Alternatives to Firm360
Compare Firm360 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Firm360 in 2026. Compare features, ratings, user reviews, pricing, and more from Firm360 competitors and alternatives in order to make an informed decision for your business.
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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. -
2
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. -
3
PracticePanther Law Practice Software
PracticePanther Legal Software
Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.Starting Price: $49.00/month/user -
4
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 -
5
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 -
6
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. -
7
bilabl
bilabl
bilabl is a cloud based practice management software built specifically for small-to-mid sized law firms. It boosts the profitability, reduce the burden of non-billable activities. This creates a comprehensive software solution that can help you manage your cases, clients, documents, set reminders for deadlines, track billable hours, manage entire billing cycle. This streamlines your law firm's operations, increases firm wide productivity and frees up your time.Starting Price: $20/month/user -
8
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. -
9
Wolters Kluwer Digital Tax Workflow
Wolters Kluwer
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources. -
10
Senta
IRIS
Senta is a cloud-based, dynamic practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. With an easy-to-configure CRM, powerful workflow, integrations and our best client portal yet, Senta practice management lets you power up your accountancy or bookkeeping practice. We'll help you grow your firm and give great service to your clients every time. Whether you're looking to operate efficiently at scale or growing a unique practice culture dedicated to service, Senta will help you automate your work and give you all the information you need.Starting Price: $29 per user, per month -
11
TaxCalc
TaxCalc
Award-winning tax and accountancy software. Simple, practical and innovative solutions for practices and individuals. Now you can manage clients, tasks, workflow, time and compliance services throughout your practice and across the entire TaxCalc ecosystem. Want complete visibility of all work as it progresses through your practice? Need instant access to comprehensive client information? Want to reduce admin, maximise chargeable time and bill more accurately? In other words, do you simply want to be more organised and more effective in everything you do? Our powerful PM toolkit is scalable, highly affordable and puts you in control, freeing you up to spend more time growing your business. Whether you’re a start-up with ambitions or a larger firm looking for greater efficiency and productivity, there’s only one name you need to trust to help you do more, for less. Change the game. Choose TaxCalc practice management. -
12
Monograph
Dixon & Moe
With Monograph, your firm can get a bird’s-eye view of its projects, budgets, and tasks. All in one easy-to-use solution. Monograph works with architects, engineers, and landscape architects to build a better design practice through data-driven tools. While working with architecture firms, they noticed a recurring challenge—architects and project managers kept complaining about their existing and non-existent project management software. Even more prevalent, there was a disconnect between how projects were managed, budgets were forecast, and time was tracked. Often they would hear that existing solutions are “cumbersome” or “tedious”. Design and plan projects, budgets, and personnel across all phases seamlessly. Easily input billable and non-billable hours, notes, and expenses. Audit your time each week for accurate data.Starting Price: $15 per user per month -
13
SignalsHQ
SignalsHQ
SignalsHQ is an AI-driven tax automation platform for small and mid-sized US Tax firms that streamlines tax research, document intake, and compliance workflows. Our platform delivers legally grounded, authoritative tax insights rapidly, reducing manual effort and errors. It automates data extraction, working papers, and drafting while ensuring enterprise grade security. SignalsHQ empowers firms to shift from filing tasks to advisory services with confidence and efficiency. -
14
CCH ProSystem fx
Wolters Kluwer
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm. -
15
ZERO Apollo
ZERO
Apollo is the newest addition to ZERO’s family of automation products. It has been designed to give lawyers back time, significantly reduce administrative drag, and add revenue for law firms. Apollo is a smart, passive, and adjustable time capture automation that doesn’t require changing an existing time and billing system. There is no need to replace existing systems. ZERO’s automation solution is an intelligent layer that sits on top of your existing system making it intelligent, adaptive, and effective. Lawyers waste 30% of their time on non-billable admin tasks like tracking and reporting time, time that could be spent improving the quality of their work lives by focusing on practicing law. Apollo is the newest addition of ZERO’s AI-driven productivity automation suite. It is a new intelligent product that mimics human cognition by learning from a users’ activities to produce accurate recordings of projects and billable time to drive higher client value. -
16
DT Practice
Thomson Reuters
DT Practice offers a unique big-picture perspective that provides valuable insight into your business, guarantees unprecedented client service, and ensures that your firm runs at peak productivity. You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments. Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries. Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time. -
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Tempello
Tempello
Tempello is an AI-powered productivity platform designed to automate email-based time tracking for law firms, seamlessly integrating with Clio, Microsoft 365, and Google Workspace. By automatically capturing client emails, matching them to the correct matter, saving the email body to Clio, and generating time entries using the firm's default billing increment, Tempello eliminates the need for manual logging, ensuring accurate and efficient billing without disrupting workflows. This automation helps recover previously untracked billable hours, with firms reporting an average of 3–5 additional billable hours per attorney per week. Tempello's flat-rate pricing of $0.39 per matched email offers predictable costs, and its enterprise-grade encryption ensures compliance with legal industry standards. Since its launch in 2024, Tempello has processed over 2.3 million legal emails, saving firms significant overhead. -
18
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
19
Black Ore Tax Autopilot
Black Ore
Black Ore's Tax Autopilot is the first AI tax preparation platform for CPAs. Automated 1040 tax prep allows you to focus on growing your accounting firm. Ease employee hours and stress with automation. Enable faster, more accurate tax preparation with AI assistance. Serve more clients and preserve time for advisory and marketing. Black Ore's Tax Autopilot transforms tax compliance into a more strategic and profitable growth area for CPAs. Autonomous data classification, organization, and binder creation. AI/ML-powered insights and data processing directly into your tax software. Leading tax software integrations and enterprise-level security standards and certifications. Accounting firms of all sizes eliminate capacity constraints with Black Ore's Tax Autopilot. Expand profit margins with an enterprise-ready solution. Increase productivity and reduce review time for managers. Leverage technology that scales with hyper-growth customers. -
20
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 -
21
GoSystem Tax RS
Thomson Reuters
Used by the top 100 CPA firms, Thomson Reuters GoSystem Tax RS is the market leader for corporate tax departments. Highly scalable, it can handle your workflow no matter the size of your firm. The software serves clients filing all return types, including multitiered consolidated corporate returns, life insurance returns (including mixed group filings), and tax equalization returns. Because all work is handled online, you’ll pay less in maintenance costs, face fewer storage issues, and rest easy with assured business continuance. Tackle the most complex tax returns, such as multitiered consolidated return processing for corporations and partnerships. Deploy your team simultaneously across a single return so that each specialist can take on their role at the same time. Protect your data with multiple layers of security, including network security, virus protection, encryption schemes, and more. -
22
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 -
23
LawBillity
eBillity
Legal time management and billing software for law firms and attorneys. Improve productivity and profitability with LawBillity. Save up to 30+ hours a month in admin and increase your law firm’s revenue. Conveniently and accurately track time and expenses for legal matters from any mobile device on and off-line. Includes built-in legal features like conflict checker, trust accounts, LEDES & LSS invoice formats, realization reports, and UTBMS patent billing codes. Realization rates are below average for law firms indicating that the amount a law firm invoices is lower than the amount of billable work performed. A primary indication that accurate timekeeping is not being managed within the firm. LawBillity offers flexible and customizable time tracking options making it simple to record every billable second, from any device, anywhere. With lawyers averaging only 2.5 hours per day on billable work there is room to improve utilization rates and increase profitability.Starting Price: $33.60 per user per month -
24
ATX
Wolters Kluwer
The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.Starting Price: $597 -
25
TaxCycle
TaxCycle
Professional tax software for accountants and bookkeepers. Get the Canadian tax software that simplifies tax compliance. TaxCycle has grown its offering into a full suite of tax compliance modules that meet the needs of firms of all sizes. TaxCycle includes forms, calculations, and tools to prepare tax returns for personal, corporate, trust, partnership, and information slips. It serves the professional preparers in all jurisdictions across Canada, including Québec. Messages immediately alert you about potential issues. Quick Fix solutions help you resolve them in one click. Disable review messages you don’t need. Manage multiple reviewers with review marks and memos. Form a search that works like your favorite search engine. Search by keyword, line number, amount, account number, name, business, and more. On a form, search the words on the page to jump quickly to the field you need.Starting Price: $2,390 one-time payment -
26
Factor AE
Factor AE
Factor AE is an intuitive firm management platform designed specifically for architecture and engineering companies to streamline project tracking, time entry, invoicing, and overall firm visibility. It allows firms to break down projects into fixed fee, hourly, and non-billable phases, facilitating detailed employee time and budget tracking at any level. The platform supports sub-consultant and expense tracking, either within project fees or separately, without compromising invoice simplicity. Factor AE enables firms to set timelines, create milestones, assign tasks, and schedule resources, ensuring client deadlines are met while optimizing resource utilization. It provides at-a-glance project status views, allowing for easy comparison of budgets and schedules to actuals by phase, revenue forecasting, and proactive adjustments to prevent minor issues from escalating.Starting Price: Free -
27
Taxfiler
Taxfiler
Award-winning accountancy and tax software, designed for accountants and built in the cloud. Taxfiler is a cloud solution for preparing and filing accounts, tax and MTD VAT returns. A single monthly subscription enables accountants to submit statutory accounts and tax returns for companies, partnerships, individuals and trusts. Taxfiler is a powerful cloud suite used by thousands of accountancy practices. Delivering the compliance functionality that firms need, at a price they can afford. Whichever pricing plan you choose, you will have all these features included. This is just one reason why more and more practices are moving to Taxfiler and joining the cloud revolution. Quickly and easily prepare final accounts from trial balance stage, using simple manual entry or importing figures from bookkeeping software. Transfer the profit and loss account and balance sheet directly from Taxfiler accounts preparationStarting Price: $13.00/month/user -
28
LeanLaw
LeanLaw
LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer ExperieneStarting Price: $40/month/user -
29
TaxFlow
TaxFlow
As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.Starting Price: $20 per user per month -
30
FileInTime
TimeValue Software
File In Time due date tracking and task management software is the easy way to track all your filing due dates and projects. Make sure that you never miss another filing date and help your firm run more smoothly. No matter how many returns you file in your tax practice or department, or how many clients you have, you will always be on top of your workload. Instantly roll-forward completed tasks to create your due date list for the next period/year. Keep a record of the progress on each task (track up to 40 status fields) automatically. Assign services with built-in dates for nearly 200 federal and state income tax returns or easily create your own custom services. Generate tasks for all the jobs you have in your office. Each task is identified by the client, relevant dates, and the service being provided, from a tax filing to an office meeting.Starting Price: $199 per month -
31
The Infor Professional Services Automation (PSA) suite is an adaptable project portfolio management software solution for tracking and managing client projects. From people and processes to the technologies and finances that fuel their efforts, Infor PSA helps firms generate visibility and centralized control of client bids and sales proposals, project billable and non-billable activities, and optimize resource allocations. Infor PSA gives project managers an intuitive tool for managing all costs, resources, and schedules to achieve outstanding delivery efficiency, all while working in their native systems—right out of the box. By linking critical project financial data to key accounting systems with the Infor Professional Services Automation suite, professional services firms can ensure optimal margin management and information flow—and optimize their entire client project portfolio.
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32
LawAlign
LawAlign
LawAlign is the leader of Case Management Software programs for Personal Injury practices nationwide! It encompasses all that a Personal Injury practice demands from intake to trial and is fully customizable to your individual firm’s needs. Save time and money PLUS simplify routine tasks and improve efficiency ALL without adding staff! Utilize LawAlign on both PCs and Macs for a one time cost and no recurring fees. LawAlign was designed to keep track of the many details a personal injury practice requires. It’s simple, general case management software will not cut it. LawAlign is the only solution for Personal Injury firms nationwide. LawAlign is a powerful, easy-to-use case management system. Quite simply, LawAlign helps you organize your practice. -
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Quill
Quill
A one-stop-shop for all your law firm’s software and service needs. Cloud-based legal accounts, practice and case management software with optional cashiering, typing and payroll. There’s a reason smart law firms always choose Quill. The trusted legal accounts and practice management software supplier with a long pedigree of providing outstanding legal outsourcing services. Quill is more than just software – we drive efficiencies to help your law firm succeed. Whether it’s front- or back-office tasks, Quill’s legal practice software is a smart solution for controlling your legal accounts and managing cases. Fully scalable, and ever-reliable, over 750 law firms have placed our software at the very heart of their business. Our software solution takes the headache out of compliance and puts the flexibility back into hybrid working so that you can focus on what matters most – spending less time managing your firm and more time making money. -
34
MetaJure
MetaJure
MetaJure helps thousands of lawyers manage and instantly find the documents they need, right when they need them. We do it by gathering all of your firm’s documents, automating time-consuming document management tasks, and making retrieval easy and intuitive so that you can get back to practicing law. MetaJure automatically collects and indexes your documents and emails. No tagging or profiling required. Stop wasting time looking for documents. Instantly search all your firm’s documents with our intuitive keyword search. Leverage your firm’s existing work product and gain a competitive edge over firms that struggle to access their knowledge. MetaJure was founded by lawyers with the specific intent of creating technology tools that improve the quality, productivity and efficiency of lawyers and law firms. Grounded in the challenges of eDiscovery and finding “needles in the haystack”, MetaJure’s founders have been at the forefront of legal technology for over 20 years. -
35
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 -
36
Centerbase
Centerbase
Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.Starting Price: Contact Sales -
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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 -
38
ECFX Notice
ECFX
Legal assistants and paralegals can spend 5-60+ minutes to process a single notice, multiplied by hundreds or thousands of notices per week. Wasted time, human error, delays in processing, siloed information, routing errors, and more. ECFX Notice saves hundreds of hours a week for law firms of all sizes and litigation specialties. Documents stored with your firm’s naming conventions and abbreviations—all customizable according to office, practice group, client, and more. The format, content, and frequency of email notifications is yours to control. PDFs or links to documents in the DMS are included according to attorney preferences. Documents are filed in as many places as you want them, the firm DMS, client share folders, and/or cloud storage. It’s up to you. An intuitive dashboard powered by customizable metrics for monitoring matter, case, client, and timekeeper notification activity. -
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Innate Timesheets
Innate
Innate timesheets records how your staff are spending their time. Apart from simply collecting and analysing the time booked, it helps project and professional services firms with measuring project performance. When combined with time-phased budget and current plan figures, Timesheets data can be used to measure project performance. This gives early warning of poor performance in time for corrective action to take effect. Innate Timesheets also help to maintain project metrics for future estimates. Innate Timesheets can distinguish between billable and non-billable hours. Both cost and billable rates can be applied to measure project profitability and as input to the Invoice system. Innate Timesheets measure actual utilisation and compare against targets. Innate Timesheets can record achieved outputs as well as tracking the time spent. For operational tasks, the numbers of standard tasks performed can be recorded with the Timesheets Software. -
40
iTimekeep
Aderant
Helping firms reduce the hassles of time entry and management, iTimekeep provides you with a one-and-done solution that integrates with your existing time and billing software. Remove the challenges your timekeepers currently face by giving them the tools to increase billable hours while reducing the workload and frustrations that come with time entry. With real-time alerts and a straightforward interface, users spend less time correcting entries and ensuring they are compliant with client guidelines, meaning your firm can get bills out the door faster, cleaner, and painlessly. -
41
StanfordTax
StanfordTax
StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.Starting Price: $18 per month -
42
LawMaster
LawMaster
Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you. -
43
88 Miles
MadPilot Productions
You want to spend your time creating awesome things that people love. Not looking at spreadsheets and profit & loss statements. The 88 Miles health dashboard shows you how much you have made, and how much you are going to make. Tracking your time with 88 Miles is fast. Just punch in when you start a job, and punch out when you finish. Stop guessing how many hours your worked this week, with 88 Miles you know exactly how many hours you worked. While billable hours are where you make your money, tracking non-billable hours tells a story too. Are those quick 5 minute freebies really hour-long jobs that should be charged for? 88 Miles can track non-billable time at the click of a button. Quoting on new jobs can be a real pain. Do you just take a guess, then triple it? You can do better than that. By using the 88 Miles report system, you can look at past projects and make better estimates.Starting Price: $10.00/month -
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Aero Workflow
Aero Workflow
Aero gives you the tools you need to take your firm’s knowledge capital and put it to work. Your processes and procedures are integrated with your tasks, making your firm efficient, scalable and profitable. With Aero, you’re confident that client work won’t slip through the cracks. One-time projects, recurring tasks, client emergencies — even email – are all seamlessly integrated into one list, so you and your staff have a clear view of what needs to get done today. With Aero, you have a clear overview of all client work: what’s done, what’s in progress and what’s about to be overdue. Aero’s integrated time tracking allows you to spot scope creep while it’s happening. Aero’s management reports help you to manage your practice with insights into metrics like staff performance and project job costing.Starting Price: $39 per month -
45
PracticeMaster
Software Technology
PracticeMaster by Tabs3 is a robust practice management software built for law firms and legal professionals. PracticeMaster makes all case, client, and contact information and other relevant documents organized and easily accessible to legal teams, saving time and increasing efficiency. The software also includes a firm-wide calendar where appointements by day, week or month can easily be viewed.Starting Price: $600.00/one-time/user -
46
H&R Block Business
H&R Block
Learn all about the world’s leader in tax preparation services. From company info and career opportunities to franchise information and company leadership, here you’ll find everything there is to know about us. Use your tax refund to jumpstart your saving goals or put money away for an emergency fund. Get cash back at thousands of places when you shop, dine or book hotels. What is H&R Block? We’re a company that strives to do the right thing for our clients, our employees, and the community. Your path to H&R Block employment starts here. You’ll find information on job openings, benefits, company culture, and more. Learn about H&R Block corporate jobs and tax office positions here. Get expert tax prep virtually or in person. Gather your documents and your tax pro will do the rest. Do your own taxes any time, anywhere, on any device. Questions? Our on-demand tax experts can help.Starting Price: $89.95 one-time fee -
47
PacerPro
PacerPro
The Courts send notices of new filings at all hours. But these notices are just that: notification. In order to get the actual filing, your team will need to click a series of hyperlinks, and then manually download, label and distribute necessary documents. Easily track and manage all of your firm’s litigation across offices, practice groups and case teams in a single portal. Captures all your firm’s federal filings and associated metadata and systematically saves them to the correct workspace on your DMS or experience-capture platform. PacerPro Manifold creates a comprehensive library of your federal court data that unlocks access to your firm's collective experience. -
48
Timemarker
Timemarker
Timemarker is a self-serve timesheet and time-tracking platform designed to help small businesses, creative agencies, consultancies, tech teams, and professional service firms track time, manage projects, and improve profitability with minimal hassle and setup; it builds on over 20 years of time tracking expertise and offers a clean, intuitive interface that works on desktop and mobile browsers. It lets users log hours quickly for themselves, teams, or freelancers, set and manage project budgets, and gain real-time insights into total hours, billable versus non-billable time, cost versus revenue, and client and project profitability through flexible, exportable reports. Timemarker supports multiple billing increments, offers powerful dashboards with customizable reporting, and makes it easy to export data for use in invoicing or accounting systems without intrusive tracking like GPS.Starting Price: $6.13 per month -
49
Capium
Capium
Capium is the pioneer of connected cloud accounting software for owners of small and medium-sized accountancy practices. Our vision was to remove the drudgery of running an accountancy practice and in doing so transform the role of the accountant from number cruncher to provider of strategic financial advice to their clients. We have created a software suite that marries automated accounts production and powerful practice management tools that enable accountants in practice to run a smarter, more efficient and ultimately more profitable business. Manage every aspect of your accountancy practice in this fully cloud Practice Suite software. Bookkeeping, Tax, Payroll, Practice Management, Company Secretarial, AML, Charity Accounts and coming soon is Time and Fees! Capium removes the need for multiple subscriptions, reducing costs and saving you time! They are designed for practices of all sizes who want to join the digital revolution.Starting Price: £17 per month -
50
Juris
LexisNexis
Build Stronger Business Results For Your Firm With A Single Financial Management Solution. Manage billing, accounting, expenses, and more with the streamlined financial management solution more firms trust. When basic billing tools may no longer meet your firm’s needs, count on LexisNexis® Juris® time, billing, accounting and financial management software to track and build stronger business results. Over receivables, payables, trust accounting and budgeting. Leverage Juris analytical tools and on-demand performance intelligence. Help firm leaders make sound decisions and drive stronger financial performance with deep insight. Juris software successfully provides the diverse timekeeping, billing, e-billing and accounting options that law firms require, along with ease of use and a strong audit trail. Capture more billable time by tailoring your time-entry workflow to work best for you.
