Sage Partner Edition Alternatives

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner.

Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

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.

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.

Cloud accounting software for accountants and small businesses in the UK. Nomi’s cloud-based suite consists of bookkeeping, VAT, payroll, final accounts, corporation tax, self-assessment, partnership tax, practice management, company secretarial and CRM. What makes us unique is that Nomi is a single software, designed for accounting and bookkeeping practices, complete with access to bookkeeping and payroll for the practice’s clients. Improve client relationships through integrated CRM and practice management features, making your workflow smoother and more effective. From creating professional invoices to accessing automated bank feeds and real-time reports, Nomi keeps your business running smoothly. Experience greater efficiency and collaboration with our secure, cloud-based platform designed to meet the unique needs of finance professionals.

Easily manage payroll operations with Sage Payroll, a cloud-based payroll solution. Sage Payroll enables users to pay their employees through different methods such as company-generated checks, paycards, or direct deposit. Sage Payroll can easily integrate with systems like Sage 100, Quickbooks, and Sage 50. Sage Payroll also enables users to monitor multiple reports for analysis

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.

Gimbla is Australian accounting and payroll software designed for small businesses that want a simpler, more affordable way to manage their finances. It includes invoicing, bills and expenses, bank reconciliation, bank feeds, financial reporting, GST and BAS, multi-currency accounting, payroll, Single Touch Payroll (STP), superannuation payments, timesheets and employee management. Gimbla supports direct BAS lodgement and Australian payroll compliance, with tools designed to make everyday bookkeeping easier for business owners. A free Starter plan is available, with Gimbla Plus adding additional features and support. Gimbla is cloud-based and can be accessed from any modern web browser.

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.

Make payments, get cash flow insights, tax estimates and more. Enter your details to receive a link to the app. The Countingup business current account has built-in accounting software that automates the time-consuming aspects of bookkeeping and taxes. Use your Countingup app to create and send unlimited professional invoices for free, and receive alerts when you've been paid. With all your financial data in one place, you'll receive real-time insights into your business finances with profit and loss reports, tax estimates and unpaid invoices. Share your bookkeeping data with your accountant in an instant with zero chance of duplication errors, data lags or inaccuracies. If you're operating as a sole trader or running a limited company on your own, our business current account is for you.

The ultimate cloud based accounting software for accountants, bookkeepers and small to medium sized business owners. We've simplified bookkeeping and payroll, making it a breeze for any business owner. We also provide completely inter-connected, cloud based year end accounts, self assessment and CRM modules for accountants. Free Mobile App - Including Receipt Capture VAT MTD Ready Bank Feeds Sign up for a free trial today! Cloud-based bookkeeping software that helps business owners grow, get on top of their finances, make better financial decisions, collaborate with their accountant or bookkeeper and build more profitable businesses. The monthly fee includes linked final accounts, corporation tax and self-assessment submissions.

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.

Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.

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.

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.

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.

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.

Booke AI is an AI-powered bookkeeping automation platform that uses robotic process automation and generative AI to streamline core accounting tasks by automatically categorizing transactions, matching them to invoices and bills, and reconciling accounts inside popular accounting software like QuickBooks Online, Xero, and Zoho Books, eliminating much of the manual work traditionally required to manage financial records. It leverages real-time OCR (optical character recognition) to extract data from invoices, receipts, and bills in any language or currency and feed it directly into bookkeeping workflows, detects inconsistencies and coding errors, and offers intelligent reconciliation suggestions that improve accuracy over time. It includes a one-click client query tool and a collaborative portal that simplifies communication between accountants and clients by turning questions into tasks and centralizing documents, reducing back-and-forth email and phone tag.

BrightTax is a cloud-based tax and accounts-production platform built for UK-based accounting practices that combines Self-Assessment, Corporation Tax, Annual Accounts, and VAT into one integrated solution. It enables you to file individual tax returns (SA100, SA800, SA900) with built-in calculators, real-time error checks, and HMRC validation alerts, and to prepare corporation-tax returns (CT600, supplementary forms) with automatic data population, capital-allowances calculations, and one-click iXBRL tagging. The accounts-production module supports sole traders, partnerships, and limited companies with compliant templates including FRS 102 1A and FRS 105, full integration with Companies House and HMRC, and data imports from major bookkeeping systems. A live dashboard gives you client-task status and deadlines, plus client-filtering and search tools. The system is fully cloud-native, supports integrations with HMRC, Companies House, and bookkeeping software.

Shoebooks has a dedicated and experienced team delivering bookkeeping and payroll services to small to medium sized businesses in Australia. Our many years of servicing the hospitality industry enables us to offer a professional, tailored solution for high volume businesses. We have our own cloud based accounting software that we utilise to deliver our services and also offer as a stand-alone product. We understand how crazy it can be as a business owner with endless challenges coming at us on a daily basis. That’s why our clients love the professional and reliable service offered by Shoebooks bookkeeping and payroll services. Our tailored back office bookkeeping solutions are the perfect fit for Restaurants, Pubs, Clubs, Nightclubs and Event Management Groups.

Make sense of your data by learning the ins and outs of Sage Intelligence and Microsoft Excel. Sage Intelligence is a simple, flexible reporting solution that gives you meaningful insights into your business information, on the go. Available in the cloud as well as on-premise for Sage Accounting, Business Management and payroll solutions, Sage Intelligence empowers you with immediate access to ready-to-use reports and dashboards that offer instant insights into the business without having to leave your Sage solution. View and analyze information quickly with a suite of powerful, pre-built reports and dashboards.​ Take control of your business data with financial reports that you’re able to tweak and edit to suit your needs.​ Get a bird’s eye view of your business with the added ability to easily drill-down into the details and get the insight you need to make better decisions.

Sage Accounting is a cloud-based accounting solution designed to simplify financial management for small businesses, with AI-powered features that automate key tasks like invoicing, VAT returns, and receipt capture. It offers Making Tax Digital (MTD) compatibility and is recognized by HMRC, ensuring seamless tax submissions. Sage Copilot, the built-in AI assistant, helps users stay organized by automating reminders, generating professional communications, and providing real-time financial insights. The platform supports bank connections, cash flow control, detailed reporting, and optional payroll management. Available in three plans—Start, Standard, and Plus—Sage Accounting caters to different business needs, from sole traders to companies managing inventory and multiple currencies. Users benefit from a free 3-month trial, no long-term contracts, and award-winning support that helps maximize productivity.

With multiple ways to upload your financial documents in to LedgerDocs, completing accounting tasks on a timely basis has never been easier. Use LedgerDocs with any accounting software such as QuickBooks, Sage 50, Xero and Kashoo. LedgerDocs is a powerful document management system designed to enhance your bookkeeping and accounting process. Reduce emailing back and forth for your accounting by collaborating more efficiently within LedgerDocs at the source document. Invite members to your company and use notes, tags and sharing features for each uploaded file. Features to help business owners, bookkeepers, and accountants work together on financial documents at any time, from anywhere, to make the accounting process as simple as possible. Upload from within the app or use your smartphone, scanner, email, or Dropbox. Set a schedule to pull statements from banks & credit unions you already use.

Dingosoft Trust Accounting is the only mainstream ERP trust accounting solution on the market. Developed with the Sage 300 Software Development Kit, it is a true, fully integrated Sage 300 module with all the standard ERP features and functionality. So get rid of all those add-ons and small niche products because now everyone can use a true mainstream ERP accounting system with trust accounting functionality built in. Dingosoft Trust Accounting is a Sage 300 ERP module which meets the needs of Law Firms, Accounting Firms, Real Estate Agencies or any other profession where clients funds are held in escrow and need to be accounted for. Trust Accounting provides a comprehensive multi-user, multi-currency Trust Ledger and handles receipts, payments, transfers and adjustments. Seamless integration with Sage 300 ERP Bank Services enables trust bank account reconciliation including importing of statements for automatic reconciliation.

XYRA Books is an AI-powered accounting platform that simplifies financial operations for businesses in UAE. It brings bookkeeping, invoicing, expense management, bank reconciliation, payroll, inventory, VAT compliance, and financial reporting together in one cloud-based solution. By automatically organizing transactions and generating accurate financial records, it reduces administrative effort & improves day-to-day accounting efficiency. Built for startups, SMEs, accountants, & growing businesses, XYRA Books provides greater visibility into business performance with live dashboards and AI-powered insights. The platform helps organizations save time, reduce costly errors, maintain FTA compliance, and replace multiple disconnected tools with a single integrated solution. With secure cloud access, businesses can manage their finances from anywhere, make informed decisions faster, & focus on sustainable growth instead of manual accounting tasks while improving overall productivity.

Multi-Channel Ecommerce accounting Software SyncTools gives you single accounting solutions to modernize your retail and wholesale eCommerce business. SyncTools's friendly platform helps you build invoicing, Automated data entry- synchronization, payroll,COGS, payment sync, and balance sheets data. More accurate accounting planning and Real-time financial reporting, Accurate inventory tracking, and Automated invoicing and payment processing. Seamless integrations with eCommerce channel Shopify, WooCommerce, BigCommerce, Amazon, Magento, and Linnworks to Accounting software QuickBooks, Xero, Sage.

You no more need multiple people to handle your finance. FINAC has it all for you. All-in-One platform with combined services delivery model of Online + Offline by a dedicated team consisting of experts who will do all your accounting, bookkeeping, regular filings, compliances, provide expert advisory services on tax, finance, audit, HR, Payroll, Information Technology, Cloud, and much more. Finac makes your accounting super easy & efficient by its automation feature. It makes accounting error-free and provides a cloud-based system to store your invoice data and other financial documents. Now you don’t need to record your transaction, operations, and other events of a business because finac will do it for you. Managing Payroll accounting is essentially the calculation, management, recording, and analysis of employees' compensation. But what if it will go on automation, yes finac provides a system that automatically manages all your payroll accounting.

Ontraccr is a customizable construction and field service workflow automation software that consolidates project management, scheduling, time tracking, job costing, document handling, and reporting into a single cloud-based system designed to fit each business’s unique processes. It lets teams design automated workflows without coding, digitize any form or document, and centralize operational data to reduce paperwork and eliminate information silos. It includes real-time time tracking with options like geofencing and facial capture, integrates with tools such as QuickBooks, Sage, Gmail, and more, and syncs data across systems to streamline payroll and accounting. Users can manage projects from bidding through invoicing with custom tracking boards, detailed job costing, client portals, and dashboards that deliver insights into performance and profitability.

We’re here to help businesses. BookKeeping Express (BKE) is the leader in full service accounting and bookkeeping for small- and medium-sized businesses. BKE’s technology platform and skilled financial specialists remove the need for businesses owners to spend time on day-to-day accounting tasks-- including accounting system setup, bank account reconciliation, monthly financial reporting, bill pay, payroll and much more. By combining the best people and technology, BKE simplifies back-office operations for businesses nationwide.

BrightAccountsProduction is a cloud-based annual accounts production tool designed to help accounting professionals prepare fully compliant financial statements for sole traders, partnerships, LLPs, companies, schools, farms, charities, and more. It allows seamless trial-balance imports from systems like Sage, Xero, and QuickBooks, supports one-click iXBRL tagging and submission, and provides online access from any device so teams and clients can collaborate remotely. The software offers a variety of FRS formats (e.g., FRS 102, FRS Section 1A, FRS 105) via tailored templates, enables instant editing of final accounts directly within the document, and embeds a built-in workflow status tracker that records each stage from data collection to filing. With automated compliance updates, a comprehensive compliance database, Microsoft Azure-based security infrastructure, and secure e-signing for faster client approvals, BrightAccountsProduction streamlines year-end accounts preparation.

All of your bookkeeping, online. Decimal is the online bookkeeping service designed for small business owners. Bookkeeping is the least enjoyable part of running your business. Let's take it off your hands. Three minutes, and you'll never need to deal with bookkeeping again. Simply pick the plan that works best for you. We'll team you up with our in-house bookkeepers and get to work. Securely connect your bank accounts, credit cards, and apps like Paypal, Square, and others to send data to your bookkeeping team automatically. Moving forward, your accounting team will ensure your financials are up to date, payroll is delivered, and taxes are filed. Allowing you to do more of what you love. We made sure to combine the best parts of technology and human touch to create an online bookkeeping experience unlike any other. With the Decimal app, you’ll have a real accountant you can call, email, or message — anytime, and from anywhere.

Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable. Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers. Received from your clients (downloaded from their online banking or printed and scanned). Use advance renaming rules to adjust payee names, categories or assign categories based on payee names. Automatically determine your document setting for number and date formats.

Tired of spending countless hours manually tracking your sales and expenses, or setting up a spreadsheet correctly to electronically monitor your finances? Then you need bookkeeping software that’s fast, functional and efficient - which makes Avanquest’s MySoftware Bookkeeper the perfect solution! It provides you with the accounting functionality you need to easily manage your business finances at an affordable price. From check writing, payroll and credit card processing, to billing, invoicing, tax preparation, reporting and more, this bookkeeping software eliminates day to day accounting/bookkeeping hassles and frees up valuable time so that you can focus on growing your business.

Pieper Payroll serves NJ based small and family owned businesses. Most clients are smaller than 10 employees. Clients range from single employee s-corps to long time clients that have grown to over 50 employees. Pieper Payroll does not have a sales force. Most new clients are referred by word of mouth by existing clients, bookkeepers, accountants, and CPAs. Pieper Payroll is a full service vendor. Service fees include the following. - Paying employees by check or direct deposit - Collection and depositing of payroll taxes - Filing of quarterly and year-end payroll reports Unlike internet only services, Pieper Payroll offers both the option to have Pieper Payroll to enter and process payroll or to use self-service. In addition Pieper Payroll will print and deliver payrolls. Pieper Payroll has a no tax penalty guarantee. If Pieper Payroll makes a mistake they will pay penalties and interest

Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. 6. Integrate with over 11,500 applications, banks, and institutions: Seamlessly connect with e-commerce platforms like PayPal, Shopify, and Stripe. *Need an MTD for IT solution? Try Dext Solo (HMRC-approved) 🏆 Xero App Partner of the Year (UK and US, 2024)

Sage 50cloud Pastel is the next generation of Sage Pastel products and is the start of your journey to Sage Business Cloud. Sage 50cloud Pastel Partner offers up to twenty users, unlimited company licenses, and cloud connected accounting functionality that every small business needs. And of course, you can rest assured that Sage 50cloud Pastel Partner will give you the tools to stay legislatively compliant. Stop toggling between Outlook & Sage, Sage 50cloud Pastel Partner syncs your records, contact details, balances, transaction history and documents with Outlook; so no matter where you are (desktop, cloud or mobile) you have all the information you need to quickly & efficiently connect with your customers. Sage Business Cloud Payments is a safe and easy way for customers to pay you, using a range of simple, secure, and reliable payment solutions. Sage 50cloud Pastel Partner automatically backups up to the cloud and notifies you of any problems.

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.

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.

Veryfi is software that takes the work, error and frustration out of construction bookkeeping while enabling real-time field intelligence. Starting with automation of time & materials to digitize and end 90% of the time wasted doing it by hand and chasing records. Traditionally, bookkeeping is a monthly ritual. At Veryfi we have seen exceptional businesses reach financial prosperity when they steer in real-time, not at the end of the month. Hence, Veryfi as a mobile-first bookkeeper built for teams. This makes it easy, fast and reliable for teams to get information from the field (physical world) and into a system of record (digital world) with minimal user intervention. Veryfi is building the next generation of construction bookkeeping automation software with pure tech, and without the restrictions of legacy technology or methods.

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.

Simplify write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting. It includes more than 30 forms such as SUTA, 94x, W-2, and 1099. Automatically file 940, 941, and 944 forms with the IRS. (A tax preparer PIN is required.) Export data into Intuit ProConnect Lacerte or ProSeries tax software to get a head start at tax time. ProConnect EasyACCT Write-Up is a robust write-up solution that will help you save time and boost productivity when working with business clients. EasyACCT features more than 30 forms, including SUTA, 94x, W-2, and 1099, and it’s updated regularly. It provides the modules you need to perform all essential accounting operations and end-of-period tasks—including A/P and A/R write-off, adjustments to fixed assets, preparation of compilation reports, and other key functions. All of the key forms you need to serve payroll clients are available. The forms are updated regularly to help keep your clients’ payroll records current.

Garage Hive is a comprehensive, cloud-based garage management system built to help automotive repair shops and multi-location garages streamline workshop operations, improve customer journeys, and consolidate key business functions into one tool. It provides live work diaries, job scheduling, checklists, and inventory management accessible from desktops, tablets, and phones. It supports online booking integrated with the live schedule and automated confirmations, plus customer online authorization for estimates with photos and descriptions. Garage Hive automates reminders for MOTs, services, and other maintenance milestones and includes features like MOT history checks and electronic vehicle health checks. It integrates accountancy tools with built-in bookkeeping and external integrations with Sage, Xero, and QuickBooks, and offers powerful custom reporting and business intelligence with KPIs such as average invoice value and gross profit.

Amazon SageMaker provides all the tools and libraries you need to build ML models, the process of iteratively trying different algorithms and evaluating their accuracy to find the best one for your use case. In Amazon SageMaker you can pick different algorithms, including over 15 that are built-in and optimized for SageMaker, and use over 150 pre-built models from popular model zoos available with a few clicks. SageMaker also offers a variety of model-building tools including Amazon SageMaker Studio Notebooks and RStudio where you can run ML models on a small scale to see results and view reports on their performance so you can come up with high-quality working prototypes. Amazon SageMaker Studio Notebooks help you build ML models faster and collaborate with your team. Amazon SageMaker Studio notebooks provide one-click Jupyter notebooks that you can start working within seconds. Amazon SageMaker also enables one-click sharing of notebooks.

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.

PaperLess Invoice Scanning is a Sage Certified Software that allows businesses to automatically scan and attach invoices to Sage while reducing manual data input with PaperLess Automatic Invoice Recognition. Invoice retrieval is done via a simple live lookup directly from within Sage accounting lines. For companies who want to exploit the full potential of their Sage accounting software, PaperLess Document Management for Sage brings together Automatic Invoice Recognition, Automatic Matching and Closing of Purchase Order, Online Invoice Approval and Full Automation of Emailed Invoices. Online Invoice Approval Software fully compatible with your Sage 50 and Sage 200. Automate invoice approval processes based on supplier, department, project and/or cost centre while gaining control over amounts being approved with the best Invoice Authorisation Software for Sage.

Free up resources with automated bookkeeping for accurate spend data, in near real-time. Books are closed daily, weekly and monthly—automatically—so you can make informed decisions with confidence. Customizable, user-friendly charts and graphs can show vital KPIs like working capital, accounts payable and receivable, P&L, balance sheets, and trend reporting. Get a holistic picture with data updated every 15 minutes. An easy-to-use portal allows you to review and settle every open financial transaction. Connect third-party services like Sage Intaact, QuickBooks and Bill.com, and tackle your back office with ease. Need a hand? A dedicated PwC professional is here to help. Bookkeeping Connect, a PwC product, helps bring PwC’s 100+ years of excellence to not-for-profits, SMBs, family offices, private companies and service firms. Get personalized introductions to PwC subject matter experts who specialize in M&As, R&D tax credits, capital markets and more.

Patriot Accounting is an innovative, cloud-based accounting and payroll system for accountants and small business owners. Simple and intuitive, Patriot Accounting helps users efficiently track monetary transactions, invoice customers, print forms, and pay bills. By leveraging Patriot Accounting, users have the capability to set up multiple accounts, including income and expense accounts, as well as handle various types of transactions such as money withdrawn or deposited, incoming money from product sales, money for payroll, and more. Patriot Accounting offers a host of features such as cash tracking, vendor account management, profit and loss statement, transaction summary reports, expense tracking, among others.

You’ll get a full automation of sales, purchasing, warehousing and accounting, as well as fixed assets, financial loans and payroll. PayTraq cloud-based software allows multiple people to view the same up-to-date data and collaborate on financial reports in real-time. PayTraq is the only accounting software you need to run your business, in real-time, quickly and efficiently. PayTraq is transforming the accounting business by connecting accountants and bookkeepers with their clients on a common platform. There is no need to transfer files and re-enter transactions. You and your clients work online with the same set of real-time data from anywhere. It's not just another online accounting or online invoicing. Everything you need is combined in one simple, integrated and effective solution. Now you know what's going on in your business. All financial information and documents are securely stored in the cloud and available online.

Connecting the world's accounting systems. Imagine a solution where you could automate and synchronize financial transactions and processes between businesses, even if they aren't using Sage accounting software. It's a game-changer in the world of connected accounting. Sage Network connects your business with customers, suppliers, financial services, governments, and auditors to drive your digital transformation of accounting. Say goodbye to the days of emailing PDFs and manually entering data into your financial systems (ERPs). We're transforming this process to boost your productivity and enhance your accuracy. By integrating with your accounting system, Sage Network helps businesses like yours flow. Sage Connect simplifies your finances, all in one place. Unlock your team's productivity by providing your customers with secure access to review, download, and export invoices, payment history, and transaction records directly from your accounting system.

Are you ready to move beyond simple accounting software? Sage 100 can help manage your discrete manufacturing, wholesale distribution, and professional service processes. Sage 100 is built for security and compliance. Deep customizability means that it can meet your needs today and as you grow. And because it’s cloud-connected, you maintain control of your system while still leveraging the fundamental benefits of the cloud. Sage 100 is more powerful than accounting software, and more nimble than traditional ERP. Tear down data silos, decrease errors, and throw away those spreadsheets. Manage all your business processes in one place so you can spend less time on process, and more time on growth. Granular security and comprehensive audit tracking mean you are at decreased risk of fraud. With Sage 100 you have the tools you need to comply with changing legislation and the requirements of your industry.