Alternatives to Mycel
Compare Mycel alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Mycel in 2026. Compare features, ratings, user reviews, pricing, and more from Mycel 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
ConsultancyOS
ConsultancyOS
ConsultancyOS is a cloud-based professional services automation platform for IT services, technology consulting, and business and management consulting firms. It combines project delivery tools—including phases, milestones, tasks, sprints, risks, time tracking, timesheets, billing and invoicing—with forecasting, utilization and capacity planning, resource allocation, client health reporting, financial dashboards, and a branded client portal. Its IP Encoding System captures a firm's methods in playbooks and processes, then uses AI agents to draft work from those methods and firm-defined guardrails, with review and versioning workflows. The platform also includes Profit First allocation tools, partner and supplier workflows, recruitment features, and automation. Integrations include Xero, Microsoft 365, Microsoft Teams and DocuSign. It is designed for firms with 5 to 100 staff. -
3
SREDlog
SREDlog
SREDlog is SR&ED claim preparation software for Canadian consultants, accounting firms and in-house teams. Bring client records, evidence, hours and expenditures into one workspace. Draft T661 project narratives linked to source records, review technical and financial decisions, collect client confirmations, prepare federal and provincial form drafts, and export an indexed supporting package. AI assists with drafting; the responsible firm reviews and approves the work. SREDlog does not determine final eligibility, submit claims to the CRA or guarantee outcomes. A 30-day pilot includes one claim and unlimited users; no card is required.Starting Price: $2,500 CAD per year -
4
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 -
5
Workspace369
Workspace369 LLC
Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.Starting Price: $29/month -
6
GreatSoft CRM
GreatSoft
Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry. -
7
Workplate
Workplate
Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.Starting Price: ₹249/user/month -
8
Collective OS
Collective OS
Collective OS is a trusted partnership ecosystem for professional service firms to find experts, case studies, share work experiences within your organization, and build private talent networks (collectives) with other firms. Use your agency management software to have employees and contractors create profiles, enabling you to quickly find the right expertise and availability within your network for any job, all in one place with Collective OS. Enhance your scale by grouping firms with similar experts or broaden your expertise by partnering with complementary firms, creating a versatile collective. Build a collective of companies for scale by clustering similar firms or for expertise by collaborating with symbiotic firms with complementary skills leveraging our agency management software. Expand what your company is capable of offering to your clients. Build and join networks of trusted & vetted talent. -
9
Accrual
Accrual
Accrual is an AI-native accounting automation platform built for tax and professional accounting workflows, especially for firms that prepare and review tax returns at scale. It uses advanced AI agents that act like a preparer by reading and organizing client inputs from documents such as K-1s, 1099s, spreadsheets, emails, and multi-hundred-page statements, identifying missing information, generating targeted follow-up questions, and producing draft tax returns ready for professional review, all within a unified system instead of fragmented tools. Its AI-driven structure automatically organizes data as it’s ingested, so preparation, review, and client guidance build on one another rather than requiring repeated manual rework, helping reduce preparation and review time dramatically while preserving accuracy, controls, and auditability that accounting firms require. -
10
Accounts Draft
Accounts Draft Limited
Accounts Draft is a browser-based AI toolkit for accountants, bookkeepers, and accountancy firms. Its tools convert PDF bank statements into Excel, allocate transactions to accounting nominals, and prepare trial-balance data. Users can also extract invoice details, compare draft accounts with prior-year accounts, and create audit working papers by selecting transactions and matching supporting invoices. Client-operations tools generate onboarding packs, including KYC checklists, AML risk assessments, identification forms, engagement letters, and professional-clearance letters, with company details auto-filled from Companies House. Additional tools prepare fee quotes, company-secretarial documents, and HMRC 64-8 authorisation forms. The platform provides downloadable spreadsheet, Word, and PDF outputs for users to review and incorporate into their accounting workflows.Starting Price: £0 -
11
Alpheous
Alpheous, Inc.
Alpheous is an on-premises AI platform for asset managers and distribution teams serving financial advisors. Its coordinated agents monitor advisor, product, territory and regulatory signals; rank advisor-product fit; prepare meeting briefs; draft follow-ups; and support research and compliance review. Work is organized across targeting, outreach, compliance and research, with outputs routed to staff for review. Users can approve, edit or reject external communications; Alpheous states that nothing is sent to an advisor without human approval. The product runs on a single-tenant appliance installed within the firm’s network and is managed by the vendor. It connects with systems and data sources including HubSpot, Slack, Gmail, Google Calendar, Broadridge and FINTRX. Firms configure it for their products, data, processes and compliance requirements. -
12
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 -
13
Dayshape
Dayshape
Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. The platform seamlessly fits with existing ecosystems through integrating with ERP, PSA, CRM, HR systems, and more. Dayshape also stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions and ensuring satisfied clients and teams, we're helping our customers build strong organizations and careers for the long term. -
14
Accelo
Accelo
Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies pipeline, projects, resources, and financials in one intelligent system — so firms can move from operational chaos to profitable growth. Built for consulting, accounting, engineering, architecture, marketing, and IT services firms, Accelo connects every stage of the client lifecycle from quote to cash. Embedded AI flags project risks early, predicts outcomes, optimizes resource utilization, and delivers real-time financial visibility — so you know what's coming, not just what happened. Unlike disconnected tools and spreadsheets, Accelo eliminates revenue leakage from untracked hours, scope creep, and manual admin. Teams recover billable time, protect margins, and scale with confidence. Key capabilities: project management, time tracking, resource scheduling, CRM, billing, retainer management, and real-time reporting — all in one platform. -
15
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 -
16
Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
17
PLYNTUM
PLYNTUM
PLYNTUM is a business workspace for agencies and other companies that deliver client work. It connects projects, clients, people, tracked time and finances in one system, so a team can see the next step and the company can see what the work costs. Plan client work on boards with owners, deadlines and files, in list, board, calendar and timeline views. Keep each client's agreements, requests and project history in one record. Track time and review it before it counts. Connect reviewed time and direct expenses to project value; track invoices, payments and receivables. Requests and approvals keep an owner and a recorded decision. Run several companies as separate workspaces under one account. Priced per workspace with members included, from $55/month; Launch has a 7-day free trial, no card needed. Built in Tbilisi, Georgia, by the team behind the creative agency Lost & Found. English and Georgian.Starting Price: $55/month per workspace -
18
BigTime
BigTime Software
BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.Starting Price: $10.00/month/user -
19
CS Professional Suite
Thomson Reuters
Thomson Reuters CS Professional Suite is the most comprehensive line of integrated software and services available to tax and accounting professionals. Whether you’re a sole proprietor or a large accounting firm, it delivers everything you need to run your operations. Every piece of software is designed to work seamlessly together as one system, sharing data and processes across your workflow. Choose a few offerings or the entire package — you’ll see the difference CS Professional Suite makes in your firm’s productivity and profitability. Like most accounting firms, your hands are full with the day-to-day work that keeps your practice running — which doesn't leave much time for building new business or offering more high-value services. To take a more strategic approach, you need a complete solution to streamline your operations. Accounting CS, our professional accounting software for accountants, combines write-up, trial balance, payroll, financial statement analysis, and more. -
20
Base Builders
Base Builders
When you’re looking for project management software for your architecture or engineering firm, the last thing you should have to worry about is whether it will do what you need it to. Base Builders’ easy-to-use software is specifically designed to help small to mid-sized firms track time, manage projects, stay on top of expenses, and more. We’ll handle the invoicing for you so you can focus on growing your firm and designing wonderful spaces. At Base Builders, we understand how overwhelming managing the business operations aspect of your firm can be. After all, we’re former designers who ran firms of our own. We know your business, your team, and your clients’ success depend on an efficient, organized project management system. You don’t have the time to waste on generic software that makes your job more challenging.Starting Price: $35.00/month/user -
21
Roadbase
Roadbase
Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.Starting Price: $10/month -
22
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 -
23
AirWorks
AirWorks
With AirWorks Automate, you can get CAD deliverables in record time on our ten standard, automated layers. Results are fully validated by our in-house engineering team to guarantee quality. Together with AirWorks CAD, our self-service 2D drafting tool designed to simplify your manual drafting process, you can now complete projects from data upload to deliverable right in one platform. For firms looking to speed up their project timelines through AI and complement their drafting work, AirWorks Automate + CAD is the right productivity software for any team, small or large. Through this technology, CAD drawings are delivered in record time, and our quality control engineers ensure that every drawing we deliver meets our client’s existing standards and surpasses their expectations. Our team has spent years developing models that are able to identify and categorize points in aerial imagery, making it possible for our software to distinguish between feature types. -
24
August
August Law
August is an all-in-one legal AI workspace designed to help law firms automate core workflows and operate more efficiently by centralizing drafting, review, collaboration, and business operations into a single platform. It enables lawyers to review, draft, redline, and manage documents using AI that is tailored to each firm’s internal precedents, templates, and style, ensuring outputs align with established legal standards. It includes tools such as tabular document review, which extracts and compares key data across large volumes of files, and AI-powered clause drafting that allows users to rewrite and refine contracts directly within familiar environments like Microsoft Word. It also provides an assistant capable of answering questions across documents, summarizing information with references, and generating client-ready communication, reducing time spent on research and early-stage review. -
25
evergreen
sa.global
evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and onboarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management. You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services. -
26
iBE.net
Integrated Business Environment
iBE.net is a complete software solution for professional services firms. Available on web or mobile for a low monthly fee, iBE.net makes it possible for firms to streamline processes from lead to payment. The platform is loaded with tons of features, including time, project financials, billing, HR, CRM, resource planning, workflow, Quickbooks integration, and powerful reporting.Starting Price: $299.00/month -
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
Avaro One
Avaro Technologies Ltd.
Avaro One is a CRM and PSA platform for sales, delivery and professional services firms, integrating sales and delivery functions. Its six modules cover the client lifecycle: Sales manages pipelines, lead scoring, and quoting; Marketing handles campaigns and segmentation; Delivery oversees projects and resources; Finance manages invoicing and expenses; People & Development supports performance reviews and career growth; Platform ensures security, compliance, and integrations. Sales opportunities become Delivery projects, with tracked time feeding Finance for invoicing. Features include eight service model templates, document tracking for quotes and contracts, a branded client portal for updates and invoices, GDPR compliance tools, multi-currency support, and two-factor authentication with role-based access.Starting Price: £35 per user per month -
29
CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
30
AttorneyCore
AttorneyCore
AttorneyCore is legal practice management software for U.S. law firms, with an initial focus on personal injury practices. It brings client intake, contacts, matters, documents, tasks, calendar events and deadlines into a shared workspace, with time tracking, billing, invoices and client communication linked to matter work. The platform includes browser access and a Windows desktop client; the desktop client is listed with the AI Pro plan. Eligible plans include client portals and trust and retainer tracking. Optional AI workflows can help create matter summaries and draft client updates for attorney review; availability depends on plan and provider configuration. Plans are priced per active user, with monthly and annual billing options, and larger firms can inquire about custom workflows and rollout. Firms remain responsible for verifying deadlines, legal references, financial records and AI-generated work.Starting Price: $49/user/month -
31
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 -
32
Hyperdoc
Hyperdoc
Hyperdoc is a purpose‑built SaaS platform that automates ATO document handling for Australian accounting firms. Instead of spending hours downloading, renaming, saving and forwarding ATO correspondence, your team manages the entire process in one secure, centralised workflow. With direct integration to the ATO, Hyperdoc automatically retrieves new ATO documents as they become available — no more logging into portals or chasing missing correspondence. Sensitive data, including TFNs, is automatically redacted before anything is sent to clients, reducing compliance risk and removing manual admin. Hyperdoc streamlines your client communication with customisable, pre‑built email templates and auto‑generated client‑ready drafts. Documents are automatically classified, assigned to the right client entity and routed for review, so your team can process more work with fewer follow‑ups and less rework.Starting Price: $100 -
33
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 -
34
IRIS Practice Engine
IRIS
IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated. -
35
Projector
Projector PSA
Projector is the best-of-breed professional services automation (PSA) tool for today's modern, fast-paced services firms. Created by Project PSA, the solution focuses on increasing profit margins and improving resource utilization rates. Cloud-based and easy to use, Projector helps services firms seamlessly manage projects, track time and expenses, schedule resources, invoice, and simplify workflows. The solution's three core applications are project management, project accounting, and resource management.Starting Price: $15.00/month/user -
36
Ardela
Ardela Limited
Ardela is an AI workspace for legal teams to draft, review and analyse documents. Work with your firm’s templates, compare information across files, and use Clara, your AI assistant, to refine work while staying in control of every change. Built-in voice capture and meeting transcription turn conversations into documents. -
37
PowerPatent
PowerPatent
PowerPatent has earned the trust and recognition of the patent law community. Many law firms, corporations, and inventors rely on PowerPatent for their patent drafting needs, and the platform has garnered positive reviews and testimonials from satisfied users. PowerPatent's track record of delivering excellent results and its commitment to customer satisfaction solidify its position as a trusted and reputable provider of patent drafting solutions. PowerPatent makes repetitive work easy so you can have a life and still concentrate on what's important, building strategic patents for clients. Patents are complex documents. They often contain many sections and parts that refer to each other. Because even minor inconsistencies can lead to costly litigation, patent applications must be carefully drafted and it can take significant time and money for patent drafts to be drafted and reviewed prior to filling. -
38
SmartFlowPros
SmartFlowPros
SmartFlowPros is a cloud-based email outreach and follow-up platform for recruiters, staffing firms, small sales teams, and agencies. It connects to Microsoft 365 or Gmail/Google Workspace so users can send personalized, multi-step sequences from their own mailboxes. Users can create AI-assisted email copy, import contacts by CSV, schedule follow-ups, and monitor opens, replies, and bounces. Future messages can stop automatically when a recipient replies or a message bounces. The platform includes a reply inbox with AI-assisted draft suggestions, email warmup, deliverability checks, and team workflows. CRM sync is documented for HubSpot, Salesforce, and Pipedrive, with Calendly scheduling support. Recruiting workflows include candidate follow-ups and interview reminders; other uses include client and prospect outreach. SmartFlowPros is accessed through a web application.Starting Price: $49/user/month -
39
Farsight
Farsight
Farsight AI is an AI-driven financial workflow automation platform built to help investment banking, private equity, hedge funds, wealth management, and other finance teams automate and accelerate core, high-value work that historically has been manual, repetitive, and time-consuming. It uses advanced AI agents to generate complete, client-ready deliverables, including valuation models, pitch decks, investment committee memoranda, research write-ups, buyer and seller lists, and strategic insights, tailored to a firm’s historical work style, brand, and voice rather than producing generic fragments. Farsight automates end-to-end workflows directly inside familiar tools like Excel, PowerPoint, and Outlook, cutting hours or days of manual formatting, data assembly, and drafting down to minutes while preserving institutional standards and security. -
40
CaseFunders
CaseFunders
CaseFunders is a legal payment and client financing platform built specifically for law firms. It helps attorneys remove financial barriers by offering clients flexible payment plans while allowing firms to receive approved legal fees upfront. The platform includes secure payment processing, client financing, payment links, a client payment portal, trust-compliant workflows, and a centralized dashboard for managing payments, funding requests, approvals, and transaction history. Law firms can accept ACH and credit card payments, automate payment collection, improve cash flow, and increase client conversions without taking on collection risk. CaseFunders charges no setup fees, no monthly subscription fees, and no annual contracts. It is designed for law firms of all sizes looking to simplify legal payments, improve collections, and make legal services more accessible to prospective clients.Starting Price: Free -
41
Leela
Humblepaper, Inc.
Leela is an email-based contract review and negotiation agent for in-house legal teams, deal desks, procurement teams, and law firms. Forward a counterparty's draft with a brief, and Leela returns a Word redline with tracked changes, a clause-citing issues list, and a memo. For each revised draft, it compares the return with the prior version, identifies moved, held, conceded, and new positions, flags unmarked changes, and updates the deal's issues list. Reviews follow a playbook built from signed agreements or written instructions. Leela sends work only to the customer's team. The app keeps a record for each matter. Documents are encrypted at rest and in transit and are not used to train models.Starting Price: $122/user/month -
42
Klient
Klient PSA
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.Starting Price: $15 per user per month -
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Clerx
Clerx AI
Clerx is an AI-powered intake and client communication platform built for law firms. It helps firms capture, qualify, and convert new inquiries across phone calls, website chat, and text messages, while also supporting communication with existing clients. For prospective clients, Clerx responds instantly, answers common questions, gathers intake details, schedules consultations, and helps ensure no lead is missed. For existing clients, Clerx can answer routine questions, provide case updates when appropriate, take messages, and route inquiries to the right team member based on the firm's workflow. Designed specifically for legal workflows, Clerx supports multilingual communication, customizable intake flows, consultation booking, lead qualification, smart routing, and CRM and practice management syncs. Firms use Clerx to improve responsiveness, reduce administrative burden, and convert more inquiries into signed clients. Provides transcripts, summaries & communication insights.Starting Price: $99/month -
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US Immigration AI
US Immigration AI
US Immigration AI is AI-powered case management and automation software built for licensed immigration law firms. It automates the full case lifecycle from first client contact through final filing. The platform includes: AI Intake, a 24/7 digital receptionist that screens leads across chat, web forms, SMS, and email, and flags likely case types for attorney review. AI Retainer, which drafts engagement letters from intake data and tracks e-signatures. AI Payment Collection, which routes retainer funds into trust accounts, keeps processing fees separate to prevent commingling, and accepts international payments. AI Document Collection Portal, a secure client upload portal with automated reminders for missing files. AI Legal Document Drafting, which pre-fills USCIS forms and drafts supporting letters from case data. AI Case Assembly, which organizes documents and forms into a submission-ready packet.Starting Price: $97/month -
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Sonny9
Bitskout
Sonny9 is an AI-powered front office solution designed to help professional services firms manage client onboarding, document intake, and communication more efficiently. It automates the process of gathering client information, handling document validation, and asking follow-up questions in real time, ensuring clients provide the necessary data promptly. Sonny9 integrates seamlessly with tools like QuickBooks, Sage, and Google Drive, helping firms automate repetitive tasks, streamline data processing, and focus on higher-value work. It enables firms to manage client interactions effectively by automating monthly intake and offering real-time Q&A to clarify any document-related issues. The platform also performs preliminary analysis, drafts reports, and updates the firm's system of record, boosting team bandwidth and saving time. By enhancing the speed of document processing and improving communication, Sonny9 helps reduce client stress and increase overall productivity. -
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Referent
AI Lawtech Sp. z O.O.
Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage. -
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My CPA Dashboard
CPA Organizer
MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction. When you sign up with our accounting firm portal, you’ll create a profile that will allow you to add your clients. Just add your clients’ names and email addresses so you can use the CRM client portal to communicate with them.Starting Price: $300 per month -
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Prolexis
Prolexis Analytics LLC
Prolexis is an all-in-one, AI-powered practice management platform built specifically for immigration law firms. It combines case management, automated USCIS form filling, billing, and a 15-language client portal with the deepest AI in immigration software. Key features: - AI document drafting — drafts petitions and RFE responses, and learns your firm's style over time - Automated USCIS forms — enter a client once; forms fill themselves. Upload a passport; AI extracts the data - Multilingual client screener — turns non-English-speaking website visitors into qualified leads across 15 languages (unique in the category) - AI-assistant integration — connect Claude or ChatGPT to your practice via MCP and query cases in plain English - Complete platform — case management, billing, trust accounting, client portal, compliance tracking Built for solo and small immigration firms that want to grow their caseload without hiring. Pricing from $69/user/month.Starting Price: $69/month/user -
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Bancroft
Bancroft Sysyems
Bancroft is a cloud-based estate-planning platform for financial advisors, RIAs, and firms that coordinate estate-document preparation and follow-through with client households. Advisors invite clients to a branded portal, where each document has a guided questionnaire and shared household details can prefill relevant answers. The platform generates state-specific wills, revocable trusts, powers of attorney, HIPAA authorizations, and supporting documents, and gives advisors a dashboard for tracking document progress and outstanding tasks. Trust-funding workflows organize retitling, beneficiary, and deed tasks, with draft letters for advisor review. Other tools include an encrypted Digital Safe for household records, trust updates, and blended-family views showing outcomes under either spouse’s order of death. Bancroft is software, not a law firm; individual legal advice is outside the platform.Starting Price: $299/month -
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Octayne PSA
Octayne Technologies, Inc.
Octayne PSA is an automated professional services platform designed to streamline time and expense tracking, approvals, and invoicing to boost productivity and profitability. The software connects seamlessly with tools like Outlook, Google Calendar, and Jira, allowing users to convert scheduled events and tasks into accurate timesheets without manual entry. Its AI capabilities enhance time logging by transforming brief notes into polished narratives for billing. Octayne PSA centralizes expense management, automates billing, and offers real-time reporting dashboards to provide actionable project insights. It supports industries such as technology services, consulting, marketing, IT, accounting, and law firms. By automating administrative workflows, Octayne PSA helps professional teams focus on delivering value and growing their business.Starting Price: $5.99/user/month
