)

### [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: 7.8/10)
- **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)

### [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:** 291

#### 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: 7.8/10)
- **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:** 87% Small, 12% 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?

**["Easy Setup, Great Xero Integration, and Excellent Support"](https://www.g2.com/survey_responses/dext-review-13199469)**

**Rating:** 4.5/5.0 stars

_— Aidan M._

[Read full review](https://www.g2.com/survey_responses/dext-review-13199469)

**["Streamlined Invoice and Receipt Processing, Needs Better Expense Management"](https://www.g2.com/survey_responses/dext-review-13220060)**

**Rating:** 4.5/5.0 stars

_— Ryan S._

[Read full review](https://www.g2.com/survey_responses/dext-review-13220060)

#### 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)

### [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: 7.8/10)
- **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

### [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: 7.8/10)
- **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

### [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:** 708

#### How Do G2 Users Rate TaxDome?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Reporting:** 8.0/10 (Category avg: 7.8/10)
- **New Client:** 8.6/10 (Category avg: 8.5/10)
- **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?

**["A good practice management platform with room to improve"](https://www.g2.com/survey_responses/taxdome-review-13203855)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/taxdome-review-13203855)

**["Powerful Yet Intuitive Platform with Great Performance"](https://www.g2.com/survey_responses/taxdome-review-13235077)**

**Rating:** 4.5/5.0 stars

_— Sean M. G._

[Read full review](https://www.g2.com/survey_responses/taxdome-review-13235077)

#### 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: 7.8/10)
- **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)

### [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: 7.8/10)
- **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)

### [Uku](https://www.g2.com/products/uku/reviews)

Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages.

**Average Rating:** 4.7/5.0

**Total Reviews:** 109

#### How Do G2 Users Rate Uku?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10)
- **Reporting:** 9.1/10 (Category avg: 7.8/10)
- **New Client:** 9.4/10 (Category avg: 8.5/10)
- **Job Status:** 9.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Uku?

- **Seller:** [Getuku](https://www.g2.com/sellers/getuku)
- **Year Founded:** 2017
- **HQ Location:** Tallinn, EE
- **Twitter:** @accountinguku  
48 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe109c6a02eac5b280578ebe62baf778f92fbcdebbc69c889b05ed35211dd2a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetuku%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 72% Small, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Uku's **ease of use** impressive, noting its intuitive design and straightforward setup process.
- Users value Uku's **time tracking capabilities** , enabling improved efficiency and accountability for teams and projects.
- Users appreciate the **easy-to-use and attractive user interface** , enhancing their daily experience and company adaptation.
- Users value the **effective task management** in Uku, as it helps streamline planning and enhances workflow organization.
- Users love the **efficient organization** features of Uku, making time tracking and task management seamless for teams.

##### Cons

- Users find the **learning curve for recurring tasks** steep, leading to confusion and duplicate entries in Uku.
- Users find it **challenging to locate completed tasks** in Uku's calendar without exact dates, impacting ease of use.
- Users find the **difficult learning** curve of Uku frustrating, making task management complex and confusing.
- Users find **date issues** frustrating, as tasks may disappear or appear duplicated, complicating task management and planning.
- Users experience **integration issues** with Uku, facing complications in tasks management and inefficient manual processes.

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

**["Easy Setup, Smooth Onboarding, and a Clear UI Overview"](https://www.g2.com/survey_responses/uku-review-13158722)**

**Rating:** 5.0/5.0 stars

_— Sámuel Sebastian W._

[Read full review](https://www.g2.com/survey_responses/uku-review-13158722)

**["Effortless Task Management and Time Savings with Uku"](https://www.g2.com/survey_responses/uku-review-12201595)**

**Rating:** 4.0/5.0 stars

_— Kelly-Ly T._

[Read full review](https://www.g2.com/survey_responses/uku-review-12201595)

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

Accounting CS is a comprehensive accounting software solution designed for professional accountants and CPA firms. It integrates various accounting functions, including write-up, trial balance, payroll, financial reporting, and client accounting, into a single platform. This unified approach streamlines operations, enhances productivity, and facilitates real-time collaboration between firms and their clients. Key Features and Functionality: - Versatile Integration: Seamlessly imports data from client spreadsheets and integrates with third-party software like QuickBooks®, enabling efficient data management. - Industry Adaptability: Supports various entity types, reporting periods, and client structures, making it suitable for diverse industries and business models. - Multi-User and Multi-Tasking Capabilities: Allows multiple users to work on different tasks or clients simultaneously, enhancing team collaboration and efficiency. - Enhanced Security and Controls: Offers customizable workspaces and user permissions, ensuring that staff access only the information pertinent to their roles. - Customized Reporting: Provides robust reporting tools, including a custom report designer, to analyze data and generate client-specific reports. - Client Access Portal: Facilitates real-time collaboration with clients through a shared online portal, enabling secure data sharing and communication. Primary Value and Solutions Provided: Accounting CS addresses the challenges faced by accounting firms in managing multiple clients and complex accounting tasks. By consolidating essential accounting functions into a single, integrated platform, it reduces the need for multiple software solutions, minimizes data entry errors, and accelerates workflow processes. The real-time collaboration features enhance client engagement and satisfaction, while the customizable reporting and security controls ensure that firms can tailor the software to their specific needs. Overall, Accounting CS empowers accounting professionals to deliver high-quality services efficiently and effectively.

**Average Rating:** 3.5/5.0

**Total Reviews:** 28

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

- **Has the product been a good partner in doing business?:** 5.3/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.8/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

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

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters  
150,224 Twitter followers
- **LinkedIn® Page:** [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?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting
- **Company Size:** 89% Small, 11% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Accounting CS, simplifying navigation and enhancing overall usability for all levels.
- Users value the **seamless integrations** of Accounting CS, enhancing efficiency across various financial and business processes.
- Users value the **automation features** of Accounting CS, significantly reducing data entry time and ensuring accurate financial reporting.
- Users appreciate the **centralized management** of Accounting CS, which seamlessly integrates various accounting functions for efficiency.
- Users love the **comprehensive features** of Accounting CS, enabling seamless payroll and accounting processes in one place.

##### Cons

- Users find **difficult learning** in Accounting CS challenging, but support is available to assist with setup.
- Users find the **difficult setup** process frustrating, requiring extensive learning and trial and error before smooth operation.
- Users face **formatting issues** in Accounting CS, complicating setup and data entry processes during implementation.
- Users find the **learning curve steep** as setup requires significant user involvement and trial and error.
- Users find the **overwhelming complexity** of Accounting CS challenging, especially for newcomers navigating its extensive features.

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

**["Balancing the Books: A Deep Dive into Accounting CS"](https://www.g2.com/survey_responses/accounting-cs-review-11008458)**

**Rating:** 4.0/5.0 stars

_— Kaitlyn E._

[Read full review](https://www.g2.com/survey_responses/accounting-cs-review-11008458)

**["One Stop Accounting Software for Accountants"](https://www.g2.com/survey_responses/accounting-cs-review-11698579)**

**Rating:** 4.0/5.0 stars

_— Sandi T._

[Read full review](https://www.g2.com/survey_responses/accounting-cs-review-11698579)

#### What Are G2 Users Discussing About Accounting CS?

- [What is the latest version of accounting CS?](https://www.g2.com/discussions/what-is-the-latest-version-of-accounting-cs)
- [What software should an accountants use?](https://www.g2.com/discussions/what-software-should-an-accountants-use)
- [What is CS accounting software?](https://www.g2.com/discussions/what-is-cs-accounting-software)
- [What is accounting CS used for?](https://www.g2.com/discussions/what-is-accounting-cs-used-for)

### [Docyt](https://www.g2.com/products/docyt/reviews)

Experience AI bookkeeping with Docyt, saving 500 hours and $2,000 annually on average. Our AI automation software offers real-time insights into expenses and profitability, eliminating manual data entry and tedious tasks. Docyt learns your business intricacies, automating back-office and bookkeeping duties. It handles time-consuming tasks. Gain instant financial status visibility through real-time reports, ensuring constant financial control. Generate consolidated roll-up and individual financial statements for all business locations effortlessly, aiding in strategic decision-making. Embrace the revolution of AI bookkeeping with Docyt, saving time and gaining real-time insights to boost your business success. Use Docyt on top of your existing Quickboooks Online or Desktop solution to manage expenses, corporate credit cards and real time revenue reconciliation for one or many locations. We integrate with all major POS and PMS systems and provide industry specific reporting.

**Average Rating:** 4.7/5.0

**Total Reviews:** 35

#### How Do G2 Users Rate Docyt?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.1/10)
- **Reporting:** 9.4/10 (Category avg: 7.8/10)
- **New Client:** 9.5/10 (Category avg: 8.5/10)
- **Job Status:** 9.1/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Docyt?

- **Seller:** [Docyt](https://www.g2.com/sellers/docyt)
- **HQ Location:** Santa Clara, CA
- **Twitter:** @Docyt\_inc  
291 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d4a861193d2fde7d9c592679781a5d3317bfd0abb5c7db377147e9983e66f77&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdocyt%2F&secure%5Burl_type%5D=linkedin_company_website)  
203 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Retail, Hospitality
- **Company Size:** 89% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **prompt and professional customer support** from Docyt's team, enhancing their bookkeeping experience.
- Users commend the **ease of use** of Docyt, appreciating its user-friendly platform and swift onboarding process.
- Users appreciate the **automation features** of Docyt, finding it easy and reliable for managing their finances.
- Users value the **efficiency improvement** with Docyt, as it simplifies bookkeeping and enhances real-time financial insights.
- Users value the **seamless integration** with existing systems, enhancing their overall experience and efficiency.

##### Cons

- Users express frustration with **delays** in check processing, experiencing significant waits that undermine real-time functionality.
- Users experience **project delays** due to unfamiliar vendors and a lack of consistency among team members.
- Users face delays with **vendor management** as checks take too long to reach vendors, affecting overall efficiency.
- Users face numerous **bug issues** with Docyt, leading to frustration and delays in functionality.
- Users face **communication issues** due to unfamiliarity with vendors and frequent team member changes affecting posting consistency.

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

**["User friendly software and great back end team"](https://www.g2.com/survey_responses/docyt-review-10873067)**

**Rating:** 5.0/5.0 stars

_— Viren P._

[Read full review](https://www.g2.com/survey_responses/docyt-review-10873067)

**["Met or Exceeded My Expectations"](https://www.g2.com/survey_responses/docyt-review-11014187)**

**Rating:** 4.5/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/docyt-review-11014187)

### [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: 8.5/10)
- **Job Status:** 9.5/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Levvy?

- **Seller:** [Levvy](https://www.g2.com/sellers/levvy)
- **Company Website:** levvy.com
- **Year Founded:** 2020
- **HQ Location:** Brooklyn, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc3cdba2c92bdd79ad7b0d9b12fd58482448e193b11df68511a414a0fc724307&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flevvy&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Levvy, which simplifies task management and enhances team coordination.
- Users find that Levvy provides a **seamless task management experience** , enhancing project tracking and team coordination.
- Users appreciate the **efficiency improvement** Levvy offers, making task management and team coordination seamless and effective.
- Users value the **effective team collaboration** features of Levvy, enhancing coordination and accountability in projects.
- Users appreciate the **effortless task management** of Levvy, enhancing team coordination and overall project efficiency.

##### Cons

- Users note the **inability to add hyperlinks in comments** and desire for better date allocation in workflows.
- Users express concerns about **billing issues** , particularly the lack of direct invoicing and payment processing within Levvy.
- Users express a desire for improved **invoicing capabilities** in Levvy, citing the lack of direct billing as a workflow hindrance.
- Users wish for improved **integrations** in Levvy, particularly for invoicing and payment processing directly within the app.
- Users report **poor reporting** capabilities in Levvy, indicating a need for improved time tracking and workflow date allocation.

#### 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)

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