Alternatives to AccoAI
Compare AccoAI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to AccoAI in 2024. Compare features, ratings, user reviews, pricing, and more from AccoAI competitors and alternatives in order to make an informed decision for your business.
-
1
Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
2
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
3
Canopy
Canopy
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.Starting Price: $50.00/month -
4
QBILLY
QBILLY
Our cloud-based AP software automates invoice processing and enhances your existing accounts payable financial software to create a seamless platform that allows your accounts payable department personnel to work from anywhere, remotely or in the office, without purchasing expensive accounting software. QBILLY provides a secure, simple, and cloud-based AP add-on solution for receiving, tracking, routing, approving, archiving, and paying vendor invoices while integrating with most accounting software systems. Our software provides you with wizards to easily configure the system to work the way you want it to work. Also, our software allows you to connect your financial stakeholders to AP information with a cost effective and flexible solution that is accessible from anywhere and from any device. This software will eliminate manual processes to reduce the number of accounting errors and allowing you to become more productive, reduce costs, and go paperless.Starting Price: $14.99 per month -
5
FirmTamer
FirmTamer
FirmTamer is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. It includes features for managing tasks, tracking time, creating and sending invoices, accepting online payments, and gaining insight into your firm's productivity and profitability. Manage tasks using the kanban board, which allows you to visualize and reprioritize your workflow by status. When you have made progress in a task, drag and drop it into the next status column. Track billable, non billable, and admin time using the kanban board, the client screen, or the timesheet screen as you update your tasks. Create invoices easily by adding time entries, and then email them directly to clients from within the application. Clients can pay online through FirmTamer's payment portal with an affordable merchant services account. View detailed reports to analyze your firm's productivity and profitability to make informed decisions.Starting Price: $29 per month -
6
TPS Practice Management
TPS Time & Billing Software
TPS Cloud Axis was designed with small to mid-sized accounting firms in mind. With TPS Cloud Axis, you can manage and optimize your practice from home, the office, or anywhere. *Easily track your time and generate customizable invoice. *Keep your tasks from slipping through the crack with our easy-to-use Office and employees calendar workflow calendar *Track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. *Clients Portal * E-signature & PaymentsStarting Price: $13 per person per month -
7
Mango Practice Management
Mango Practice Management
All-In-One Practice Management Software built by Accountants for Accountants. Mango Practice Management client-friendly suite of software tools makes it easy to run your firm large or small. Whether you bill for time or by project, it's critical to track all time spent working for your clients. Generate invoices quickly and send effortlessly, getting paid faster. Manage all your due dates with streamlined workflows and task management. With out of the box accounting specific templates, you will hit the ground running. The next generation of secure file sharing and eSignature has arrived. Share and request signatures right from your email inbox, eliminating clunky portals. Mango Practice Management was built by accountants to crack the code on how to efficiently run a modern accounting firm. Mango answers who are your most profitable clients, products, and associates. It provides all the information you need to make the right decisions at your fingertips.Starting Price: $35 per user per month -
8
TaxDome
TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).Starting Price: $25 per month -
9
Acomba
ACCEO Solutions
The accounting and management software used by more than 40,000 Canadian SMBs. Whether you are starting up a business or looking for a high-performing, affordable and upgradable replacement solution, the Acomba modular structure can meet your current and future management needs. For startup businesses and SMBs that are just beginning to use Acomba. The basic product to which you add functions based on your changing needs. To manage a product inventory, purchasing, receiving, price lists, quotations, and much more. A set of advanced functions for the most discerning wholesalers, manufacturers and retailers. For professional accountants who want to manage their own business accounting and simplify the relationships with their clients. A complete partnership program, including applications and coaching. To start up and manage an online store connected to the Acomba application and the inventory. A professionally designed transactional website and a series of functions. -
10
CA Office Automation
CA Office Automation
Streamline your task, resources, clients, communication and accounts with advance technology to get the most out of your efforts & investments. Automate work processes, monitoring systems, checkpoint rules & notifications. Set things on auto mode, no matter how granular they are. CA Office Automation's Bank-Grade SSL, latest security enhancement, and Microsoft Azure-Dedicated Server give comprehensive security to the data your clients have entrusted you with. CA Office Automation software is a next-generation work platform for CPA, CA, and Accounting Services Companies. CAOA is Software as a Service (SaaS) based software product that provides benefits of the latest web & mobile software technologies to users. More than 8,000 accounting professionals have trusted the CAOA platform across the globe. -
11
FinKoper
Alfa Solution spol. s.r.o.
FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.Starting Price: €5/month -
12
Intuit Practice Management
Intuit
Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.Starting Price: $60 per user per month -
13
Karbon
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.Starting Price: $59/month/user -
14
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
15
Pixie
Pixie
Everything you need to manage your practice and get things done faster in one simple, flexible practice management tool. Breaking down workflows into smaller steps helps you increase the productivity of your team. Identify who is responsible for each step, track job stages and monitor progress with reports. Start jobs automatically based on key client dates and use internal target dates to ensure work gets completed before compliance deadlines. Enhance your standard operating procedures with embedded training videos, links, checklists and email templates. Whether office-based or remote, easily train people on the job and delegate work more effectively. And you can add as many team members as you need at no extra cost, ensuring everyone works on the same platform. Use Pixie's automations to create recurring jobs, auto-assign work to the team, request statements from clients or send them key date reminders.Starting Price: $69 per month -
16
Keeper
Keeper.app
Communicate with clients, catch coding errors, track KPIs, and manage your work. Give your clients one place to answer uncategorized transactions, send bank statements, and access their financials. Set up automated emails so you never need to send another reminder. Catch misclassified transactions and correct them directly from Keeper. Track KPIs and build customized financial packages for your clients. Keeper provides a Client List that is typically the first page you will see when you log into Keeper. This list shows you all of your clients and your progress on each of their closes. You can also see high-level stats on your open Client Questions, and whether any of them have been answered. You can add Client Properties to your Client List to give you more information about your clients. For example, you can have a checkbox property for VIP so you can filter to show only your VIP clients.Starting Price: $8 per month per month -
17
Patriot Accounting
Patriot Software
Patriot Accounting is an innovative, cloud-based accounting and payroll system for accountants and small business owners. Simple and intuitive, Patriot Accounting helps users efficiently track monetary transactions, invoice customers, print forms, and pay bills. By leveraging Patriot Accounting, users have the capability to set up multiple accounts, including income and expense accounts, as well as handle various types of transactions such as money withdrawn or deposited, incoming money from product sales, money for payroll, and more. Patriot Accounting offers a host of features such as cash tracking, vendor account management, profit and loss statement, transaction summary reports, expense tracking, among others.Starting Price: $20/month -
18
Onvio
Thomson Reuters
The next evolution of online software for accountants, offering unprecedented flexibility and client service. Thomson Reuters Onvio is the next step in the evolution of online software for accountants. By bringing key aspects of your daily workflow into one online platform, Onvio empowers your team to work together with the speed and flexibility you need to keep pace in a fast-changing profession. With UltraTax CS integration you get a robust set of tools to guide your clients. Plus, it's accessible from any device, so your staff and clients can interact where, when, and how they choose. And perhaps most important, Onvio offers enterprise-level security that makes you the first, best line of defense for your clients. Online software for accountants that includes document management, time and billing, online client collaboration, and project management. -
19
Eleven
RunEleven
Advanced Accounting, Automated. An accounting platform that helps professional accountants automate mundane tasks to focus on what really matters: customers. Eleven supports multi-currency and multi-company and is highly scalable with capability to process high transaction. Eleven allows your accountants to manage at least twice more clients. We deliver this benefit through several key features. Eleven enables firms and clients to have real time collaboration, allowing immediate response to questions and exchange of data and documents with speed and efficiency. Eleven eliminates repetitive and manual task with the automation of creating transactions from documents so you can focus on controlling the transactions and delivering high value tasks. Documents can be uploaded in batch to have data extracted and automatically sorted by journals and fiscal year. Even with manual transactions, there are templates for journal and analytical entries that allow you to save precious time. -
20
EasyACCT
Intuit
Simplify write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting. It includes more than 30 forms such as SUTA, 94x, W-2, and 1099. Automatically file 940, 941, and 944 forms with the IRS. (A tax preparer PIN is required.) Export data into Intuit ProConnect Lacerte or ProSeries tax software to get a head start at tax time. ProConnect EasyACCT Write-Up is a robust write-up solution that will help you save time and boost productivity when working with business clients. EasyACCT features more than 30 forms, including SUTA, 94x, W-2, and 1099, and it’s updated regularly. It provides the modules you need to perform all essential accounting operations and end-of-period tasks—including A/P and A/R write-off, adjustments to fixed assets, preparation of compilation reports, and other key functions. All of the key forms you need to serve payroll clients are available. The forms are updated regularly to help keep your clients’ payroll records current.Starting Price: $581.40 per year -
21
Bright Return
Bright Return
One-stop platform offers seamless team-client communication and efficient workflow management. Simplify your operations, improve productivity, and boost client satisfaction, all from one place. -
22
Coconut
Coconut
Coconut connects to your bank account to help you track income, claim expenses and work out how much tax you owe. With an overview of your finances at your fingertips it’s easy to work out how much you can afford to pay yourself or re-invest into your business each month. We’ll help you stay on top of your bookkeeping and estimate how much you need to set aside for tax, so you'll never get an unexpected bill at the end of the tax year. Create and send branded invoices on the go and manage your income straight from the app. Handy reminders will help you keep on top of late payers too. We’ll work out how much you have left after you’ve set your savings aside that you can take out of the business as your take home pay, or to reinvest to help your business grow. Keep an eye on how much you’re earning and how much you’re spending, with all the transactions that make up those numbers available in just one tap.Starting Price: $5.02 per month -
23
ClientTable
ClientTable
Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.Starting Price: $14 per user per month -
24
Financial Cents
Financial Cents
An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows. -
25
4decision
Microfinance
Task, workflows, documents are kept in order, ensure user-friendly, clear and rapid communication, as well as the increase of work effectiveness and cost reduction. 4Decision provides high standards and non-stop online access to all company financial data and documents. It is an intuitive, user-friendly, completely secure cloud-based system. It supports everyday office tasks and processes associated with accounting services for clients. 4Decision helps users in their daily duties by automating activities, which result in a higher quality and effectiveness of work. 4Decision increases the performance of all professional task and workflows. It supports business management, control and monitor tasks and workflows at every stage. 4Decision is a free on-line service for issuing and managing sales invoices. 4Decision automates data and documents input, everyday tasks and workflows, makes possible to comprehensively organize financial department and accounting firm work.Starting Price: $14.04/month/user -
26
Avii Workspace
Avii
A single accounting management system for document management, workflows, and client experiences. The most interconnected accounting practice management platform for tax, audit, advisory, management consulting and compliance. Avii includes an integrated suite of applications to enhance your firm’s automation and improve your clients’ experience. Regardless of your size, processes and goals, you can select the entire suite or only the solutions you need today. Provides secure document exchange within your team. Extends collaboration and document and task management to your clients. Customizes the information flow to people and teams. Surfaces key information that helps you drive your firm’s success. Avii Intelligence that powers the entire platform, bringing your entire experience into one place. Use Avii to improve the way you leverage technology to gain better results with your clients.Starting Price: $20 per feature -
27
Pascal Workflow
Pascal Workflow
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.Starting Price: $45 per month -
28
Sage Partner Edition
Sage
Easily manage your accounting and bookkeeping clients in one place, with customized user rights and one-click access to your clients' Sage subscriptions. Get Sage Accounting Plus and Payroll 5 employee free for your practice when you sign up for your free Sage Partner Edition account. Migrate and subscribe new clients to cloud-based bookkeeping, payroll and compliance products in just a few simple clicks. Keep full control of client access. Become more efficient. Data syncs automatically across cloud-based apps for data automation, bookkeeping, payroll, VAT, bank reconciliation, reporting, accounts and tax. Designed by accountants, for accountants with one-click access and online compliance integration so everything's in a single place. Readily manage your client workflow end-to-end in a single place, thanks to seamless integrations that sync data automatically between Sage bookkeeping, VAT, payroll, and compliance software. -
29
DT Practice
Thomson Reuters
DT Practice offers a unique big-picture perspective that provides valuable insight into your business, guarantees unprecedented client service, and ensures that your firm runs at peak productivity. You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments. Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries. Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time. -
30
PracticePro 365
PracticePro 365
PracticePro 365 is a unique software platform that was designed to keep your business at the peak of its performance. Experience a powerful platform dedicated to boosting enterprise business efficiency and providing an array of unified features that provides your team with the essential tools to succeed. PracticePro 365 is here for you now and in the future with the power of cloud scalability. As the future drives businesses away from traditional office approaches, PracticePro 365 allows users to remain updated on daily projects, human resources, customers and the operations of their company. No matter where you go or how you travel, keep the pulse of your business at your fingertips when current information is needed most. -
31
Tessaract.io
Tessaract.io
Tessaract is powerful business management software offering a unique cloud-native, code-free workflow automation solution that helps B2B professional services firms grow their business through greater productivity and resource efficiency. Tessaract has various modules such as practice management, case management, workflow management, document management, digital signature, and accounting. Our solutions are client-focused, and definitely lawyer-focused, to ensure we get the best interactions. Our methodology of constant building and evolving to meet the real needs of our users has distilled client, case and document processes to a crystal clear product. -
32
SnelStart
SnelStart
Following your ambitions and doing what you are good at: that is entrepreneurship. Up-to-date figures help the growth of your company. But then comes the administration. Do you put it off every time because it takes too much time or is too difficult? The SnelStart System makes automation easy and feasible. In less time you have insight into the real figures and everything is in order for the tax authorities. Do you have a webshop or trading company? Whether it concerns keeping stock in order or making fewer mistakes when picking. InHandel offers a suitable solution for every trading company. Do your accounting in the SnelStart accounting program and experience the ease of automation. You save time and always and everywhere have direct insight into your financial situation. This makes it easier for you to make the right decisions for your future.Starting Price: Є10 per month -
33
SuperMate
SuperConcepts
Smart SMSF accounting software that saves time by automating everyday tasks. Leverage automation & smart features for a low monthly fee. Discover how SuperMate's features can benefit you. SuperConcepts’ SMSF software, SuperMate, is cloud-hosted technology designed to empower accountants, financial advisers, and administrators. Using automation and smart features to significantly reduce the time spent on compliance, reporting, and investment administration, SuperMate gives you the capacity to serve more clients, more easily. Eliminate manual data entry and reduce labour costs with SuperMate’s access to over 200 data feeds, automation, and smart features. Access trigger-based insights into your clients’ needs, so you can provide outstanding service when they need you the most. We've worked with our team of SMSF experts and developers to create intuitive and innovative technology that is easy to use and eliminates double handling of data.Starting Price: $5 per fund per month -
34
Aiwyn
Aiwyn
Empower your team with practice automation to lower costs and save time. Optimize your workflow by cutting administrative tasks. It’s never been more difficult to run your firm, with high client expectations, siloed software, and tedious administrative burdens. Turn this marathon into a sprint with a solution you don’t have to think about, one that lets you break away from the back office and return to the real work. Aiwyn’s platform unifies your firm-wide tech stack for faster payment cycles, better revenue visibility, and a more enriched client experience. Receive payments faster, turning days sales outstanding into outstanding sales days by reinforcing overdue AR processes. Generate engagement letters in less than a minute. Spend less time herding invoices and more time ensuring your clients’ voices remain heard. A platform where your firm can find, deploy, and integrate with 3rd-party solution providers. -
35
ATOM by Vider
Vider Business Solutions
ATOM by Vider is an innovative and comprehensive web-based ERP (Enterprise Resource Planning) solution designed specifically for professionals in fields like chartered accountancy, company secretaries, tax practitioners, and similar industries. It offers a range of features to streamline office management, practice automation, and collaboration, making it easier for professionals to manage their tasks, clients, documents, and finances efficiently. ATOM aims to simplify complex processes, enhance productivity, and provide a seamless experience for professionals in their day-to-day operations.Starting Price: ₹249 per user per month -
36
Alure
Wolters Kluwer
With Alure, you as an accountant can easily and affordably automate the back office of your office. From CRM, time registration, and billing to document management, planning, and accounting. Perfectly tailored to financial applications. Always the latest insights into customer communication and work process. From CRM and time registration to workflows and analytics. Choose the one that suits you best from the subscriptions. Specifically developed for accountants and their challenges. Your data is stored 100% securely in the cloud. No unexpected costs, but a monthly amount for a total solution. Manage all your customer data centrally and keep a simple overview of your relationships with the CRM module of Alure. Know your client and you know his needs. That's why relationship management is at the heart of Alure. You can even see the progress of discussions and matters such as (outstanding) invoices with one click. -
37
Jetpack Workflow
Jetpack Workflow
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.Starting Price: $36.00 USD/month/user -
38
Radar360
Radar360
Get a complete 360-degree customer insight, work more efficiently, and increase the profitability of your office. Everything in the cloud is user-friendly and focused on your success. Radar360 is the partner for accounting firms from small to large. Our system improves the efficiency of customer communication and file management with SharePoint integration, workflow automation, and more. Focus on your services, while we take over the manual tasks. For many of our customers, Radar360 is the backbone of the company. Employees start-up in the morning with a comprehensive task overview and all the customer information they need to perform their work properly. Specific reports ensure that budgets are monitored and that customers remain well-informed. At Radar360, we believe it is important that every office, large and small, can experience the benefits of our CRM system. That is why our rates are accessible and transparent.Starting Price: €175 per month -
39
AccountingHub.io
AccountingHub.io
All of your client information in one place and available instantly, from documents that clients can digitally sign to automatically send reminders to clients. AccountingHub enables your practice to easily manage information and collaborate with your clients. Save time and reduce the number of client requests to your practice by providing online access to client information, documents and forms. Clients can easily retrieve or send information whenever they wish, providing them with a hassle free and secure online experience. All of your client information in one place and available instantly, from documents that clients can digitally sign to automatically sending reminders to clients. AccountingHub enables your practice to easily manage information and collaborate with your clients.Starting Price: $35 per month -
40
Client Online
PinkWeb
As an innovative and customer-oriented firm you want to proactively guide clients online. You want to offer clients more than they expect and ensure that they are always prepared for the future. You are already well on your way to fully automating the processes. The (online) communication with your clients is the next step. And you want to work on that! One online front door for your clients to arrange everything easily and clearly. With this you also respond to the needs of today's client: transparency, fast service, the convenience of online. With Client Online Professional you will know more quickly what is going on and you can respond proactively with advice from which they immediately experience the added value. Client Online facilitates communication between employees of the accountancy firm, their clients and requesting parties. The focus is on efficiency and online counseling of clients. -
41
Clarity Practice Management
Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.Starting Price: $50 per month -
42
Ledgersync
LedgerSync
Ledgersync will consolidate you client’s bank and credit card transactions into the accounting software of your choice automatically. Client Sub-Accounts can also be gathered. LedgerSync is a complementary service to Quickbooks, Xero, Freshbooks, etc not a competitive product. Many of our customers first questions is; what makes you different then QuickBooks online? As a CPA QuickBooks and Ledgersync work together to provide a secure all in one online dashboard for your client transactions. With Ledgersync you’re able to connect with QuickBooks Desktop and Online versions as well many other accounting solutions. Your client’s transactions and financial data is automatically imported to your dashboard, our complementary software will turn 2 hours of accounting into 30 minutes.Starting Price: $12.47 -
43
CCH iFirm
Wolters Kluwer
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. -
44
Senta
IRIS
Senta is a cloud-based, dynamic practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. With an easy-to-configure CRM, powerful workflow, integrations and our best client portal yet, Senta practice management lets you power up your accountancy or bookkeeping practice. We'll help you grow your firm and give great service to your clients every time. Whether you're looking to operate efficiently at scale or growing a unique practice culture dedicated to service, Senta will help you automate your work and give you all the information you need.Starting Price: $29 per user, per month -
45
Athena Workflow
Athena Workflow
Athena Workflow, is an accounting practice management software aimed to simplify the accounting firm's workflow. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice. Each job, task & delegation in this software allows you to have the confidence of being able to carry out your work in a timely manner & real-time, which will meet the needs of each company. Our mission is to offer accounting practices a North American software created by accountants for accountants, intended for the organization of accounting tasks, to make control more efficient and effective, as well as the storage of various information in digital. Empower accounting practices with a single software that is the alternative for most accounting professionals and contributes to the health of our planet. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice.Starting Price: $249 per year -
46
ProfitSolv
ProfitSolv
ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering. Utilizing a product-centric and customer-first approach, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. The company’s powerful, easy-to-use solutions enable firms to increase their billable time, get paid faster, automate invoicing and payments, integrate systems, and more. -
47
Hyper.Axion Accounting
EPSILON NET
The ultimate solution for demanding accountants and big accounting offices. Unlimited possibilities through a modern User Interface that will upgrade the services you provide to your clients. Unique functions that do not exist in any other accounting application in the market. With the innovative Reporting the accountant’s role is upgraded to that of the financial consultant. Through a big amount of printouts, you can extract information regarding the company development, as well as the course of the financial sizes and their comparison to the data of former periods/years. You can monitor the status and movement of all securities of any company with an automatic accounting update through a completely customizable bridge. Take advantage of the unique computerized issue of checks with an automatic creation of a security body and registration of its edition. An ideal solution for businesseses that issue a great amount of checks. -
48
IRIS Accountancy Suite
IRIS Software Group
We understand each accountancy practice is unique and the IRIS Accountancy Suite is designed to offer great flexibility to all. Simply choose the accountancy software modules from the full range available below to address the varying needs of your clients. With an unbeaten compliance track record, our accountancy software provides the most extensive portfolio of integrated and automated solutions for any thriving practice. Browse our complete product range below to find the ideal solution for your business or get in touch with our friendly, expert advisors who can help you find the best accountancy software for your unique requirements. Every aspect of your work and each stage of the client journey, from beginning to end, is covered by IRIS’ fully digital solutions. To name just two, IRIS OpenSpace enables quick and easy, GDPR-compliant document sharing and approval, while IRIS Docs provides comprehensive digital document management.Starting Price: $320 one-time payment -
49
Pennylane
Pennylane
An all-in-one solution to better manage your clients' accounts. Sales and purchase entries are automatically created in the journals with the associated documents. Benefit from a powerful and intelligent accounting review solution to better monitor the progress of your balance sheets. Establish all the tax obligations, VAT declaration, tax packages and management of the brochure. Pennylane is a complete accounting production software and an all-in-one financial management tool for your clients. From Pennylane, your customers supervise and pay for their purchases, manage their invoicing, or connect their sales tools, and monitor their cash flow. All the actions they perform in the platform feed your input. Streamline your exchanges with your customers and collaborators by communicating directly in Pennylane, chat, comment on invoices and transactions, follow the activities and deadlines related to each.Starting Price: €19 per month -
50
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!