Alternatives to MTD Chaser
Compare MTD Chaser alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MTD Chaser in 2026. Compare features, ratings, user reviews, pricing, and more from MTD Chaser competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com. -
2
Soraban
Soraban
Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. -
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
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 -
6
MyCPACRM
YOO Technologies Inc.
MyCPACRM is a cloud-based practice management platform built in the GTA for CPA, EA and accounting firms in Canada and the United States. It brings client management, filing deadlines, documents and year-end work into one system. Firms track every client and filing (T1, T2, GST/HST, payroll, T3 and more for the CRA, plus IRS filings for US firms), with deadlines calculated from each client's year-end and automatic email and SMS reminders. A firm-wide workflow board covers task dependencies, document gates and review sign-off. Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant. Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.Starting Price: $59/month -
7
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 -
8
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 -
9
Fedix
Tax7 R&D
Fedix is a cloud platform for Australian accounting and tax practices, combining practice management, accounting preparation and a Windows desktop AI assistant. Practice Manager manages client records, jobs, time, billing, engagement letters, document collection, e-signatures and communications. MyLedger imports bank statements and accounting data, uses AI to suggest transaction coding and reconciliation, supports GST and BAS preparation, and produces working papers and draft financial reports for accountant review. It syncs with Xero and supports MYOB data imports. FediPilot works within supported tax and accounting applications to organize client files, prepare workpapers and draft returns for review. Fedix does not lodge returns; practitioners review the work and file through lodgement software. Practice Manager and MyLedger plans are sold separately or together; FediPilot beta access is available to subscribers.Starting Price: A$249/month -
10
Turia
Turiabooks Technologies Private Limited
Turia is a cloud-based CA Practice Management Software built specifically for Chartered Accountant firms in India. It helps CA firms manage clients, tasks, recurring compliance work, team operations, communication and practice workflows from one connected platform. Turia centralizes client management, lead tracking, task management, recurring work, service management, document storage, billing and team operations. CA firms can manage hundreds or thousands of clients while maintaining visibility into deadlines, responsibilities and ongoing work. The platform connects everyday communication channels such as WhatsApp and email with practice workflows. Teams can convert client requests and communications into actionable tasks, helping firms reduce the risk of important work getting lost across chats and inboxes. Turia also supports compliance tracking for CA firms managing GST, Income Tax, TDS, ROC and other recurring obligations. Instead of relying only on spreadsheets.Starting Price: $69/month -
11
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 -
12
Trevio
Trevio
Trevio is a cloud-based practice management platform for accounting firms in Brazil. It helps firms organize client records, team activities, deadlines, billing, documents and recurring accounting-office workflows alongside their existing bookkeeping software. Client data can be populated using a company’s CNPJ, while electronic invoice XML files—including NF-e, CT-e and NFS-e—can be collected using the client’s A1 digital certificate and organized by period. Firms can issue accounting-fee bank slips with Pix payment options and track payment status. A client portal provides access to tax guides, invoices and documents, with files arranged by period. Trevio also supports task tracking, collective labor agreement management, Simples Nacional calculations, and report and document generation from client records. It is designed for accounting professionals managing multiple business clients and monthly compliance tasks in Brazil. -
13
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. -
14
readywhen
readywhen
readywhen is a cloud-based AI assistant for owner-led small businesses that helps keep customer and internal commitments moving. It connects to tools such as Gmail, Google Calendar, Google Meet, Slack and Notion, then identifies promises, decisions, follow-ups and deadlines across messages, meeting records and documents. The service builds context around customers, suppliers, work and prior conversations, and presents priorities, reminders and suggested next steps. It can prepare drafts such as replies, follow-up notes, quotes and invoice chasers for review; connected actions wait for user approval before being sent. A workspace app provides a place to review what is due, underway or waiting. ready when is aimed at people running small businesses and supports coordination across common email, calendar, chat, meeting and document tools without requiring those tools to be replaced.Starting Price: $0 -
15
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 -
16
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 -
17
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 -
18
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. -
19
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 -
20
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 -
21
BilagPilot
Bjorvand Solutions
BilagPilot is a document collection and follow-up platform built specifically for accounting and bookkeeping firms. It helps firms reduce the time spent identifying missing receipts and supporting documentation, contacting clients, sending reminders, and tracking what is still outstanding. BilagPilot connects with supported accounting systems and helps surface transactions or accounting items where documentation may be missing. Accountants can review these items, create requests, and send clients a clear overview of exactly what needs to be provided. Clients receive requests by email or SMS and upload documents through a secure link without creating an account. BilagPilot can automatically follow up on outstanding requests and gives the accounting team a central dashboard for tracking document collection across multiple client companies.Starting Price: $149/month -
22
Still Due
Still Due
Still Due is a hosted accounts receivable tool for small trade and home-service businesses that need to follow up on unpaid invoices. Users add an overdue invoice, and Still Due emails the client a reminder with the invoice amount, due date, and a payment button. Two additional reminders follow at seven-day intervals, stopping sooner if the client pays or reminders are stopped. Clients pay on a Stripe-hosted page, and the remaining payment is sent to the business’s connected bank account after Still Due’s transaction charge. The service is designed for businesses such as HVAC companies, roofers, plumbers, electricians, landscapers, and remodelers. It also provides free invoice-related guides and tools, including a late-fee calculator and a reminder-email writer. A subscription includes a 14-day trial, followed by a monthly plan.Starting Price: $29/mo -
23
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. -
24
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 -
25
QX PracticePro
QX Global
QX PracticePro liberates accountants from the burden of juggling multiple software by integrating them into a collaborative cloud-based platform. This one-stop solution empowers accountants to quickly onboard clients, meet regulatory compliance, seamlessly transition data between software, and effortlessly handle compliance functions. QX PracticePro is designed specifically with the needs of CPAs and accounting professionals in mind. With QX PracticePro, you’ll be able to streamline your work processes, increase your efficiency, and provide even better service to your clients. We research and recommend the best applications stack to meet your practice goals. QX PracticePro is packed with features that will make your job easier than ever before. -
26
Chaseless
BulkBrains
Chaseless by BulkBrains is a client document collection and reminder platform designed to help teams stop manually chasing missing information. The software keeps client requests, due dates, statuses, ownership, and follow-up activity visible in one simple workflow. Teams can create client records, define required documents or details, assign deadlines, and automate reminder emails until items are received and approved. Chaseless helps replace scattered email chains, memory-based tracking, and spreadsheets with a cleaner system for managing outstanding requests. Staff can quickly see what is requested, submitted, approved, overdue, or coming due soon. Chaseless helps accountants, advisers, operations teams, and service businesses reduce repetitive admin, avoid missed follow-ups, and keep client work moving forward.Starting Price: €19.99/month -
27
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 -
28
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 -
29
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 -
30
Taxcalibur
ASL LLC
Taxcalibur is a Windows desktop tax-preparation and practice-management app for small tax practices. It organizes client records, returns, documents, checklists, reminders, contact notes, invoices and receipts, with encrypted client data stored on the user's device. For return preparation, it removes personal details before AI document reading, calculates federal Form 1040 and Colorado DR 0104 returns, fills official forms, and presents calculations for preparer review. Users can import PDFs, Word files and phone photos, track return stages, identify missing documents, send follow-up emails, and print forms and client summaries. Completed packages are handed off to Drake Tax for filing; Taxcalibur does not file returns. AI reading uses the preparer's own Claude account or connected assistant, and AI usage and Drake Tax are separate. The app supports 14 interface languages, while official IRS forms remain in English.Starting Price: $99.99 one-time -
31
CredentialCal
Martello Systems
CredentialCal is a cloud-based credential tracking and reminder application for small surgical practices. It gives office managers and credentialing administrators a shared view of provider licenses, DEA registrations, board certifications, continuing education, CAQH attestations, payer enrollments, hospital privileges, and Medicare PECOS revalidation. Teams can import existing Excel or CSV records, organize items by provider, payer, and facility, review upcoming dates on a calendar, and monitor compliance status. Configurable alerts are sent in-app and by email ahead of deadlines, while renewal checklists provide forms, portal links, documents, and workflow notes. The software tracks and organizes work; staff remain responsible for verifying requirements and completing applications, attestations, and renewals.Starting Price: $89/month -
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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. -
33
Paro
Paro
Paro’s platform is an AI-powered practice management and financial operations system designed to help firms scale efficiently by combining intelligent automation, data-driven insights, and access to expert talent within a single unified environment. It is positioned as a complete “AI growth platform” that integrates core functions such as client management, team coordination, project delivery, reporting, and financial analysis, eliminating the need to juggle multiple disconnected tools. It allows firms to import their entire book of business quickly while maintaining existing client relationships and historical data, ensuring a smooth transition with no disruption to ongoing operations. It includes built-in CRM capabilities to track client interactions, manage contacts, and centralize information, along with smart integrations that automatically sync with tools like QuickBooks and Xero to remove duplicate data entry and reduce manual work.Starting Price: $399 per month -
34
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 -
35
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 -
36
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. -
37
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 -
38
Socket
Socket Digital Limited
Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. It helps practices move from tracking leads to signing proposals and beyond into onboarding, billing, repricing, renewals, and customer satisfaction, all in one streamlined client journey. Socket lets firms build a service menu once, define services, set fees, and present options to clients in a transparent, professional way designed to protect margins. Its proposal builder helps users send polished, branded proposals in minutes, package services, present tiered options, and get client sign-off faster without relying on spreadsheets. Engagement letters can be generated directly from proposals with customizable templates that are ready to sign in seconds. Socket also connects with tools like Xero to automate repetitive handoffs between proposals, onboarding, and billing, so nothing falls through the cracks.Starting Price: $13.52 per month -
39
Relanco
Relanco
Relanco automates overdue invoice reminders via SMS and email for Canadian contractors. Connect QuickBooks Online or FreshBooks and it syncs invoices, monitors due dates, and sends escalating reminders on schedule. When payment is recorded, all reminders cancel automatically. ✔ Bilingual reminders in English and Quebec French, matched to client preference ✔ Customizable escalation sequences: timing, channel, and message per step ✔ QuickBooks Online and FreshBooks integration with automatic invoice sync ✔ Client replies tracked in the dashboard ✔ Reminders cancel automatically when payment is recorded ✔ Law 25 and CASL/LCAP compliant, client data encrypted at rest ✔ Manual entry or CSV import available, no accounting software required Built for plumbers, electricians, HVAC techs, and general contractors across Canada. -
40
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". -
41
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 -
42
75health
Kaaspro
75Health is a cloud-based electronic health record (EHR) solution that helps medical professionals working in small and midsize medical clinics to manage patient information and digital records. Key features include a built-in scheduler, drug list management, automated email generation, a tracker for diagnostic tests, vaccination tracking and more. Users can upload and store patients' records and practice documents like consent forms, handouts, and x-rays. They can also scan records for allergies, medications, lab results and symptom lists and create patient care plans with tests and guidelines using the solution. 75Health features e-prescribing that enables professionals to submit electronic prescriptions and manage patient statements. The solution's clinical decision support gives clinicians information about patient allergies, the dosage of drugs and more. Reminders can also be sent to patients when their tests are overdue. 75Health offers support via email, phone and etc.. -
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Client Hub
Client Hub
With our all-in-one solution that combines automated task management and client communication, accounting firms build better client relationships, unblocking workflow to get work done in record time. No more workflows blocked because clients aren’t getting back to you. Client communication in our web and mobile apps (eliminating cluttered email boxes) changes the game. No more complex tech stack. Adopt Client Hub as a one-stop-shop for workflow, client communication, client portal, file sharing, and more. Set jobs to recur. Automatically kick off Client Tasks and automatically remind when overdue. And our favorite, automatically creates Client Tasks from QuickBooks uncategorized transactions. We are designed specifically for cloud accounting and bookkeeping practices — and we are single-mindedly focused on features that drive a frictionless workflow for your needs. Exchange files via mobile or drag-and-drop, organize via client-facing and internal folders for each client.Starting Price: $32 per user per month -
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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 -
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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 -
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Nudge
JM Studio LLC
Most contractors lose hours every week chasing unpaid invoices manually. Nudge fixes that — add an invoice once and it automatically follows up until the customer pays. Users add invoices, and the system sends reminders on a customizable schedule, stopping once payments are marked as paid to streamline collections and minimize administrative tasks. Default reminders are sent three days before, on the due date, and at intervals of three, seven, and fourteen days after. Users can customize schedules up to thirty days overdue and choose email, SMS, or both. Messages can be personalized with templates and merge fields for customer names and invoice details. The platform integrates with QuickBooks for easy invoice imports, reducing manual entry. Additional features include customer management, invoice attachments, email notifications for sent reminders, and tracking unpaid, overdue, and paid invoices.Starting Price: $9.99/month -
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Habitat Ledger
Adam McLaughlin LLC
Habitat Ledger is a cloud record-keeping application for Texas landowners and wildlife consultants managing agricultural or wildlife-use property tax valuations. Users can log livestock counts, hay, leases, and wildlife-management practices, attach dated property photos, and scan and categorize receipts, including when working offline; records sync when connectivity returns. The software tracks county deadlines and reminders, summarizes expenses by property and category, and exports expense data for QuickBooks Online. It can generate a wildlife annual report using logged activities and an agricultural proof packet with records such as head counts and leases. A consultant plan provides a dashboard for client properties, while landowners can share records with consultants or tax preparers. Plans include a free tier and paid options for one or multiple properties and consultant workflows.Starting Price: $149/year -
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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. -
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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 end-to-end, AI-powered 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, sign, and pay without a phone call, and the work routes to the right person on its own. Behind it sits CRM, workflow automation, documents, e-signatures, proposals, billing, payments, and time tracking. AI builds intake checklists from last year’s return and packages tax returns for review, and MCP connects TaxDome to Claude and ChatGPT. Trusted by 15,000+ firms and 6M+ of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers’ Choice Awards, including Practice Management Systems.Starting Price: $0.83 per client monthly -
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MinuteDock
MinuteDock
Our natural time entry makes tracking your time flexible and easy. You can set targets and budgets for users, teams, clients or projects - and see your progress in real-time. Invoice your clients, or send time to your accounting software, in a matter of seconds. We integrate with Xero, Quickbooks, Wave, MYOB & Freshbooks.Starting Price: $19.00 per monthr
