The world of accounting poses unique challenges when it comes to workflow and task management. Maintaining peak operational efficiency while upholding the highest standards of accuracy and compliance is no small task. Fortunately, the digital era offers an array of best management systems for accountants designed to streamline these complexities.
This guide will explore some of the top workflow, project, and task management systems that have been designed with accountants in mind.
Karbon is an accountants-specific practice management software offering capabilities including task management, team collaboration, client communication, and workflow standardization. Its integrated email functionality and robust tracking features ensure transparent communication both within the team and with clients. Founded in 2014 in California, Karbon has over 170 employees and received Series B funding of $66M (according to Crunchbase).
G2 Reviews: 4.8 out of 5 (based on 475 reviews); category: Accounting Practice Management Software
Pricing: €39-€49 per month per user
Karbon Features:
- Integrated Email
- Work Scheduler
- Global Search
- Customizable Work Dashboards
- Kanban Board
- Insights & Reporting
- Task Automators
- Team Collaboration
- Client Management
- Work Lists & Filters
- Time & Budgets
- Client Tasks & Auto-Reminders
- Shared Contacts
- Document Storage
- Work Templates
- Client Groups
- Third-Party Integrations
- Activity Timelines
- To-Do Lists
- User Permissions
- Comments & Notes
- Task Checklists
- Mobile App
- AI & ChatGPT Integration
Key Integrations:
- Companies House (UK)
- Gmail
- Google Calendar
- Ignition
- QuickBooks
- Xero (beta)
Canopy provides a suite of management tools designed for accountants, including project and task management, document management, and time tracking. It stands out for its tax resolution and practice management features, helping streamline workflow, especially during peak tax seasons. Founded in 2014 in Utah, Canopy has over 180 employees.
G2 Reviews: 4.6 out of 5 (based on 294 reviews); category: Accounting Practice Management Software
Pricing: based on modules used
Canopy Features:
- Client Management
- Workflow
- Client Portal
- Insights
- Documents Management
- Time & Billing
- Payments
- Transcripts & Notices
- Communication Management (Email)
- Tax Resolution
- AI & ChatGPT Integration
Pixie, a practice management software for accounting firms, streamlines workflows and enhances consistency across operations. Its innovative toolset includes features for workflow automation, task delegation, and client communication. Pixie also offers a GDPR-compliant client portal for secure document exchange. With its ability to centralize client data and provide thorough record-keeping, Pixie provides an efficient, all-in-one solution. Founded in London with a Seed investment of $3M and about 20 employees, Pixie is a dynamic player in the field of management systems for accountants.
G2 Reviews: 5.0 out of 5 (based on 11 reviews); category: Accounting Practice Management Software
Pricing: €59 per month – unlimited users (if less than 50 clients); €119 per month – unlimited users (between 51-250 users); price increases with number of clients
Pixie Features:
- Workflow automation
- Rucurring jobs
- Client reminders
- Client tasks
- Reporting
- Automations
- CRM
- Task management
- Email management
- Document signing
- Client onboarding
Designed specifically for tax, bookkeeping, and accounting firms, TaxDome offers a comprehensive solution for practice management. It consolidates back-office functions like workflow coordination, CRM, and analytics, and client-facing elements such as e-signatures, invoicing, and document sharing into one platform. With TaxDome, firms can leverage automated workflows, effective client onboarding, and seamless client communication through an intuitive client portal. Headquartered in New York and supported by a robust team of approximately 44 employees, TaxDome is a noteworthy contributor to the landscape of management systems for accountants.
G2 Reviews: 4.7 out of 5 (based on 289 reviews); category: Tax Practice Management Software
Pricing: $33-$55+ per month per user
TaxDome Features:
- Workflow automation
- Client portal
- Document management
- Email sync
- Electronic signatures
- Invoices & payment
- Time tracking
- CRM
- Organizers
- Mobile app
- Secure messages
- Team management
- Website & branding
- PDF editor
- Integrations
Dext, headquartered in London, enhances productivity for accountants and businesses by leveraging accurate real-time data and efficient tools. Its ‘Prepare’ feature automatically sorts and publishes financial paperwork, while smart supplier rules help categorize cost data from numerous suppliers. With Dext’s ability to synchronize cost data with bank transactions, reconciliation is a breeze. The platform, boasting a robust workforce of over 450 employees and Series C funding of $73M, is a key player in the world of accounting management systems.
G2 Reviews: 4.6 out of 5 (based on 228 reviews); category: Expense Management Software
Pricing: $189.99-$658.99+ per month (unlimited users)
QBOA is more than just an accounting software; it includes built-in practice management tools ideal for accountants. It provides a unified platform for managing clients, tracking projects and deadlines, and automating tasks, all in a user-friendly interface.
G2 Reviews: 4.4 out of 5 (based on 79 reviews); category: Accounting Practice Management Software
Pricing: $0-$70 per month per user
This award-winning software automates many of the tasks involved in managing an accounting practice. From sending automated reminders to clients to managing the onboarding of new clients, AccountancyManager is a comprehensive solution among the best management systems for accountants. Integrations with Xero, QuickBooks and Sage. UK’s leading onboarding & practice management software. Founded in UK, AccountancyManager has approx 20 employees.
G2 Reviews: 4.7 out of 5 (based on 9 reviews); category: Accounting Practice Management Software
Pricing: £31.2 per month per user
Keeper, an all-in-one application, optimizes bookkeeping businesses with its integration with QuickBooks and Xero. Offering a custom-branded client portal, Keeper fosters faster and more efficient client communication. It advances beyond conventional methods, providing file review tools to correct coding errors and delivering personalized reports, which extend beyond the typical P&L and Balance Sheet. Founded in Austin, Keeper, with its Seed investment of $2M, marks a significant presence in the accounting management systems field.
G2 Reviews: 5.0 out of 5 (based on 31 reviews); category: Financial Close Software
Pricing: $8 – $10 per month per user
Designed to handle recurring client work tasks, Jetpack Workflow is a cloud-based tool that offers an easy way to track deadlines, manage and delegate tasks, and create custom checklists. Founded in 2015 in Pennsylvania, Jetpack Workflow has approx 20 employees and received Seed funding of $50K (according to Crunchbase).
G2 Reviews: 4.1 out of 5 (based on 11 reviews); category: Accounting Practice Management Software
Pricing: $36-$39 per month per user
If you’re using Xero for accounting, XPM is an excellent add-on for streamlining practice management. It allows you to manage clients, projects, and billing all in one place, along with tracking time to better understand and improve team efficiency.
G2 Reviews: 4.1 out of 5 (based on 22 reviews); category: Accounting Practice Management Software
Pricing: $13-70 per month per user
Not exclusively designed for accountants but known for its high customizability, ClickUp is an all-in-one project management platform. It provides personalized workflow options, task assignment capabilities, and integrations with popular software like QuickBooks, enhancing overall productivity. To read more about Clickup for accountants – click here
G2 Reviews: 4.7 out of 5 (based on 6955 reviews); category: Project Management Software
Pricing: $0-$19 per month per user
Though not specifically designed for accountants, Asana is a robust task management tool that can effectively manage team workflow. Asana enables task creation and assignment, project progress tracking, and team communication, all in one platform.
G2 Reviews: 4.3 out of 5 (based on 9378 reviews); category: Project Collaboration Software
Pricing: €0-€24.99 per month per user
Remember, each accounting firm has unique needs. Therefore, it’s crucial to carefully evaluate your specific requirements and try out these systems before settling on one. The right software can streamline processes, improve efficiency, reduce errors, and contribute to your firm’s success. The world of accounting calls for precision and accuracy, making having a robust management system not just an option, but a necessity.