Our Top Picks

Acuity Scheduling Logo
Acuity Scheduling
Acuity Scheduling is an ever-present online assistant for accounting. This software frees you from making calls and writing emails to set appointments with your accounting firm's clients. They can go online, see when you're available, and schedule an appointment. Of course, you determine what part of your calendar clients get to see. This platform also lets you manage your employees across multiple locations. Acuity enhances the flexibility and efficiency with which you handle clients and employees.

Pros & Cons

Pros

  • Available on Android and iOS
  • Free version available
  • Robust integration

Cons

  • No project management
  • No time tracking

What Customers Are Saying

Customers of Acuity Scheduling frequently state that they're quite impressed with the software's reminder system, which they say integrates seamlessly with Google Calendar and business tools. Other customers comment that the software is easy for their employees to use. In addition, users mention that Acuity Scheduling fits well into their workflows, allowing them to plan tasks effectively. Furthermore, some like how much detail they can add to specific products and services.

Summary

Acuity Scheduling Logo
Acuity Scheduling
  • Starting Price
    • Free version available
    • Emerging: $14/month
    • Growing $23/month
    • Powerhouse: $45/month
  • Free Trial/Demo
    7-Day Free Trial and Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    No
  • Project Management
    No
  • Time Tracking
    No
Aero-Workflow Logo
Aero Workflow
This software helps accountants stay on top of their workflow. Aero Workflow channels everything that needs attending to (one-time projects, recurring tasks, client emergencies, etc.) into one list that you and your employees can see. That way, you get a bird's-eye view of your business operations and never miss anything important. You can also use Aero to track the progress of projects and your employees' workload.

Aero has three plans: Sole Proprietor ($39), Small Firm ($79), and Large Firm ($149).

Pros & Cons

Pros

  • Robust integration
  • Offers free trial
  • Easy to use

Cons

  • No client portal

What Customers Are Saying

According to customers, Aero Workflow has provided them with a straightforward means by which to organize their teams and plan their projects in a way that makes the best use of their capabilities. Some have mentioned that they enjoyed learning how to use the software and have since fully implemented it into their business. In addition, others say they settled on this tool after trying many other project management apps.

Summary

Aero-Workflow Logo
Aero Workflow
  • Starting Price
    • Sole Proprietor: $39/month
    • Small Firm: $79/month
    • Large Firm: $149/month
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    No
  • Project Management
    Yes
  • Time Tracking
    Yes
AMTdirect Logo
AMTdirect
AMTdirect is a lease accounting and administration software. This easy-to-use program lets you efficiently manage leases for your real estate, vehicles, and equipment. It's highly customizable, so you can set it up to meet the unique needs of your accounting practice. AMTdirect provides four solutions: lease accounting, lease administration, equipment lease management, and real estate lease management.

Pros & Cons

Pros

  • Available on Android and iOS
  • Offers free demo
  • Robust integration

Cons

  • No staff management
  • No time tracking

What Customers Are Saying

Many customers have found AMTdirect to be an excellent solution for their organization as it helped them migrate from a client-server-based system to one that's cloud-based. These customers describe the software as user-friendly. Other users have commented that in addition to accounting practice management, AMTdirect features a powerful reporting tool that allows for ad hoc and user-defined reporting.

Summary

AMTdirect Logo
AMTdirect
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Client Management
    No
  • Client Portal
    No
  • Project Management
    No
  • Time Tracking
    No
ApprovalMax Logo
ApprovalMax
ApprovalMax does more than automate your accounts. It gives you greater control of approvals for accounts payable and receivable. This software fully automates your approval processes over multiple roles and levels in your company, eliminating the need to make approvals over paper and email. ApprovalMax gives your accounting practice a better handle on its spending and regulatory compliance. The software's features include approval automation, a mobile app, and a search, reporting, and audit trail.

ApprovalMax offers two pricing plans: the Standard Edition ($39) and Premium Edition ($95).

Pros & Cons

Pros

  • Offers free trial
  • Generates reports
  • Robust integration

Cons

  • No client management

What Customers Are Saying

Generally, customers are pleased with this software. They found it easy to set up and incorporate into their accounting processes. Some users mentioned that among their favorite aspects of ApprovalMax is the ease with which accounting processes linked automatically with workflows they created. Additionally, other customers noted that the software streamlined their operations across multiple locations.

Summary

ApprovalMax Logo
ApprovalMax
  • Starting Price
    • Standard Edition: $39/month
    • Premium Edition: $95/month
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Client Management
    No
  • Client Portal
    No
  • Project Management
    No
  • Time Tracking
    No
BigTime lets you manage your firm remotely, including everything from time tracking to billing to expense management. The software's intuitive UI lets you and your employees enter data easily. Speed up your billing processes using the software's central hub for tracking billing rates, WIP, and cost rates. BigTime enables you to monitor your resource allocation and optimize the capacity of your consulting teams. This platform standardizes your workflows and leverages your cloud-based ecosystems.

Pros & Cons

Pros

  • Available on Windows, MacOS, Android, and MacOS
  • 24/7 live rep support
  • Robust integration

Cons

  • No client management

What Customers Are Saying

Users find BigTime user-friendly and intuitive. Its integration with QuickBooks is appreciated by its customers. They also indicated in their reviews that they find the software's reporting feature quite useful. Other customers reported that once they watched a tutorial on how to use BigTime, they gained a strong grasp of the software and all its functions. Finally, users spoke highly of BigTime's readily available support team and comprehensive knowledge base.

Summary

  • Starting Price
    • Express: $10/month/user
    • Pro: $30/month/user
    • Premier: $40/month/user
  • Free Trial/Demo
    Free Demo
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    No
  • Project Management
    Yes
  • Time Tracking
    Yes
BlackLine Logo
BlackLine
BlackLine modernizes your accounting processes and makes them sustainable. It automates your accounts receivable and, as a result, minimizes manual activity and unapplied cash. BlackLine has worked with leading brands such as UnitedHealthcare, Western Union, and Zendesk. The platform offers several solutions, including Balance Sheet Integrity, Close Process Management, Accounting Process Automation, and Intercompany Hub. Some of the features that come with these solutions include account reconciliations, variance analysis, cash application, and task management.

Pros & Cons

Pros

  • 24/7 live rep support
  • Generates reports
  • Include project management

Cons

  • No project management
  • No staff management

What Customers Are Saying

Reviews from BlackLine customers are favorable; they've observed that it enables people in their organizations who need to prepare, review, approve, and use reconciliations to access all the documents they need in a central place. Customers who had previously been relying on Excel spreadsheets to perform reconciliations note that switching to BlackLine has been a huge upgrade. Thanks to BlackLine, they say, their business records are always up to date.

Summary

BlackLine Logo
BlackLine
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    No
  • Time Tracking
    No
BQE CORE Accountant Logo
BQE CORE Accountant
BQE Core provides a central platform for running your business. It comes with a variety of features, including time tracking, project management, and billing. This platform also streamlines your HR resource management, automates your billing processes, and lets you manage your contracts from a single place.
BQE CORE offers several products, including CORE, BillQuick, and BillQuick Online. Together, all these products help you run a more efficient, profitable accounting practice.

Pros & Cons

Pros

  • Available on Android and iOS
  • 24/7 live rep support
  • Robust integration

Cons

  • No client portal

What Customers Are Saying

New users say they found this software easy to set up. Their employees learned how to use it with little one-on-one training. According to some, BQE CORE is the most user-friendly accounting practice software they've used in a long time. Customers are impressed by the platform's customer service because the representatives are competent. Users also found the software's reporting helpful.

Summary

BQE CORE Accountant Logo
BQE CORE Accountant
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    No
  • Project Management
    Yes
  • Time Tracking
    Yes
Canopy is a cloud-based practice management software for accounting firms. This platform helps you keep your team organized when it comes to everything from productivity to workflow to document management. It also provides a highly connected experience between you and your clients through features such as its client portal, secure file management, e-signature option, and payments. The client portal is available across all mobile platforms (Android and iOS). Help your clients resolve their taxes using Canopy's notices, transcripts, and collections.

Pros & Cons

Pros

  • Available on Android and iOS
  • Free version available
  • Offers project management

Cons

  • No 24/7 customer support

What Customers Are Saying

Canopy's customer services, according to comments by users, is highly responsive but wish it was available 24/7. Users are also satisfied with the level of customizability that the software provides as it lets them tailor it to their workflows. File management is also highlighted as a plus by many customers, who say it allows them to access and manage client files with ease from a central point.

Summary

  • Starting Price
    • Free version available
    • Standard:
    • $89/month/Unlimited Users
    • Professional:
    • $112/month/Unlimited Users
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    Yes
Close Management Software Logo
Close Management Software
Close Management Software provides an accounting workflow automation tool known as FloQast. It accelerates your accounting processes and facilitates a secure connection for your people, documents, and operations. The software enhances collaboration among employees in your accounting practice thanks to its integration with Slack.

FloQast streamlines your audit processes, making them quicker and smoother through efficient document organization. The platform's products include FloQast Close, FloQast AutoRec, and FloQast Flux, and among others.

Pros & Cons

Pros

  • Offers free demo
  • Offers closing process features

Cons

  • No client management
  • No client portal

What Customers Are Saying

Accounting professionals who use Close Management Software say the tool has enabled them to increase their output for the same number of hours they put into their practice. These customers comment in their reviews that the software has streamlined their workflows, enabling them to deliver better quality work to their clients.

Summary

Close Management Software Logo
Close Management Software
  • Starting Price
    • Business Starter Bundle: $999/month
    • Corporate Starter Bundle: $1,349/month
    • Enterprise Starter Bundle: Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Client Management
    No
  • Client Portal
    No
  • Project Management
    Yes
  • Time Tracking
    Yes
CS Professional Suite Logo
CS Professional Suite
CS Professional Suite bills itself as a solution that provides an integrated tool for accounting firms. This software is useful for both solo entrepreneurs and large companies looking to improve their efficiency and boost profits.

CS Professional Suite has several software products, all of which work together seamlessly to optimize your workflow. You can get the entire package or pick only the tools your practice needs.

Pros & Cons

Pros

  • Available on Windows, Android, and iOS
  • 24/7 live rep support
  • Offers project management

Cons

  • No free plan

What Customers Are Saying

To many customers, CS Professional is the ideal accounting tool because it bundles several useful functionalities, including record keeping and tax processing. They appreciate being able to log into one platform and manage multiple aspects of their accounting practice. One particularly popular feature of this app is staff management. Other features customers mention are the reporting and client packages.

Summary

CS Professional Suite Logo
CS Professional Suite
  • Starting Price
    • Practice CS (Includes 5 Timekeepers): $2,980
    • Additional Timekeepers (In groups of 5): $1,810
    • Project Management: $1,720
    • Client Management: $810
    • Staff Management: $1,380
    • Local Area Network Module: $1,435
    • Server-Based Computing Module: $2,065
  • Free Trial/Demo
    Free Demo
  • Deployment
    Installed - Windows
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    Yes
Financial Cents Logo
Financial Cents
Financial Cents helps you stay on top of your workflow as an accounting practice. It lets you efficiently manage your employees and tasks with features such as time trackers and checklists. As a result, the software improves your overall productivity and relationship with your clients because you can deliver results on time.

The features you get with Financial Cents are workflow management, time tracking and invoicing, client management, client tasks and auto reminders, and capacity management.

Pros & Cons

Pros

  • 24/7 live rep support
  • Robust integrations
  • Project management

Cons

  • No standalone app

What Customers Are Saying

Bookkeepers and accountants who use Financial Cents say the tool is easy to use. Many of them are particularly happy with its ability to track work they do for specific clients and store that information in an easily accessible way. Other customers claim that since they started using this tool, they've had significantly fewer forgotten appointments and missed deadlines.

Summary

Financial Cents Logo
Financial Cents
  • Starting Price
    • Annual Plan: $23/month/user
    • Monthly Plan: $29/month/user
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    Yes
FreshBooks Logo
FreshBooks
This software captures all the relevant business data of your accounting practice and presents it to you in a way that lets you run your business efficiently. It gives you a clear overall and granular picture of your books and your clients to ensure you're always on top of things. FreshBooks comes with many features, including invoicing, time tracking, expenses, and accounting.

The software is made for freelancers, self-employed professionals, and businesses that work with contractors or employees.

Pros & Cons

Pros

  • Available on Android and iOS
  • Robust integration
  • Offers project management

Cons

  • No staff management
  • No client portal

What Customers Are Saying

FreshBooks is well-known for providing a visually appealing, highly intuitive, and well-rounded accounting experience that supports almost all accounting processes, including estimates, invoices, time-tracking, expenses, and projects. Customers who previously used other accounting software comment that the ability of FreshBooks to anticipate their needs as small business owners and freelancers is superior. In fact, they say this about many of the individual features.

Summary

FreshBooks Logo
FreshBooks
  • Starting Price
    • Lite: $4.50/month
    • Plus: $7.50/month
    • Premium: 15/month
    • Select: Custom Pricing
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    No
  • Project Management
    Yes
  • Time Tracking
    Yes
IRIS Accountancy Suite Logo
IRIS Accountancy Suite
IRIS is a tax and accounting software that helps you improve your accounting practice's productivity and efficiency. It takes care of the nitty-gritty and frees you up to develop your business strategies and nurture relationships with clients. IRIS has a large selection of products, so you can have your pick depending on whether you run a small or medium-to-large business. These products include IRIS Options, IRIS Keytime, IRIS Accountancy Suite, and IRIS Practice.

Pros & Cons

Pros

  • Robust integration
  • Generates reports
  • Offers staff management

Cons

  • Available only on Windows
  • No project management

What Customers Are Saying

One of the benefits of IRIS most often highlighted by its customers is its flexibility. Many of them say they scaled up the solutions with no issue as their accounting practice's client base grew. Some customers also praise it as being the most integrated accounting practice software on the market. Those who complain say the software is a bit pricey and the price steadily increases.

Summary

IRIS Accountancy Suite Logo
IRIS Accountancy Suite
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Installed - Windows
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    No
  • Time Tracking
    Yes
Jetpack Workflow Logo
Jetpack Workflow
Jetpack is a workflow software solution for accountants and bookkeepers. It provides a central platform to manage your practice's processes, ensuring you identify the most important tasks and complete them promptly. Jetpack also helps you manage your team with ease. The software provides support and training with each subscription.

It has three service packages: self-guided, Kickstarter ($299), and Done For You (starts at $1,299).

Pros & Cons

Pros

  • Robust integration
  • Generates reports
  • Offers project management

Cons

  • No client portal

What Customers Are Saying

Customers of different sizes say Jetpack Workflow has helped them automate, track, and standardize their accounting practice processes. As a result, they've been able to nurture the talents and skills of their employees and team members. A common comment among users is that it's greatly improved their practice's productivity and performance thanks to increasingly streamlined workflows.

Summary

Jetpack Workflow Logo
Jetpack Workflow
  • Starting Price
    • Organize: $36/month/user
    • Scale: $50/month/user
  • Free Trial/Demo
    Free Trial and Free Demo
  • Deployment
    Web-Based, Cloud, Saas
  • Support Options
    Business Hours
  • Client Management
    Yes
  • Client Portal
    No
  • Project Management
    Yes
  • Time Tracking
    Yes
Karbon provides accountants with a central platform to plan, work, and manage clients and employees. The platform is useful whether your team works at the office or remotely. Its products include Plan Work, Deliver Work, and Optimize Work. These products all come with valuable features, such as workflow automation, project management, team collaboration, and client management.

Karon has three pricing plans: Team ($49 per month), Business ($69 per month), and Enterprise (custom pricing).

Pros & Cons

Pros

  • Available on Android and iOS
  • 24/7 live rep support
  • Offers staff management

Cons

  • No stand-alone desktop app

What Customers Are Saying

This work management platform has received generally positive reviews from accounting practices and businesses that provide other professional services. Customers frequently highlight how effectively the tool facilitates collaboration, with many noting that they can quickly and securely communicate with their colleagues and clients. They also laud its ability to align teams by bringing together discussions, email, workflows, and tasks to ensure client work is delivered on budget and on time.

Summary

  • Starting Price
    • Team: $49/month/user
    • Business: $69/month/user
    • Enterprise: Custom Quote
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    Yes
OfficeTools Workspace Logo
OfficeTools Workspace
This accounting practice management software automates your operations, helps you manage employees better, and facilitates strong relationships with your clients. You can use OfficeTools Workspace for billing, time management, project tracking, and workflow management. The platform consolidates your databases and gives you a 360-degree view of your business. It vastly reduces paperwork and lets you manage your business on the go with its mobile apps.

Pros & Cons

Pros

  • 24/7 live rep support
  • Offers staff management
  • Offer time tracking

Cons

  • No dedicated app for Mac and mobile devices

What Customers Are Saying

User reviews frequently laud OfficeTools Workspace for having ample features that enable accounting and tax professionals to run their practices optimally. Accounting professionals who use it like that the software lets them manage their workflows in a way that maximizes their productivity. Other features users say they enjoy include task management, appointment management, and document management.

Summary

OfficeTools Workspace Logo
OfficeTools Workspace
  • Starting Price
    • OfficeTools Cloud: $49/month/user
    • OfficeTools WorkSpace: Custom Quote
  • Free Trial/Demo
    21-Day Free Trial and Free Demo
  • Deployment
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    24/7 (Live Rep)
    Business Hours
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    Yes
Practice Ignition Logo
Practice Ignition
Practice Ignition gives accountants a central platform to manage everything in their practice, from sending proposals to getting paid.

Send your proposal to new clients right from within Practice Ignitions. Once they receive it, new clients can review and sign the proposal, contract, and payment terms from within the initial communication. This software seamlessly integrates all your processes, gives you insightful dashboards, and helps you get paid faster.

Pros & Cons

Pros

  • Available on Windows
  • Robust integration
  • Offers project management

Cons

  • No staff management
  • No time tracking

What Customers Are Saying

Many Practice Ignition users indicated that it's provided them with a powerful means to run their practice in a client-focused way. They note that the built-in engagement letters and contracts have enabled them to create proposals and track them effectively. The customers also say the variable payment options that come bundled with the software have considerably improved their efficiency at billing clients.

Summary

Practice Ignition Logo
Practice Ignition
  • Starting Price
    • Starter: $75/month
    • Professional: $149/month
    • Scale: $375/month
  • Free Trial/Demo
    14-Day Free Trial and Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    No
Sage-Business-Cloud-Financials Logo
Sage Business Cloud Financials
Sage is one of the leading providers of accounting software in the market, so it stands to reason that its accounting practice software solution is among the market leaders.

Sage makes it easier to run your practice's financials and keep them healthy. You can use Sage for accounts receivable, accounts payable, billing, and invoicing. This integrated accounting system offers several benefits, including a real-time overview of your finances, instant synchronization with banks, and mobile apps.

Pros & Cons

Pros

  • Available on Android and iOS
  • Robust integration
  • Generates reports

Cons

  • No client portal
  • No project management

What Customers Are Saying

Businesses and organizations of all sizes have good things to say about Sage Business Cloud Financials. Most of them state that they migrated to this program as a result of outgrowing their previous accounting practice management software. They have also mentioned that this software seamlessly integrates with all their other software business tools, thereby aligning their entire organization and providing relevant real-time information to all stakeholders. In addition, other customers report that the tool has enabled them to successfully extend the operations of their practice across revenue streams and geographies.

Summary

Sage-Business-Cloud-Financials Logo
Sage Business Cloud Financials
  • Starting Price
    • Accounting Start: $3/month
    • Accounting: $7/month
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
  • Client Management
    Yes
  • Client Portal
    No
  • Project Management
    No
  • Time Tracking
    Yes
Veryfi automates the business processes in your accounting practice, making its operations faster and more accurate. It's a fully integrated suite of tools that process your bills, invoices, and receipts. This platform lets you run your business at the office, on the website, or via the mobile app. Its bookkeeping solutions include expense management, time tracking, and practice management. It also has platform solutions, including receipts OCR API, invoice OCR API, and mobile data capture.

Pros & Cons

Pros

  • Available on Android and iOS
  • 24/7 live rep support
  • Offers project management

Cons

  • No stand-alone desktop apps

What Customers Are Saying

Reviews for this accounting practice software are positive. Comments from customers indicate that Veryfi improves the overall performance of accounting practices by automating repetitive operations, such as reconciliation, categorization, and data entry. These customers add that by relieving them of these mundane tasks, the software frees them to create stronger connections with their clients by coming up with innovative solutions to their problems. Lastly, other users laud Veryfi's OCR and machine learning engine as being the fastest they've ever used.

Summary

  • Starting Price
    • Money: $13.75/month/user
    • Time: $5/month/user
    • Logbook: $3/month/user
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    Yes
Xero aims to simplify day-to-day business tasks. This accounting software comes with various features to pay bills, claim expenses, sync with banks, and accept payments.

Xero is available in three pricing plans: Early ($12 per month), Growing ($34 per month), and Established ($65 per month). The platform has products tailored for accountants and bookkeepers. These include Xero HQ, Xero Cashbook, Xero Ledger, Xero Practice Manager, and Xero Workpapers.

You can try it free for 30 days to see how it fits your accounting practice.

Pros & Cons

Pros

  • Available on Android and iOS
  • 24/7 live rep support
  • Offers project management

Cons

  • No stand-alone desktop apps

What Customers Are Saying

Xero is widely used among small and midsized accounting practices and other professional service providers. One of its key advantages is its availability across the cloud and mobile devices, meaning users can access the platform wherever they have an internet connection. Many customers write that they've gained a more detailed and comprehensive view of the ongoing performance of their accounting practice since they started using the software. Others indicate that its robust integration has allowed them to get a firm grip on several other aspects of the business besides accounting.

Summary

  • Starting Price
    • Early: $12/month
    • Growing: $34/month
    • Established: $65/month
  • Free Trial/Demo
    30-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Online
  • Client Management
    Yes
  • Client Portal
    Yes
  • Project Management
    Yes
  • Time Tracking
    Yes

How We Chose the Best Accounting Practice Management Software

As a professional bookkeeper or accountant, you help your clients manage their financials, so it stands to reason that your own financials should be in the best shape possible. Accounting practice software ensures this. It automates your routine business processes, such as sending your clients estimates, billing them, and invoicing them.

As a bonus, the best accounting software solutions bundle in other features such as time tracking and workflow management. This article lists 20 accounting practice management programs and their features to help you choose the best one for your accounting business.

First, let's look briefly at the main criteria we used for assessing software and identifying the best. Our primary assessment points were the software's essential features, its client portal, and the reports the software generates.

Accounting Features

We went for accounting practice software that has all the necessary features. These include real-time employee time tracking, project management, task management, WIP bookkeeping and billing, and appointment management, among others.

Client Portal

We considered accounting practice software that provides a client portal to help your business win more clients and get paid more quickly. The client portal provides these benefits when it's easy for clients to use. The portal should also integrate well with the other features of the software solution.

Reports

We've listed accounting practice software that captures all your practice's relevant business data and generates timely and insightful reports. These reports give you a clear overview of the state of your business at any given time. This feature also helps you make informed decisions.