# Best Accounting Practice Management Software

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

**Total Products under this Category:** 135

### Category Stats (Jul 2026)

- **Average Rating:** 4.42/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Mango Practice Management (+3.86%) - Among all products in this category, Mango Practice Management recorded the largest rating increase compared to last month

_Last updated: July 26, 2026_

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

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

- 30 Analysts and Data Experts
- 4,600+ Authentic Reviews
- 135+ Products
- Unbiased Rankings

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

## G2 Grid® for Accounting Practice Management Software
 ![G2 Grid® for Accounting Practice Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/accounting-practice-management/grids.png?focus%5B%5D=36425&focus%5B%5D=18207&focus%5B%5D=87918&focus%5B%5D=87849&focus%5B%5D=103265&focus%5B%5D=113232&focus%5B%5D=67575&focus%5B%5D=118725)

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

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

**Sponsored**

### Auditi

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1592&secure%5Bchosen_at%5D=2026-07-27T22%3A17%3A11Z&secure%5Bdisplayable_resource_id%5D=1592&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1592&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=123062&secure%5Bresource_id%5D=1592&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Faccounting-practice-management%3Fopen_modal_url%3D%252Fproducts%252Firis-practice-management%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Faccounting-practice-management%2526source%253Dcategory&secure%5Btoken%5D=8ac508b222b439b7882fac4a0cef1f8f9081ab8a7fc08b75029b8887bb7f3ae1&secure%5Burl%5D=https%3A%2F%2Fwww.auditi.com%2F&secure%5Burl_type%5D=company_website)

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 890

#### 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:** https://karbonhq.com
- **Year Founded:** 2014
- **HQ Location:** Sausalito, California
- **Twitter:** @karbonhq (3,663 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3795518/ (420 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Accountant, Director
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 86% Small, 9% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

**["Work Tickets and Stanford Tax Integration Streamlined Our Tax Season"](https://www.g2.com/survey_responses/karbon-review-13078559)**

**Rating:** 4.5/5.0 stars

_— Cynthia C._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13078559)

**["Karbon Saves Hours Each Week with Powerful Workflow Automation"](https://www.g2.com/survey_responses/karbon-review-13029458)**

**Rating:** 5.0/5.0 stars

_— Damian G._

[Read full review](https://www.g2.com/survey_responses/karbon-review-13029458)

### [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:** 710

#### 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:** 8.4/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Canopy?

- **Seller:** [Canopy](https://www.g2.com/sellers/canopy-8ce787c5-6e22-4298-a210-10b2b7228799)
- **Company Website:** https://www.getcanopy.com/
- **Year Founded:** 2014
- **HQ Location:** Draper, Utah
- **Twitter:** @canopysuite (1,991 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/canopy-inc/about (310 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Owner, CPA
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 79% Small, 2% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

**["Canopy is a game changer"](https://www.g2.com/survey_responses/canopy-review-8095224)**

**Rating:** 5.0/5.0 stars

_— Mandy F._

[Read full review](https://www.g2.com/survey_responses/canopy-review-8095224)

**["Efficient Client Management with Everything in One Place"](https://www.g2.com/survey_responses/canopy-review-11985199)**

**Rating:** 5.0/5.0 stars

_— Jade A._

[Read full review](https://www.g2.com/survey_responses/canopy-review-11985199)

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

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 78

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

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.9/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind QuickBooks Online Accountant?

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit (80,559 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®)
- **Ownership:** VIE:INTU

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting
- **Company Size:** 77% Small, 17% Medium

#### What Do G2 Reviewers Say About QuickBooks Online Accountant?

_AI-generated summary from verified user reviews_

##### Pros

- Users find QuickBooks Online Accountant to be **easy to use and navigate** , enhancing overall efficiency in accounting tasks.
- Users appreciate the **easy integration** with existing processes, enhancing their accounting experience and workflow efficiency.
- Users appreciate the **extremely fast customer support** from QuickBooks Online Accountant, enhancing their overall experience significantly.
- Users appreciate the **efficiency** of QuickBooks Online Accountant, simplifying bookkeeping and tax preparation with seamless integration.
- Users value the **comprehensive training and seamless integrations** of QuickBooks Online Accountant for enhancing productivity and skills.

##### Cons

- Users note a significant **learning curve** with QuickBooks Online Accountant, making it challenging for beginners to adapt quickly.
- Users find the **overwhelming complexity** of QuickBooks Online Accountant challenging, especially when managing multiple clients and features.
- Users find the **syncing delays** with ProConnect frustrating, particularly during busy filing periods, impacting efficiency.
- Users find the **frequent changes in menu locations** frustrating, complicating the use of QuickBooks Online Accountant.

#### What Are Recent G2 Reviews of QuickBooks Online Accountant?

**["QB FTW"](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-11699164)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-11699164)

**["Empowers Accountants with Seamless Integration and Professional Growth"](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-12102128)**

**Rating:** 5.0/5.0 stars

_— Richard R._

[Read full review](https://www.g2.com/survey_responses/quickbooks-online-accountant-review-12102128)

### [Xero Practice Manager](https://www.g2.com/products/xero-practice-manager/reviews)

Xero Practice Manager is a comprehensive, cloud-based practice management solution tailored for accounting and bookkeeping firms. It streamlines the management of clients, jobs, timesheets, invoicing, and reporting, providing a centralized platform to oversee all aspects of practice operations. By integrating seamlessly with Xero's suite of products, it ensures real-time data synchronization, enhancing efficiency and collaboration within the firm. Key Features and Functionality: - Client and Job Management: Assign tasks to staff, set deadlines, and monitor job progress through a unified dashboard. - Time Tracking and Invoicing: Record billable hours accurately and convert them into invoices, which are automatically synchronized with Xero accounting software. - Customizable Reporting: Generate standard or tailored reports to gain insights into practice performance and client engagements. - Seamless Integration: Sync client records and financial data across Xero HQ and other Xero products, ensuring consistency and reducing manual data entry. - Mobile Accessibility: Utilize the Xero Practice Manager mobile app to manage tasks, track time, and access client information on the go. Primary Value and Solutions Provided: Xero Practice Manager addresses the complexities of managing an accounting practice by offering an integrated platform that consolidates client information, job tracking, and financial data. This integration reduces administrative overhead, minimizes errors, and enhances collaboration among team members. By automating routine tasks and providing real-time insights, it empowers firms to focus on delivering high-quality services to their clients, ultimately driving growth and profitability.

**Average Rating:** 4.5/5.0

**Total Reviews:** 46

#### How Do G2 Users Rate Xero Practice Manager?

- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 9.1/10)
- **Reporting:** 9.6/10 (Category avg: 7.9/10)
- **New Client:** 9.6/10 (Category avg: 8.5/10)
- **Job Status:** 9.4/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Xero Practice Manager?

- **Seller:** [Xero](https://www.g2.com/sellers/xero-390f429b-8d4b-4170-a85d-f071f0cc536d)
- **Year Founded:** 2006
- **HQ Location:** Wellington
- **Twitter:** @Xero (77,493 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/50780/ (6,186 employees on LinkedIn®)
- **Ownership:** ASX:XRO

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 77% Small, 21% Medium

#### What Do G2 Reviewers Say About Xero Practice Manager?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Xero Practice Manager, highlighting its simple functions for efficient management.
- Users value the **centralized management** in Xero Practice Manager, making practice and client management easy and effective.
- Users value the **ease of client management** in Xero Practice Manager, praising its simplicity and effectiveness.
- Users praise the **responsive customer support** of Xero Practice Manager, enhancing their overall experience and satisfaction.
- Users appreciate the **functionality** of Xero Practice Manager, highlighting its ease of use and extensive features.

##### Cons

- Users face challenges in locating **paid supplier invoices and revenue receipts** , complicating their invoicing process in Xero Practice Manager.
- Users find the **limited features** of Xero Practice Manager frustrating, especially the lack of bulk job creation.
- Users experience **slow performance** with Xero Practice Manager, impacting their productivity during critical periods.
- Users find **update issues** prevalent, particularly with Excel integration and AI functions requiring frequent attention for optimal use.
- Users experience **website downtime** with Xero, which hinders productivity and slows down their workforce.

#### What Are Recent G2 Reviews of Xero Practice Manager?

**["The ultimate workflow and invoicing hub for our team"](https://www.g2.com/survey_responses/xero-practice-manager-review-12980410)**

**Rating:** 5.0/5.0 stars

_— Ravindu M._

[Read full review](https://www.g2.com/survey_responses/xero-practice-manager-review-12980410)

**["Everything in One Place, on One Platform"](https://www.g2.com/survey_responses/xero-practice-manager-review-12579217)**

**Rating:** 5.0/5.0 stars

_— Emma B._

[Read full review](https://www.g2.com/survey_responses/xero-practice-manager-review-12579217)

### [Financial Cents](https://www.g2.com/products/financial-cents/reviews)

An all-in-one and easy-to-use accounting practice management software that has everything you need to collaborate with your team, track client work, automate workflows, get organized and hit your deadlines. Financial Cents simplifies your day-to-day—so you and your team can stop juggling spreadsheets, multiple apps and emails, and focus on serving clients. Financial Cents brings everything you need into a single, intuitive platform: - Accounting Workflow Management and Automation - Team collaboration tools - Built-in client communication - Capacity Management - Email Integration & Management - 200+ Workflow templates - Client Portal - CRM - Inbuilt payment collection & automation - Business insights and reports: Realization & profitabily report, team utilization, work insights, revenue insights and more. - Proposals and Engagement Letters - Document Management & secure file sharing (unlimited storage) - and more

**Average Rating:** 4.7/5.0

**Total Reviews:** 243

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

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Reporting:** 8.6/10 (Category avg: 7.9/10)
- **New Client:** 9.1/10 (Category avg: 8.5/10)
- **Job Status:** 9.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Financial Cents?

- **Seller:** [Financial Cents](https://www.g2.com/sellers/financial-cents)
- **Year Founded:** 2020
- **HQ Location:** Atlanta, US
- **Twitter:** @\_FinancialCents (1,287 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/financial-cents/ (76 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Owner, CEO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 98% Small, 2% Medium

#### What Do G2 Reviewers Say About Financial Cents?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Financial Cents, finding navigation simple and efficient for all features.
- Users rave about the **organized and flexible workflows** in Financial Cents, enhancing efficiency and client service.
- Users commend the **efficiency improvements** provided by Financial Cents, enhancing project tracking and workflow management.
- Users value the **effective communication tools** of Financial Cents, enhancing client interactions and team collaboration significantly.
- Users value the **effective team collaboration** features of Financial Cents, enhancing accountability and streamlining operations effortlessly.

##### Cons

- Users find the **price point too high** for smaller firms, limiting access to essential features and scalability.
- Users find the **limited functionality** in reporting tools and templates hinder effective management and client interactions.
- Users find the **document management issues** of Financial Cents frustrating, especially with file storage and coordination challenges.
- Users are frustrated by the **limited task closure options** and lack of active reminders in Financial Cents.
- Users face challenges with **email integration** in Financial Cents, experiencing issues like duplication and limited segmentation.

#### What Are Recent G2 Reviews of Financial Cents?

**["Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close"](https://www.g2.com/survey_responses/financial-cents-review-12747009)**

**Rating:** 5.0/5.0 stars

_— Stephen L._

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-12747009)

**["Strong first impression for workflow management"](https://www.g2.com/survey_responses/financial-cents-review-12498998)**

**Rating:** 5.0/5.0 stars

_— Kevin M._

[Read full review](https://www.g2.com/survey_responses/financial-cents-review-12498998)

### [8am CPACharge](https://www.g2.com/products/8am-cpacharge/reviews)

8am CPACharge is trusted by the AICPA, 35+ state CPA societies and more than 150,000 professionals as the best payment solution for CPAs, Enrolled Agents and Accountants—providing a simple, secure way for accounting firms to accept client credit, debit, and eCheck payments from anywhere at anytime. With next-day payments, you can keep cash flow predictable and your firm moving forward without delays.

**Average Rating:** 4.7/5.0

**Total Reviews:** 109

#### How Do G2 Users Rate 8am CPACharge?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.9/10)
- **New Client:** 8.6/10 (Category avg: 8.5/10)
- **Job Status:** 8.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind 8am CPACharge?

- **Seller:** [8am](https://www.g2.com/sellers/8am-31dcab59-2905-4459-9914-316d0e558c27)
- **Company Website:** https://www.8am.com/
- **Year Founded:** 2005
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/weare8am/ (761 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Owner, CPA
- **Top Industries:** Accounting
- **Company Size:** 98% Small, 2% Medium

#### What Do G2 Reviewers Say About 8am CPACharge?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of 8am CPACharge invaluable for seamless cash flow planning and reconciliation.
- Users find **easy payments** with 8am CPACharge convenient, streamlining payment processing and invoicing effortlessly.
- Users value the **payment efficiency** of 8am CPACharge, simplifying cash flow planning and transaction reconciliation.
- Users appreciate the **ease of invoicing** with CPACharge, seamlessly integrating billing and simplifying cash flow management.
- Users highlight the **quick and helpful customer support** of 8am CPACharge, enhancing their billing experience significantly.

##### Cons

- Users express concerns over **billing issues** due to high transaction fees and unpredictable invoicing from CPACharge.
- Users mention **payment issues** due to high fees and unpredictable invoicing, leading to frustration with CPACharge.
- Users find the **high fees** of 8am CPACharge cumbersome, especially with additional passthrough costs and unpredictable invoices.
- Users note that the **email integration lacks visibility** and is limited, complicating transaction efficiency.
- Users find the **overall cost of CPACharge to be high** due to unpredictable fees and higher transaction rates.

#### What Are Recent G2 Reviews of 8am CPACharge?

**["Seamless CRM Integration Built for CPA Firms"](https://www.g2.com/survey_responses/8am-cpacharge-review-13051400)**

**Rating:** 5.0/5.0 stars

_— Alexandria G._

[Read full review](https://www.g2.com/survey_responses/8am-cpacharge-review-13051400)

**["Low Fees and Easy Payments for Invoicing"](https://www.g2.com/survey_responses/8am-cpacharge-review-13052688)**

**Rating:** 4.5/5.0 stars

_— Leilah S._

[Read full review](https://www.g2.com/survey_responses/8am-cpacharge-review-13052688)

### [Suralink](https://www.g2.com/products/suralink/reviews)

Suralink is the agentic automation platform for accounting firms & their clients. We help our customers deliver their most efficient engagements ever. We do that by unifying the entire Request-to-Review process and empowering teams with configurable AI agents to pre-screen data, automate analysis, and deliver critical insights. Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration. By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review.

**Average Rating:** 4.5/5.0

**Total Reviews:** 176

#### How Do G2 Users Rate Suralink?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10)
- **Reporting:** 8.5/10 (Category avg: 7.9/10)
- **New Client:** 8.1/10 (Category avg: 8.5/10)
- **Job Status:** 8.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Suralink?

- **Seller:** [Suralink](https://www.g2.com/sellers/suralink)
- **Company Website:** https://www.suralink.com
- **Year Founded:** 2014
- **HQ Location:** Salt Lake City,Utah
- **Twitter:** @Suralink (724 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/suralink/ (111 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Senior Manager, Partner
- **Top Industries:** Accounting, Consulting
- **Company Size:** 44% Medium, 41% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **intuitive ease of use** of Suralink, making client onboarding quick and hassle-free.
- Users value the **secure document sharing** of Suralink, ensuring safe uploads and easy interactions for confidential information.
- Users appreciate the **intuitive interface** of Suralink, which simplifies document management and enhances collaboration.
- Users value the **easy initial setup** of Suralink, ensuring a smooth transition and intuitive experience for all clients.
- Users highlight Suralink's **efficiency and time savings** , as it automates requests and enhances collaboration seamlessly.

##### Cons

- Users are frustrated by **poor notifications** from Suralink, which delay alerts for new client uploads and cause confusion.
- Users express frustration with **missing features** in Suralink, including limitations in email functionality and a subpar notification system.
- Users experience **file management limitations** with Suralink, making it difficult to attach additional files in existing email threads.
- Users experience **access issues** with Suralink, including difficulties locating files and challenges with Multi-Factor Authentication.
- Users face **difficult learning** curves with Suralink, struggling with uploading and accessing documents effectively.

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

**["Suralink Keeps Clients and Firms Organized, Clear, and Accountable"](https://www.g2.com/survey_responses/suralink-review-13074630)**

**Rating:** 5.0/5.0 stars

_— Claire S._

[Read full review](https://www.g2.com/survey_responses/suralink-review-13074630)

**["Streamlines Audit Collaboration & Strong Audit Trail"](https://www.g2.com/survey_responses/suralink-review-12989030)**

**Rating:** 5.0/5.0 stars

_— Sanjay S._

[Read full review](https://www.g2.com/survey_responses/suralink-review-12989030)

### [Firm360](https://www.g2.com/products/firm360/reviews)

Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. Firms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. More than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help.

**Average Rating:** 4.4/5.0

**Total Reviews:** 153

#### How Do G2 Users Rate Firm360?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.9/10)
- **New Client:** 8.8/10 (Category avg: 8.5/10)
- **Job Status:** 9.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Firm360?

- **Seller:** [Firm Software LLC](https://www.g2.com/sellers/firm-software-llc)
- **Company Website:** https://www.myfirm360.com
- **Year Founded:** 2019
- **HQ Location:** Raleigh, NC
- **Twitter:** @firm360 (776 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/myfirm360 (20 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Accountant, Partner
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 88% Small, 8% Medium

#### What Do G2 Reviewers Say About Firm360?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** in Firm360 beneficial for document management and client interactions, enhancing overall productivity.
- Users appreciate the **responsive and helpful customer support** of Firm360, enhancing their overall experience and satisfaction.
- Users value the **centralized management** of Firm360, enhancing organization and streamlining processes effectively across teams.
- Users find Firm360's **document management** highly effective, enabling efficient organization and review of essential client documents.
- Users value the **efficiency improvement** of Firm360, enhancing project tracking and streamlining processes effectively.

##### Cons

- Users find it frustrating that they cannot **delete clients or easily manage client information** within Firm360.
- Users find the **limited features** of Firm360 frustrating, wishing for improved reporting and easier navigation.
- Users experience **poor usability** with Firm360, facing difficulties in document viewing and project tracking functionality.
- Users find **file management cumbersome** , with issues in document organization and synchronization creating significant headaches.
- Users face **download issues** with Firm360, encountering bugs and multiple steps that complicate managing PDF documents.

#### What Are Recent G2 Reviews of Firm360?

**["Firm360 has really helped our practice for the better!"](https://www.g2.com/survey_responses/firm360-review-9968802)**

**Rating:** 5.0/5.0 stars

_— Stephanie L._

[Read full review](https://www.g2.com/survey_responses/firm360-review-9968802)

**["Our Firm360 Review"](https://www.g2.com/survey_responses/firm360-review-12936671)**

**Rating:** 5.0/5.0 stars

_— Benjamin B._

[Read full review](https://www.g2.com/survey_responses/firm360-review-12936671)

### [Checkpoint](https://www.g2.com/products/thomson-reuters-checkpoint/reviews)

Checkpoint products are a family of research and guidance solutions for tax and accounting professionals that provides fast, accurate, and trusted answers. Checkpoint provides fast access to thoroughly integrated and up-to-date research materials, editorial insight, productivity tools, online learning, news updates, and marketing resources. Get trusted answers to your tax, accounting, finance, and trade questions, plus guidance and resources to help you make confident decisions quickly — adding more value to your firm or business. Try Checkpoint Edge Checkpoint Edge has the industry’s most sophisticated AI-powered algorithm built with larger sources of human-curated data and more diverse sets of features within its machine learning. The typeahead predictive search feature returns the most targeted results based on full-phrasal, natural language questions. Explore the benefits of a Premium plan with a free 7-day trial. Copy this link into your browser to get started today! https://tax.thomsonreuters.com/en/products/checkpoint-edge/trial

**Average Rating:** 4.3/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Checkpoint?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.1/10)
- **Reporting:** 10.0/10 (Category avg: 7.9/10)
- **New Client:** 10.0/10 (Category avg: 8.5/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Checkpoint?

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters (150,224 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®)
- **Ownership:** NYSE:TRI

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 45% Large, 40% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **comprehensive resources** of Thomson Reuters Checkpoint for federal and state tax research and compliance.
- Users value the **comprehensive tax management** capabilities of Checkpoint for research and compliance needs.
- Users value the **regular updates** from Checkpoint, ensuring they stay informed on tax and regulatory changes.

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

**["Test title"](https://www.g2.com/survey_responses/checkpoint-review-11144184)**

**Rating:** 5.0/5.0 stars

_— Andrii V._

[Read full review](https://www.g2.com/survey_responses/checkpoint-review-11144184)

**["Very easy to use, produces accurate reports"](https://www.g2.com/survey_responses/checkpoint-review-5176388)**

**Rating:** 5.0/5.0 stars

_— Sarah W._

[Read full review](https://www.g2.com/survey_responses/checkpoint-review-5176388)

### [Dext](https://www.g2.com/products/dext/reviews)

Dext: The AI-powered platform for bookkeeping automation Dext is an all-in-one, cloud-based platform that helps accountants, bookkeepers, and growing businesses automate bookkeeping tasks. It combines artificial intelligence, automation, and seamless integrations to deliver accurate, real-time financial data for smarter decisions. More than 700,000 businesses and 12,000 accounting firms trust Dext. Each year, it processes over 320 million financial documents with 99.9 percent data extraction accuracy. Dext connects to more than 11,500 banks, platforms, and accounting systems worldwide. How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. Receipt scanning and submission options The Dext mobile app makes data capture simple and fast. Users can quickly snap a picture of their receipts and then submit receipts individually or in bulk, calculate mileage using GPS, and manage expense claims with ease. Dext also supports receipt uploads via email, WhatsApp, Dropbox, drag-and-drop, and direct bank feeds, giving teams complete flexibility. Automation, AI, and OCR Dext turns manual bookkeeping into an intelligent, automated process. Its AI and OCR technologies achieves 99.9 percent accuracy, even with handwritten receipts. Custom rules, such as supplier rules and smart splits, let users automate how transactions are categorised and posted. Integrations and ecosystem Dext connects with more than 11,500 banks, e-commerce platforms, and payment systems and syncs with over 30 accounting softwares. This eliminates duplicate data entry and keeps all of your data together in one place. Dext syncs directly with Xero, QuickBooks, and Sage, and connects to Amazon, Shopify, Stripe, and PayPal for e-commerce data. Expense management Dext simplifies expense tracking and approvals. Users can capture, submit, and reconcile expenses automatically. The platform supports multi-currency transactions and mileage calculations. Quick filters and search features make it easy to find any record instantly. Reconciliation and accuracy Dext’s AI automatically matches transactions with bank feeds or accounting records. It identifies duplicates and ensures consistent accuracy without the need for spreadsheets or manual checks. Security and compliance Dext is built for security and scalability. It uses bank-level encryption, GDPR-compliant hosting in the UK and EU, and secure cloud storage for up to 10 years. Dext Solo is also fully MTD UK-ready. Recognition and ratings - Xero App Partner of the Year (UK and US, 2024) - QuickBooks Developer Spotlight 2024 - SME News Best Cloud-Based Accounting Software 2023 - Rated 4.7 stars on Trustpilot, 4.8 stars on the App Store, and 4.5 stars on Google Play. FAQs What is Dext used for? Dext automates the collection, extraction, and categorisation of financial documents. It helps businesses eliminate manual bookkeeping and reduce data entry errors. Who uses Dext? Accountants, bookkeepers, and small to medium-sized businesses across many industries use Dext to simplify financial management. Does Dext integrate with accounting software? Yes. Dext integrates directly with Xero, QuickBooks, Sage, and over 11,500 banks, platforms, and systems worldwide. How accurate is Dext? Dext uses AI and OCR technology with 99.9 percent data extraction accuracy. This ensures every document is processed reliably and securely. \* Start your 14-day free trial today and experience smarter bookkeeping with Dext.

**Average Rating:** 4.6/5.0

**Total Reviews:** 270

#### 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:** https://www.IRISglobal.com
- **Year Founded:** 1978
- **HQ Location:** Alpharetta, GA
- **Twitter:** @IRISSoftwareGrp (1,340 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/iris-software-group/ (3,042 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Director, Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 88% Small, 10% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Dext, making document handling simple and efficient.
- Users value Dext for its **time-saving automation** , drastically reducing manual work and enhancing efficiency.
- Users find Dext's **automation capabilities** incredibly helpful, significantly reducing manual work and saving time on tasks.
- Users love the **automation efficiency** of Dext, saving time and ensuring accurate data capture seamlessly.
- Users value the **efficiency** of Dext, seamlessly integrating with systems and automating processes to save time.

##### Cons

- Users express concerns about **pricing issues** , citing unexpected fees and a lack of support regarding billing disputes.
- Users report **billing issues** with Dext, including unauthorized charges and poor customer service, leading to frustration and distrust.
- Users experience occasional **slow processing** of documents and invoices, which can disrupt their workflow at times.
- Users experience significant **approval issues** with Dext, facing unauthorized charges and difficulties in app functionality.
- Users express frustration over **expensive fees** and unauthorized charges, feeling misled and undervalued by Dext’s practices.

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

**["Feature-Rich, Seamless Integrations, and Best-in-Class Scanning"](https://www.g2.com/survey_responses/dext-review-12835759)**

**Rating:** 5.0/5.0 stars

_— Lee G._

[Read full review](https://www.g2.com/survey_responses/dext-review-12835759)

**["Dext: Intuitive, AI-Powered Tool with Seamless Automations and Stellar Support"](https://www.g2.com/survey_responses/dext-review-13048723)**

**Rating:** 5.0/5.0 stars

_— Danielle G._

[Read full review](https://www.g2.com/survey_responses/dext-review-13048723)

### [TaxDome](https://www.g2.com/products/taxdome/reviews)

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.

**Average Rating:** 4.7/5.0

**Total Reviews:** 699

#### How Do G2 Users Rate TaxDome?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.1/10)
- **Reporting:** 8.0/10 (Category avg: 7.9/10)
- **New Client:** 8.6/10 (Category avg: 8.5/10)
- **Job Status:** 8.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind TaxDome?

- **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome)
- **Year Founded:** 2017
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/taxdome/ (329 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Owner, President
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 99% Small, 0% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup.
- Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly.
- Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow.
- Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity.
- Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction.

##### Cons

- Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively.
- Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration.
- Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master.
- Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team.
- Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking.

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

**["TaxDome Pipelines & Integrations Save Us Time"](https://www.g2.com/survey_responses/taxdome-review-12560172)**

**Rating:** 4.5/5.0 stars

_— Eric J._

[Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172)

**["Smooth, Customizable, and Stress-Reducing for Tax Season"](https://www.g2.com/survey_responses/taxdome-review-12466074)**

**Rating:** 5.0/5.0 stars

_— Heather B._

[Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074)

### [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:** 19

#### How Do G2 Users Rate Aiwyn?

- **Has the product been a good partner in doing business?:** 8.3/10 (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:** https://www.aiwyn.ai/
- **Year Founded:** 2020
- **HQ Location:** Charlotte, North Carolina, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/aiwyn (165 employees on LinkedIn®)
- **Phone:** (704) 312-2680

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 63% Medium, 26% Small

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

**["Data Centralization with Complex Start"](https://www.g2.com/survey_responses/aiwyn-review-12950993)**

**Rating:** 5.0/5.0 stars

_— Luciano R._

[Read full review](https://www.g2.com/survey_responses/aiwyn-review-12950993)

**["Simple, Organized, and efficient"](https://www.g2.com/survey_responses/aiwyn-review-13079755)**

**Rating:** 4.5/5.0 stars

_— Shruti S._

[Read full review](https://www.g2.com/survey_responses/aiwyn-review-13079755)

### [Double](https://www.g2.com/products/double-double/reviews)

Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, deliver stunning financial reports, and manage the entire month-end close from start to finish. Double serves as a centralized operational hub, designed to sit on top of the existing accounting ledger to streamline both internal workflows and external client communication. By utilizing a two-way sync with major accounting software—including QuickBooks Online, Xero, Sage Intacct, and NetSuite—Double identifies missing information and potential errors in real-time. Instead of manual exports for transaction questions or fragmented email threads, Double allows teams to address uncategorized transactions, missing receipts, and coding inconsistencies directly through a secure, custom-branded portal. The bidirectional sync ensures that any updates made within Double, such as reclassifying a transaction or attaching a document, are instantly reflected in the client’s ledger, maintaining a single source of truth. The platform is built specifically for accounting professionals who want to automate repetitive tasks and standardize their workflows. It replaces the need for separate task managers, document storage tools, and countless email threads by consolidating these functions into a unified interface. By automating routine administrative tasks and providing intuitive AI-assisted features, teams can increase their processing capacity and improve the accuracy of their financial reporting overall. 2-way sync with the ledger: Features a live sync to the GL/ERP that flags errors and allows users to update transaction coding, attachments, and statuses across both platforms simultaneously. AI-assisted reconciliation and journal entries: Leverages AI to convert complex source documents, such as payroll reports or settlement statements, into balanced journal entries while pinpointing specific discrepancies when bank feeds do not tie to the ledger. Practice management dashboard: Provides high-level visibility into the status of all closes, team assignments, and outstanding questions through a centralized control center. Integrated receipt management: Uses AI to extract data from uploaded receipts and offers coding suggestions that can be posted directly to the ledger with human approval. Through this combination of workflow automation and integrated communication, Double helps accounting and finance teams reduce the manual labor associated with the close, allowing staff to focus on higher-level advisory services and data integrity.

**Average Rating:** 5.0/5.0

**Total Reviews:** 79

#### How Do G2 Users Rate Double?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.1/10)
- **Reporting:** 8.6/10 (Category avg: 7.9/10)
- **New Client:** 9.3/10 (Category avg: 8.5/10)
- **Job Status:** 9.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Double?

- **Seller:** [Double](https://www.g2.com/sellers/double-052b6191-dd0d-4334-8f60-99591df73878)
- **Year Founded:** 2020
- **HQ Location:** NYC, US
- **LinkedIn® Page:** https://www.linkedin.com/company/79906704 (83 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Owner, Bookkeeper
- **Top Industries:** Accounting
- **Company Size:** 96% Small, 3% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Double, highlighting its efficiency in streamlining processes and improving communication.
- Users appreciate the **seamless collaboration** features of Keeper, enhancing team communication and client feedback efficiency.
- Users praise the **excellent customer support** of Double, ensuring a smooth and efficient experience with the software.
- Users admire the **valuable features** of Double, which enhance efficiency and continuously improve based on user feedback.
- Users value the **effective communication** features of Keeper, enhancing collaboration with clients and team members seamlessly.

##### Cons

- Users experience **limitations in reporting and task management** , impacting efficiency and customization in Double.
- Users find the **poor reporting** capabilities of Double limiting, affecting customization for unique client metrics.
- Users find the lack of **fully functional email integration** limits their communication efficiency within Double.
- Users find the **poor usability** of Double due to clunkiness and workflow interruptions frustrating and detracting from the experience.
- Users find the **lack of batch processing capabilities** inconvenient for updating tasks and entering journal entries.

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

**["User-Friendly, Modern, and Efficient Client Management"](https://www.g2.com/survey_responses/double-review-12644019)**

**Rating:** 5.0/5.0 stars

_— Lika S._

[Read full review](https://www.g2.com/survey_responses/double-review-12644019)

**["Indispensable Tool for my Firm"](https://www.g2.com/survey_responses/double-review-12640581)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/double-review-12640581)

### [Onvio Firm Management](https://www.g2.com/products/onvio-firm-management/reviews)

Onvio Firm Management is a comprehensive cloud-native solution that helps tax and accounting professionals collect, share, and store documents, track time and billing, save time with trial balance tools, manage projects, and stay synchronized with colleagues and clients, on a single, universally accessible integrated platform. An intuitive interface provides users with a consistent and familiar experience with clients using multi-factor authentication and other security protocols. Plus, all data is encrypted whether in transit or stored. Firms can initiate projects through due date and task tracking, budgeting tools, and reporting that ensure productive workflows and successful results. The speed, flexibility, and security provide firms the opportunity to run their business anytime, anywhere, and collaborate easily with clients. Time and expense tracking, along with customized billing make it easy to monitor effectiveness and business performance. Onvio Firm Management offers the convenience of e-signature capability, source document scanning through a mobile device, and online bill pay to boost customer satisfaction and support the growth and future of your firm.

**Average Rating:** 3.7/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Onvio Firm Management?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10)
- **Reporting:** 8.3/10 (Category avg: 7.9/10)
- **New Client:** 6.7/10 (Category avg: 8.5/10)
- **Job Status:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Onvio Firm Management?

- **Seller:** [Thomson Reuters](https://www.g2.com/sellers/thomson-reuters)
- **Year Founded:** 2008
- **HQ Location:** Toronto, CA
- **Twitter:** @thomsonreuters (150,224 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1400/ (36,619 employees on LinkedIn®)
- **Ownership:** NYSE:TRI

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 50% Small, 21% Medium

#### What Do G2 Reviewers Say About Onvio Firm Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Onvio Firm Management, facilitating seamless data sharing and workflow management.
- Users appreciate the **secure document sharing** capabilities of Onvio, enabling efficient access and collaboration among staff.
- Users appreciate the **task assignment and workflow setup** in Onvio, facilitating efficient project management and collaboration.
- Users appreciate the **data storage and sharing capabilities** of Onvio, enhancing collaboration for tax return processes.

##### Cons

- Users find **difficult learning** curves initially, but daily use gradually improves familiarity and ease of navigation.
- Users find the **learning curve steep** initially, but daily use makes Onvio Firm Management easier to navigate.

#### What Are Recent G2 Reviews of Onvio Firm Management?

**["Fast and Secure for all Clients Files"](https://www.g2.com/survey_responses/onvio-firm-management-review-13085927)**

**Rating:** 5.0/5.0 stars

_— Crystal P._

[Read full review](https://www.g2.com/survey_responses/onvio-firm-management-review-13085927)

**["Effortless Data Sharing and Workflow Management with Onvio"](https://www.g2.com/survey_responses/onvio-firm-management-review-12006041)**

**Rating:** 4.0/5.0 stars

_— Sandi T._

[Read full review](https://www.g2.com/survey_responses/onvio-firm-management-review-12006041)

### [Caseware](https://www.g2.com/products/caseware/reviews)

Caseware is the AI platform for modern audit and assurance engagements. Purpose-built for audit and financial reporting, Caseware embeds governed, engagement-aware intelligence directly into the workflows firms already trust—helping teams plan, execute, review and report with greater speed, confidence and control. With AI agents, methodology-driven automation and an open platform architecture, Caseware helps firms streamline complex work, protect quality and extend intelligence across the full engagement lifecycle. Trusted by firms around the world, Caseware brings together 35+ years of domain expertise with frontier AI built for what comes next.

**Average Rating:** 4.0/5.0

**Total Reviews:** 68

#### How Do G2 Users Rate Caseware?

- **Has the product been a good partner in doing business?:** 7.6/10 (Category avg: 9.1/10)
- **Reporting:** 3.3/10 (Category avg: 7.9/10)
- **Job Status:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Caseware?

- **Seller:** [Caseware International](https://www.g2.com/sellers/caseware-international)
- **Company Website:** https://www.caseware.com
- **Year Founded:** 1988
- **HQ Location:** Toronto, ON
- **Twitter:** @CaseWare (5,821 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/80551/ (634 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 39% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Caseware, enhancing audit efficiency with straightforward templates and seamless data integration.
- Users value the **efficiency** of Caseware, benefiting from streamlined processes and rapid handling of large data volumes.
- Users value the **automation capabilities** of Caseware, enhancing efficiency and accuracy in the auditing process.
- Users highlight the **ease of use of templates** , making audits simple and enhancing overall efficiency and quality.
- Users value the **audit efficiency** of Caseware, benefiting from tailored insights and seamless data integration for financial audits.

##### Cons

- Users face a **steep learning curve** with Caseware, requiring extensive training and time to become proficient.
- Users experience **slow performance** during data synchronization, particularly with large files, impacting usability at times.
- Users find the **time-consuming setup** and learning process of Caseware to be quite challenging and inefficient.
- Users find the **setup process time-consuming** and often struggle with simultaneous edits causing confusion and extra work.
- Users find the **difficult learning curve** of Caseware challenging, making setup and collaboration cumbersome and time-consuming.

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

**["Standards-Aligned Auditing in the Cloud, with Promising Verity AI Integration"](https://www.g2.com/survey_responses/caseware-review-12860942)**

**Rating:** 4.5/5.0 stars

_— Ryan M._

[Read full review](https://www.g2.com/survey_responses/caseware-review-12860942)

**["Essential for Audit Firms with Forward-Thinking Innovation"](https://www.g2.com/survey_responses/caseware-review-12861854)**

**Rating:** 4.5/5.0 stars

_— Drew C._

[Read full review](https://www.g2.com/survey_responses/caseware-review-12861854)

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- [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)
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[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

| 

 | 

Accounting workflow automation with email triage

 | 

User Review

"Work Tickets and Stanford Tax Integration Streamlined Our Tax Season"

 |
| 

 | 

All-in-one tax firm workflow consolidation

 | 

User Review

"Efficient Client Management with Everything in One Place"

 |
| 

 | 

Multi-client bookkeeping with Intuit ecosystem integration

 | 

User Review

"Empowers Accountants with Seamless Integration and Professional Growth"

 |
| 

 | 

Xero-native client workflow and billing

 | 

User Review

"Everything in One Place, on One Platform"

 |
| 

 | 

QBO-native accounting workflow and client task automation

 | 

User Review

"Financial Cents: Powerful, Affordable Practice Management That Streamlines Month-End Close"

 |
| 

 | 

Client invoicing and recurring payment collection

 | 

User Review

"Seamless CRM Integration Built for CPA Firms"

 |
| 

 | 

PBC request tracking with secure client exchange

 | 

User Review

"Suralink Keeps Clients and Firms Organized, Clear, and Accountable"

 |
| 

 | 

Unified accounting firm workflow and billing

 | 

User Review

"Firm360 has really helped our practice for the better!"

 |
| 

 | 

Multi-jurisdiction tax research and compliance

 | 

User Review

"Test title"

 |
| 

 | 

Multi-client bookkeeping automation with practice-wide document capture

 | 

User Review

"Feature-Rich, Seamless Integrations, and Best-in-Class Scanning"

 |

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Show More

* * *

## How Do You Choose the Right Accounting Practice Management Software?

### What You Should Know Accounting Practices Management Software

### What is Accounting Practice Management Software?

Accounting practice management (APM) software manages the front- and back-office operations for companies providing accounting services. This type of software is used to organize a company's services offering and track delivery using workflows and task management.

APM solutions help accounting professionals increase productivity and improve customer relationships. These software products can be implemented and used across the entire company but are most beneficial for independent accountants.

### What are the Common Features of Accounting Practice Management Software?

The following are some core features within accounting practice management (APM) software that can help users to better communicate with customers, automate tasks, and track projects.

**Customer relationship management:** This software helps standardize the onboarding process by using templates to bring more clients quicker. It also manages workflows and shares notes, emails, tasks, and activities related to each client or job. APM software can also provide customers with detailed reports about efficiency and other critical metrics.

**Task automation:** APM software can help automate time-consuming, low-value tasks such as collecting client data and storing files. This software can also automatically update due dates, assignees, and statuses as milestones are achieved.

**Communication portals:** Portals allow accountants to message clients, share documents, and share contact info through one dashboard. This feature allows for easier collaboration, a more streamlined workflow, and the ability to easily reference notes, documents, and other client information.

**Project tracking:** This software can create, assign, and track projects from beginning to end. It can also keep team members notified about tasks, updates, and due dates through real-time emails and instant messaging.

### What are the Benefits of Accounting Practice Management Software?

There are many benefits of APM software that can help improve the overall efficiency of accounting firms, as mentioned below:

**Efficiency:** APM software can minimize or even eliminate various tasks, such as manual billing, and removes a lot of paperwork, helping to speed up operations.

**Workload analysis:** APM software can highlight upcoming, current, and late tasks and deadlines to provide an overview of what has been completed and what needs to be. It can also break down jobs into more manageable tasks.

**Better communication:** Team members can easily share information through one centralized system, allowing for better accountability throughout all operations by tracking who worked on what, when, and what changes were made.

### Who Uses Accounting Practice Management Software

The following personnel work most closely with APM software:

**Accountants:** Accountants use APM software to increase productivity and improve customer relationships through collaboration, project management, and workflow automation.

**Office Managers:** Office managers use APM software to track and process time to create and send invoices, run reports, and collect payments from clients. 

#### Software Related to Accounting Practice Management Software

Related solutions that can be used together with accounting practice management (APM) software include:

[Accounting software](https://www.g2.com/categories/accounting) **:** Accounting software helps businesses streamline and automate finance management processes, ensuring accurate records and increasing operational efficiency across recurring processes such as invoicing and reconciliation.

[Project management software](https://www.g2.com/categories/project-management) **:** Project management software assists employees, administrators, and teams with managing team goals and long-term projects, as well as coordinating individual tasks. It accomplishes this through a range of tools to manage workloads, monitor productivity, and allocate resources.

### Which Companies Should Buy Accounting Practice Management Software?

**Companies providing accounting services:** Any company that provides accounting services to its customers can use this software. They need it to manage the front- and back-office operations, organize their company's service offerings, and track delivery using workflows and task management.

### How to Buy Accounting Practice Management Software

#### Requirements Gathering (RFI/RFP) for Accounting Practice Management Software

When selecting APM software, it is essential to first look at how the business operates and then familiarize oneself with the different types of software available. There are various options for APM software products, including those designed for the business needs of small and medium-sized companies. Some things to consider while buying accounting practice management software include its ability to track the status of projects, automated tasks, and easily communicate with customers.

#### Compare Accounting Practice Management Software Products

**Create a long list**

Depending on the industry, the buyer will want to create a long list of software products designed to help businesses in their particular industry. For example, there are platforms specifically built for enterprise-sized accounting firms, while other platforms have flexibility with the number of users and allow additional seats as a company grows.

**Create a short list**

After reviewing and researching the software on the long list, the buyer can whittle it down based on their budget. APM software is available for all budgets, and some general applications may be downloaded free or bought off the shelf at a lower price.

However, buyers must remember that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is relatively small. The company should be prepared to pay a premium if it wants something specific to its industry or customized for its business.

**Conduct demos**

As a rule of thumb, companies should demo all products on their short list. During demos, buyers should ask specific questions about the functionalities they care about most. For example, one might ask to be walked through any features for task management, customer portals, project management, or customer billing.

#### Selection of Accounting Practice Management Software

**Choose a selection team**

The managers from departments such as finance and accounting who will be using this software must be involved in the selection process. Every business is different, and frequent users are in the best position to offer an educated opinion about the best choice for the business's particular needs. Users may even be able to help the company install and set up the software of choice.

After choosing a software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, the company shouldn’t make this decision lightly because no matter what software is chosen, it will involve a considerable commitment of time and money. To see a return on investment (ROI), buyers cannot change their minds in a few months and switch software again.

**Negotiation**

Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply ensuring that both parties agree on what to expect from the other. If the business has the cash flow, it could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. A software provider may offer unlimited usage if the buyer pays up front instead of a monthly or quarterly package price. 

Buyers should also determine if they need help implementing or integrating the software with other systems. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper. Buyers also need to decide for how long they will need this software. If the company uses the software for years, the buyer can negotiate longer terms which sometimes results in a more favorable pricing.

**Final decision**

The final decision should be based on all the information gathered previously. Businesses should try to prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business. 

If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received, integrated, and implemented. If the platform receives high marks, then they can buy with more confidence. If the tool is inefficient or not performing as expected, it might be time to test another software.