Alternatives to 4decision
Compare 4decision alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to 4decision in 2026. Compare features, ratings, user reviews, pricing, and more from 4decision competitors and alternatives in order to make an informed decision for your business.
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1
Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
2
Canopy
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. -
3
Soraban
Soraban
Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions. -
4
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
5
AccountsIQ
AccountsIQ
AccountsIQ cloud accounting software simplifies the capture, process and reporting of financial data across multiple locations. Put simply we transform finance functions by enabling CFOs, Finance Directors and Financial Controllers to: - Get a holistic view of their organisation and subsidiaries - Access real-time, powerful reports and KPIs - Get superb analytics through our multi-level coding capability - Automate consolidation - Work more effectively and flexibly with our collaboration tools and apps - Gain efficiencies through integration of key business systems. Our financial management software was awarded Mid-Market and Enterprise Accounting Software of the Year 2019 and 2018 and we were a finalist in 2020.Starting Price: £199 -
6
QBILLY
QBILLY
Our cloud-based AP software automates invoice processing and enhances your existing accounts payable financial software to create a seamless platform that allows your accounts payable department personnel to work from anywhere, remotely or in the office, without purchasing expensive accounting software. QBILLY provides a secure, simple, and cloud-based AP add-on solution for receiving, tracking, routing, approving, archiving, and paying vendor invoices while integrating with most accounting software systems. Our software provides you with wizards to easily configure the system to work the way you want it to work. Also, our software allows you to connect your financial stakeholders to AP information with a cost effective and flexible solution that is accessible from anywhere and from any device. This software will eliminate manual processes to reduce the number of accounting errors and allowing you to become more productive, reduce costs, and go paperless.Starting Price: $14.99 per month -
7
Karbon
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.Starting Price: $59/month/user -
8
Radar360
Radar360
Get a complete 360-degree customer insight, work more efficiently, and increase the profitability of your office. Everything in the cloud is user-friendly and focused on your success. Radar360 is the partner for accounting firms from small to large. Our system improves the efficiency of customer communication and file management with SharePoint integration, workflow automation, and more. Focus on your services, while we take over the manual tasks. For many of our customers, Radar360 is the backbone of the company. Employees start-up in the morning with a comprehensive task overview and all the customer information they need to perform their work properly. Specific reports ensure that budgets are monitored and that customers remain well-informed. At Radar360, we believe it is important that every office, large and small, can experience the benefits of our CRM system. That is why our rates are accessible and transparent.Starting Price: €175 per month -
9
Levvy
Levvy
Levvy is a next‑generation practice and work management platform tailored for accounting, professional services, and business teams. It centralizes workflows, task tracking, client management, document storage, time tracking, invoicing and billing, capacity management, and team collaboration, all within one intuitive interface. Levvy offers customizable workflow automation through expert‑designed or custom templates, helping firms eliminate manual follow‑ups, streamline approvals, and ensure every client interaction stays on schedule. Integration with tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier ensures seamless data flow across systems. Real‑time reporting and analytics provide 100% visibility into team progress, workloads, capacity, profitability, and performance, empowering managers and firm partners to make data‑driven decisions about staffing, pricing, and growth.Starting Price: $59 per month -
10
Mango Practice Management
ProfitSolv
All-In-One Practice Management Software built by Accountants for Accountants. Mango Practice Management client-friendly suite of software tools makes it easy to run your firm large or small. Whether you bill for time or by project, it's critical to track all time spent working for your clients. Generate invoices quickly and send effortlessly, getting paid faster. Manage all your due dates with streamlined workflows and task management. With out of the box accounting specific templates, you will hit the ground running. The next generation of secure file sharing and eSignature has arrived. Share and request signatures right from your email inbox, eliminating clunky portals. Mango Practice Management was built by accountants to crack the code on how to efficiently run a modern accounting firm. Mango answers who are your most profitable clients, products, and associates. It provides all the information you need to make the right decisions at your fingertips.Starting Price: $35 per user per month -
11
AdminPulse
AdminPulse
Work smarter and more efficiently with AdminPulse. Let your accounting firm grow further, while you effortlessly comply with laws and regulations. Discover versatile and user-friendly online office management software tailored to your office. Complete overview of the customers and tasks of your accounting firm. All information about your customers is captured down to the last detail. Thanks to useful features such as task management, payment follow-up, and document management, you always have a clear view of your office files. From now on, your administration will always be in order and you have everything under control. View and compare what you get done at what time. Use reports to adjust processes in a timely manner. By the current data, you know how to further optimize your accounting firm, so that you save time. Time to provide your customers with more added value. This takes your office and your customers to the next level.Starting Price: €163 per month -
12
FirmTamer
FirmTamer
FirmTamer is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. It includes features for managing tasks, tracking time, creating and sending invoices, accepting online payments, and gaining insight into your firm's productivity and profitability. Manage tasks using the kanban board, which allows you to visualize and reprioritize your workflow by status. When you have made progress in a task, drag and drop it into the next status column. Track billable, non billable, and admin time using the kanban board, the client screen, or the timesheet screen as you update your tasks. Create invoices easily by adding time entries, and then email them directly to clients from within the application. Clients can pay online through FirmTamer's payment portal with an affordable merchant services account. View detailed reports to analyze your firm's productivity and profitability to make informed decisions.Starting Price: $29 per month -
13
BrightManager
Bright
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.Starting Price: $27.23 per month -
14
Athena Workflow
Athena Workflow
Athena Workflow, is an accounting practice management software aimed to simplify the accounting firm's workflow. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice. Each job, task & delegation in this software allows you to have the confidence of being able to carry out your work in a timely manner & real-time, which will meet the needs of each company. Our mission is to offer accounting practices a North American software created by accountants for accountants, intended for the organization of accounting tasks, to make control more efficient and effective, as well as the storage of various information in digital. Empower accounting practices with a single software that is the alternative for most accounting professionals and contributes to the health of our planet. It is your task management solution designed to simplify your life by saving you time, money and organizing your practice.Starting Price: $249 per year -
15
Financial Cents
Financial Cents
An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows. -
16
Avii Workspace
Avii
A single accounting management system for document management, workflows, and client experiences. The most interconnected accounting practice management platform for tax, audit, advisory, management consulting and compliance. Avii includes an integrated suite of applications to enhance your firm’s automation and improve your clients’ experience. Regardless of your size, processes and goals, you can select the entire suite or only the solutions you need today. Provides secure document exchange within your team. Extends collaboration and document and task management to your clients. Customizes the information flow to people and teams. Surfaces key information that helps you drive your firm’s success. Avii Intelligence that powers the entire platform, bringing your entire experience into one place. Use Avii to improve the way you leverage technology to gain better results with your clients.Starting Price: $20 per feature -
17
Finexo PMS
Finexo Software Private Limited
Finexo PMS is a Practice Management Software designed for Chartered Accountants and tax professionals. It helps manage clients, tasks, documents, and deadlines in one place. The tool also automates reminders and improves team coordination. It is mainly used by CA firms to streamline daily operations and increase efficiency.Starting Price: ₹5,999/year -
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Portal 360
Portal 360
Portal 360 is an all-in-one practice management platform built for Australian accounting firms. It centralises client communication, document management, tasks, billing, and reporting into a single secure system. Clients can upload documents, track job progress, view invoices, and communicate through one branded portal. All emails, messages, files, and activities are automatically organised by client, improving visibility and efficiency. Portal 360 supports complex client structures, flexible billing models, and value-based pricing. With a dedicated mobile app, strong security, and scalable workflows, Portal 360 helps accounting firms streamline operations and deliver a modern client experience.Starting Price: $1 -
19
Remindoo
Accotax LTD
Remindoo is an AI-powered practice management platform built specifically for accountants and bookkeepers. It centralizes tasks, clients, workflows, and team collaboration into one intuitive system. Automated task management helps firms stay on top of deadlines without constant manual follow-ups. Remindoo supports recurring jobs, detailed task tracking, and real-time visibility across teams. Built-in time recording improves productivity and profitability tracking. Smart filters and global search make it easy to manage growing workloads. Remindoo allows firms to focus on growth while automation handles the operational complexity.Starting Price: £19.55/month -
20
Aproove
Aproove
The modern world is fast. Work seems to come from all directions. Staying on top of your workload while trying to ensure you follow business procedures is challenging. Aproove Work Management Software removes communication barriers and provides a holistic view to track all your work from one location. Use our advanced work management system to build business workflows that cater to your specific needs and ensure compliance with automated decision-based steps that can be as flexible or as rigid as you need to get the job done. Ensure no corners get cut or any compliance steps get missed. With Task Management, the right people get tasked at the right time in the workflow. Aproove Work Management software does not just task users; it uniquely provides the tools to do the job. Automated reminders and early warning indicators displayed in a central, user-friendly dashboard keep everyone on track.Starting Price: $750 per month -
21
SuperMate
SuperConcepts
Smart SMSF accounting software that saves time by automating everyday tasks. Leverage automation & smart features for a low monthly fee. Discover how SuperMate's features can benefit you. SuperConcepts’ SMSF software, SuperMate, is cloud-hosted technology designed to empower accountants, financial advisers, and administrators. Using automation and smart features to significantly reduce the time spent on compliance, reporting, and investment administration, SuperMate gives you the capacity to serve more clients, more easily. Eliminate manual data entry and reduce labour costs with SuperMate’s access to over 200 data feeds, automation, and smart features. Access trigger-based insights into your clients’ needs, so you can provide outstanding service when they need you the most. We've worked with our team of SMSF experts and developers to create intuitive and innovative technology that is easy to use and eliminates double handling of data.Starting Price: $5 per fund per month -
22
Eleven
RunEleven
Advanced Accounting, Automated. An accounting platform that helps professional accountants automate mundane tasks to focus on what really matters: customers. Eleven supports multi-currency and multi-company and is highly scalable with capability to process high transaction. Eleven allows your accountants to manage at least twice more clients. We deliver this benefit through several key features. Eleven enables firms and clients to have real time collaboration, allowing immediate response to questions and exchange of data and documents with speed and efficiency. Eleven eliminates repetitive and manual task with the automation of creating transactions from documents so you can focus on controlling the transactions and delivering high value tasks. Documents can be uploaded in batch to have data extracted and automatically sorted by journals and fiscal year. Even with manual transactions, there are templates for journal and analytical entries that allow you to save precious time. -
23
Jetpack Workflow
Jetpack Workflow
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.Starting Price: $36.00 USD/month/user -
24
FinKoper
Alfa Solution spol. s.r.o.
FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.Starting Price: €5/month -
25
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
26
Qount
Qount
Qount is an AI-native practice intelligence platform designed to consolidate all the core operations of a tax, accounting, bookkeeping, or audit firm into a single, unified system. It brings together time & billing, CRM, document management, client communication, task & project workflows, tax/1099/payroll services, invoicing and payment processing, and secure client portals, replacing disconnected spreadsheets and multiple third-party tools. Built-in AI (called QAI) powers three core “intelligence pillars”; Operational Intelligence, which dynamically prioritizes, assigns, and schedules work based on deadlines, staff capacity, data readiness and client sentiment; Client Intelligence, which analyzes client communications (tone, pacing, context) to surface risks or opportunities, assemble context-rich meeting briefs, and generate appropriately scoped quotes; and Performance Intelligence, which tracks metrics across profitability, utilization, realization, and staff effectiveness.Starting Price: $74 per month -
27
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
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AccoAI
AccoAI
Replace 8+ different software with powerful workflow management, client tracking, and automation tools. Atlas automatically updates your calendar events and generates workflow tasks from incoming client requests. Atlas Chat executes task creation and event scheduling requests while enabling instant client access. Ask Atlas anything. Organize all client data with profiles, which display recent interactions, stored documents and notes, and Atlas insights. Atlas drafts replies for all incoming emails, composes emails upon request and updates your workspace from email content. Explore productivity data and time allocations with detailed insights. Analyze your most valuable clients, hardest working employees, and personal productivity. -
29
Cloudoffis
Cloudoffis
Cloudoffis is a cloud-based, AI-driven accounting and auditing platform designed to streamline compliance, documentation, and workflow management for accounting and audit professionals. It provides a suite of integrated tools that automate the preparation, review, and submission of financial workpapers, allowing accounting teams to organize documentation and collaborate with auditors through a centralized online system. Cloudoffis focuses heavily on the automation of Self Managed Super Fund (SMSF) accounting and auditing processes, enabling accountants to prepare structured and compliant workpapers and share them with auditors in a single click through the platform. Its modules, including SMSF Sorted, SMSF Automation, and Tax Sorted, standardize audit and accounting procedures, helping teams reduce manual data entry, speed up turnaround times, and maintain regulatory compliance.Starting Price: $150 per month -
30
Tessaract.io
Tessaract.io
Tessaract is powerful business management software offering a unique cloud-native, code-free workflow automation solution that helps B2B professional services firms grow their business through greater productivity and resource efficiency. Tessaract has various modules such as practice management, case management, workflow management, document management, digital signature, and accounting. Our solutions are client-focused, and definitely lawyer-focused, to ensure we get the best interactions. Our methodology of constant building and evolving to meet the real needs of our users has distilled client, case and document processes to a crystal clear product. -
31
Talk on Task
Aplite Info Solution
Workflow can be organized when you have proper communication on task with the team. TalkOnTask is a very handy way to do it. Most powerful reporting on team productivity, project progress, task history, individual work log. Team Management depends on right decision and right decision depends on proper information. TalkOnTask provides details of every single thing which makes your decision & management strong. All you need is a browser. No additional tool or setup is required, just you need your browser. Talk On Task is very user friendly, no training is required. Even if you are playing with this tool first time. Download Talk on task for Mac or Windows PC. We want you to get a rich experience by using Talk on task for Desktop. Single window concept: No need to toggle across multiple window. TalkonTask is capable enough to give you detail Of tasks, projects, contacts.Starting Price: $13.50 per month -
32
TPS Practice Management
TPS Time & Billing Software
TPS Cloud Axis was designed with small to mid-sized accounting firms in mind. With TPS Cloud Axis, you can manage and optimize your practice from home, the office, or anywhere. *Easily track your time and generate customizable invoice. *Keep your tasks from slipping through the crack with our easy-to-use Office and employees calendar workflow calendar *Track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail. *Clients Portal * E-signature & PaymentsStarting Price: $13 per person per month -
33
CCH iFirm
Wolters Kluwer
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. -
34
IRIS Accountancy Suite
IRIS Software Group
We understand each accountancy practice is unique and the IRIS Accountancy Suite is designed to offer great flexibility to all. Simply choose the accountancy software modules from the full range available below to address the varying needs of your clients. With an unbeaten compliance track record, our accountancy software provides the most extensive portfolio of integrated and automated solutions for any thriving practice. Browse our complete product range below to find the ideal solution for your business or get in touch with our friendly, expert advisors who can help you find the best accountancy software for your unique requirements. Every aspect of your work and each stage of the client journey, from beginning to end, is covered by IRIS’ fully digital solutions. To name just two, IRIS OpenSpace enables quick and easy, GDPR-compliant document sharing and approval, while IRIS Docs provides comprehensive digital document management.Starting Price: $320 one-time payment -
35
Alure
Wolters Kluwer
With Alure, you as an accountant can easily and affordably automate the back office of your office. From CRM, time registration, and billing to document management, planning, and accounting. Perfectly tailored to financial applications. Always the latest insights into customer communication and work process. From CRM and time registration to workflows and analytics. Choose the one that suits you best from the subscriptions. Specifically developed for accountants and their challenges. Your data is stored 100% securely in the cloud. No unexpected costs, but a monthly amount for a total solution. Manage all your customer data centrally and keep a simple overview of your relationships with the CRM module of Alure. Know your client and you know his needs. That's why relationship management is at the heart of Alure. You can even see the progress of discussions and matters such as (outstanding) invoices with one click. -
36
Aiwyn
Aiwyn
Empower your team with practice automation to lower costs and save time. Optimize your workflow by cutting administrative tasks. It’s never been more difficult to run your firm, with high client expectations, siloed software, and tedious administrative burdens. Turn this marathon into a sprint with a solution you don’t have to think about, one that lets you break away from the back office and return to the real work. Aiwyn’s platform unifies your firm-wide tech stack for faster payment cycles, better revenue visibility, and a more enriched client experience. Receive payments faster, turning days sales outstanding into outstanding sales days by reinforcing overdue AR processes. Generate engagement letters in less than a minute. Spend less time herding invoices and more time ensuring your clients’ voices remain heard. A platform where your firm can find, deploy, and integrate with 3rd-party solution providers. -
37
ApprovalMax
ApprovalMax
Streamline your workflow instead of sending 100s of emails to get approval for accounting documents. Granting everyone accesses to the accounting system is not safe because it’s impossible to limit users in terms of what they can do or see there. ApprovalMax approvers don’t need to access the general ledger and only ever see information relevant to the documents that require their approval. The approval workflows can be as complex or as simple as you need them. You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax. You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode.Starting Price: $39 per month -
38
Clarity Practice Management
Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.Starting Price: $50 per month -
39
Intuit Practice Management
Intuit
Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.Starting Price: $60 per user per month -
40
Cherrywork Intelligent Task Management
Incture Technologies
Multiple systems, workflows and numerous tasks are all consolidated into a single effective Inbox with features such as universal search, filters, approvals, custom workflows, task status, and multiple task views. Collaborate with your team members with inbuilt chat functionality with rich features like sharing attachments, receiving notifications, watching channels and tagging people for better visibility. The powerful analytics dashboard provides an overall understanding of people and process performance, empowering users to make informal business decisions. Intelligent chatbot assistants to help you navigate the application easily and manage complex tasks. Gain higher productivity by getting quick and accurate resolutions to all your queries.Starting Price: $30,000 one-time payment -
41
Info-Tech Accounting
Info-Tech Systems Ltd
Info-Tech Accounting Software is a cloud-based solution designed for businesses in Singapore to efficiently manage their financial tasks. It offers features like bank reconciliation, multi-currency support, inventory management, and GST-compliant tax reporting. Users can send invoices and receive bills securely via InvoiceNow, simplifying everyday accounting operations. The software integrates seamlessly with Info-Tech Payroll Software, creating a unified financial management system. With advanced inventory tracking and budget modules, it helps businesses stay organized and make informed decisions. Info-Tech provides a user-friendly experience at an affordable price of $50 per month, backed by dedicated local support.Starting Price: $2 -
42
Onvio
Thomson Reuters
The next evolution of online software for accountants, offering unprecedented flexibility and client service. Thomson Reuters Onvio is the next step in the evolution of online software for accountants. By bringing key aspects of your daily workflow into one online platform, Onvio empowers your team to work together with the speed and flexibility you need to keep pace in a fast-changing profession. With UltraTax CS integration you get a robust set of tools to guide your clients. Plus, it's accessible from any device, so your staff and clients can interact where, when, and how they choose. And perhaps most important, Onvio offers enterprise-level security that makes you the first, best line of defense for your clients. Online software for accountants that includes document management, time and billing, online client collaboration, and project management. -
43
CA Office Automation
CA Office Automation
Streamline your task, resources, clients, communication and accounts with advance technology to get the most out of your efforts & investments. Automate work processes, monitoring systems, checkpoint rules & notifications. Set things on auto mode, no matter how granular they are. CA Office Automation's Bank-Grade SSL, latest security enhancement, and Microsoft Azure-Dedicated Server give comprehensive security to the data your clients have entrusted you with. CA Office Automation software is a next-generation work platform for CPA, CA, and Accounting Services Companies. CAOA is Software as a Service (SaaS) based software product that provides benefits of the latest web & mobile software technologies to users. More than 8,000 accounting professionals have trusted the CAOA platform across the globe. -
44
Pascal Workflow
Pascal Workflow
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.Starting Price: $45 per month -
45
ATOM by Vider
Vider Business Solutions
ATOM by Vider is an innovative and comprehensive web-based ERP (Enterprise Resource Planning) solution designed specifically for professionals in fields like chartered accountancy, company secretaries, tax practitioners, and similar industries. It offers a range of features to streamline office management, practice automation, and collaboration, making it easier for professionals to manage their tasks, clients, documents, and finances efficiently. ATOM aims to simplify complex processes, enhance productivity, and provide a seamless experience for professionals in their day-to-day operations.Starting Price: ₹249 per user per month -
46
TaxDome
TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).Starting Price: $58 per month -
47
Pixie
Pixie
Everything you need to manage your practice and get things done faster in one simple, flexible practice management tool. Breaking down workflows into smaller steps helps you increase the productivity of your team. Identify who is responsible for each step, track job stages and monitor progress with reports. Start jobs automatically based on key client dates and use internal target dates to ensure work gets completed before compliance deadlines. Enhance your standard operating procedures with embedded training videos, links, checklists and email templates. Whether office-based or remote, easily train people on the job and delegate work more effectively. And you can add as many team members as you need at no extra cost, ensuring everyone works on the same platform. Use Pixie's automations to create recurring jobs, auto-assign work to the team, request statements from clients or send them key date reminders.Starting Price: $69 per month -
48
SnelStart
SnelStart
Following your ambitions and doing what you are good at: that is entrepreneurship. Up-to-date figures help the growth of your company. But then comes the administration. Do you put it off every time because it takes too much time or is too difficult? The SnelStart System makes automation easy and feasible. In less time you have insight into the real figures and everything is in order for the tax authorities. Do you have a webshop or trading company? Whether it concerns keeping stock in order or making fewer mistakes when picking. InHandel offers a suitable solution for every trading company. Do your accounting in the SnelStart accounting program and experience the ease of automation. You save time and always and everywhere have direct insight into your financial situation. This makes it easier for you to make the right decisions for your future.Starting Price: Є10 per month -
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Cogilog
Cogilog
Simplify and automate the management of your business with the most complete suite of software for Mac. Cogilog offers a range of Mac software for SMEs / VSEs. To keep your accounts, establish your quotes and invoices, produce your payslips, or prepare your tax declarations, each of our software will save you time on a daily basis. Our software is easy to use and user friendly. With online help and Cogilog support, you will always find a solution. Install the software with just a few clicks and simply import your data using detailed walkthroughs. Our software is designed and optimized for Macs. Enjoy unparalleled working comfort with intuitive bug-free and virus-free software. Increase productivity on a daily basis thanks to our range of software for Mac. No matter the size or sector of your business: our software can adapt to all your needs. Conventional or leasing fixed assets? Manage the accounting cycle of your fixed assets in a dedicated software.Starting Price: €100 per user -
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Freelo
Freelo
Freelo is an online application to organize workflow and communicate with team members or clients. Thanks to Freelo everyone knows what to do, when is the deadline and where to look up the information. There is plenty of project management softwares already, that's for sure. What is special about Freelo? It can take care of the financial side of the projects, you can report time and money spent on every task via user-friendly time tracking. That is related to the pre-set budget of the project so you can quickly control whether you overdraw it. Add-ons such as labels, synchronized calendar, project templates Mind Map, mobile app or reliable customer support are a matter of course.Starting Price: €80/month
