Alternatives to Practice CS
Compare Practice CS alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Practice CS in 2026. Compare features, ratings, user reviews, pricing, and more from Practice CS competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. -
2
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
3
Karbon
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.Starting Price: $59/month/user -
4
Smokeball
Smokeball
Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.Starting Price: $29 per user / month -
5
Accounting CS
Thomson Reuters
Accounting CS is a professional accounting tool for accountants and CPA firms, built to streamline operations and help firms take a more strategic approach to client service. It combines write-up, trial balance, payroll, financial statement analysis, and more in one complete solution for firms that serve multiple clients across different industries and entity types. Accounting CS is designed to give firms flexibility while reducing the time spent searching for and entering data. Its smarter interface automatically finds and verifies much of the information users need and integrates with other applications automatically, helping staff work more efficiently and focus on higher-value services. It can pull data directly from client spreadsheets or QuickBooks and integrate transactions with financial institutions, making it easier to bring client information into the workflow. Firms can work with different entity types, reporting periods, locations, and departments. -
6
CCH iFirm
Wolters Kluwer
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. -
7
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 -
8
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 -
9
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 -
10
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 -
11
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 -
12
Avii Workspace
Avii
A single accounting management system for document management, workflows, and client experiences. The most interconnected accounting practice management platform for tax, audit, advisory, management consulting and compliance. Avii includes an integrated suite of applications to enhance your firm’s automation and improve your clients’ experience. Regardless of your size, processes and goals, you can select the entire suite or only the solutions you need today. Provides secure document exchange within your team. Extends collaboration and document and task management to your clients. Customizes the information flow to people and teams. Surfaces key information that helps you drive your firm’s success. Avii Intelligence that powers the entire platform, bringing your entire experience into one place. Use Avii to improve the way you leverage technology to gain better results with your clients.Starting Price: $20 per feature -
13
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 -
14
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 -
15
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. -
16
FirmTamer
FirmTamer
FirmTamer is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. It includes features for managing tasks, tracking time, creating and sending invoices, accepting online payments, and gaining insight into your firm's productivity and profitability. Manage tasks using the kanban board, which allows you to visualize and reprioritize your workflow by status. When you have made progress in a task, drag and drop it into the next status column. Track billable, non billable, and admin time using the kanban board, the client screen, or the timesheet screen as you update your tasks. Create invoices easily by adding time entries, and then email them directly to clients from within the application. Clients can pay online through FirmTamer's payment portal with an affordable merchant services account. View detailed reports to analyze your firm's productivity and profitability to make informed decisions.Starting Price: $29 per month -
17
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 -
18
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. -
19
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 -
20
IRIS Star Practice Management
PS Financials
As a proven international supplier, Star’s success comes from its considerable experience and understanding of what firms want, applying that knowledge and providing a personalized service for medium to large professional firms worldwide. Star offers the most comprehensive and powerful functionality of any practice management system written for accounting firms. Mobile applications for time and expense entry are intended to keep the business process moving irrespective of where you are. All client payments are automatically made via the Apxium payment portal, allowing you to pay your bills more quickly and with less work for you and your clients. Provides a range of comprehensive functionality designed to provide full control and visibility of resources allowing you to effectively manage your most valuable asset people. -
21
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 -
22
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". -
23
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 -
24
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 -
25
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
26
Athena Workflow
Athena Workflow
Athena Workflow, is an accounting practice management software aimed to simplify the accounting firm's workflow. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice. Each job, task & delegation in this software allows you to have the confidence of being able to carry out your work in a timely manner & real-time, which will meet the needs of each company. Our mission is to offer accounting practices a North American software created by accountants for accountants, intended for the organization of accounting tasks, to make control more efficient and effective, as well as the storage of various information in digital. Empower accounting practices with a single software that is the alternative for most accounting professionals and contributes to the health of our planet. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice.Starting Price: $249 per year -
27
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 -
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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. -
29
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 -
30
Tessaract.io
Tessaract.io
Tessaract is powerful business management software offering a unique cloud-native, code-free workflow automation solution that helps B2B professional services firms grow their business through greater productivity and resource efficiency. Tessaract has various modules such as practice management, case management, workflow management, document management, digital signature, and accounting. Our solutions are client-focused, and definitely lawyer-focused, to ensure we get the best interactions. Our methodology of constant building and evolving to meet the real needs of our users has distilled client, case and document processes to a crystal clear product. -
31
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 -
32
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 -
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ProfitSolv
ProfitSolv
ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture, and engineering. Utilizing a product-centric and customer-first approach, ProfitSolv helps firms offer better client service while increasing their efficiency, productivity and revenue. The company’s powerful, easy-to-use solutions enable firms to increase their billable time, get paid faster, automate invoicing and payments, integrate systems, and more. -
34
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 -
35
TaxFlow
TaxFlow
As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.Starting Price: $20 per user per month -
36
FinKoper
Alfa Solution spol. s.r.o.
FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.Starting Price: €5/month -
37
Client Online
PinkWeb
As an innovative and customer-oriented firm you want to proactively guide clients online. You want to offer clients more than they expect and ensure that they are always prepared for the future. You are already well on your way to fully automating the processes. The (online) communication with your clients is the next step. And you want to work on that! One online front door for your clients to arrange everything easily and clearly. With this you also respond to the needs of today's client: transparency, fast service, the convenience of online. With Client Online Professional you will know more quickly what is going on and you can respond proactively with advice from which they immediately experience the added value. Client Online facilitates communication between employees of the accountancy firm, their clients and requesting parties. The focus is on efficiency and online counseling of clients. -
38
Open Practice
GlobalX
Developed in collaboration with Australian legal professionals, Open Practice software is a robust legal practice management system that has supported mid-to-large firms for decades. Supporting over 7,400 legal staff across hundreds of firms nationwide, working as a central engine for all the information, resources and services legal communities require to perform their job according to best practice. Ongoing access to new product releases, regular user groups and our live’n’local support team drive long-term value for Open Practice firms. Matter-centric workflow and data integration with precedents, search, electronic contracts and document management facilities deliver optimal end-to-end industry best-practice for every user at every level of the firm. The technology underpinning Open Practice enables a scalable integrated practice management software, capable of supporting sites from 5 to hundreds of concurrent users across multiple branches. -
39
CPA Pilot
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services. With CPA Pilot, firms can: - Save hours every week by automating 1040 research and tax planning tasks. - Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration. - Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies. - Scale their practice by onboarding new staff faster and reducing tax season stress. Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.Starting Price: $19 -
40
Pascal Workflow
Pascal Workflow
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.Starting Price: $45 per month -
41
OneAdvanced Practice and Case Management
OneAdvanced
OneAdvanced Practice and Case Management is the core solution within the OneAdvanced Legal software portfolio. It provides law firms with a modern, flexible platform to manage cases, clients, and firm-wide operations efficiently. Built on a secure Azure platform, it delivers robust security, disaster recovery, and 24/7 protection. The system incorporates compliant legal accounts, legal forms, wills management, and digital tax submissions. Cloud-native technology ensures automatic updates, keeping firms aligned with evolving legal and regulatory requirements. Intuitive design and Microsoft-style usability improve adoption and productivity across teams. OneAdvanced Practice and Case Management helps firms streamline operations while supporting long-term growth. -
42
Firm360
Firm Software
Streamline your practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. This will free up your time to focus on growing your practice and delivering awesome service to your clients. Save your firm time and money by replacing 5+ legacy software solutions with one seamless experience. One platform. Everything you need to get the job done! Our all-in-one platform has everything you need to run your firm. All the features you need to get your job done in one place. Stop jumping between different platforms. Save time and money with automation. Improve your efficiency by automating tasks. With Firm 360, you can work from anywhere in the world. You'll have 24/7 access to your firm. -
43
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. -
44
Coyote Analytics
Coyote Analytics
Analyzing your profits and expenditures is the only way to ensure your law firm remains profitable. Reduce or even eliminate the possibility of human error by incorporating an intuitive, fully-integrated, and accurate financial reporting system with reliable law firm account software. This gives you the opportunity to recognize which areas of your law firm are performing best, and others that could use some improvement. Establish, manage, and meet your firm’s financial goals by tracking the profitability of the firm as well as for timekeepers, practice areas, and client matters. Capture more time and maximize accuracy with efficient ways to reduce revenue loss while meeting growing client needs. Meet your firm's financial goals by streamlining payables, reducing user error, and identifying profitable practice areas. Spend less time on administrative tasks and more time practicing law by optimizing your workflows. -
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AdminPulse
AdminPulse
Work smarter and more efficiently with AdminPulse. Let your accounting firm grow further, while you effortlessly comply with laws and regulations. Discover versatile and user-friendly online office management software tailored to your office. Complete overview of the customers and tasks of your accounting firm. All information about your customers is captured down to the last detail. Thanks to useful features such as task management, payment follow-up, and document management, you always have a clear view of your office files. From now on, your administration will always be in order and you have everything under control. View and compare what you get done at what time. Use reports to adjust processes in a timely manner. By the current data, you know how to further optimize your accounting firm, so that you save time. Time to provide your customers with more added value. This takes your office and your customers to the next level.Starting Price: €163 per month -
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PracticePro 365
PracticePro 365
PracticePro 365 is a unique software platform that was designed to keep your business at the peak of its performance. Experience a powerful platform dedicated to boosting enterprise business efficiency and providing an array of unified features that provides your team with the essential tools to succeed. PracticePro 365 is here for you now and in the future with the power of cloud scalability. As the future drives businesses away from traditional office approaches, PracticePro 365 allows users to remain updated on daily projects, human resources, customers and the operations of their company. No matter where you go or how you travel, keep the pulse of your business at your fingertips when current information is needed most. -
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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 -
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Legodesk
Legodesk
Legodesk is a cloud-based comprehensive legal management software designed to automate the legal profession of small to large law firms and individual practitioners. With Legodesk, law firms and lawyers have the convenience of easily transitioning to the digital world and working from anywhere at any time. Legodesk offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting. Lawyers can use this platform to handle and track cases, clients, assign and track tasks, connect with clients and staff via integrated messaging, perform legal research, store and generate unlimited files and documents, and much more.Starting Price: $0 -
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LawAlign
LawAlign
LawAlign is the leader of Case Management Software programs for Personal Injury practices nationwide! It encompasses all that a Personal Injury practice demands from intake to trial and is fully customizable to your individual firm’s needs. Save time and money PLUS simplify routine tasks and improve efficiency ALL without adding staff! Utilize LawAlign on both PCs and Macs for a one time cost and no recurring fees. LawAlign was designed to keep track of the many details a personal injury practice requires. It’s simple, general case management software will not cut it. LawAlign is the only solution for Personal Injury firms nationwide. LawAlign is a powerful, easy-to-use case management system. Quite simply, LawAlign helps you organize your practice. -
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Quill
Quill
A one-stop-shop for all your law firm’s software and service needs. Cloud-based legal accounts, practice and case management software with optional cashiering, typing and payroll. There’s a reason smart law firms always choose Quill. The trusted legal accounts and practice management software supplier with a long pedigree of providing outstanding legal outsourcing services. Quill is more than just software – we drive efficiencies to help your law firm succeed. Whether it’s front- or back-office tasks, Quill’s legal practice software is a smart solution for controlling your legal accounts and managing cases. Fully scalable, and ever-reliable, over 750 law firms have placed our software at the very heart of their business. Our software solution takes the headache out of compliance and puts the flexibility back into hybrid working so that you can focus on what matters most – spending less time managing your firm and more time making money.
