May 26 2023 / Growth

Accounting practice management software: the best 8 picks in 2023

Accounting practice management software: the best 8 picks in 2023
Polina Hill

Polina Hill

29 Min

Many businesses rely on management software to stay organized and on top of their busy schedules for a multitude of reasons. The benefits of such platforms are especially felt by accounting, bookkeeping and CPA firms that regularly handle a large volume of documents and client communication. 

With the right software, managing workflow means delegating a lot of the manual work, reducing paperwork and saving time. To help you choose the appropriate software for your firm, we have carefully curated a guide featuring the 8 best accounting practice management software picks

You will find an overview of the top solutions, including their key features, pricing options and client satisfaction ratings. So, let’s dive in!

What is accounting practice management software?

Accounting practice management software is a platform where accounting, bookkeeping and CPA firms can efficiently manage and monitor their daily operations. It offers various tools and features to communicate with clients remotely, automate manual tasks, foster team collaboration, onboard new employees, store client documents and prepare invoices.

This software is tailored to meet the unique needs of small and medium-sized accounting firms, CPA and tax professionals. Using it lets you oversee and manage a vast array of tasks, from gathering client information to reporting and everything in between.

The benefits of using practice management software for your accounting firm

Go paperless. Practice management software can be a real lifesaver for tax and accounting firms, taking care of repetitive and time-consuming tasks such as data entry, report generation, invoicing and other. Automating these tasks allows you to free yourself from dealing with the paperwork and focus on more high-value tasks.

Simple and effective communication. With accounting practice management software, you can easily communicate with clients and team members through the platform. This can reduce the need for back-and-forth emails and playing phone tag. 

Increased accuracy. Automated workflows can help you reduce errors in accounting work, ensuring accurate financial reporting and compliance with all relevant regulations.

Happy clients who keep coming back. Practice management software provides a secure way to collaborate with your clients and share information, making it a smooth experience for your clients.

Key features of accounting practice management software that streamline your workflow

Not all accounting software is created equal — some are better for certain tasks than others. But how can you find the best solution for your needs? Keep an eye out for these important features.

Project and task management

Look at how well the software helps you organize your work, including task management. Some aspects to ask about include:

  • How can you assign tasks to your team members?
  • Is it easy to search for tasks? Are there filters or tags that simplify the search?
  • Can you see the overall progress of your team’s work?

Team management

Does the software provide tools for collaborating with your team, onboarding new or seasonal employees, assigning tasks and tracking progress? During busy seasons, you may need more assistance with tax-related tasks, so the management software should enable you to add new team members and assign different access rights.

Workflow automation

Accountants, bookkeepers and CPAs usually implement practice management software to streamline their manual tasks, making workflow automation a crucial feature. When selecting software, consider whether it allows you to create dependencies that automate tasks, send automatic reminders to clients and perform other actions that can streamline your workload.

Document management

To reduce paperwork, ensure that the management software enables you to:

  • Securely store and manage documents in one platform
  • Request e-signatures
  • Share documents with both clients and team members
  • Establish access rights

Client management

One important tool for client management is the client portal, which provides a secure online space for clients to log in and upload their information, communicate with their accountant and share documents. So, check if your software has a client portal. It improves the client experience with the easy-to-use, intuitive workspace.

Time tracking and invoicing

Time tracking allows accountants, bookkeepers and CPAs to track the time spent on each project and record any expenses incurred. This will help your firm accurately bill clients and manage budgets.


This feature can aid in the growth of your firm. You can access the necessary data to analyze your performance with various dashboards and analytics tools. 

Take note of the reporting functionality:

  • Does the practice management software offer report templates?
  • What types of reports can you generate? 
  • Does it allow you to create custom reports?


Practice management software can have varying pricing options and features, so be sure to consider what you need and what you are willing to pay for. Additionally, think about whether you prefer to pay monthly or annually. Opting for the latter can potentially lead to significant cost savings.

Additional factors to consider when choosing practice management software

There are several other aspects that can impact the efficiency of using accounting software.

Onboarding and support

Don’t overlook the help center—is it available, and if so, how is it organized? After consulting the online help center, can you reach an actual person to help you if needed? Check also if there is an onboarding and implementation process to help you get up to speed quickly and easily. Paying attention to these factors can help you ensure a successful experience. 

Integration with other software

If you are planning to switch from your current accounting management software to a new one, ensure that seamless data transfer is feasible; otherwise, you might waste your time and even risk losing customer data. Additionally, please take note of other software that can integrate with it, such as schedulers, email apps and other related tools.

Best accounting practice management software in 2023

  1. TaxDome 
  2. Karbon 
  3. Jetpack Workflow 
  4. Financial Cents 
  5. Xero Practice Manager 
  6. QuickBooks Online Accountant 
  7. Canopy 
  8. CountingWorksPro 


TaxDome is an all-in-one cloud-based platform that helps tax, bookkeeping and accounting firms manage their practice. It’s easy to use and has many useful features to simplify your processes and make your work more efficient. 

Project and task management

TaxDome provides all the necessary tools to manage your work. It allows you to view all your tasks in one location and filter them by team members. You can set task priority and track progress. TaxDome provides task templates to save you time on creating tasks from scratch.

Task management in TaxDome

Team management

TaxDome allows you to assign tasks to specific team members, track their progress and communicate with them directly within the platform. You can also set access rights, which can be useful when you hire seasonal employees. TaxDome also includes an audit trail feature to check who worked on documents and when.

Workflow automation

TaxDome’s pipeline feature will help you automate repetitive tasks. You can select workflow templates or create custom ones that automatically trigger certain actions based on specific events such sending out reminder emails or notifications, creating invoices or updating client information. You also can send personalized emails in bulk, which can help you save time.

Automations in TaxDome

Document management

TaxDome provides a central hub to securely store, manage and share documents with your clients and team members. It also offers unlimited cloud-based storage for your documents, so you don’t need to worry about running out of space.

The platform has various helpful features for document management:

  • Organizers to efficiently gather information from your clients
  • E-signatures with KBA (knowledge-based authentication)
  • The built-in PDF editor allows you to easily edit, merge and rotate your documents
  • The ability to ask for client feedback and lock documents to invoices with just one click

Document management in TaxDome

Client management

TaxDome offers a client portal and mobile app that allow your clients to access their documents, invoices and other important information on the go. 

  • The client portal is fully customizable, so you can brand it with your logo. It includes features such secure messaging, e-signatures and more
  • The mobile app gives more flexibility to work remotely or on the go, which can be particularly useful during busy season

TaxDome also offers a CRM that can help you keep track of client information. Use it to store and organize client data such as contact information, tax history and notes. 

Client management in TaxDome

Learn how to choose the ideal CRM platform for your accounting practice>> 

Time tracking and invoicing

TaxDome has a time-tracking feature that lets you keep track of your billable hours for each client or project. You can easily start and stop timers for each accounting or bookkeeping task and track time spent on various activities.

Use these 15 quick tips to find bookkeeping clients online>> 


TaxDome’s Insights section is a powerful tool that provides firms with analytics. This feature allows your team to track performance and identify areas for improvement. This section showcases a range of data, including client activity, billing information and task completion rates. 

Reporting in TaxDome


TaxDome provides two packages, Lite and Pro: 

  1. TaxDome Lite costs $33 per month if you pay annually. It comes with a client portal, CRM, unlimited document exchange, storage and e-signatures. 
  2. TaxDome Pro is available for $50 per month if you pay annually. It includes an integrated hub for document management, team and client management, online payments, along with practice management automation.

Pros and cons of TaxDome

Let’s delve into the benefits of using TaxDome and its possible pitfalls. 

👍 Pros 👎 Cons 
All-in-one platform, so you don’t need to switch between different software Limited integration with QuickBooks
Billing and invoicing featuresThere are no analytical reports available for clients
A library of templates for workflows, tasks, emails and other components 
TaxDome CRM supports unlimited contacts
A mobile app and user-friendly client portal
Unlimited e-signatures with KBA
Unlimited cloud-based document storage
Powerful organizers to collect client data
Integrations with QuickBooks, Zapier, Calendly, MailChimp, Office 365, Intuit ProConnect and many other software
Integrations with CPACharge and Stripe online payment providers
A custom portal is available with a choice of the domain name and website builder
Personalized support and onboarding sessions
14-day free trial

TaxDome has a 4.7 rating on Capterra based on 2,700+ reviews. Many firms have expressed satisfaction with TaxDome, mentioning they like having all features in one place:

My overall experience has been great. I’m super impressed with having all of the features in one software rather than having to use several different software companies.

Some clients have also praised the secure signature feature and task management of TaxDome:

Having a very secure signature feature was the biggest thing. I also like the chat function that includes giving the clients tasks and a to-do list.

A few clients mentioned that TaxDome currently doesn’t allow for recurring invoices to be automatically paid. However, this feature has now become available, allowing you to send invoices to clients on a regular predetermined basis.

We are waiting for the ability to autopay the recurring invoices. Additionally, we would like to be able to customize an existing pipeline template per client, without creating multiple template copies, which is currently on the roadmap which we are excited about!

You can see how TaxDome practice management software for accounting, bookkeeping and CPA firms works through a live demo. Or, try the platform for free with a 14-day trial! During this trial, you can set up your processes, be they for accounting, tax preparation or bookkeeping.

Join our daily demo to see how you can incorporate TaxDome into your practice.

Join demo


Karbon is a cloud-based practice management platform that helps accounting, bookkeeping and CPA firms to manage tasks. 

Project and task management

In Karbon, you can sort your tasks and emails into the My Week plan that’s easy to manage. This helps to see task progress, different work types and other essential aspects.

Task management in Karbon

Team management

Karbon offers various tools to help you work with team members, such as:

  • Mentions: send notifications to your colleagues
  • Kanban board: display jobs and improve work
  • Checklists: tasks and subtasks lists to make sure everyone knows what they need to do
  • Emails: set email actions and add notes on emails 
  • Notes: discuss jobs of client updates together with your team members 

Team management in Karbon

Workflow automation

Your team can create dependencies between tasks to automate the workflow and turn on auto-reminders to gently nudge clients to provide the required information.

Task reminders in Karbon

Document management

You can save and arrange files and documents in Karbon based on clients and jobs.

Time tracking and invoicing

Your colleagues can start a timer on the platform to track how long they spend on each task. This helps in billing your clients more accurately.


Karbon displays a report that shows how much time and money you usually spend on each task, along with other reports.

Time and budget in Karbon

Client management

Karbon has a secure client portal that helps you with client onboarding tasks, storing important documents and other features necessary for working with your clients. 

Client portal in Karbon


Karbon offers three affordable price plans:

  • Team plan costs $59 per month/user
  • Business plan is available for $79 per month/user
  • Enterprise plan with a custom price for teams of 50+

Pros and cons of Karbon

Let’s take a closer look at the benefits and drawbacks of using Karbon.

👍 Pros 👎 Cons 
User-friendly interfaceLimited number of e-signatures 
Secure client portal Cannot send emails in bulk
Customer support availableCannot custom-brand website or choose URL
Easy task management process Paid setup and training only

On Capterra, Karbon has 159 reviews with a 4.7 rating. Some accountants and firm owners say  Karbon makes managing tasks and projects easy and efficient.

It keeps our team optimized and as a practice owner I know exactly what’s happening and more importantly what’s not happening!

However, some customers are confused by the Weekly section and would prefer a better format.

I find the weekly section confusing. I would also prefer a ‘cleaner’ screen for emails.

Jetpack Workflow

Jetpack Workflow is one of the practice management software for accounting and bookkeeping firms that was founded in 2014. Let’s take a look at its features. 

Project and task management

The solution provides various tools for managing projects and tasks.

Dashboard. On its homepage, you can view jobs, deadlines and the time spent on each task.

Dashboards in the Jetpack Workflow management accounting software

Workflow templates. This management software includes an extensive library of workflows that can save you time by providing pre-made workflows rather than requiring you to create them from scratch. 

Job statuses and filtering. JetPack Workflow provides four job statuses that help track progress and identify the stage of a specific job. You can also filter jobs by client, manager and other categories.

Team management

The platform allows you to add team members, send messages and keep all your notes and chats in one spot.

Team management in Jetpack Workflow

Workflow automation

Your firm members can create task dependencies within the workflow to automate work and link multiple tasks together.

Create dependencies in Jetpack workflow management software

Document management

Jetpack Workflow has a section called “Documents” that allows you to store client documents. Overall, this platform has some limitations when it comes to managing documents.

Client management

Jetpack Workflow does not have a client portal, but offers a “Clients” section within the platform, which enables you to store client information, review activity, send emails and store documents.

Client management in JetPack Workflow

Time tracking and invoicing

The platform offers various time tracking tools, such as timers, time logs and task descriptions, to monitor the time spent on specific tasks for more accurate billing.


The software provides the Progress Report feature for firms, which offers a fast way to see how your work is progressing.

Reporting in JetPack workflow


Jetpack Workflow offers two packages: 

  1. Organize  – $36/month if paid annually or $39/month to pay monthly
  2. Scale – $45/month if paid annually or $50/month to pay monthly

The Scale package is the more advanced version that includes all the features of the Organize package and additionally offers capacity management and team scheduling management.

Pros and cons of Jetpack Workflow

Let’s now examine the benefits and possible drawbacks of the Jetpack Workflow practice management software.

👍 Pros 👎 Cons 
Workflow libraryThere is no way to turn off tasks on the calendar permanently
Fast job creation processLimited functionality
Jetpack Workflow can be connected to 2,000+ apps using their Zapier integrationThere is no client portal, only a Clients section within the platform
Integration with QuickBooksThe platform does not allow the embedding of links or the creation of complex signature blocks as in regular email
14-day free trial is availableNot all software can be integrated with Jetpack Workflow to transfer data
Outdated interface
Lack of email and document management tools

Jetpack Workflow has 52 Capterra reviews with a rating of 4.8. Some clients using this platform mentioned that they find it beneficial to be able to create jobs quickly on the platform. 

1. I like that jobs can be quickly created within the platform. It makes it easier to set up those ‘one-off’ jobs like tax notices. 2. I also like that you can set up a job from your email by forwarding the email to JetPack. 3. The developers listen to the users and make appropriate changes to the platform. I have made a couple of suggestions, and both were incorporated into the program.

However, some other clients have pointed out that the platform doesn’t have everything they need, like a client portal, automations and document storage. 

I switched to a different software that included many more features such as a client portal, automations, document storage, and website included. I felt it was a better use of time and money having all of the features in one app.

Financial Cents

Financial Cents is another cloud-based practice management software that helps small and medium-sized accounting and bookkeeping companies handle daily tasks. 

Project and task management

Financial Cents has a dashboard that shows the progress of tasks for your accounting firm. You can see each task’s stage and when it will be completed. They also have filters to help you find tasks and track dates.

Workflow dashboard in Financial Cents

Like other software, Financial Cents has a collection of workflows you can adjust to suit your goals.

Team management

Financial Cents has a feature for team collaboration built into the project management tool. This makes it easy for your team to communicate by asking questions and sharing updates on client work. 

Team management in Financial Cents

Workflow automation

Financial Cents provides a useful range of tools for automating everyday tasks, including:

  • Automatic client data collection to easily request and gather necessary information from clients
  • Task dependencies to remind team members when they can start their work after a previous task has been completed
  • Recurring projects for tasks that need to be done periodically, like monthly bookkeeping

Document management

Using the platform, you can upload and save client documents and share these files with your team members and clients. 

Client management

Financial Cents provides client management software that stores all their essential information, such as tasks, documents and general activity, in one place. 

Client portal in Financial Cents

Time tracking and invoicing

You can track your time directly in the Financial Cents software by starting a timer, selecting a project you’re working on and adding other parameters.

Time tracker in Financial Cents

You can also connect your time tracking in QuickBooks Online to Financial Cents. This will automatically transfer all your tracked time from QuickBooks Online to Financial Cents, making it easier to create invoices.


This software offers accounting professionals various reports that give you insights on how to drive your firm’s profitability. They include capacity management, time tracking reports and effective hourly rates.


Financial Cents has a single payment plan for its services, and you can choose to pay either monthly or annually:

  • Monthly – $49/ month per team member
  • Annually – $39/ month per team member

Pros and cons of Financial Cents

Let’s take a look at some of the best features and drawbacks of Financial Cents.

👍 Pros 👎 Cons 
The platform offers various tools for workflow automationNo integrated email sorting
Build-in client portal Triggering events do not work properly
Usef-friendly platform No mobile app
Client database Some users have reported complexity when integrating with Xero and QuickBooks Online

Financial Cents has 85 reviews on Capterra, with an average score of 4.8 out of 5. A majority of their clients are content with their management software. Accounting professionals find it easy to use and customize according to their needs.

It didn’t take me long to get started using it once my templates were configured. It’s very easy to customize each project for my needs and set it to recur automatically. It has become a valuable tool since the first day I used it with a client project. The workflow view is very helpful and the capacity management feature is useful although not perfect.

However, some users find integrating with certain programs like Xero challenging and feel it needs a mobile app.

Have not found anything I dislike about Financial Cents. Wish list includes mobile app and connectivity to Xero.

QuickBooks Online Accountant

QuickBooks Online Accountant is a cloud-based accounting software with various smart tools for organizing your tasks and team management. This is most appropriate for firms with clients using QuickBooks Online or new accountants and bookkeepers looking to become QuickBooks Online ProAdvisors. 

QuickBooks Online Accountant is a cloud-based portal made for accountants and bookkeepers to connect all their clients’ QuickBooks Online accounts. With QuickBooks Online Accountant, they can access all their clients’ company files from one log-in.

Project and task management

Like most other accounting software, this platform provides tools to add tasks, organize them, set their status and analyze performance.

Task management in QuickBooks Online Accountant

Task filters help you search for tasks based on their due dates, actions and categories. This can make it easy to manage tax, accounting and bookkeeping practices. 

Task filters in QuickBooks Online Accountant

Team management

QuickBooks Online Accountant provides a range of tools to manage your team communication. When adding employees to the system, you can specify their level of access by assigning full, basic or custom rights.

Users access in QuickBooks Online Accountant

Workflow automation

The accounting practice management software has a vast selection of workflow templates that you can filter by type. You can also add your custom workflows or modify the selected ones. 

Workflow templates in QuickBooks Online Accountant

Document management

This platform provides tools to share, store and collaborate on documents with clients and team members. You can categorize documents, for example, bank statements, invoices and receipts, to keep them organized.

Time tracking and invoicing

This practice management software provides a supplementary platform for time tracking. You can have your team members record the time they spent on tasks and clarify how to bill clients. Switching between different platforms can sometimes be inconvenient.

Time tracker in QuickBooks Online Accountant


There is a Reports section on the platform where you can make your own reports or use report templates.

Client management

Quickbooks provides a branded client portal, GoToMyAccounts. It helps companies that do accounting work create a portal where their customers can log in, see their bills and pay them online.


QuickBooks Online Accountant is available for free to your firm. You only pay for clients you add or offer the software to your clients through direct billing or wholesale. 

If you choose direct billing, your clients will need to purchase their own QuickBooks Online subscription. Alternatively, with the wholesale option, your firm can purchase Quickbooks subscriptions for your clients, and save up to 50% on the cost of each subscription.

Pros and cons of QuickBooks Online Accountant

After analyzing its tools, we created a table listing its advantages and disadvantages.

👍 Pros 👎 Cons 
User-friendly and intuitive workflow Has a different platform for time tracking
A vast library of workflow templates There is no “undo” button
Free access to the QuickBooks Online ProAdvisor programIt is incompatible with QuickBooks Desktop
It offers free support for accountants and small business customersIt is suitable mainly for QuickBooks Online clients
Lacks payroll features 
It may be too complex for end-users

QuickBooks Online Accountant has 19 reviews on Capterra with a rating of 4.5. QuickBooks Online software is widely used and has been reviewed 6,000+ times with an average rating of 4.3.

Clients generally hold a favorable opinion of QuickBooks Online Accountant.

The seamless integration of this program in my daily small business is fantastic. As an enrolled agent, my clients are able to invite me to their books and I can help them stay organized throughout the year.

Other clients see potential issues when working with this software, including it being too complex for end-users, relatively expensive for small businesses and needing more payroll features.

1) Not easy to use. We are accountants and Certified pro advisors but for end users it is difficult. 2) Expensive for small sized businesses. 3) Full Payroll is not available.


Canopy is a cloud-based practice management software for accounting needs. 

Project and task management

Canopy has a library of workflow templates for various accounting and bookkeeping cases, and you can preview the one you select in the right panel bar. 

Workflow templates in Canopy

Team management

Using Canopy, you can assign tasks to specific team members, track their progress in real-time, set deadlines for tasks and receive notifications when they are completed. Canopy also offers a team calendar feature that allows your firm members to check a colleague’s availability and schedule appointments. 

Workflow automation

Canopy’s automation tools allow your team to automate various tasks, from data entry and document management to client communication and billing. You can create automatic reminders and customize a workflow from a template library.

Document management

You can store documents on the platform, categorize them, save transcripts and easily manage your and client files.

Document management in Canopy

Time tracking and invoicing

You can see billable or non-billable time entries for clients, the time your team members spend on the tasks, archived time and clients’ time. 


Canopy provides productivity reports to keep track of your firm’s efficiency. With this feature, you can see individual tasks done by your team members. 

Additionally, Canopy offers extra reporting options, such as:

  • Billing reports
  • Time reports
  • Dashboard
  • Task results
  • Credit, payment and invoice statements

Client management

This accounting practice management solution has a client portal that allows end-users to access, share and upload files anytime. Users can also make payments via the workflow or the mobile app and view invoices. 


Canopy provides affordable pricing packages ranging from basic to advanced.

  1. Client Management is the basic plan and is available for $2.50 per client/per year.
  2. The Time & Billing package includes invoicing, time tracking, reporting and payments and costs $24 per user/per month.
  3. Workflow plan costs $30 per user/per month and includes tasks and subtasks, automation, time tracking, workflow templates, dashboards and reporting.
  4. Document Management in the advanced package costs $40 per user/ month.

Pros and cons of Canopy

Here are some of Canopy’s best aspects and drawbacks.

👍 Pros 👎 Cons 
User-friendly interfaceThere is no website builder
All-in-one platform, so you don’t need to switch between different software You can’t set up your domain name
Client portal Lack of document storage
Several reporting options Limitations on the number of clients

Canopy has 217 reviews on Capterra and an overall score of 4.5. A feature that Canopy’s clients appreciate is that you can manage all your data in one place without using different apps for your accounting tasks.

…All client info, files, communication, notes, and tasks are in one application. It has helped eliminate the need to jump around from application to application to find the info I need to manage all my clients accounts.

However, some clients have observed that Canopy lacks some features compared to other software. So, if you have specific requests, you should check whether Canopy can accommodate them. 

One potential drawback of Canopy is that it may not be as feature-rich as other accounting software options.

Xero Practice Manager

Xero Practice Manager is a practice management software for small accounting firms and solopreneurs. It is a part of Xero, a cloud-based accounting software, and may be best for those already using it. However, the platform is limited in terms of team management and may be more suitable for solo practitioners.

Project and task management

Xero offers a workflow dashboard to monitor client work. However, it has limitations and may be challenging to track work across your team. For example, it does not have simple workflow filters that let you sort work by team member, client or other key factors.

Dashboards in Xero Practice Manager

Team management

Xero Practice Manager only offers a few options for collaborating with team members. It works better for solo practices.

Workflow automation

Since Xero Practice Manager is mostly designed for individual firms, it doesn’t have essential workflow automation features such as recurring tasks and dependencies that are important for small and medium-sized firms.

Client management

Xero Practice Manager allows you to add your clients to the practice management tool, but the options are limited. You can only see billing, client notes and contact information in the client profiles.

Time tracking and invoicing

Xero’s practice management tool doesn’t have time tracking built-in, so you’ll need to use another app for this. Look for an app that integrates well with Xero Practice Manager so that you can easily import time-tracking data for billing.

On the bright side, Xero has a billing module that makes invoicing and receiving payments easier. You can create, send and track all your invoices in one place.

Time tracking in Xero Practice Manager


In Xero Practice Manager, you can generate standard reports, adjust report templates or create custom ones. They allow you to analyze productivity, time spent on tasks and profit. 


If you work with Xero and have become a Silver Partner, you can use Xero Practice Manager for free. But if you’re a new client, you’ll need to pay $164/month for up to 10 users.

Pros and cons of Xero Practice Manager

Let’s explore the advantages and disadvantages of Xero Practice Manager. On Capterra, Xero has received 2500+ reviews with an average rating of 4.4. 

👍 Pros 👎 Cons 
Useful billing module Mostly suitable for Xero users 
Good practice management features for solopreneurs Xero is unable to connect with several banks
Time tracking is not available within the platform
Lack of customizable reports
Not suitable for team management 

CountingWorks PRO

CountingWorks PRO is an all-in-one marketing and practice management software developed for small accounting firms and tax professionals.

Project and task management

This platform is mainly used for marketing purposes, such as attracting new customers through ad campaigns and engaging them in creating personalized emails. CountingWorks PRO provides a variety of website templates to choose from and adjust to your needs.

Website templates in CountingWorks PRO

However, this software can also be utilized to manage accounting practices. Although it has some limitations in functionality, it offers various features such as assigning tasks and clients to team members, kanban boards and appointment scheduling. They also have a library of up to 30 predesigned workflows.

Task assignment in CountingWorks Pro

Team management

Within the platform, you have the ability to communicate with your colleagues, assign tasks to them and monitor their effectiveness.

Workflow automation

CountingWorks PRO allows you to schedule and send automated emails, prospect newsletters and social media posts. However, this platform has limitations in automating tasks and projects. It doesn’t have essential automation features such as recurring jobs and dependencies.

Document management

You can upload and store client documents in the platform, as well as request e-signatures and share documents with both clients and team members. You can also set different access rights for visibility. 

Document management in CountingWorks Pro

Client management

The platform provides a ClientHub that enables your team members to communicate with clients, share documents, schedule appointments, assign tasks and perform various other functions. CountingWorks PRO also offers a customized client portal that allows clients to access your firm’s services and chat with you through a secure online platform.

Client hub in CountingWorks PRO

Time tracking and invoicing

With CountingWorks PRO, you can monitor your time and keep track of your client payments and billable hours in one dashboard.


Since this platform also serves marketing objectives, it gathers data and generates reports on various marketing campaigns. It’s also possible to obtain reports on performance and revenue.


CountingWorks PRO provides multiple pricing options for its services:

  1. For Web Presence, the options are priced from $80/month and up to $300/month. 
  2. ClientHub is available per user per month at $25, $35 and $50, depending on the number of users

Pros and cons of CountingWorks PRO

Let’s explore the advantages and disadvantages of CountingWorks PRO’s marketing and accounting practice management solution.

👍 Pros 👎 Cons 
Customized client portal Limited workflow automation: no dependencies and recurring jobs 
Ease of use Document upload times may be long
Modern and user-friendly interfacePrimarily suitable for marketing promotion purposes
Branded portal 
Client hub and client portal

On Capterra, CountingWorks PRO has received only 11 reviews with an average rating of 4.0. Overall, users find the platform acceptable. However, a few clients have reported issues with the time taken to upload documents.

Cons: scheduling, lead notifications. Messages: the time to scroll through messages was always longer than anticipated. Clients would upload documents and it would take time before I could see it.

Comparison of best accounting practice management software

Here is a table with the comparison of accounting practice management software that may help you in choosing the most suitable option.

Table with a comparison of accounting practice management software

Case study: real-life example of using accounting practice management software

Look at how the Evolution Accounting & Consulting, LLC firm integrated TaxDome’s practice management software into their workflow. Their story can provide valuable insights into the tools you can incorporate into your practice.

About the company

Evolution Accounting & Consulting grew rapidly by acquiring paper-oriented firms and transforming them into remote ones. They needed technological support to keep up with this rapid growth and deliver top-notch customer service. TaxDome tax practice management software was just the solution they needed.


The company implemented TaxDome’s automation tools to configure sending emails to clients automatically. Additionally, they incorporated customized email templates and included helpful shortcodes that replace specific information like the recipient’s name, address or account name. As a result, personalized emails could be sent automatically.

The company also utilized project management tools to enhance their workflow and identified tags, pipelines and automatically created and assigned tasks as the top three features in TaxDome.


TaxDome assisted Evolution Accounting & Consulting in growing their business across the country, allowing them to serve up to 1,000 clients.

By using TaxDome’s automation capabilities, the Evolution Accounting & Consulting team was able to delegate time-consuming tasks to the platform and focus on more important work. This increased efficiency, enabling the company to scale up its operations and serve a larger clientele.

Watch how Eric Gray, CEO of Evolution Accounting & Consulting, shares his experience of working with TaxDome:

Concluding our review of the top accounting management software

Every accounting practice management software has its own unique set of features tailored to specific goals. TaxDome is one such solution, providing all-in-one project management with features that include time tracking, workflow automation, billing and client communication.

With TaxDome, you can efficiently manage all aspects of your practice in one place, reducing paperwork and saving time on non-billable work. It helps you focus on what matters most — your clients.

If you’re uncertain about which software is a perfect match for your needs or have specific features in mind, we’re here to help. Join us for a free demo to discuss your requirements!

Polina Hill

Polina Hill

Polina is a content marketing specialist at TaxDome. Her primary aim is to equip you with valuable insights about the latest in SaaS solutions for accounting and bookkeeping needs. You can usually find her searching for a fresh take on practice management or researching new features of accounting software. An avid snowboarder, she is hitting the slopes whenever she has a free moment.

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