The 13 Best Accounting Practice Management Software Options in 2025

Buying practice management (or any) software is like a marriage decision.

If you make a bad choice, you may never recover the time, money, and (emotional) energy you poured into making it work. Not to mention the loss of opportunities to grow. (See the 5 common mistakes to avoid when selecting)

That explains why over 55% of firm owners are either overwhelmed by the sheer number of options available or do not know if the timing is right.

In this article, we’ll show you the features and functionalities behind the best accounting practice management tools in 2025.

We hope that in the end, you’ll walk away with a practice management decision you’ll be proud of in the long term.

Benefits of Practice Management System for Accounting Firms

• Improved Efficiency

You can’t make the most of your time and mental resources when you spend hours creating projects, adding clients to your accounting CRM, and chasing clients for payments and additional documents.

Practice management software automates all these processes so that your team can focus on finding the best ways to deliver client service.

• Data and Workload Analysis

The workflow and capacity features in an accounting practice management system display all information about your projects and team.

With these, you will understand where each client’s work stands and see how much work each team member is doing (thanks in part to the time-tracking feature).

That way, you can analyze your firm’s data and make timely decisions.

• Enhanced Communication

A solid practice management solution enables team and client communication on the same platform.

For example, Financial Cents Chat features (for team and client) allow accounting teams to communicate internally and with clients in real-time.

This gives accounting teams all they need to get work done in one place.

• Remote Work

With distributed teams, you can’t just walk to your team members’ desks to measure productivity and align priorities.

A practice management tool lets you and your team access all work information online, keeping your team productive and aligned.

• Increased Scalability

With automation and the ability to find everything needed for work and client management in one place, productivity increases, enabling your team to serve more clients and scale your operations.

• Improved Profitability

Solutions like Financial Cents helps you automate admin tasks to get better returns on the time you invest in client work.

The billing feature helps you auto-charge your clients, pass credit card fees, and send payment reminders that help your clients pay your invoices on time and improve cash flow—and profits.

8 Features Your Practice Management Solution Should Have

Buying a software solution is a commitment to a product that may not be worth your time and money after a few years.

However, you can reduce the risk factors by understanding its features and functionality before committing.

Here are eight deal-breaker features your practice management software must have to continue to meet your needs as you grow.

a. Project and Task Management

The project and task management feature ensures that all client projects are planned and executed on schedule.

It gives your team visibility into their assigned work to prioritize their tasks and ensure all deadlines are met, while maintaining work quality.

b. Team Collaboration

This feature allows your team to share files and information so everyone has what they need to complete their assigned tasks on time.

c. Workflow Automation

With the workflow automation feature, you wouldn’t struggle with time-consuming, energy-depleting manual tasks.

From auto-creating repetitive work, chasing clients for additional information, and sending email updates to clients, your practice management software should handle admin tasks to allow your team to focus on revenue-generating work.

d. Time Tracking and Billing

It is easier to know where your team members are spending their time when you’re all in the same physical location.

The time tracking feature helps you replicate this in remote settings by showing how much work each team member has done.

This also helps with accurate billing as you can easily use the time logs to bill clients, especially if you bill by the hour. Otherwise, it helps you to understand which client is taking too much of your time and how much to charge them.

e. Client Management

Apart from enabling you to manage client relationships, this feature gives your team all the client information they need to get work done on time and to the client’s satisfaction.

It stores and organizes all client information in one place for all team members to access when needed.

Without it, your team members will get stuck waiting on the client information that might be tucked away in individual inboxes.

f. Reporting

What’s worse than being on a sinking ship? Being on a sinking ship without knowing it.

The reporting feature gives insights into your firm’s performance, so you can identify inefficiencies and bottlenecks holding you back and shrinking your profits.

g. Ease of Use

As an accountant, bookkeeper, or CPA always looking for ways to buy back time, you wouldn’t want your team members to require special training to implement and use your practice management software for daily tasks.

That’s what the ease-of-use quality helps you address.

Beyond being suitable for your current phase, be sure your potential practice management solution will grow with your firm, so you won’t need to change solutions as you grow.

h. Pricing

This factor is subjective. At the end of the day, you need a solution that fits your current budget and addresses your practice management needs.

Despite the price tag, it helps to examine each software solution on its merits. Cheap isn’t always good, and expensive isn’t always bad.

The 13 Top Practice Management Software for Accounting Firms in 2025

1. Financial Cents

Financial Cents is an all-in-one accounting practice management software primarily designed for small and mid-sized accounting, bookkeeping, and CPA firms.

Its feature roadmap is the direct result of years of listening to the needs of actual accounting firm owners, which has made the solution the second most important software in the tech stack of most accounting firms.

Here are some of Financial Cents’ features and how they work:

PROJECT AND TASK MANAGEMENT

You can manage your tasks and projects in Financial Cents with:

• Workflow Dashboard: As the first screen you see in Financial Cents, the workflow dashboard shows all client projects in your firm, including their status, related clients, due dates, assignees, team chat, and client tasks.

This gives you a quick overview of all client projects in your firm, helping you to prioritize and hit all deadlines confidently.

• Workflow Filters: With Workflow Filters, you can sort out the specific information you want to see in your dashboard, such as projects that are:
  • Due (on a particular day, week, and month
  • Assigned to a team member
  • Done for clients with similar attributes—tax clients, payroll clients, etc.
  • In a particular workflow stage (project status)—in review, in preparation, or waiting on client info.
  • ETC.

• Task Assignment: Assign work while creating the project in Financial Cents.
• Workflow Templates: Financial Cents’ prebuilt workflow templates allow you to outline your operating procedures. This helps everyone (especially new hires) work with clarity and confidence, keeping your results consistent across the board.
• AI-Generated Templates: Thanks to the AI feature in Financial Cents, you wouldn’t need to document your processes from scratch. You can type a prompt, and Financial Cents will give you a checklist you can customize for your project.

• Templates Library: Financial Cents also provides the Template Library, a community of accounting firm owners sharing the workflow templates that have helped them achieve success with client work.

TEAM COLLABORATION

Team Collaboration is at the core of the Financial Cents practice management solution. Its features include:

• The Team Chat: Centralizes team members’ comments about a task or project.
• Comments: Allows you to ask questions and provide clarification on a project.
• @Mention: Lets you tag your team members in your comments to get their attention more easily.
• The Client Notes: Enables teams to make client-related updates accessible.

WORKFLOW AUTOMATION

Here’s how Financial Cents automates your time-consuming, but necessary tasks:

• Automatic Client Data Collection: Financial Cents enables you to send a checklist of the files and information you need from clients. It also sends them automatic reminders until they complete the request.

• Recurring Projects: This automatically creates repetitive projects, which can be time-consuming to recreate manually.
• Task Dependencies: These ensure all assignees get their work done as and when due. Financial Cents will notify each of them when their work is ready.
• Task Automation: they allow you to automatically:
  • Apply tags on projects when a task or section is completed to help you understand where the client’s work stands.
  • Send emails to clients when a task or section is completed.
  • Create another project for the client when a task or section is completed.

TIME TRACKING AND BILLING

Financial Cents enables you to track the time spent on projects, bill clients, and receive your payment using:

• Start/Stop Timer: The built-in timer is accessible from anywhere in Financial Cents.
• Time Budgets: Allocate time for client projects and prevent revenue leakage.
• Billable VS Non-Billable: Measure how much time your team is wasting on tasks that do not generate revenue.
• Effective Hourly Rate: Shows how much profit you’re making from each client compared with the time spent on their work.

Financial Cents’ Billing features include the ability to:

• Request One-time and Recurring Payments.
• Accept Multiple Payment Methods: accepts ACH (bank transfers) and Credit Card payments to make it easier for clients to pay you.
• Send Payments Reminders: help busy clients remember to pay you with automated payment reminders.
• Auto-charge Clients: save your clients’ payment methods on file and automatically charge them as and when due.
• Pass on Credit Card Fees: You can make your clients responsible for the credit card processing fees.
• Use Client Portal: Clients can view and manage their billing and payment information in Financial Cents’ passwordless client portal, giving them visibility into their payments.

Proposal and Engagement Letter

Financial Cents’ billing feature allows you to create and send proposals to streamline client onboarding and make lasting impressions using:

• Introductory Welcome Video (and Text): This enables you to welcome your new clients in a way that communicates your brand’s values, culture, and energy.
• One-time and Recurring Services: You can tailor your proposal for a singular or repetitive service.
• Scope Definition: Allows you to clarify expectations for you and your clients.
• Discounts and Associated Tax: This lets you give your new clients discounts and add associated taxes to your service items.
• Proposal Packages: You can bundle your services to increase revenue and sell complementary services in one proposal.
• Multiple Payment Options: Your clients can pay you using ACH wire transfer or credit/debit card.
• Optional Add-On Service: This is another chance to upsell your clients by enabling them to add an optional service with the click of a button.
• Engagement Letter: Define the terms and conditions of your engagement to avoid misunderstandings and manage risks.

CLIENT MANAGEMENT

Financial Cents’ client management feature organizes every piece of information your team needs to deliver accurate client work and build quality client relationships in the client’s profile.

The Client Profile is divided into the following sections:

• Contact Information: phone numbers, emails, etc. to reach the clients or their employees.
• Client Projects: current and upcoming client work.
• Client Notes: work-related client updates.
• Client Documents: All documents shared by a client or uploaded by your team.
• All Client Requests: files and information requested from the client.
• Client Vault: encrypts sensitive client information like usernames and passwords.
• Custom Fields: unique information about each client (Entity Type, EIN, SSN, Formation Date, Tax ID, Birthday, etc.)
• Client Activity: an audit trail of your firm’s interactions with a client, helping you know who talked to a client, when they interacted, and what they spoke about.
• ETC.

Multi-Country Data Storage

Whether you’re in Australia, Canada, the UK, or the US, Financial Cents allows you to keep your clients’ files and information within the country to comply with relevant data residency regulations.

All you have to do is select the applicable region as shown below.

REPORTING

Financial Cents keeps you informed to make smarter decisions. Its reporting features include:

• Capacity Management: allows you to view your team’s workload, set capacity limits for employees, and reassign tasks where necessary to maintain peak performance.
• Accounts Receivable Aging Report: Shows your unpaid invoices and how long they’re past their due dates.
• Revenue Insight Reports: Presents your firm’s revenue information to show how much revenue your clients, service items, and employees are generating.
• Client Uploads Report: A list of every document a client sends to your team through the client portal.
• Client Task Report: Gives you insights into outstanding client reports to prevent unnecessary delays.
• Work Insight Report: Compares Open vs. Completed Projects to show your team members’ productivity in a given period.
• Effective Hourly Rate: Identify which clients are taking up more time than necessary by comparing the amount billed and the time spent on their work. Helps you to renegotiate your prices where necessary.
• Time Tracking Reports: see where your team is spending their time on three different levels.
  • Client Level: The time your firm is spending on each client.
  • Project level: The time your firm spends on each type of work.
  • Team level: The work your team members are doing.

Ease of Use

Financial Cents uses feedback from actual firm owners as the building block of its feature. That is why it can take as little as three (3) hours to set up.

Don’t take our word for it. Here are accounting firm owners speaking about Financial Cents’ ease of use.

Financial Cents also has short videos addressing individual features, making it easier to know how to complete every task.

Customer Reviews

Financial Cents has a:

• 4.8 (out of 5) stars rating on both Capterra and G2

Pricing

• Solo Plan – $19/month (paid annually).
• Team plan – $49/month per team member (paid annually) or $69/month per team member (paid monthly),
• Scale plan – $69/month per team member (paid annually) or $89/month per team member (paid monthly).

Free Trial

Yes. 14 days.

Start a 14 day FREE trial and see how Financial Cents can help take your firm to the next level!

2. Karbon

Karbon is a robust practice management system that helps accounting firms build more connected firms. Its robust feature set makes it more suitable for large or enterprise accounting firms.

Below are some of Karbon’s features and how they work:

Project and Task Management

Karbon’s project management system uses:

• Workflow Dashboard: lets firms track their client work in calendar or Kanban view.
• Workflow Templates: streamline your workflows with prebuilt checklists that you can customize.
• Task Assignment: Make someone responsible for completing tasks.

Team Collaboration

Just like Financial Cents, Karbon allows you to collaborate with your team using:

• Comments: ask questions or provide feedback on client work.
• Mention: Tag team members in your comments.

Workflow Automation

To streamline your manual processes, Karbon enables you to:

• Automate Client Data Collection: this lets you send or schedule a checklist of the files and information you need from your clients in advance of the work.
• Recur Repetitive Projects: automatically recreate repetitive work for all their future needs.
• The Automator: makes it easy to update the status of your client’s work as it moves through the process by recognizing the stage of your projects and changing it to the appropriate status.

Time Tracking and Billing

Karbon eliminates manual time tracking and billing with:

• Automatic Time Tracking: automatically detects projects and clients to account for the time spent.
• Recurring Billing: helps you bill clients for repetitive tasks.
• Set Estimates: compare estimated versus actual time to understand your firm’s use of time and plan future projects more accurately.
• Smart Notes: automatic summary of time entries.

Client Management

Karbon promises to centralize all the information and comments you need to deliver the service you promise through:

• Activity Timeline: organizes each client’s emails, notes, tasks, and activities in one place.
• Client Groups: helps you categorize clients with related ownership or financial structure.
• Contact Types: allow you to differentiate your clients from leads and suppliers.
• Integrated Email: consolidates your client emails in Karbon.

Reporting

Karbon’s reports feature helps you to compare your firm’s performance over specific periods to make better decisions. They include:

• Progress Reports: This tells you where your client’s projects stand.
• Email Reports: shows the number of emails your team has exchanged with a client.

Ease of Use

Karbon’s numerous features make it complex to implement. Most firms purchase implementation services to implement the platform correctly in their firm.

Karbon offers several paid setup and training packages priced between $999 and $2,999. They include one-on-one training and onboarding sessions.

Customer Review

Karbon has a:

• 4.7 (out of 5) stars on Capterra
• 4.8 (out of 5) stars on G2

Pricing

• Team Plan: $59/month per user (paid annually) or $79/month per user, paid monthly
• Business Plan: $89/month per user (paid annually) or $99/month per user, paid monthly
• Enterprise: Custom Pricing

Free Trial

Yes. 7 days.

3. Canopy

With a promise to ‘unclunck’ accounting firms, Canopy helps firm owners streamline and automate client management and tax preparation (and resolution).

Below are some of Canopy’s features and how they work:

Project and Task Management

• Workflow Dashboard: helps you keep track of all work being done in your firm.
• Workflow Templates: Canopy provides preset workflow templates that use rules-based systems to initiate actions when certain conditions are met.
• Role Assignment: allows you to queue work for your clients.
• Capacity Planning Dashboard: shows your firm’s ability to take on more work in a single view.

Team Collaboration

Canopy helps internal collaboration through:

• Comments: they allow team members to share thoughts about projects and clients.
• Tags: let you mention specific persons when making a comment.
• Client Notes: provides context for client projects.
• Virtual Drive: stores documents in a central location for easy internal collaboration.
• Document Annotation: helps to give internal context to client documents.

Workflow Automation

• Recurring Tasks: create logic that automatically recreates projects when the current version is completed or due.
• Client Reminders: Canopy reminders go out to clients on your behalf to allow you to focus on the work that counts most.
• Automation Triggers: automate manual tasks like notifying an assignee, recording dates, or sending client emails when a task is created or when the status is changed.

Time Tracking and Billing

Canopy’s time tracking and billing feature enables you to account for your time and payments.

• Inbuilt Time Tracking: Track the time your employees spend on projects for accurate invoicing.
• Recurring Payments: helps you send automatic invoices to your repeat clients.
• WIP Summary: Bill clients for work done on projects and use the data to analyze your potential tia revenues.
• Billing Permission: Give your team members access to only the billing information they need to see or none at all.
• Payment Processing: Receive ACH and credit card payment inside Canopy.

Client Management

Client management in Canopy revolves around Client Records: an easy place to collaborate with your team to complete client projects faster.

The Client Records contain:

• Bulk Actions: perform the same action across your client base, such as sending an email, or client request, applying a folder template, or assigning your team member.
• Global Inbox: Bring your client emails into Canopy. Here, you can read, send, and delete client emails. Your team members can share their inboxes to keep everyone on the same page.
• Lists & Dashboards: allows you to connect client data across your firm for easy access.
• Schedule Reports: help you track client data across your firm.

Reporting

• Filters: sort out firm information by projects, employees, months, etc.
• Custom Formulas: use mathematical functions and logic-based rules to analyze your firm’s data.
• Team Member Production Analysis: see necessary productivity and profitability metrics about your team members, such as billed rate, realizations, and adjustments.
• Liveboards: interact with your data to data to find answers to your questions.

Ease of Use

Most users have commended Canopy’s straightforward and easy-to-use interface.

Customer Review

Canopy has:

4.5 (out of 5) stars on Capterra

4.6 (out of 5) stars on G2.

Pricing

Canopy’s modular pricing offers each feature at a different cost:

•   Standard:

Client Engagement: $150 per month (unlimited users)

Document Management: $36/month per user

Workflow: $32/month per user

Time & Billing: $22/month per user

• Pro

Client Engagement: $175/month (unlimited users).

Document Management: $36/month per user

Workflow: $40/month per user

Time & Billing: $31/month per user

Free Trial

Yes. 15 days.

4. TaxDome

TaxDome is a feature-rich tax workflow software that helps accounting firm owners manage their teams, clients, and projects to save costs and maintain productivity.

Below are some of TaxDome’s features and how they work:

Project and Task management

• Insights: enable you to prioritize work and manage workloads (and team performance as your firm grows.
• Calendar: shows your jobs in a timeline format.
• Templates: ready-made SOPs that you can customize or create from scratch to document your procedures.
• The Pipeline: the process of executing your projects from beginning to end.

Team Collaboration

• Access Rights: set and modify the level of access each team member has to client and billing information.
• TaxDome Wiki: create standard operating procedures for your team members to help them complete client work to standard.
• Mention: tag your team members to get their attention faster.
• Notifications: stay informed about relevant activities–emails, messages, tasks, and events related to any job or client.
• Chats: discuss projects and schedule meetings with clients.

Workflow Automation

• Automove: move jobs from one stage to another (and one team member to another) in a pipeline. This helps your team members know when to start their tasks in the project.
• Automatic Communication Updates: send personalized client updates automatically without increasing admin work.
• Automated Reminders: help clients remember to provide signatures, process invoices, and fill pending organizers using SMS and Emails.

Time Tracking and Billing

• Inbuilt Time Tracking: allows your team to track time in the place they are doing client work.
• Payments Processing: TaxDome provides an integrated payment system that lets you accept ACH, credit card, BACS, and SEPA payments.
• Recurring Invoices and Payments: you can also send recurring invoices and receive recurring payments from clients.
• WIP: track unbilled work to bill clients accurately.

Client Management

• Client Dashboard: store your client information (including custom fields) and link your clients with one another in a CRM solution.
• Client Chat: helps you interact with your clients in real time.
• Client Tasks: send your clients a checklist of the files and information your team needs for work.
• Inbox+: shared inbox that helps you access all client communication in your firm.

Reporting

• Job Assignment Report: analysis of your team member’s output over a set period.
• AI-driven Search: allows you to find the data you need to see to make decisions faster.

Ease of Use

TaxDome has a learning curve.  Its implementation fees are between $499 to $1,999.

Customer Review

TaxDome has 4.7 (out of 5) stars on Capterra and G2

Pricing

• Solo: $700/year, per user
• Pro: $900/year, per user
• Business: $1,100/year, per user

Free Trial

Yes. 14 days.

5. Jetpack Workflow

Jetpack Workflow is a project management software that helps accounting and bookkeeping firms organize and manage their client work at scale.

Below are some of Jetpack Workflow’s features and how they work:

Project and Task Management

• Workflow Dashboard: Jetpack Workflow’s dashboard lets you track all your client work in one view, helping you keep a pulse on your firm’s workflow.
• Workflow Templates: a library of templates to standardize your processes and maintain quality as your firm grows.
• Labels: allow you to monitor project stages using color-coded tags.
• Planning Tab: one place to compare clients, staff, and periods to know how much more work your team can take on.

Team Collaboration

• Notes: Leave notes for your team members inside a job or client profile.
• Mention: Tag your team members in the comments inside a job or client profile.

Workflow Automation

• Recurring Projects: Set projects to repeat on a daily, weekly, or monthly basis.
• Task Dependencies: prevent team members from working on tasks until the previous steps have been completed.

Time Tracking and Billing

Jetpack allows you to track time on client work. You can sync time entries with QBO to invoice your clients.

Client Management

Jetpack stores your client’s basic information. Since it’s not a practice management software like Financial Cents, it does not have advanced client management features like client vault, custom fields, client activity feed, client portal, client task and reminders, Recats, etc.

Reports

Progress Reports: This report helps you understand the stage your projects are in so that you can make timely decisions to meet client deadlines.

Ease of Use

Unlike Financial Cents, which you can implement by yourself in hours, Jetpack Workflow may require you to invest between $299 and $1,299 to access its implementation support and live training.

Customer Reviews

Jetpack Workflow has:

• 4.8 stars on Capterra
• 4.1 stars on G2

Pricing

• Starter Annual: $30/month per user (paid annually)
• Starter Monthly: $45/month per user (paid monthly)

Free Trial

Yes. 14 days.

6. Aero Workflow

Like Jetpack, Aero Workflow is a workflow software that helps small to midsize firms centralize their work resources to keep their teams efficient, scalable, and profitable.

Below are some of Aero’s features and how they work:

Project and Task Management

Dashboard: The dashboard is divided into:

• My Work: for team members to see the work assigned to them.
• Manage Tab: for firm owners, operators, and managers to get an overview of all work in the firm.

Aero’s Workflow Dashboard shows your team everything they need to do now. The dashboard shows each project’s:

• Status: see how far your team has gone in implementing the project.
• Priority: allows you to communicate the urgency of the tasks in the project.
• Workflow Templates: Aero provides over 60 free templates that allow you to record the how-to of any project. Its premium templates are available at $40/month.
• Task Deference: allows your team members to hand work off to one another.

Team Collaboration

• Notes: You can leave notes on projects for other team members to see.

Workflow Automation

• Recurring Projects: Aero can auto-repeat your repetitive projects so you don’t have to worry about rolling them over to their other dates.

Time Tracking & Billing

Aero automatically tracks your time while your team is working. The time is synced with your QBO or QuickBooks Time for further use.

Client Management

The Customer tab in Aero shows all client information, including:

• Contact Information, such as their phone numbers, address,
• Client Contacts: contains a list of the people through whom you can reach the client.
• Vault: stores your client’s sensitive information, such as credit card information.

Reporting

Aero’s reports make it possible to track your firm’s performance.

• Daily Activity by Team Members: shows the actual time your team spent on an Aero project vs the time estimated for it.
• Client Last Activity Date: Contains the recent time entry for each client.
• Actual vs Estimate by Team Member: shows the tasks your team members worked on versus how much was planned for them each day.

Ease of Use

Aero’s user interface is outdated, which makes it unappealing for users with an eye for modern design. Its onboarding services (between $1,000 and $2000) can help ease the implementation.

Customer Reviews

Aero Workflow has:

• 4.0 (out of) stars on Capterra
• 3.8 (out of) stars on G2

Pricing

• Startup: $108/month for 1-5 users (paid annually)

or $135/month (paid monthly)

• Growth: $200/month for 6-25 users (paid annually)

or $250/month (paid monthly)

• Scale: $295/month for 26-50 users (paid annually)

or $365/month (paid monthly)

Free Trial

Yes. 30 days.

7. Xero Practice Manager

Designed by Xero, this practice management software brings together the tools you need to manage client projects from start to finish in one place.

Below are some of its features and what they do:

Project Management

• Jobs Manager: shows the list of all client projects in your firm with their due dates and progress reports.
• My Jobs: Show your staff members the projects assigned to them.
• Job State: allows you to filter for projects in specific job stages.
• Workflow Templates:  Xero allows you to document the steps for the different types of work you do.

Workflow Automation

• Recurring Projects: create future copies of your current projects from the start.
• Bank Feeds: automatically pulls your client’s data from their bank.
• Transaction Matching: automatically matches client payments with invoices.

Time Tracking & Billing

• Manual Time Entry: Unlike other apps with automatic time-tracking, Xero allows you to add time spent on work manually.
• Invoicing: Xero offers a robust billing module that makes it easy to create, send, and track all your invoices.

Client Management

• Clients Tab: Houses all your clients with their addresses and phone numbers.
• Client Group: allows you to group related clients together.
• Custom Fields: allows you to record additional information that helps you serve the clients.
• Notes: stores all notes that make all client updates available to your team.
• Documents: You can also store documents in the client’s records.

Reporting

• Staff Billing Report: displays income generated by staff members.
• Client Revenue Report: shows which client is bringing the most revenue.
• Productivity Dashboard: shows which team member is getting enough work done compared to their expected capacity.

Ease Of Use

Xero Practice Manager is a simple tool with light functionality. This makes it easy to set up even if you are a solo practitioner. The designers are confident in the simplicity of their product, so they don’t offer any onboarding support.

Customer Reviews

Xero Practice Manager has:

• 4.0 stars on Capterra
• 4.4 stars on G2

Pricing

• $149/month for 1 to 10 users (for new and bronze level users).

Xero practice manager is free for accounting firms that have reached silver, gold, or platinum status on the Xero partner program.

Free Trial

Yes. 14 days. But your request has to be approved.

8. Pixie

Pixie’s practice management features provide everything you need to streamline your workflow and deliver consistent client work without overworking your team.

Below are some of Pixie’s features and how they work:

Project and Task Management

• Pixie Dashboard: displays the files and information your team members need to complete their tasks.
• SOPs: document your processes into checklists that show your team members what to do at each stage of their assigned work.
• Internal Deadlines: set deadlines for your team’s tasks to help them meet the client’s deadline.
• Status Updates: get visibility into every client’s work.

Team Collaboration

• Task Internal Notifications: These save teams the time to follow up on tasks and conversations by letting them know when relevant tasks have been completed and emails have been replied to.

Workflow Automation

• Recurring To-Dos: Pixie automatically creates your recurring tasks with the click of a button.
• Automated Emails: Use emails to provide client updates, remind clients to upload files, or provide feedback.
• Auto-Update Client Records: Pixie uploads all your client emails and files automatically.
• Companies House Integration: helps UK firms to auto-pull their client’s business information into Pixie.

Client Management

• Automatic Client Records: integration with Ignition and GoProposal to create client records upon proposal signing.
• Centralized Dashboard: makes your client data more accessible for client work.
• Custom Fields: modify client records to store unique client information.
• Bulk Actions: ability to send emails, and edit client information (custom fields) for multiple clients.
• Client Task: create a checklist for the things you need from clients and auto-remind clients until they get it done.

Reporting

Pixie’s Work Reports provide the data points you need to manage your team’s workload and improve performance.

Ease of Use

Like Financial Cents, Pixie is easy to implement and use.

Customer Review

• Pixie has 4.8 (out of 5) stars on both Capterra and G2.

Pricing

Pixie’s price depends on a firm’s client count.

• $129 per month for teams with less than 250 clients
• $199 per month for Teams with 251-500 clients
• $329 per month for teams with 501-1000 clients

Free Trial

Yes. 30 days.

9. BrightManager

BrightManager’s practice management features simplify client onboarding, time tracking, and task management for accounting and bookkeeping firms.

Below are some of BrightManager’s features and how they work:

Project and Task Management

• Automatic Task Lists: generate standard accounting task lists that you can customize for your unique needs.
• Workflow Templates: create standard operating procedures to help your team complete work to your standard.
• Compliance Deadlines: BrightManager allows UK firms to use the UK compliance deadlines to inform their team’s work.

Team Collaboration

• Built-in Notifications: notifies your team when a client signs a form or uploads a document.

Workflow Automation

• Custom Forms: BightManager allows you to build and share custom forms with your clients. It also follows with clients until you get the information you need.
• Automated Client Emails: send a request for documents to your clients.

Time Tracking and Billing

BirghtManager has an inbuilt time tracker that enables your firm’s time to:

• WIP: Generate invoices from work-in-progress.
• Chargeable vs Non-Chargeable: Measure chargeable vs. non-chargeable work, and identify any bottlenecks.
• Profitability: Identify which client is most and least profitable.

Client Management

• Client Timeline: tracks all client activity to show when a client has opened an email or signed a document.
• Client Portal: A GDPR-compliant portal that allows you to store and exchange documents with clients.

Reporting

BrightManager enables you to evaluate the time your team spends on a project to know which jobs are taking up your resources.

Ease of Use

BrightManager has been noted to be user-friendly and easy to implement.

Customer Review

BrightManager has:

• 4.9 (out of 5) stars on Capterra
• 4.5 (out of 5) stars on G2

Pricing

• Standard: £33.60/month per user (billed annually); £42/month per user (billed monthly)
• Enterprise: 12+ users; Billed annually

Free Trial

Yes. 30 days.

10. Keeper

Keeper is a bookkeeping practice management tool that promises to help bookkeeping teams close their books in half the time.

Below are some of Keeper’s features and how they work:

Project and Task Management

• Templates:  create standard procedures for completing your bookkeeping projects to your standard.
• Add Tags: add tags to bookkeeping tasks to enable you to filter for specific information.

Team Collaboration

• Daily Digest Emails: send automatic emails to communicate task priority.
• Internal Comments: allow you to communicate directly with your team inside the relevant project.
• Priority Tasks: add priority labels to tasks to help those responsible meet the deadline.

Workflow Automation

• Recurrences: Keeper allows you to create templates, which are automatically re-applied to recurring monthly projects.
• Integrated File Review: automatically catches errors by highlighting transactions inconsistent with historical data.
• Uncategorized Transactions: access your uncategorized transactions and ask questions from the bank feed to categorize uncategorized transactions in QBO and Xero from Keeper.

Client Management

• Client Dashboard: Keeper gives you one dashboard to view and organize all your client’s information.
• Custom Client Properties: the ability to filter and save views that help you find client information quickly.
• Custom-branded Client Portal: one place to ask (and answer) your client’s questions and exchange documents.
• Automated Client Follow-Up: automatically sends emails to follow up with clients on file requests.

Ease of Use

Keeper is straightforward to use.

Customer Review

Keeper has:

• 4.5 (out of 5) stars on Capterra.
• 5 (out of 5) stars on G2

Pricing

• Standard: $8/month per client
• Premium: $10/month per client
• Enterprise: contact sales

Free Trial

Yes

11. OfficeTools

OfficeTools is a time and billing software that enables accountants to track projects and manage their workflows in one place.

Below are some of OfficeTool’s features and how they work:

Project and Task Management

• Dashboard: provides a 360 view of your firm’s projects to keep things from falling through the cracks.
• Activity List: shows all ongoing work in your firm in real time.
• Due Date Monitoring: helps you prioritize your team’s tasks and hit all client deadlines.
• Assigned Staff: to know who is responsible for a client’s work.
• Reminders: keep urgent work information.
• Task Notes: allows you to add descriptions to the work assigned to your team members.

Team Collaboration

• Notes: Enter notes for a contact to keep your team member up-to-date on the client’s project.
• To-Dos: create and track tasks that need attention
• Calls: helps you log phone call details or create phone call reminders.

Workflow Automation

• Integrations: Integrations with QBO, Lacerte, and Office365: save you the stress of copying and pasting data.
• Document Routing: Documents uploaded by clients are automatically added to their files in OfficeTools.

Client Management

• Contact List: the list of all your contacts (clients, partners, vendors, etc.) with the information your firm needs to engage with them effectively.
• Client Portal: enables your clients to view, upload, and sign documents online. You can also schedule appointments with your clients here.
• Projects: access a client’s project history for reference.

Time Tracking and Billing

• Inbuilt Timer: This lets you track and budget time for projects and tasks.
• Payment Collection: OfficeTools allows you to receive payments using Abacus Payments Exchange (APX).
• Billing Status: Track your invoices to understand what’s happening with your accounts receivable.

Ease of Use

OfficeTools’ interface looks outdated, and the features are not very well presented. This can make it difficult for users to navigate.

Customer Review

OfficeTools has

• 4.1 (out of 5) stars on Capterra
• 3.6 (out of 5) stars on G2

Pricing:

• Custom pricing

Free Trial

Yes

12. UKU

Uku centralizes accounting workflow and client management to improve visibility into projects, deliver client work faster, and receive payments quickly.

Below are some of Uku’s features and how they work:

Project and Task Management

• Bulk Assignment: assign responsibility for several tasks at the same time.
• Task Reminders: keep you from forgetting to complete tasks.
• Attachment: Add files to tasks to give your team all they need to complete client work on time.
• Custom Fields: store information about the task to guide your team members.
• Extra Work: Label out-of-scope tasks with one click to add them to your invoice.
• Monthly Summary: see all work done by team members and time spent on the tasks in one view.

Team Collaboration

• Task Assignment: allows you to give your team members responsibility for tasks temporarily or permanently.
• Comment: Team members can share their thoughts on tasks to keep everyone on the same page.

Workflow Automation

• Accounting Workflow Templates: prebuilt task checklists you can customize to fit your unique procedures.
• Recurrences: show due tasks to the right person on a weekly and monthly basis.
• Customizable Task Dashboard: use filters and grouping to sort out information and save the dashboards for future needs.

Time Tracking and Billing

• Stopwatch: start and stop the timer for the client tasks.
• Manual Time Entry: manually log time by entering the start and end times of tasks.
• Bulk Time Entry: Add time entries to multiple tasks by selecting them simultaneously.
• Time Forecasting: give your tasks a time log before time to plan your team’s time more proactively.
• Non-Billable and Billable Time Entries: Separate billable from non-billable time to see how much you need to bill your client.
• Export Time Tracking Data: transfer your time logs to a file you can share with clients to justify your billing.

Client Management

• Contacts: one place to store each client’s contact information.
• Client Notes: document client updates to guide your team’s work.
• Custom Fields: store information that is unique to each client to improve client service.
• Client Agreement Monitoring: notifies you when you’re investing more time and resources into a client’s project than the agreed amount.

Reporting

• Time Usage Reports: View how your team spends its time on clients or jobs
• Employee Workload: see how much work each team member is taking on so you can manage your resources efficiently.
• Reporting Filters: drill down to specific reporting metrics to make decisions faster.

Ease of Use

Uku is intuitive and user-friendly for users and their clients.

Customer Review

Uku has:

• 4.8 (out of 5) stars on both Capterra
• 4.7 (out of 5) stars on G2

Pricing

• Solo: $0
• Team: $38 Member per month
• Elite: $48 Member per month
• Enterprise: $88 Member per month

Free Trial

Yes. 14 days

13. CCH iFirm

CCH iFirm is a practice management software that promises to centralize your client database and streamline all aspects of your work to take your tax and accounting business to the next level.

Below are some of CCH iFirm’s features and how they work:

Project and Task Management

• Dashboard: displays the most overdue jobs, resource allocation, account receivables, etc.
• Weekly View: helps you manage priorities every week.
• Documents: The documents section of the dashboard allows you to add project-related files to projects to help them get work done efficiently.

Team Collaboration

• Comments: allow your team to share ideas captured with date and time stamps.
• Checklist: breaks down your jobs into the steps needed to complete them, making it easier to standardize your work.

Time Tracking and Billing

• Jobs To Invoice: allows you to create invoices and keep tabs on jobs that have not been invoiced.
• Invoice Templates: streamlines your billing process with generic templates that you can customize as needed.
• Multiple Billing Entities: create and track invoices for multiple entities individually.
• Accounts Receivable Management: keeps track of what clients owe you.

Client Management

• Client Portal: allows you to exchange documents with clients securely.
• Automatic Emails: receive email notifications each time clients send you a document.

Reporting

• Workflow Report: insights about your work stages and work hours recorded on a project.
• Employee Report: shows how much work your team members have been allocated.
• Capacity Report: shows your team’s availability to take on more work.

Ease of Use

CCH iFirm’s interface is difficult to navigate. This makes its features (which are also less easy to use than many tools on this list) difficult to access.

Customer Review

CCH iFirm has:

• 3.9 (out of 5) stars on Capterra
• 2.8 (out of 5) stars on G2

Pricing

• Practice Manager $755
• Client Portal $675
• CCH iFirm Suite $1,195

Free Trial

Yes. 7 days.

Thinking of migrating to a new practice management software? Here are 7 quick steps to help you.

When in Doubt About the Most Suitable Option, Use a Free Trial

No one knows your practice management challenges as much as you do, so it is understandable if you don’t trust everything we’ve said 100%.

That is why we encourage free trials and demos. With a free trial, you can see how these solutions will work in your specific situation.

At Financial Cents, we offer a 14-day Free Trial. Take advantage of it today and decide in the next 2 or 3 weeks.