Alternatives to Clarity Practice Management
Compare Clarity Practice Management alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clarity Practice Management in 2024. Compare features, ratings, user reviews, pricing, and more from Clarity Practice Management competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
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 -
3
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. -
4
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. -
5
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 -
6
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. -
7
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 -
8
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
9
TaxFlow
TaxFlow
As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.Starting Price: $20 per user per month -
10
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 -
11
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 -
12
Firm360
Firm Software
Streamline your practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. This will free up your time to focus on growing your practice and delivering awesome service to your clients. Save your firm time and money by replacing 5+ legacy software solutions with one seamless experience. One platform. Everything you need to get the job done! Our all-in-one platform has everything you need to run your firm. All the features you need to get your job done in one place. Stop jumping between different platforms. Save time and money with automation. Improve your efficiency by automating tasks. With Firm 360, you can work from anywhere in the world. You'll have 24/7 access to your firm. -
13
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 -
14
Black Ore Tax Autopilot
Black Ore
Black Ore's Tax Autopilot is the first AI tax preparation platform for CPAs. Automated 1040 tax prep allows you to focus on growing your accounting firm. Ease employee hours and stress with automation. Enable faster, more accurate tax preparation with AI assistance. Serve more clients and preserve time for advisory and marketing. Black Ore's Tax Autopilot transforms tax compliance into a more strategic and profitable growth area for CPAs. Autonomous data classification, organization, and binder creation. AI/ML-powered insights and data processing directly into your tax software. Leading tax software integrations and enterprise-level security standards and certifications. Accounting firms of all sizes eliminate capacity constraints with Black Ore's Tax Autopilot. Expand profit margins with an enterprise-ready solution. Increase productivity and reduce review time for managers. Leverage technology that scales with hyper-growth customers. -
15
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 -
16
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 -
17
TaxCalc
TaxCalc
Award-winning tax and accountancy software. Simple, practical and innovative solutions for practices and individuals. Now you can manage clients, tasks, workflow, time and compliance services throughout your practice and across the entire TaxCalc ecosystem. Want complete visibility of all work as it progresses through your practice? Need instant access to comprehensive client information? Want to reduce admin, maximise chargeable time and bill more accurately? In other words, do you simply want to be more organised and more effective in everything you do? Our powerful PM toolkit is scalable, highly affordable and puts you in control, freeing you up to spend more time growing your business. Whether you’re a start-up with ambitions or a larger firm looking for greater efficiency and productivity, there’s only one name you need to trust to help you do more, for less. Change the game. Choose TaxCalc practice management. -
18
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. -
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
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. -
21
CID Practice Management
CID Practice Management
CID Practice Management is a tool designed for managing your accounting firm. Effectively manage your time, clients, employees, taxes, production & more... Provides critical tools to better manage your accounting and tax practice so that you know exactly the status of key issues at any time. With this program you will be in a position for the first time to actually see the more critical areas of your practice in "real time". We think you will truly like what you see with CID, and will be impressed with the amount of information that you will have at your fingertips, something that we all need and want, but always seems to be just beyond your grasp. With this program you will be in a position for the first time to actually see the more critical areas of your practice in "real time". -
22
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 -
23
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 -
24
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. -
25
AdminPulse
AdminPulse
Work smarter and more efficiently with AdminPulse. Let your accounting firm grow further, while you effortlessly comply with laws and regulations. Discover versatile and user-friendly online office management software tailored to your office. Complete overview of the customers and tasks of your accounting firm. All information about your customers is captured down to the last detail. Thanks to useful features such as task management, payment follow-up, and document management, you always have a clear view of your office files. From now on, your administration will always be in order and you have everything under control. View and compare what you get done at what time. Use reports to adjust processes in a timely manner. By the current data, you know how to further optimize your accounting firm, so that you save time. Time to provide your customers with more added value. This takes your office and your customers to the next level.Starting Price: €163 per month -
26
FileInTime
TimeValue Software
File In Time due date tracking and task management software is the easy way to track all your filing due dates and projects. Make sure that you never miss another filing date and help your firm run more smoothly. No matter how many returns you file in your tax practice or department, or how many clients you have, you will always be on top of your workload. Instantly roll-forward completed tasks to create your due date list for the next period/year. Keep a record of the progress on each task (track up to 40 status fields) automatically. Assign services with built-in dates for nearly 200 federal and state income tax returns or easily create your own custom services. Generate tasks for all the jobs you have in your office. Each task is identified by the client, relevant dates, and the service being provided, from a tax filing to an office meeting.Starting Price: $199 per month -
27
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 -
28
Uku
Uku
Uku is a digital smart assistant who improves credibility, growth and employees’ happiness in your accounting practice. The platform allows for a number of things in a simple, intuitive Nordic design philosophy of which one can - Manage deadlines, time tasks, strong reporting tools, share tasks and allows for open viewing so that all team members tasks are visible, CRM, Correct billable hours...all in a clean view with a fast learning curve to adoption.Starting Price: $19 per user per month -
29
Capium
Capium
Capium is the pioneer of connected cloud accounting software for owners of small and medium-sized accountancy practices. Our vision was to remove the drudgery of running an accountancy practice and in doing so transform the role of the accountant from number cruncher to provider of strategic financial advice to their clients. We have created a software suite that marries automated accounts production and powerful practice management tools that enable accountants in practice to run a smarter, more efficient and ultimately more profitable business. Manage every aspect of your accountancy practice in this fully cloud Practice Suite software. Bookkeeping, Tax, Payroll, Practice Management, Company Secretarial, AML, Charity Accounts and coming soon is Time and Fees! Capium removes the need for multiple subscriptions, reducing costs and saving you time! They are designed for practices of all sizes who want to join the digital revolution.Starting Price: £17 per month -
30
BTCSoftware
BTCSoftware
Tax, Accounts Production and Practice Management Software plus much more. Unite our software with tools you use most. Accountancy practice software for a more efficient and profitable practice, helping you streamline your client work. Effortless tax and accounts production that’s affordable and simple to use for businesses. Simple and intuitive to use, it enables accountancy and legal practices to support their clients efficiently and profitably and represents excellent value for money. It is also used by accounting and finance professionals in businesses to ensure tax compliance and accounts production runs smoothly and effortlessly in their business. Our accountancy software combines a suite of products for accounting professionals in practice and business, including Practice Management, Accounts Production, Self-Assessment, and Corporation Tax. Powerful integrations make life easy for our customers, and features like automatic iXBRL tagging and direct submission to HMRC.Starting Price: $425 per year -
31
IRIS Star Practice Management
PS Financials
As a proven international supplier, Star’s success comes from its considerable experience and understanding of what firms want, applying that knowledge and providing a personalized service for medium to large professional firms worldwide. Star offers the most comprehensive and powerful functionality of any practice management system written for accounting firms. Mobile applications for time and expense entry are intended to keep the business process moving irrespective of where you are. All client payments are automatically made via the Apxium payment portal, allowing you to pay your bills more quickly and with less work for you and your clients. Provides a range of comprehensive functionality designed to provide full control and visibility of resources allowing you to effectively manage your most valuable asset people. -
32
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. -
33
CCH ProSystem fx
Wolters Kluwer
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm. -
34
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 -
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
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 -
37
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 -
38
TaxCycle
TaxCycle
Professional tax software for accountants and bookkeepers. Get the Canadian tax software that simplifies tax compliance. TaxCycle has grown its offering into a full suite of tax compliance modules that meet the needs of firms of all sizes. TaxCycle includes forms, calculations, and tools to prepare tax returns for personal, corporate, trust, partnership, and information slips. It serves the professional preparers in all jurisdictions across Canada, including Québec. Messages immediately alert you about potential issues. Quick Fix solutions help you resolve them in one click. Disable review messages you don’t need. Manage multiple reviewers with review marks and memos. Form a search that works like your favorite search engine. Search by keyword, line number, amount, account number, name, business, and more. On a form, search the words on the page to jump quickly to the field you need.Starting Price: $2,390 one-time payment -
39
Cogilog
Cogilog
Simplify and automate the management of your business with the most complete suite of software for Mac. Cogilog offers a range of Mac software for SMEs / VSEs. To keep your accounts, establish your quotes and invoices, produce your payslips, or prepare your tax declarations, each of our software will save you time on a daily basis. Our software is easy to use and user friendly. With online help and Cogilog support, you will always find a solution. Install the software with just a few clicks and simply import your data using detailed walkthroughs. Our software is designed and optimized for Macs. Enjoy unparalleled working comfort with intuitive bug-free and virus-free software. Increase productivity on a daily basis thanks to our range of software for Mac. No matter the size or sector of your business: our software can adapt to all your needs. Conventional or leasing fixed assets? Manage the accounting cycle of your fixed assets in a dedicated software.Starting Price: €100 per user -
40
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 -
41
Taxfiler
Taxfiler
Award-winning accountancy and tax software, designed for accountants and built in the cloud. Taxfiler is a cloud solution for preparing and filing accounts, tax and MTD VAT returns. A single monthly subscription enables accountants to submit statutory accounts and tax returns for companies, partnerships, individuals and trusts. Taxfiler is a powerful cloud suite used by thousands of accountancy practices. Delivering the compliance functionality that firms need, at a price they can afford. Whichever pricing plan you choose, you will have all these features included. This is just one reason why more and more practices are moving to Taxfiler and joining the cloud revolution. Quickly and easily prepare final accounts from trial balance stage, using simple manual entry or importing figures from bookkeeping software. Transfer the profit and loss account and balance sheet directly from Taxfiler accounts preparationStarting Price: $13.00/month/user -
42
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 -
43
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. -
44
Watchful Eye
Watchful Eye
Governance over: Xero + MYOB Quality - measure & manage the performance of your accounting function Protect - Reduce the risk & protect against errors & fraud with continuous monitoring Assurance - drive integrity into your accounting system usage Grow - Establish enterprise business practices to support the growth of your SMEStarting Price: $10.00/month -
45
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 -
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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. -
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GoSystem Tax RS
Thomson Reuters
Used by the top 100 CPA firms, Thomson Reuters GoSystem Tax RS is the market leader for corporate tax departments. Highly scalable, it can handle your workflow no matter the size of your firm. The software serves clients filing all return types, including multitiered consolidated corporate returns, life insurance returns (including mixed group filings), and tax equalization returns. Because all work is handled online, you’ll pay less in maintenance costs, face fewer storage issues, and rest easy with assured business continuance. Tackle the most complex tax returns, such as multitiered consolidated return processing for corporations and partnerships. Deploy your team simultaneously across a single return so that each specialist can take on their role at the same time. Protect your data with multiple layers of security, including network security, virus protection, encryption schemes, and more. -
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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 -
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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 -
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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