Finding the best accounting practice management software can transform the way your business operates.

That’s why we’ve carefully selected the best options based on features, ease of use, and value for money.

Dive in to discover which solutions truly stand out and can help you streamline workflows and boost productivity.

Best Accounting Practice Management Software 

1. Keeper: Best Accounting Practice Management Software for Bookkeepers

Keeper is a top pick for accounting firms looking to simplify client management and bookkeeping. 

It integrates with QuickBooks Online and Xero so your team has real-time visibility into client accounts, tasks, and financials.

Pros: 

• Easy to Use: Keeper’s simple design means your team will adopt it quickly with minimal training.
• Seamless Integrations: It syncs with QuickBooks Online Accountant and Xero accounting software so no manual updates are required between platforms.
• Customizable Dashboards: Custom client properties and a custom task management system means it adapts to your firm’s workflow.
• Client Portal: The branded client portal is where your clients can track their own finances, submit documents, and communicate with you without extra admin hassle.
• Automated Workflow: Automate reminders and task assignments so you stay on top of the month-end close and client requests without extra work.

Cons:

• Doesn’t Have Tax Accounting Features: Keeper’s features strictly address bookkeeping right now. They don’t facilitate the delivery of tax accounting services.

Keeper offers three plans: Standard, Premium, and Enterprise with prices ranging from $8 per client, per month to $10 per client, per month. The Enterprise plan is available at custom prices for accounting firms with more than 50 clients. 

If you’re ready to optimize your accounting firm’s operations, Keeper provides a comprehensive and customizable solution. 

Book a demo to see if Keeper is the right fit for your practice.

2. TaxDome: Best for Tax Prep

TaxDome is an all in one platform for tax, bookkeeping, and accounting firms.

You can simplify your workflows with a powerful space to manage clients, jobs, documents, and teams.

Pros: 

• Simple Pricing: TaxDome offers one plan pricing with all features, no tiers or extra fees. Choose from yearly subscriptions for more flexibility.
• Built for Accountants and Tax Professionals: TaxDome is designed for tax professionals. Tax preparation workflows are streamlined with tools for client management such as client data, tasks, and deadlines.
• CRM Integration: TaxDome offers a CRM where client management and communication are seamless. Stay organized and build strong relationships through personalized outreach.
• Workflow Automation Features: You can assign, track, and automate tasks across your team, reduce missed deadlines, and improve workflow.
• Project Management: User reviews have praised TaxDome’s functionality extending to project management features that extend beyond tax prep.

Cons:

• Not for Non-Tax Services: While TaxDome is great for tax prep, it may not have all the features you need for non-tax accounting areas.
• Steep Learning Curve: TaxDome can take some time to set your workflows up and get things running smoothly. 

TaxDome offers multi-year subscription options from 1 year to 3 year plans. The price ranges from $700-$1,200 per year, per user, with the price decreasing for longer-term plans.

If you’re looking to streamline tax prep for your accounting firm, TaxDome offers an efficient, all-in-one solution.

Schedule a demo with TaxDome to explore more. 

3. Mango Practice Management: An All-in-One Platform

Mango Practice Management is a versatile tool tailored for accounting and workflow management. 

It centralizes key functions like time tracking, billing, project management, and file sharing.

Pros:

• All-in-One Platform: Mango consolidates workflow management, communication, and client experience, which reduces the need for multiple tools.
• Time and Billing Focus: Time tracking and billing features make managing client accounts and invoicing a breeze.
• Project Management: Keep projects on track with tools to assign, monitor, and complete tasks.
• User Friendly: Having one integrated interface solves common accounting workflow problems.

Cons:

• Latency Issues: Some users experience occasional lag during peak periods.
• Limited Customization: Workflow management and invoice customization options may fall short for firms with unique or specialized needs.

Mango offers both monthly and annual pricing plans. Plans range from $35-$79 per user, per month.  

For accounting firms seeking a centralized system for time tracking and billing with strong workflow features, Mango offers a practical solution. 

You can give Mango a try for free today.

4. Canopy: Optimizing Client Engagement

Canopy is a client communication focused practice management and accounting software that helps to streamline your operations with CRM, task management, and document management.

It’s designed to get rid of the clutter in your accounting firm and improve client relationships.

Pros:

• Client Communication Made Simple: Canopy offers mass communication tools to send quick, clear, and consistent updates to multiple clients so you can optimize client interaction.
• Easy Setup: With a helpful customer support team, Canopy makes it easy to get up and running, perfect for firms new to practice management and accounting software.
• Document Management: It offers simple organization and document sharing so your team can quickly manage and access client files.
• Affordable: Offers a free version with paid plans starting at $24/user, making it a cost-effective choice for small and medium firms.
• Several Built-In Features: Canopy offers great customization options and several advanced features available on demand.

Cons:

• Limited Scheduling: Calendar functionality is limited so not ideal for firms that rely heavily on scheduling client appointments.
• Client Profile: You can’t fully delete a client profile, only archive or remove folder access.

Canopy has plans for growing firms and small firms. Prices range from $22-$175 per user, per month with add-ons available for tax resolutions, transcripts & notices, and more. 

This tool offers essential solutions for client communication and document management but may not be suitable for firms with advanced scheduling and reporting needs.

Feel free to take an interactive tour of Canopy to get started.