Alternatives to FirmTamer
Compare FirmTamer alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FirmTamer in 2026. Compare features, ratings, user reviews, pricing, and more from FirmTamer competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. -
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
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 -
4
Engager.app
Engager.app
Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.Starting Price: $12.17 per month -
5
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. -
6
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 -
7
Remindoo
Accotax LTD
Remindoo is an AI-powered practice management platform built specifically for accountants and bookkeepers. It centralizes tasks, clients, workflows, and team collaboration into one intuitive system. Automated task management helps firms stay on top of deadlines without constant manual follow-ups. Remindoo supports recurring jobs, detailed task tracking, and real-time visibility across teams. Built-in time recording improves productivity and profitability tracking. Smart filters and global search make it easy to manage growing workloads. Remindoo allows firms to focus on growth while automation handles the operational complexity.Starting Price: £19.55/month -
8
LawBillity
eBillity
Legal time management and billing software for law firms and attorneys. Improve productivity and profitability with LawBillity. Save up to 30+ hours a month in admin and increase your law firm’s revenue. Conveniently and accurately track time and expenses for legal matters from any mobile device on and off-line. Includes built-in legal features like conflict checker, trust accounts, LEDES & LSS invoice formats, realization reports, and UTBMS patent billing codes. Realization rates are below average for law firms indicating that the amount a law firm invoices is lower than the amount of billable work performed. A primary indication that accurate timekeeping is not being managed within the firm. LawBillity offers flexible and customizable time tracking options making it simple to record every billable second, from any device, anywhere. With lawyers averaging only 2.5 hours per day on billable work there is room to improve utilization rates and increase profitability.Starting Price: $33.60 per user per month -
9
Practice CS
Thomson Reuters
Practice CS is a world-class practice management tool for accountants, built to help firms reduce wasted time, avoid duplicated work, and manage the business of the practice with better visibility and control. More than time-and-billing software, Practice CS helps accounting firms onboard new staff easily, invoice clients faster and more accurately, analyze service profitability over the long term, and boost revenue without increasing the workload of the staff. It shifts the firm from reactive to proactive practice management, so teams are ready to handle client demands or compliance requirements as soon as they come up. It gives real-time access to essential firm, client, and staff information, helping the entire practice operate at peak productivity. It scales to suit the size of the firm, whether large or small, and lets users implement only the features they need. -
10
Levvy
Levvy
Levvy is a next‑generation practice and work management platform tailored for accounting, professional services, and business teams. It centralizes workflows, task tracking, client management, document storage, time tracking, invoicing and billing, capacity management, and team collaboration, all within one intuitive interface. Levvy offers customizable workflow automation through expert‑designed or custom templates, helping firms eliminate manual follow‑ups, streamline approvals, and ensure every client interaction stays on schedule. Integration with tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier ensures seamless data flow across systems. Real‑time reporting and analytics provide 100% visibility into team progress, workloads, capacity, profitability, and performance, empowering managers and firm partners to make data‑driven decisions about staffing, pricing, and growth.Starting Price: $59 per month -
11
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. -
12
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. -
13
Mango Practice Management
ProfitSolv
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 -
14
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 -
15
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 -
16
BrightManager
Bright
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.Starting Price: $27.23 per month -
17
Innate Timesheets
Innate
Innate timesheets records how your staff are spending their time. Apart from simply collecting and analysing the time booked, it helps project and professional services firms with measuring project performance. When combined with time-phased budget and current plan figures, Timesheets data can be used to measure project performance. This gives early warning of poor performance in time for corrective action to take effect. Innate Timesheets also help to maintain project metrics for future estimates. Innate Timesheets can distinguish between billable and non-billable hours. Both cost and billable rates can be applied to measure project profitability and as input to the Invoice system. Innate Timesheets measure actual utilisation and compare against targets. Innate Timesheets can record achieved outputs as well as tracking the time spent. For operational tasks, the numbers of standard tasks performed can be recorded with the Timesheets Software. -
18
Factor AE
Factor AE
Factor AE is an intuitive firm management platform designed specifically for architecture and engineering companies to streamline project tracking, time entry, invoicing, and overall firm visibility. It allows firms to break down projects into fixed fee, hourly, and non-billable phases, facilitating detailed employee time and budget tracking at any level. The platform supports sub-consultant and expense tracking, either within project fees or separately, without compromising invoice simplicity. Factor AE enables firms to set timelines, create milestones, assign tasks, and schedule resources, ensuring client deadlines are met while optimizing resource utilization. It provides at-a-glance project status views, allowing for easy comparison of budgets and schedules to actuals by phase, revenue forecasting, and proactive adjustments to prevent minor issues from escalating.Starting Price: Free -
19
Jusnote
Jusnote
Jusnote is a cloud-based Legal Practice Management platform for law firms and attorneys. It brings daily legal operations into one workspace: matter/case management, time tracking (billable/non-billable), billing & invoicing, payments tracking, and management reporting. Built around a matter-first workflow, Jusnote keeps tasks, documents, time entries, and invoices connected to the right matter and client context—so teams stay organized and reduce admin work. Key features - Matter/Case management with full matter context - Time tracking (billable/non-billable) with quick entry - Billing & invoicing from time and expenses - Payments tracking and receivables visibility - Reports for workload and financial performance - Roles & permissions; audit trail (where applicable) - Web-based SaaS with mobile access (iOS/Android) Integrations Integrations with tools such as Zapier, Google Calendar, DocuSign, Telegram, and Viber (availability may vary by plan/region).Starting Price: $19 per user, per month -
20
Qount
Qount
Qount is an AI-native practice intelligence platform designed to consolidate all the core operations of a tax, accounting, bookkeeping, or audit firm into a single, unified system. It brings together time & billing, CRM, document management, client communication, task & project workflows, tax/1099/payroll services, invoicing and payment processing, and secure client portals, replacing disconnected spreadsheets and multiple third-party tools. Built-in AI (called QAI) powers three core “intelligence pillars”; Operational Intelligence, which dynamically prioritizes, assigns, and schedules work based on deadlines, staff capacity, data readiness and client sentiment; Client Intelligence, which analyzes client communications (tone, pacing, context) to surface risks or opportunities, assemble context-rich meeting briefs, and generate appropriately scoped quotes; and Performance Intelligence, which tracks metrics across profitability, utilization, realization, and staff effectiveness.Starting Price: $74 per month -
21
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 -
22
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. -
23
bilabl
bilabl
bilabl is a cloud based practice management software built specifically for small-to-mid sized law firms. It boosts the profitability, reduce the burden of non-billable activities. This creates a comprehensive software solution that can help you manage your cases, clients, documents, set reminders for deadlines, track billable hours, manage entire billing cycle. This streamlines your law firm's operations, increases firm wide productivity and frees up your time.Starting Price: $20/month/user -
24
Praszo Practice
Praszo
Praszo Practice is on-premise practice management software built for audit firms that can't put client data on someone else's cloud. Most practice management tools are SaaS-only, meaning your engagement data and client financials sit on a vendor's servers. For audit firms, that's often a compliance risk they can't take. Praszo Practice runs entirely on-premise, giving your firm full ownership of every byte of client data. No third-party server, no residency ambiguity. Beyond deployment, it closes the gaps that cost audit firms time and margin. Engagement workflows move through structured, trackable stages instead of email chains. Time logging ties directly to budgets and billing, so WIP and overruns are visible before they hurt profitability. Capacity dashboards show partners who's overloaded and who has bandwidth. Every action is captured in an immutable audit trail with role-based access control, so the firm stays inspection-ready. -
25
Portal 360
Portal 360
Portal 360 is an AI‑powered practice management and client portal platform built for accounting firms and bookkeepers looking for a simpler, more connected way to run their practice. It centralises client communication, tasks, workflows and file management into one intelligent system, giving teams full visibility and reducing daily admin. With a unified inbox and secure client portal, every email, document, task and approval stays linked to the right client. Portal 360 integrates seamlessly with Xero (Practice and Client Files) and MYOB, keeping financial data aligned with workflows and eliminating double handling. Smart workflows simplify task assignment, approvals, deadlines and workload management. Available on web, iOS and Android, Portal 360 helps firms reclaim 15–20 hours per staff member and achieve 30–50% efficiency gains, improving client experience, lowering costs and supporting sustainable growth.Starting Price: $1/per month -
26
OneAdvanced Time Capture
OneAdvanced
OneAdvanced Time Capture is a time recording and validation solution designed specifically for law firms. It enables fee earners to capture every billable activity accurately, ensuring no revenue-generating moment is missed. The software records time instantly across devices, whether users are in the office, working remotely, or on the move. Built-in compliance tools help firms adhere to client billing rules and Outside Counsel Guidelines. Automated and AI-powered time tracking reduces manual effort and administrative burden. Detailed and accurate time entries support transparent invoicing and improved client trust. OneAdvanced Time Capture helps law firms maximise billable hours and improve overall profitability. -
27
TaxDome
TaxDome
Your clients shouldn't need a phone call to work with you, and switching platforms shouldn't gamble your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it sits everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration, with TaxDome AI handling the tedious work. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.Starting Price: $58 per month -
28
LeanLaw
LeanLaw
LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer ExperieneStarting Price: $40/month/user -
29
Stack
Ramp
Ramp Stack is an AI platform built for accounting firms, designed to handle bookkeeping, reconciliations, month-end close, and recurring accounting workflows end-to-end. It lets firms assign real work to AI on day one, including reconciliations, schedules, monthly reporting, journal entries, schedule roll-forwards, variance analysis, accruals, and other close-related tasks, moving work from workbook to ledger with human sign-off built in. Stack comes with accounting expertise built in and follows each firm’s exact processes across every client, so teams can run work consistently while maintaining control, visibility, and auditability. It is built around codified SOPs called skills, which agents follow and reuse across clients for common workflows such as reconciliations, journal entries, variance analysis, schedules, and accruals. Firms can edit any skill or build new ones as their book evolves, tailoring Stack to each client’s needs.Starting Price: $15 per month -
30
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. -
31
CollectCue
CollectCue
CollectCue is a lightweight client document request and missing-item tracking tool for small bookkeeping and tax teams. It helps firms create recurring document requests, share simple upload links with clients, track what is still missing, send friendly reminders, and review submitted files before month-end close, tax preparation, cleanup work, or onboarding. Clients do not need to create an account or learn a complicated portal. They receive a secure request-specific link where they can see the required documents, upload files, or mark an item as not applicable for the period. Bookkeeping teams can monitor pending requests, missing items, uploaded files, exemption requests, reminder status, and review decisions from one workspace. Staff can view or download files, accept submissions, or request a reupload when something needs to be corrected. CollectCue is designed for small firms that want a clearer document collection workflow without adding a heavy client portal.Starting Price: $19.90/month -
32
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. -
33
SurveyStack
SurveyStack
SurveyStack is project management software built specifically for land surveying firms. Manage your entire surveying operation from job intake to invoicing in one platform. Track projects, schedule field crews, manage equipment, and collaborate with clients—all from your desktop or mobile device. Key Features: - Project & job tracking with real-time status updates - Crew scheduling with route optimization and GPS tracking - Daily Work Reports (DWR) submission from mobile devices - Equipment tracking and maintenance scheduling - QuickBooks integration for seamless invoicing - Client portal for document sharing and approvals - Time tracking with billable hours by project - Proposal generation and estimate management - Offline mobile app for field data collection - Document management with version control Perfect for small to mid-sized surveying firms (1-50 employees) looking to eliminate spreadsheets, reduce administrative overhead, and improve profitability.Starting Price: $39/user/month -
34
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 -
35
Sage Timeslips
Sage
Capture billable hours, increase profitability, and deliver professional invoices for your firm with Timeslips. Sage Timeslips has helped organizations deliver accurate and timely billing for more than 30 years. Tracking your billable time has never been easier. Our time tracking software offers multiple time entry methods, so you can work seamlessly. Automatically assign rates for certain tasks or employees. Generate detailed reports for all parts of your business with a click. Manage your teams’ productivity and ensure profitability with 100+ predefined timeslips reports covering your business needs. There’s no need to wait until you’re back at your desk to record time, tasks, and expenses—or even start a file on a new client. Sage Timeslips eCenter generates time slips over the web or a mobile device in real-time. You’ll serve your clients better by giving them direct access to review their accounts.Starting Price: $43 per month -
36
Timemarker
Timemarker
Timemarker is a self-serve timesheet and time-tracking platform designed to help small businesses, creative agencies, consultancies, tech teams, and professional service firms track time, manage projects, and improve profitability with minimal hassle and setup; it builds on over 20 years of time tracking expertise and offers a clean, intuitive interface that works on desktop and mobile browsers. It lets users log hours quickly for themselves, teams, or freelancers, set and manage project budgets, and gain real-time insights into total hours, billable versus non-billable time, cost versus revenue, and client and project profitability through flexible, exportable reports. Timemarker supports multiple billing increments, offers powerful dashboards with customizable reporting, and makes it easy to export data for use in invoicing or accounting systems without intrusive tracking like GPS.Starting Price: $6.13 per month -
37
Leeact
Leemo Systems Private Limited
Leeact is an AI-powered project management & delivery operations platform for IT teams, consulting firms, digital agencies & remote SMBs. Core Features: • AI-assisted project planning & smart scheduling • SOW creation & contract management • Task, milestone & dependency tracking • Resource allocation & workload balancing • Billable time tracking & automated timesheets • SOW-to-invoice workflow automation • Real-time delivery dashboards & analytics • Team collaboration & role-based access • Client-facing project portals • Budget monitoring & cost control • Remote-team ready with multi-timezone supportStarting Price: $9.99/month -
38
Accounting CS
Thomson Reuters
Accounting CS is a professional accounting tool for accountants and CPA firms, built to streamline operations and help firms take a more strategic approach to client service. It combines write-up, trial balance, payroll, financial statement analysis, and more in one complete solution for firms that serve multiple clients across different industries and entity types. Accounting CS is designed to give firms flexibility while reducing the time spent searching for and entering data. Its smarter interface automatically finds and verifies much of the information users need and integrates with other applications automatically, helping staff work more efficiently and focus on higher-value services. It can pull data directly from client spreadsheets or QuickBooks and integrate transactions with financial institutions, making it easier to bring client information into the workflow. Firms can work with different entity types, reporting periods, locations, and departments. -
39
Rocket Matter
ProfitSolv
Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.Starting Price: $49 per user per month -
40
Finexo PMS
Finexo Software Private Limited
Finexo PMS is a Practice Management Software designed for Chartered Accountants and tax professionals. It helps manage clients, tasks, documents, and deadlines in one place. The tool also automates reminders and improves team coordination. It is mainly used by CA firms to streamline daily operations and increase efficiency.Starting Price: ₹5,999/year -
41
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 -
42
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 -
43
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. -
44
BigHand SmartTime
BigHand
BigHand SmartTime is an AI-powered tool designed to streamline the timekeeping process in your law firm by automating time capture and time entry. Your timekeepers can finalize accurate AI-generated timesheets in minutes, not hours. The billable hour accuracy and time saved help reduce write-offs, get you paid faster, and as a result, help generate more revenue. Automate and streamline timekeeping, increase billable time easily, convert WIP to payment quicker, reduce back and forth and lost time, and work between devices. Using SmartTime, you can expect increased efficiency as your professionals automate time tracking and recording tasks. Entries are more accurate, and your timekeepers will finalize AI-generated timesheets in minutes, not hours. Your firm will generate more revenue, reduce write-offs, and get paid faster, and that’s just for starters. Enter time quickly with AI-powered time recording, time gap analysis, auto-narratives, tile, and grid timers. -
45
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
46
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 -
47
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 -
48
LawGro
LawGro
MagicTime automatically captures every billable minute accurately. Don’t under report the time spent anymore. File your timesheet in just a few clicks. Use the time saved to focus on more billable work. Improve your collection rate with transparent & verifiable client reporting during billing. Our AI learns from the way you work and keeps getting better every day. In few weeks, you spend almost no time in filing your timesheet. No one including firm admins have access to your data. Highly secure environment to handle all your sensitive and non-sensitive data. Automatically captures every billable minute accurately in the background. Categorizes and tags all captured activities to right client & matter automatically using AI. Automatically files time entries to your legal practice management app like Clio in just a click.Starting Price: $34 per user per month -
49
Legitigant Billing Management
Vanguard Information Technology
Legitigant® is an easy-to-use web-based tool that handles billing specifically for small to mid-size law offices. With a computer or mobile device and the internet, Legitigant can help you automate the tracking and accounting all of your firm’s billable activities. Simply use your favorite web browser to log into Legitigant and begin billing your clients. Legitigant will safely and securely store and maintain all of your billable activities for a low monthly fee of $19.99. We also offer a low 1% processing fee when your clients make payments via Legitigant, so you'll get paid more and faster with Legitigant! So, what you are waiting for? Sign up today and start billing the right way with Legitigant! Portal for clients to make online payments. Store and track clients’ fees and payments. Store and track clients' cases and complaints. Document Management. Autofill and store client documents in Legitigant. Use your favorite file-sharing app to share client docs.Starting Price: $24.99 per month -
50
Double
Double
Double is an AI-powered accounting workflow and month-end close platform designed to help accounting firms, bookkeepers, and internal finance teams automate repetitive financial tasks, streamline close processes, and manage accounting operations from a centralized workspace. The platform integrates directly with accounting systems such as QuickBooks Online, Xero, Sage, and NetSuite, allowing teams to automate transaction categorization, reconciliations, journal entries, accruals, receipts management, 1099 processing, and AI-assisted bank feeds while maintaining financial context from the ledger. Double combines month-end close automation with integrated client communication, task management, reporting, review tools, and practice management capabilities to reduce manual workloads and improve accounting efficiency.Starting Price: $10/month/client