# Best Accounting Practice Management Software ## How Many Accounting Practice Management Software Products Does G2 Track? **Total Products under this Category:** 180 ### Category Stats (Aug 2026) - **Average Rating:** 4.44/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** MYOB (+0.57%) - Among all products in this category, MYOB recorded the largest rating increase compared to last month _Last updated: August 20, 2026_ ## How Does G2 Rank Accounting Practice Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,900+ Authentic Reviews - 180+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Accounting Practice Management Software ![G2 Grid® for Accounting Practice Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/accounting-practice-management/grids.png?focus%5B%5D=36425&focus%5B%5D=18207&focus%5B%5D=87918&focus%5B%5D=87849&focus%5B%5D=46118&focus%5B%5D=103265&focus%5B%5D=113232&focus%5B%5D=67575) Highlighted products: Karbon, Canopy, QuickBooks Online Accountant, Xero Practice Manager, Dext, Financial Cents, 8am CPACharge, and Suralink. Underlying data: [Grid® JSON](https://www.g2.com/categories/accounting-practice-management/grids.json?focus%5B%5D=karbon-2025-03-03&focus%5B%5D=canopy-2026-05-12&focus%5B%5D=quickbooks-online-accountant&focus%5B%5D=xero-practice-manager&focus%5B%5D=dext&focus%5B%5D=financial-cents&focus%5B%5D=8am-cpacharge&focus%5B%5D=suralink) **Sponsored** ### Dext Automate bookkeeping with Dext. Capture receipts, invoices, expenses & mileage, extract and code data, sync to Xero, QBO & 30+ platforms. Trusted by 12K+ accounting and bookkeeping firms. Start your free trial today. 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. [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=2026-08-29T21%3A03%3A47Z&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=46118&secure%5Bresource_id%5D=1592&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Faccounting-practice-management&secure%5Btoken%5D=b8b57e1e9378d1aad2ddb33942e32afe3f310f5e3d3dd54fb3f5b03a20f26337&secure%5Burl%5D=https%3A%2F%2Fdext.com%2Fen%2Fppc%2Fg2%3Futm_source%3DG2%26utm_medium%3Dreferral%26utm_campaign%3DG2-ppc%26utm_content%3Daccounting-practice&secure%5Burl_type%5D=custom_url) ### [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:** 921 #### 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: 7.9/10) - **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 find Karbon's **ease of use** exceptional, thanks to seamless integrations and efficient workflow management capabilities. - Users enjoy the **efficient task management** of Karbon, enhancing workflow and keeping everything organized in one place. - Users find that Karbon enhances **efficiency** in task management, streamlining workflow and keeping communication organized in one place. - Users appreciate the **efficient communication** in Karbon, which streamlines workflow and reduces internal email clutter. - Users value the **efficient team collaboration** features of Karbon, enhancing project tracking and communication. ##### Cons - Users face **missing features** in Karbon, hindering effective client management and workflow optimization. - Users express frustration over **email issues** in Karbon, desiring better search and management features for sent emails. - Users find the **learning curve steep** , especially when transitioning tools, but support resources are available for assistance. - Users struggle with **poor usability** due to frequent UI changes and inconvenient feature placements affecting their workflow. - Users feel the need for improved **email integration** , including features for better organization and text editing capabilities. #### What Are Recent G2 Reviews of Karbon? **["Single Source of Truth with Powerful Bulk Work Creation"](https://www.g2.com/survey_responses/karbon-review-13333784)** **Rating:** 4.0/5.0 stars _— David W._ [Read full review](https://www.g2.com/survey_responses/karbon-review-13333784) **["Karbon Keeps Tasks, Deadlines, and Client Work Organized"](https://www.g2.com/survey_responses/karbon-review-13325643)** **Rating:** 5.0/5.0 stars _— Dinsusha M._ [Read full review](https://www.g2.com/survey_responses/karbon-review-13325643) ### [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:** 821 #### 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: 7.9/10) - **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:** 82% Small, 2% Medium #### What Do G2 Reviewers Say About Canopy? _AI-generated summary from verified user reviews_ ##### Pros - Users find Canopy's **ease of use** instrumental in streamlining tax practice management and improving efficiency. - Users appreciate the **ease of task management** in Canopy, enhancing productivity through automation and simplified workflows. - Users value Canopy for its **document management capabilities** , streamlining tasks and enhancing client communications effectively. - Users find Canopy's **efficiency** remarkable, thanks to automated workflows that streamline tasks and enhance productivity. - Users value the **enhanced efficiency** of Canopy, which streamlines workflows and automates tasks for better productivity. ##### Cons - Users report that **task management can be buggy** , with inconsistent statuses and overly complex workflows affecting usability. - Users feel the **limited customization** options in Canopy hinder their ability to tailor tools to specific needs. - Users face **document management issues** with Canopy, including disorganized uploads and limited communication features. - Users find **inefficiencies** in Canopy, as changing or deleting items is complicated and unresponsive features disrupt their workflow. - Users express frustration with the **time-consuming setup** of Canopy, requiring substantial effort to configure workflows effectively. #### What Are Recent G2 Reviews of Canopy? **["Game changer for my solo firm!"](https://www.g2.com/survey_responses/canopy-review-13322957)** **Rating:** 5.0/5.0 stars _— Michelle H._ [Read full review](https://www.g2.com/survey_responses/canopy-review-13322957) **["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) ### [QuickBooks Online Accountant](https://www.g2.com/it/products/quickbooks-online-accountant/reviews) QuickBooks Online Accountant è una soluzione contabile completa basata su cloud, progettata per i professionisti della contabilità per gestire in modo efficiente più clienti e ottimizzare i flussi di lavoro del loro studio. Fornendo accesso in tempo reale ai dati dei clienti, consente ai contabili di offrire consulenze finanziarie tempestive e informate, migliorando le relazioni con i clienti e la qualità del servizio. Caratteristiche e Funzionalità Chiave: - Gestione dei Clienti: Accedi e gestisci tutti i file dei clienti tramite un unico login sicuro, eliminando la necessità di più account e semplificando il flusso di lavoro. - Base Operativa Personalizzabile: Ogni membro del team ha un cruscotto personalizzato che evidenzia compiti essenziali, promemoria e approfondimenti, garantendo che le attività critiche siano prioritarie e che nulla venga trascurato. - Avvisi di Integrità dei Dati: Ricevi notifiche immediate per feed bancari disconnessi o problemi di connessione dati, consentendo una risoluzione tempestiva e garantendo che i dati finanziari rimangano aggiornati e accurati. - Controllo degli Accessi Basato sui Ruoli: Assegna ruoli specifici ai membri del team, consentendo la delega dei compiti mantenendo la conformità e la sicurezza nei servizi come contabilità fornitori, contabilità clienti e paghe. - Approfondimenti sui Clienti Basati su AI: Utilizza l'intelligenza artificiale per monitorare i portafogli dei clienti, identificando tendenze significative e anomalie tra gli indicatori finanziari chiave, i dati delle paghe e i pagamenti delle fatture, facilitando servizi di consulenza proattivi. - Chiusura di Fine Mese Efficiente: Ottimizza il processo di revisione e chiusura con il rilevamento delle anomalie guidato dall'AI e aggiornamenti automatici, supportati da modelli e stati personalizzabili per adattarsi alle procedure specifiche dello studio. - Gestione delle Relazioni con i Clienti: Gestisci lead e interazioni con i clienti all'interno di una piattaforma unificata, automatizzando i follow-up e personalizzando le comunicazioni per rafforzare le relazioni con i clienti dal contatto iniziale fino al coinvolgimento continuo. Valore Primario e Soluzioni Fornite: QuickBooks Online Accountant potenzia i professionisti della contabilità centralizzando la gestione dei clienti, automatizzando le attività di routine e fornendo strumenti analitici avanzati. Questa integrazione riduce il carico di lavoro manuale, minimizza gli errori e migliora la capacità di fornire consulenze finanziarie strategiche. La scalabilità della piattaforma e le funzionalità guidate dall'AI supportano la crescita degli studi contabili, consentendo loro di offrire servizi di alta qualità a una base di clienti più ampia in modo efficiente. **Average Rating:** 4.4/5.0 **Total Reviews:** 78 #### How Do G2 Users Rate QuickBooks Online Accountant? - **Ritiene che the product sia stato un valido partner commerciale?:** 8.9/10 (Category avg: 9.1/10) - **Segnalazione:** 10.0/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 10.0/10 (Category avg: 8.5/10) - **Stato del lavoro:** 9.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind QuickBooks Online Accountant? - **Venditore:** [Intuit](https://www.g2.com/it/sellers/intuit) - **Anno di Fondazione:** 1983 - **Sede centrale:** Mountain View, California - **Twitter:** @Intuit 80,559 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=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 dipendenti su LinkedIn® - **Proprietà:** VIE:INTU #### Who Uses This Product? - **Who Uses This:** Accountant - **Top Industries:** Contabilità - **Company Size:** 77% Small, 17% Medium #### What Do G2 Reviewers Say About QuickBooks Online Accountant? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti apprezzano la **facilità d'uso** di QuickBooks Online Accountant, rendendo i compiti contabili semplici ed efficienti. - Gli utenti apprezzano le **integrazioni senza soluzione di continuità** con altri software, migliorando i loro processi contabili e la produttività. - Gli utenti apprezzano il **supporto clienti rapido e utile** di QuickBooks Online Accountant, migliorando la loro esperienza complessiva. - Gli utenti apprezzano l' **efficienza** di QuickBooks Online Accountant, migliorando il flusso di lavoro e semplificando notevolmente la gestione dei clienti. - Gli utenti apprezzano l' **ecosistema completo** di QuickBooks Online Accountant, migliorando l'efficienza e supportando l'avanzamento di carriera in contabilità. ##### Cons - Gli utenti trovano la **curva di apprendimento impegnativa** , poiché l'interfaccia può essere opprimente per coloro che sono nuovi nella gestione di più clienti. - Gli utenti trovano l'interfaccia **eccessivamente complessa** , presentando una curva di apprendimento significativa per i nuovi utenti che gestiscono più clienti. - Gli utenti trovano occasionali **ritardi di sincronizzazione** con l'integrazione ProConnect frustranti, specialmente durante i periodi di deposito intenso. - Gli utenti affrontano sfide a causa delle **posizioni dei menu in costante cambiamento** , che possono ostacolare l'esperienza complessiva dell'utente in QuickBooks Online Accountant. #### What Are Recent G2 Reviews of QuickBooks Online Accountant? **["QB per la vittoria"](https://www.g2.com/it/survey_responses/quickbooks-online-accountant-review-11699164)** **Rating:** 5.0/5.0 stars _— Utente verificato in Ospedali e assistenza sanitaria_ [Read full review](https://www.g2.com/it/survey_responses/quickbooks-online-accountant-review-11699164) **["Potenzia i contabili con un'integrazione senza soluzione di continuità e una crescita professionale"](https://www.g2.com/it/survey_responses/quickbooks-online-accountant-review-12102128)** **Rating:** 5.0/5.0 stars _— Richard R._ [Read full review](https://www.g2.com/it/survey_responses/quickbooks-online-accountant-review-12102128) #### What Are G2 Users Discussing About QuickBooks Online Accountant? - [A cosa serve QuickBooks Online Accountant?](https://www.g2.com/it/discussions/what-is-quickbooks-online-accountant-used-for) - 1 upvote - [What are 3 accountant tools in QuickBooks online?](https://www.g2.com/it/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/it/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/it/discussions/is-quickbooks-online-free-for-accountants) - [Cosa può fare il mio commercialista in QuickBooks online?](https://www.g2.com/it/discussions/what-can-my-accountant-do-in-quickbooks-online) - 1 comment ### [Xero Practice Manager](https://www.g2.com/it/products/xero-practice-manager/reviews) Xero Practice Manager è una soluzione completa di gestione dello studio basata su cloud, progettata per studi di contabilità e tenuta dei libri contabili. Semplifica la gestione di clienti, lavori, fogli di presenza, fatturazione e reportistica, fornendo una piattaforma centralizzata per supervisionare tutti gli aspetti delle operazioni dello studio. Integrandosi perfettamente con la suite di prodotti Xero, assicura la sincronizzazione dei dati in tempo reale, migliorando l'efficienza e la collaborazione all'interno dello studio. Caratteristiche e Funzionalità Principali: - Gestione di Clienti e Lavori: Assegna compiti al personale, imposta scadenze e monitora l'avanzamento dei lavori tramite un cruscotto unificato. - Tracciamento del Tempo e Fatturazione: Registra con precisione le ore fatturabili e convertile in fatture, che vengono automaticamente sincronizzate con il software di contabilità Xero. - Reportistica Personalizzabile: Genera report standard o personalizzati per ottenere approfondimenti sulle prestazioni dello studio e sugli impegni con i clienti. - Integrazione Senza Soluzione di Continuità: Sincronizza i record dei clienti e i dati finanziari tra Xero HQ e altri prodotti Xero, garantendo coerenza e riducendo l'inserimento manuale dei dati. - Accessibilità Mobile: Utilizza l'app mobile di Xero Practice Manager per gestire compiti, tracciare il tempo e accedere alle informazioni sui clienti in movimento. Valore Primario e Soluzioni Fornite: Xero Practice Manager affronta le complessità della gestione di uno studio contabile offrendo una piattaforma integrata che consolida le informazioni sui clienti, il tracciamento dei lavori e i dati finanziari. Questa integrazione riduce il carico amministrativo, minimizza gli errori e migliora la collaborazione tra i membri del team. Automatizzando le attività di routine e fornendo approfondimenti in tempo reale, consente agli studi di concentrarsi sulla fornitura di servizi di alta qualità ai propri clienti, guidando infine la crescita e la redditività. **Average Rating:** 4.5/5.0 **Total Reviews:** 46 #### How Do G2 Users Rate Xero Practice Manager? - **Ritiene che the product sia stato un valido partner commerciale?:** 8.1/10 (Category avg: 9.1/10) - **Segnalazione:** 9.6/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 9.6/10 (Category avg: 8.5/10) - **Stato del lavoro:** 9.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind Xero Practice Manager? - **Venditore:** [Xero](https://www.g2.com/it/sellers/xero-390f429b-8d4b-4170-a85d-f071f0cc536d) - **Anno di Fondazione:** 2006 - **Sede centrale:** Wellington - **Twitter:** @Xero 77,493 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=d62572893dfe24e7de3be9e516bac8c16c722b7a318db81b31ca0c6a2b39cf01&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F50780%2F&secure%5Burl_type%5D=linkedin_company_website) 6,186 dipendenti su LinkedIn® - **Proprietà:** ASX:XRO #### Who Uses This Product? - **Top Industries:** Contabilità - **Company Size:** 77% Small, 21% Medium #### What Do G2 Reviewers Say About Xero Practice Manager? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti evidenziano la **facilità d'uso** di Xero Practice Manager, rendendo compiti come i fogli di presenza e le buste paga senza sforzo. - Gli utenti apprezzano la **gestione centralizzata** di Xero Practice Manager, trovandola facile ed efficace per la gestione dei clienti. - Gli utenti trovano **la gestione dei clienti facile ed efficiente** con Xero Practice Manager, migliorando le operazioni del loro studio senza sforzo. - Gli utenti apprezzano il **supporto clienti reattivo** di Xero Practice Manager, migliorando la loro esperienza complessiva con il software. - Gli utenti apprezzano la **facilità d'uso** e il **supporto clienti veloce** di Xero Practice Manager, migliorando la loro esperienza complessiva. ##### Cons - Gli utenti **riscontrano difficoltà nel trovare le fatture** per i fornitori e le ricevute di entrate, portando a confusione nella gestione. - Gli utenti trovano che le **funzionalità limitate** di Xero Practice Manager limitano la loro capacità di gestire efficacemente la creazione di lavori. - Gli utenti segnalano **prestazioni lente** di Xero Practice Manager, influenzando negativamente la produttività durante i momenti critici. - Gli utenti affrontano sfide con **problemi di aggiornamento** che ostacolano la funzionalità dell'IA e i processi di manipolazione dei dati in Xero Practice Manager. - Gli utenti sperimentano **tempi di inattività del sito web** con Xero Practice Manager, portando a frustrazioni e ridotta produttività. #### What Are Recent G2 Reviews of Xero Practice Manager? **["Il centro definitivo per il flusso di lavoro e la fatturazione per il nostro team"](https://www.g2.com/it/survey_responses/xero-practice-manager-review-12980410)** **Rating:** 5.0/5.0 stars _— Ravindu M._ [Read full review](https://www.g2.com/it/survey_responses/xero-practice-manager-review-12980410) **["Tutto in un unico posto, su un'unica piattaforma"](https://www.g2.com/it/survey_responses/xero-practice-manager-review-12579217)** **Rating:** 5.0/5.0 stars _— Emma B._ [Read full review](https://www.g2.com/it/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/it/discussions/what-does-xero-software-do) - [Is WorkflowMax the same as practice manager?](https://www.g2.com/it/discussions/is-workflowmax-the-same-as-practice-manager) - [What is the difference between WorkflowMax and Xero Practice Manager?](https://www.g2.com/it/discussions/what-is-the-difference-between-workflowmax-and-xero-practice-manager) - [How does Xero Practice Manager work?](https://www.g2.com/it/discussions/how-does-xero-practice-manager-work) ### [Dext](https://www.g2.com/products/dext/reviews) Automate bookkeeping with Dext. Capture receipts, invoices, expenses & mileage, extract and code data, sync to Xero, QBO & 30+ platforms. Trusted by 12K+ accounting and bookkeeping firms. Start your free trial today. 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:** 325 #### 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:** 87% Small, 12% Medium #### What Do G2 Reviewers Say About Dext? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Dext, noting its user-friendly interface that simplifies billing and invoicing. - Users appreciate how Dext's **time-saving automation** significantly reduces manual work and enhances efficiency with easy syncing. - Users value the **automation capabilities** of Dext, significantly reducing manual work and saving time and effort. - Users value the **automation efficiency** of Dext, saving time and ensuring accurate data capture for documents. - Users value the **efficiency** of Dext, appreciating its speed and automation for seamless bookkeeping. ##### Cons - Users express frustration with **pricing issues** , citing unexpected fees and dissatisfaction with customer service regarding contracts. - Users report major **billing issues** , experiencing unauthorized charges and poor customer service from Dext regarding their plans. - Users experience occasional **slow processing** when reading documents or fetching data, though it typically performs well. - Users report **approval issues** with Dext, emphasizing difficulties in plan changes and unexpected charges without consent. - Users consistently find Dext to be **expensive** , with unexpected charges and inadequate support contributing to frustrations. #### What Are Recent G2 Reviews of Dext? **["Dext: An Incredible Tool for Bookkeepers & Accountants"](https://www.g2.com/survey_responses/dext-review-13350409)** **Rating:** 5.0/5.0 stars _— Chelsey T._ [Read full review](https://www.g2.com/survey_responses/dext-review-13350409) **["Huge Time-Saver for Receipt Capture with Smooth Xero & QuickBooks Sync"](https://www.g2.com/survey_responses/dext-review-13364967)** **Rating:** 4.0/5.0 stars _— Claire P._ [Read full review](https://www.g2.com/survey_responses/dext-review-13364967) #### 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) ### [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:** 246 #### 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** and navigation of Financial Cents, making project management simple and efficient. - Users value the **organized and flexible workflows** of Financial Cents, enhancing efficiency and client service consistency. - Users highlight the **efficiency improvement** from Financial Cents, enhancing project tracking and client communication effortlessly. - Users value the **effective communication** features of Financial Cents, enhancing collaboration and client interaction significantly. - Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining project management. ##### Cons - Users find the **cost prohibitive** for smaller firms and are hesitant to invest due to high pricing. - Users find **limited functionality** in Financial Cents, especially with customizable reports and mobile access challenges. - Users find the **document management issues** in Financial Cents frustrating, particularly with file transfers and Excel compatibility. - Users are frustrated by the **inability to close tasks easily** and lack of active reminders in Financial Cents. - Users find the **email integration lacking** , desiring more control and features for effective communication management. #### 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) ### [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:** 110 #### 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 appreciate the **ease of use** of 8am CPACharge, finding it intuitive and straightforward for financial management. - Users appreciate the **easy payment integration** with 8am CPACharge, facilitating quick billing and secure transactions. - Users appreciate the **payment efficiency** of 8am CPACharge, simplifying cash flow planning and transaction reconciliation. - Users value the **easy invoicing** process of CPACharge, greatly enhancing efficiency in handling client billing. - Users value the **quick and helpful customer support** of 8am CPACharge, enhancing their overall experience with the product. ##### Cons - Users experience **billing issues** with CPACharge, including high per-transaction fees and unpredictable monthly invoices. - Users find the **payment issues** with CPACharge problematic, citing high fees and unpredictable invoices as significant drawbacks. - Users find the **high fees** of 8am CPACharge make it more expensive than other merchant service providers. - Users note that the **email integration lacks comprehensive features** , making it difficult to fully utilize the system. - Users find CPACharge to be **expensive** due to higher transaction fees and unpredictable costs compared to competitors. #### 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/it/products/suralink/reviews) Suralink è la principale piattaforma di collaborazione con i clienti progettata per semplificare i flussi di lavoro degli incarichi per i team di revisione contabile, fiscale e di consulenza presso le società di contabilità. La nostra missione è garantire che gli incarichi rimangano in linea, entro il budget e funzionino in modo efficiente fornendo strumenti potenti che migliorano la collaborazione ed eliminano le inefficienze. Con il nostro strumento di Gestione delle Liste di Richiesta, le aziende possono automatizzare e semplificare le richieste di documenti, monitorare i progressi degli incarichi in tempo reale e garantire che i clienti rimangano allineati in ogni fase del processo. La Suite di Documenti di Lavoro Suralink si integra con qualsiasi soluzione di raccoglitore basata su Excel e si collega direttamente alla Gestione delle Liste di Richiesta. Automatizza l'abbinamento dei dati per i test a campione o l'analisi della popolazione, semplifica le revisioni con documenti collegati dei clienti e consente il follow-up diretto con i clienti, tutto senza mai lasciare i tuoi documenti di lavoro Excel. Le risposte dei clienti e i documenti di supporto si sincronizzano automaticamente nel tuo workbook, garantendo aggiornamenti in tempo reale e una collaborazione più fluida. Combinando la potente e sicura gestione delle richieste di documenti della Gestione delle Liste di Richiesta con l'integrazione senza soluzione di continuità della Suite di Documenti di Lavoro con Excel, Suralink consente alle aziende di semplificare i flussi di lavoro, ridurre le attività manuali e promuovere una migliore collaborazione con i clienti. Questi strumenti aiutano le aziende a mantenere gli incarichi in linea, minimizzare le inefficienze e migliorare le interazioni con i clienti, garantendo un processo di incarico più efficiente e conveniente, dalle richieste iniziali di PBC alla revisione dei documenti di lavoro. Suralink ha sede a Salt Lake City, Utah, con una forza lavoro remota a livello nazionale. **Average Rating:** 4.5/5.0 **Total Reviews:** 177 #### How Do G2 Users Rate Suralink? - **Ritiene che the product sia stato un valido partner commerciale?:** 8.9/10 (Category avg: 9.1/10) - **Segnalazione:** 8.5/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 8.1/10 (Category avg: 8.5/10) - **Stato del lavoro:** 8.2/10 (Category avg: 8.7/10) #### Who Is the Company Behind Suralink? - **Venditore:** [Suralink](https://www.g2.com/it/sellers/suralink) - **Sito web dell'azienda:** www.suralink.com - **Anno di Fondazione:** 2014 - **Sede centrale:** Salt Lake City,Utah - **Twitter:** @Suralink 724 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=c668bc94e7b5386d191e337ef51b45c65c44a25f04ef86f0df02637ff9cb55cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuralink%2F&secure%5Burl_type%5D=linkedin_company_website) 111 dipendenti su LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Manager, Partner - **Top Industries:** Contabilità, Consulenza - **Company Size:** 44% Medium, 41% Small #### What Do G2 Reviewers Say About Suralink? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti trovano Suralink straordinariamente **facile da usare** , necessitando di una guida minima per i nuovi clienti per navigare nella piattaforma. - Gli utenti apprezzano le capacità di **condivisione sicura dei documenti** di Suralink, garantendo sicurezza e facilità per i caricamenti riservati. - Gli utenti apprezzano l' **interfaccia intuitiva** di Suralink che semplifica la gestione dei documenti e migliora la collaborazione tra i team. - Gli utenti trovano **l'installazione iniziale estremamente facile** , garantendo una transizione fluida a Suralink per tutti i clienti. - Gli utenti trovano che Suralink migliori significativamente l' **efficienza** automatizzando le richieste di documenti e semplificando la gestione dell'interazione con i clienti. ##### Cons - Gli utenti sperimentano **notifiche scadenti** con Suralink, spesso ricevendo ritardi e aggiornamenti fuorvianti sui caricamenti di file. - Gli utenti sono frustrati per le **funzionalità mancanti** in Suralink, come la scarsa revisione dei documenti e le opzioni limitate di allegati. - Gli utenti esprimono frustrazione per la **gestione restrittiva dei file** in Suralink, ostacolando la collaborazione e causando ritardi nelle notifiche. - Gli utenti riscontrano **problemi di accesso** come difficoltà nel trovare i file e complicazioni con l'autenticazione a più fattori e SSO. - Gli utenti trovano la **curva di apprendimento difficile** ingombrante, poiché richiede un ampio addestramento e una gestione tempestiva dei documenti. #### What Are Recent G2 Reviews of Suralink? **["Suralink Mantiene Clienti e Aziende Organizzati, Chiari e Responsabili"](https://www.g2.com/it/survey_responses/suralink-review-13074630)** **Rating:** 5.0/5.0 stars _— Claire S._ [Read full review](https://www.g2.com/it/survey_responses/suralink-review-13074630) **["Suralink semplifica la raccolta dei documenti con il monitoraggio in tempo reale e una chiara responsabilità"](https://www.g2.com/it/survey_responses/suralink-review-13290106)** **Rating:** 5.0/5.0 stars _— Kyle F._ [Read full review](https://www.g2.com/it/survey_responses/suralink-review-13290106) #### What Are G2 Users Discussing About Suralink? - [What is a PBC accounting?](https://www.g2.com/it/discussions/what-is-a-pbc-accounting) - [Is Suralink safe?](https://www.g2.com/it/discussions/is-suralink-safe) - [How do you use Suralink?](https://www.g2.com/it/discussions/how-do-you-use-suralink) - [What does Suralink do?](https://www.g2.com/it/discussions/what-does-suralink-do) ### [TaxDome](https://www.g2.com/it/products/taxdome/reviews) Vincitore della categoria Soluzioni Complete per il Flusso di Lavoro Aziendale nei Readers’ Choice Awards 2024 di CPA Practice Advisor, TaxDome è la principale piattaforma di gestione per studi di contabilità, contabilità e servizi contabili completi. Affidato da oltre 10.000 studi per comunicare con più di 3 milioni dei loro clienti, TaxDome si concentra non solo sulle operazioni aziendali, ma anche sul miglioramento dell'esperienza del cliente. L'app mobile per clienti di TaxDome è costantemente classificata tra le prime 100 nella categoria Finanza dell'App Store di iOS e ha una valutazione di 4,9/5 su oltre 6.000 valutazioni. La piattaforma di gestione pratica di TaxDome, facile da usare e completa, migliora la collaborazione del team, fornisce ai manager visibilità e consente ai preparatori fiscali e ai contabili di svolgere il loro lavoro più velocemente e in modo più efficace. La suite di prodotti include automazione del flusso di lavoro, CRM, archiviazione sicura dei documenti, strumenti di coinvolgimento dei clienti, reportistica e analisi AI, proposte, lettere di incarico, firme elettroniche e altro ancora. Accessibile da desktop e mobile, TaxDome è la soluzione completa per qualsiasi studio, permettendo ai contabili di concentrarsi su interazioni significative e di valore aggiunto con i clienti. Ogni cliente, ogni email, ogni lavoro, ogni fattura, tutto in un unico hub condiviso per il tuo team. **Average Rating:** 4.7/5.0 **Total Reviews:** 722 #### How Do G2 Users Rate TaxDome? - **Ritiene che the product sia stato un valido partner commerciale?:** 9.0/10 (Category avg: 9.1/10) - **Segnalazione:** 8.0/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 8.6/10 (Category avg: 8.5/10) - **Stato del lavoro:** 8.6/10 (Category avg: 8.7/10) #### Who Is the Company Behind TaxDome? - **Venditore:** [TaxDome](https://www.g2.com/it/sellers/taxdome) - **Anno di Fondazione:** 2017 - **Sede centrale:** New York, US - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Contabilità, Servizi finanziari - **Company Size:** 99% Small, 0% Medium #### What Do G2 Reviewers Say About TaxDome? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti trovano **TaxDome estremamente facile da usare** , apprezzandone la comodità e l'efficienza nella gestione del loro carico di lavoro in modo fluido. - Gli utenti apprezzano le **funzionalità di gestione dei clienti** di TaxDome, migliorando l'organizzazione e migliorando l'interazione con i clienti senza sforzo. - Gli utenti elogiano il **team di supporto clienti reattivo** , migliorando l'efficienza e semplificando la collaborazione con i clienti. - Gli utenti amano le **funzionalità di automazione** di TaxDome, migliorando l'efficienza e semplificando i flussi di lavoro per il loro studio. - Gli utenti apprezzano gli **strumenti di comunicazione efficaci** di TaxDome, migliorando le interazioni con i clienti e il coordinamento dei documenti senza problemi. ##### Cons - Gli utenti trovano la **curva di apprendimento ripida** , specialmente per l'installazione e la padronanza dei tag, che può essere opprimente. - Gli utenti ritengono che TaxDome manchi di **funzionalità essenziali** come le caselle di posta condivise e le API aperte, ostacolando la produttività. - Gli utenti trovano la **curva di apprendimento difficile** di TaxDome impegnativa, richiedendo tempo e sforzo significativi per padroneggiare la piattaforma. - Gli utenti affrontano **problemi di fatturazione** con TaxDome, in particolare nel trasferimento delle commissioni e nella generazione di rapporti efficaci. - Gli utenti trovano il **processo di configurazione difficile** di TaxDome impegnativo, ma riconoscono che il supporto della comunità aiuta. #### What Are Recent G2 Reviews of TaxDome? **["Piattaforma potente ma intuitiva con ottime prestazioni"](https://www.g2.com/it/survey_responses/taxdome-review-13235077)** **Rating:** 4.5/5.0 stars _— Sean M. G._ [Read full review](https://www.g2.com/it/survey_responses/taxdome-review-13235077) **["Portale intuitivo che conserva tutte le email e i messaggi dei clienti in un unico posto"](https://www.g2.com/it/survey_responses/taxdome-review-13200371)** **Rating:** 5.0/5.0 stars _— Rebecca H._ [Read full review](https://www.g2.com/it/survey_responses/taxdome-review-13200371) #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/it/discussions/taxdome-how-do-you-use-taxdome) - [Come si usa Taxdome?](https://www.g2.com/it/discussions/how-do-you-use-taxdome) - 2 comments - [TaxDome si integra con Drake?](https://www.g2.com/it/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [TaxDome si integra con Drake?](https://www.g2.com/it/discussions/does-taxdome-integrate-with-drake) - 3 comments - [TaxDome è basato su cloud?](https://www.g2.com/it/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### [Firm360](https://www.g2.com/it/products/firm360/reviews) Firm360 è la piattaforma tutto-in-uno costruita per i contabili da contabili per eliminare il caos di gestire strumenti disconnessi e processi manuali. Comprendiamo il lavoro dietro il flusso di lavoro — quindi abbiamo progettato Firm360 per ottimizzare ogni parte della gestione di uno studio contabile. Dalla gestione dei progetti e comunicazione con i clienti al monitoraggio del tempo, fatturazione, firme elettroniche, reportistica e condivisione sicura dei documenti, tutto è in un unico posto. Gli studi utilizzano Firm360 per risparmiare ore ogni settimana, migliorare la collaborazione del team e offrire una migliore esperienza al cliente. Più di 3.000 professionisti contabili si affidano a Firm360 per operare con chiarezza, non complessità — supportati da un onboarding su misura, formazione continua e un team reattivo sempre pronto ad aiutare. **Average Rating:** 4.4/5.0 **Total Reviews:** 153 #### How Do G2 Users Rate Firm360? - **Ritiene che the product sia stato un valido partner commerciale?:** 9.1/10 (Category avg: 9.1/10) - **Segnalazione:** 8.3/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 8.8/10 (Category avg: 8.5/10) - **Stato del lavoro:** 9.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Firm360? - **Venditore:** [Firm Software LLC](https://www.g2.com/it/sellers/firm-software-llc) - **Sito web dell'azienda:** www.myfirm360.com - **Anno di Fondazione:** 2019 - **Sede centrale:** Raleigh, NC - **Twitter:** @firm360 776 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=da65d04deaf096b12aee6fea8549a77094550003d7276ba89125a59b52341cf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmyfirm360&secure%5Burl_type%5D=linkedin_company_website) 20 dipendenti su LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accountant, Partner - **Top Industries:** Contabilità, Servizi finanziari - **Company Size:** 88% Small, 8% Medium #### What Do G2 Reviewers Say About Firm360? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti amano la **facilità d'uso** di Firm360, notando il suo design intuitivo e i processi semplificati per la gestione dei clienti. - Gli utenti elogiano il **supporto clienti reattivo e utile** di Firm360, migliorando la loro esperienza e soddisfazione complessiva. - Gli utenti apprezzano la **gestione centralizzata** di Firm360, semplificando le operazioni e migliorando la produttività nelle loro aziende. - Gli utenti apprezzano le **grandi capacità di gestione dei documenti** di Firm360, semplificando la gestione delle fatture e dei compiti in modo efficiente. - Gli utenti apprezzano il **miglioramento dell'efficienza** offerto da Firm360, che consente un monitoraggio senza soluzione di continuità di più progetti e processi semplificati. ##### Cons - Gli utenti trovano **la gestione dei clienti ingombrante** poiché non possono eliminare i clienti e devono inserire ripetutamente le informazioni dei clienti. - Gli utenti ritengono che le **funzionalità limitate** di Firm360 ostacolino l'usabilità e manchino delle opzioni di personalizzazione avanzate disponibili in altri strumenti. - Gli utenti trovano **scarsa usabilità** in Firm360, specialmente con la visualizzazione dei documenti e i rapporti di progetto confusi che complicano la loro esperienza. - Gli utenti affrontano **problemi di gestione dei file ingombranti** con Firm360, portando a inefficienze e frustrazioni nell'organizzazione dei documenti. - Gli utenti spesso sperimentano **problemi di download** con Firm360, portando a frustrazione e flussi di lavoro inefficienti. #### What Are Recent G2 Reviews of Firm360? **["La nostra recensione di Firm360"](https://www.g2.com/it/survey_responses/firm360-review-12936671)** **Rating:** 5.0/5.0 stars _— Benjamin B._ [Read full review](https://www.g2.com/it/survey_responses/firm360-review-12936671) **["Firm360 ha davvero migliorato la nostra pratica!"](https://www.g2.com/it/survey_responses/firm360-review-9968802)** **Rating:** 5.0/5.0 stars _— Stephanie L._ [Read full review](https://www.g2.com/it/survey_responses/firm360-review-9968802) #### What Are G2 Users Discussing About Firm360? - [A cosa serve Firm360?](https://www.g2.com/it/discussions/what-is-firm360-used-for) - 1 comment ### [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** in Onvio, enabling seamless data storage, sharing, and task management. - Users appreciate the **secure document sharing** feature of Onvio, enabling efficient collaboration and workflow management. - Users appreciate the **task management capabilities** of Onvio, enjoying efficient project assignment and workflow organization. - Users value the **efficient data storage and workflow management** features in Onvio for processing tax returns seamlessly. ##### Cons - Users find **difficult learning** curves at first for Onvio Firm Management, but daily use improves familiarity and ease. - Users find the **learning curve challenging** initially, but regular use makes the platform 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) ### [Double](https://www.g2.com/it/products/double-double/reviews) Double è una soluzione di gestione delle pratiche e gestione delle chiusure che aiuta contabili, contabili e team contabili interni a individuare e correggere errori, comunicare con clienti e stakeholder, fornire report finanziari sorprendenti e gestire l'intera chiusura di fine mese dall'inizio alla fine. Double funge da hub operativo centralizzato, progettato per sovrapporsi al libro contabile esistente per ottimizzare sia i flussi di lavoro interni che la comunicazione con i clienti esterni. Utilizzando una sincronizzazione bidirezionale con i principali software di contabilità, tra cui QuickBooks Online, Xero, Sage Intacct e NetSuite, Double identifica informazioni mancanti ed errori potenziali in tempo reale. Invece di esportazioni manuali per domande sulle transazioni o thread di email frammentati, Double consente ai team di affrontare transazioni non categorizzate, ricevute mancanti e incoerenze di codifica direttamente attraverso un portale sicuro e personalizzato. La sincronizzazione bidirezionale garantisce che qualsiasi aggiornamento effettuato all'interno di Double, come la riclassificazione di una transazione o l'allegazione di un documento, sia immediatamente riflesso nel libro contabile del cliente, mantenendo una singola fonte di verità. La piattaforma è costruita specificamente per i professionisti della contabilità che vogliono automatizzare compiti ripetitivi e standardizzare i loro flussi di lavoro. Sostituisce la necessità di gestori di compiti separati, strumenti di archiviazione documenti e innumerevoli thread di email consolidando queste funzioni in un'interfaccia unificata. Automatizzando le attività amministrative di routine e fornendo funzionalità intuitive assistite dall'IA, i team possono aumentare la loro capacità di elaborazione e migliorare l'accuratezza dei loro report finanziari complessivi. Sincronizzazione bidirezionale con il libro contabile: presenta una sincronizzazione live con il GL/ERP che segnala errori e consente agli utenti di aggiornare la codifica delle transazioni, gli allegati e gli stati su entrambe le piattaforme simultaneamente. Riconciliazione assistita dall'IA e registrazioni contabili: sfrutta l'IA per convertire documenti sorgente complessi, come report sui salari o dichiarazioni di regolamento, in registrazioni contabili bilanciate mentre individua discrepanze specifiche quando i feed bancari non corrispondono al libro contabile. Dashboard di gestione delle pratiche: fornisce una visibilità di alto livello sullo stato di tutte le chiusure, assegnazioni del team e domande in sospeso attraverso un centro di controllo centralizzato. Gestione integrata delle ricevute: utilizza l'IA per estrarre dati dalle ricevute caricate e offre suggerimenti di codifica che possono essere pubblicati direttamente sul libro contabile con l'approvazione umana. Attraverso questa combinazione di automazione del flusso di lavoro e comunicazione integrata, Double aiuta i team di contabilità e finanza a ridurre il lavoro manuale associato alla chiusura, consentendo al personale di concentrarsi su servizi di consulenza di livello superiore e sull'integrità dei dati. **Average Rating:** 5.0/5.0 **Total Reviews:** 79 #### How Do G2 Users Rate Double? - **Ritiene che the product sia stato un valido partner commerciale?:** 9.9/10 (Category avg: 9.1/10) - **Segnalazione:** 8.6/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 9.3/10 (Category avg: 8.5/10) - **Stato del lavoro:** 9.6/10 (Category avg: 8.7/10) #### Who Is the Company Behind Double? - **Venditore:** [Double](https://www.g2.com/it/sellers/double-052b6191-dd0d-4334-8f60-99591df73878) - **Anno di Fondazione:** 2020 - **Sede centrale:** NYC, US - **Pagina LinkedIn®:** [www.linkedin.com](https://www.g2.com/it/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 dipendenti su LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Bookkeeper - **Top Industries:** Contabilità - **Company Size:** 96% Small, 3% Medium #### What Do G2 Reviewers Say About Double? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti trovano l' **facilità d'uso** di Keeper inestimabile per l'efficienza, semplificando le transazioni e migliorando la comunicazione. - Gli utenti apprezzano le **funzionalità di collaborazione** di Keeper, migliorando efficacemente il lavoro di squadra e la comunicazione con i clienti. - Gli utenti evidenziano il **supporto clienti eccezionale** di Keeper, rendendo il software facile da usare ed efficace. - Gli utenti apprezzano le **funzionalità preziose** di Double, che migliorano la produttività e semplificano i flussi di lavoro per i contabili. - Gli utenti apprezzano la **facile comunicazione** con i clienti, migliorando la collaborazione e ricevendo risposte tempestive in modo efficace. ##### Cons - Gli utenti trovano che **le limitazioni nei report e nella personalizzazione** ostacolino l'efficienza e la flessibilità in Double per la gestione dei progetti. - Gli utenti trovano che la **scarsa reportistica** in Double limiti la loro capacità di personalizzare le metriche per le esigenze uniche dei clienti. - Gli utenti notano la mancanza di **un'integrazione email completamente funzionale** , limitando l'efficienza della comunicazione all'interno di Double. - Gli utenti trovano la **scarsa usabilità** di Double impegnativa a causa della sua interfaccia goffa e dei problemi di sincronizzazione. - Gli utenti trovano **frustrante la mancanza di aggiornamenti batch delle attività** , poiché ostacola l'efficienza e la personalizzazione nella gestione delle attività. #### What Are Recent G2 Reviews of Double? **["Gestione Clienti Amichevole, Moderna ed Efficiente"](https://www.g2.com/it/survey_responses/double-review-12644019)** **Rating:** 5.0/5.0 stars _— Lika S._ [Read full review](https://www.g2.com/it/survey_responses/double-review-12644019) **["Strumento indispensabile per la mia azienda"](https://www.g2.com/it/survey_responses/double-review-12640581)** **Rating:** 5.0/5.0 stars _— Utente verificato in Servizi finanziari_ [Read full review](https://www.g2.com/it/survey_responses/double-review-12640581) ### [Caseware](https://www.g2.com/it/products/caseware/reviews) Caseware è la piattaforma AI per gli impegni di audit e assurance moderni. Progettata appositamente per l'audit e la rendicontazione finanziaria, Caseware integra un'intelligenza governata e consapevole dell'impegno direttamente nei flussi di lavoro di cui le aziende si fidano già, aiutando i team a pianificare, eseguire, rivedere e riportare con maggiore velocità, fiducia e controllo. Con agenti AI, automazione guidata dalla metodologia e un'architettura di piattaforma aperta, Caseware aiuta le aziende a semplificare il lavoro complesso, proteggere la qualità ed estendere l'intelligenza lungo l'intero ciclo di vita dell'impegno. Affidato da aziende in tutto il mondo, Caseware unisce oltre 35 anni di esperienza nel settore con un'AI all'avanguardia costruita per ciò che verrà. **Average Rating:** 4.0/5.0 **Total Reviews:** 68 #### How Do G2 Users Rate Caseware? - **Ritiene che the product sia stato un valido partner commerciale?:** 7.6/10 (Category avg: 9.1/10) - **Segnalazione:** 3.3/10 (Category avg: 7.9/10) - **Stato del lavoro:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Caseware? - **Venditore:** [Caseware International](https://www.g2.com/it/sellers/caseware-international) - **Sito web dell'azienda:** www.caseware.com - **Anno di Fondazione:** 1988 - **Sede centrale:** Toronto, ON - **Twitter:** @CaseWare 5,821 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=989ec55c8f13cfc6b3c593a7593f7d19f4c68ed17468c58ca8ed23843cb8e56a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F80551%2F&secure%5Burl_type%5D=linkedin_company_website) 644 dipendenti su LinkedIn® #### Who Uses This Product? - **Top Industries:** Contabilità - **Company Size:** 39% Small, 33% Medium #### What Do G2 Reviewers Say About Caseware? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti elogiano la **facilità d'uso** di Caseware, evidenziando i suoi modelli semplici e i processi di audit efficienti. - Gli utenti apprezzano l' **efficienza** di Caseware, notando la sua capacità di semplificare processi di audit complessi e aumentare la produttività. - Gli utenti apprezzano le **funzionalità di automazione** di Caseware, che migliorano l'efficienza e migliorano la qualità e la coerenza degli audit. - Gli utenti apprezzano la **facilità d'uso e i modelli strutturati** in Caseware, migliorando l'efficienza e la qualità dell'audit. - Gli utenti apprezzano l' **efficienza migliorata dell'audit** di Caseware, che semplifica i processi e integra analisi avanzate per le verifiche finanziarie. ##### Cons - Gli utenti trovano la **ripida curva di apprendimento** di Caseware impegnativa, richiedendo tempo e formazione per padroneggiarla efficacemente. - Gli utenti spesso sperimentano **prestazioni lente** con file di grandi dimensioni, specialmente durante la sincronizzazione, influenzando l'efficienza e l'esperienza dell'utente. - Gli utenti trovano **frustrante il tempo necessario per l'installazione** e la curva di apprendimento di Caseware, influenzando la loro produttività complessiva. - Gli utenti trovano che i **bug nella configurazione del documento** siano dispendiosi in termini di tempo e spesso portino a confusione durante la collaborazione. - Gli utenti trovano la **curva di apprendimento difficile** di Caseware impegnativa, poiché l'installazione e la gestione dei documenti sono dispendiose in termini di tempo e complesse. #### What Are Recent G2 Reviews of Caseware? **["Essenziale per le società di revisione con innovazione lungimirante"](https://www.g2.com/it/survey_responses/caseware-review-12861854)** **Rating:** 4.5/5.0 stars _— Drew C._ [Read full review](https://www.g2.com/it/survey_responses/caseware-review-12861854) **["Audit conforme agli standard nel cloud, con promettente integrazione di Verity AI"](https://www.g2.com/it/survey_responses/caseware-review-12860942)** **Rating:** 4.5/5.0 stars _— Ryan M._ [Read full review](https://www.g2.com/it/survey_responses/caseware-review-12860942) #### What Are G2 Users Discussing About Caseware? - [A cosa servono i Working Papers?](https://www.g2.com/it/discussions/what-is-working-papers-used-for) - [A cosa serve CaseWare Cloud?](https://www.g2.com/it/discussions/what-is-caseware-cloud-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:** 4.3/5.0 **Total Reviews:** 22 #### 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:** 9.2/10 (Category avg: 7.9/10) - **New Client:** 10.0/10 (Category avg: 8.5/10) - **Job Status:** 9.2/10 (Category avg: 8.7/10) #### Who Is the Company Behind 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:** 55% Medium, 36% Small #### What Are Recent G2 Reviews of Aiwyn? **["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) **["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) ### [Accounting CS](https://www.g2.com/it/products/accounting-cs/reviews) Accounting CS è una soluzione software contabile completa progettata per contabili professionisti e studi di commercialisti. Integra varie funzioni contabili, tra cui scritture contabili, bilancio di verifica, paghe, reportistica finanziaria e contabilità clienti, in un'unica piattaforma. Questo approccio unificato semplifica le operazioni, migliora la produttività e facilita la collaborazione in tempo reale tra studi e clienti. Caratteristiche e Funzionalità Principali: - Integrazione Versatile: Importa senza problemi i dati dai fogli di calcolo dei clienti e si integra con software di terze parti come QuickBooks®, consentendo una gestione efficiente dei dati. - Adattabilità all'Industria: Supporta vari tipi di entità, periodi di rendicontazione e strutture dei clienti, rendendolo adatto a settori e modelli di business diversi. - Capacità Multi-Utente e Multi-Tasking: Consente a più utenti di lavorare su compiti o clienti diversi contemporaneamente, migliorando la collaborazione e l'efficienza del team. - Sicurezza e Controlli Avanzati: Offre spazi di lavoro personalizzabili e permessi utente, garantendo che il personale acceda solo alle informazioni pertinenti ai loro ruoli. - Reportistica Personalizzata: Fornisce strumenti di reportistica robusti, incluso un designer di report personalizzato, per analizzare i dati e generare report specifici per i clienti. - Portale di Accesso Clienti: Facilita la collaborazione in tempo reale con i clienti attraverso un portale online condiviso, consentendo la condivisione sicura dei dati e la comunicazione. Valore Primario e Soluzioni Fornite: Accounting CS affronta le sfide che gli studi contabili incontrano nella gestione di più clienti e compiti contabili complessi. Consolidando le funzioni contabili essenziali in un'unica piattaforma integrata, riduce la necessità di più soluzioni software, minimizza gli errori di inserimento dati e accelera i processi di lavoro. Le funzionalità di collaborazione in tempo reale migliorano il coinvolgimento e la soddisfazione dei clienti, mentre i report personalizzabili e i controlli di sicurezza garantiscono che gli studi possano adattare il software alle loro esigenze specifiche. Nel complesso, Accounting CS consente ai professionisti contabili di fornire servizi di alta qualità in modo efficiente ed efficace. **Average Rating:** 3.5/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Accounting CS? - **Ritiene che the product sia stato un valido partner commerciale?:** 5.3/10 (Category avg: 9.1/10) - **Segnalazione:** 8.3/10 (Category avg: 7.9/10) - **Nuovo Cliente:** 10.0/10 (Category avg: 8.5/10) - **Stato del lavoro:** 10.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Accounting CS? - **Venditore:** [Thomson Reuters](https://www.g2.com/it/sellers/thomson-reuters) - **Anno di Fondazione:** 2008 - **Sede centrale:** Toronto, CA - **Twitter:** @thomsonreuters 150,224 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=f89c8fcdd6e64a8205c4d14444da3a11339cc01aa4624cbf47168c88a176a2f5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1400%2F&secure%5Burl_type%5D=linkedin_company_website) 36,619 dipendenti su LinkedIn® - **Proprietà:** NYSE:TRI #### Who Uses This Product? - **Who Uses This:** Accountant - **Top Industries:** Contabilità - **Company Size:** 89% Small, 11% Medium #### What Do G2 Reviewers Say About Accounting CS? _AI-generated summary from verified user reviews_ ##### Pros - Gli utenti apprezzano la **facilità d'uso** di Accounting CS, trovandolo intuitivo ed efficiente per gestire le attività finanziarie. - Gli utenti apprezzano le **integrazioni senza soluzione di continuità** offerte da Accounting CS, migliorando il flusso di lavoro e l'efficienza della rendicontazione finanziaria. - Gli utenti apprezzano le **funzionalità di automazione** di Accounting CS, migliorando notevolmente l'efficienza e risparmiando tempo nell'inserimento dei dati. - Gli utenti apprezzano la **gestione centralizzata** di Accounting CS, che semplifica le attività contabili e migliora l'efficienza operativa. - Gli utenti apprezzano le **funzionalità complete** di Accounting CS, che consentono un'elaborazione senza problemi delle buste paga e delle riconciliazioni bancarie. ##### Cons - Gli utenti trovano il processo di configurazione **difficile da navigare** , anche se è disponibile supporto per assistere con le sfide. - Gli utenti trovano che una **configurazione difficile** porta a sfide nel pieno utilizzo di Accounting CS nonostante le sue caratteristiche robuste. - Gli utenti affrontano **problemi di formattazione** che sorgono durante la configurazione, complicando la loro esperienza con Accounting CS. - Gli utenti affrontano una **curva di apprendimento** impegnativa con Accounting CS, richiedendo tempo e sforzo significativi per l'installazione e le regolazioni. - Gli utenti trovano la **complessità travolgente** di Accounting CS impegnativa, soprattutto per i nuovi arrivati che cercano di navigare tra le sue funzionalità. #### What Are Recent G2 Reviews of Accounting CS? **["Software di contabilità tutto in uno per contabili"](https://www.g2.com/it/survey_responses/accounting-cs-review-11698579)** **Rating:** 4.0/5.0 stars _— Sandi T._ [Read full review](https://www.g2.com/it/survey_responses/accounting-cs-review-11698579) **["Bilanciare i Libri: Un'Analisi Approfondita della Contabilità CS"](https://www.g2.com/it/survey_responses/accounting-cs-review-11008458)** **Rating:** 4.0/5.0 stars _— Kaitlyn E._ [Read full review](https://www.g2.com/it/survey_responses/accounting-cs-review-11008458) #### What Are G2 Users Discussing About Accounting CS? - [What is the latest version of accounting CS?](https://www.g2.com/it/discussions/what-is-the-latest-version-of-accounting-cs) - [What software should an accountants use?](https://www.g2.com/it/discussions/what-software-should-an-accountants-use) - [What is CS accounting software?](https://www.g2.com/it/discussions/what-is-cs-accounting-software) - [What is accounting CS used for?](https://www.g2.com/it/discussions/what-is-accounting-cs-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) - … - [11](/categories/accounting-practice-management?order=g2_score&page=11#product-list) - [12](/categories/accounting-practice-management?order=g2_score&page=12#product-list) - [Next › Next ›](/categories/accounting-practice-management?order=g2_score&page=2#product-list) Spotlight Categories [Digital Experience Platforms (DXP)](https://www.g2.com/categories/digital-experience-platforms-dxp) [Application Performance Monitoring (APM) Tools](https://www.g2.com/categories/application-performance-monitoring-apm) [Field Service Management Software](https://www.g2.com/categories/field-service-management) [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) [Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce) 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 | Product | Best for | User Review | | --- | --- | --- | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_2af47b2c3671189bb1dbf55881c24082/karbon-2025-03-03.png "Product Avatar Image")](https://www.g2.com/products/karbon-2025-03-03/reviews)[Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews)[4.8/5(928)](https://www.g2.com/products/karbon-2025-03-03/reviews) | Accounting workflow automation with email triage | "Single Source of Truth 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Software?](#which-companies-should-buy-accounting-practice-management-software) - [How to Buy Accounting Practice Management Software](#how-to-buy-accounting-practice-management-software) [ ### Accounting Practice Management Topics Expand/Collapse ](#) - [What is Accounting Practice Management Software?](#what-is-accounting-practice-management-software) - [What are the Common Features of Accounting Practice Management Software?](#what-are-the-common-features-of-accounting-practice-management-software) - [What are the Benefits of Accounting Practice Management Software?](#what-are-the-benefits-of-accounting-practice-management-software) - [Who Uses Accounting Practice Management Software](#who-uses-accounting-practice-management-software) - [Which Companies Should Buy Accounting Practice Management Software?](#which-companies-should-buy-accounting-practice-management-software) - [How to Buy Accounting Practice Management Software](#how-to-buy-accounting-practice-management-software) ## Learn More About Accounting Practice 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.