Alternatives to Taxaroo
Compare Taxaroo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Taxaroo in 2026. Compare features, ratings, user reviews, pricing, and more from Taxaroo competitors and alternatives in order to make an informed decision for your business.
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1
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
QuickFee
QuickFee
QuickFee (ASX: QFE) is a leading provider of payments, financing, and accounts receivable automation solutions for professional services firms, including 40% of the IPA Top 300 firms. Our platform is designed to streamline the Accounts Receivable process and accelerate revenue growth by integrating multiple online payment options and powerful invoicing tools within your practice management system. With QuickFee, firms can significantly reduce aging receivables, improve cash flow, and increase client spending. Clients can easily make payments using credit or debit cards, ACH/EFT transfers, or QuickFee's exclusive financing solution that allows them to spread payments over 3 to 12 months—while firms receive full payment upfront without incurring additional costs. Operating in the United States and Australia, QuickFee focuses on delivering scalable and affordable solutions backed by exceptional customer service. -
3
VetBadger
VetBadger
VetBadger is your all-in-one solution for veterinary practice management. This software simplifies client communication, streamlines medical records management, and enhances profitability. Effortless Client Communication: VetBadger ensures seamless communication with online scheduling, automated reminders, and integrated client emails and SMS, improving client satisfaction and saving staff time. Comprehensive EHR Management: Access critical client data easily, improve workflow efficiency, and maintain organized EHRs with VetBadger's features, enhancing patient care and trust. Boosted Profitability: Minimize missed appointments, integrate with financial software, and reduce costs with cloud capabilities. Streamline processes for revenue growth. VetBadger not only enhances your clinic's performance but also prioritizes work-life balance and reduces burnout. Elevate your veterinary practice with VetBadger's transformative capabilities. Schedule a live demo and free trial todayStarting Price: $99.00/month -
4
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
5
Planium Pro
Levant Software Technology
Premium Strategic Business Planning Software for professional users and individuals. As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff. Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.Starting Price: $ 10 per user per month -
6
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 -
7
AbacusLaw
Abacus Data Systems
AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.Starting Price: $87.00/month/user -
8
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. -
9
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 -
10
inTandem
inTandem
inTandem by vCita is a flexible, scalable, white-label business management platform designed for organizations serving small and medium–sized businesses, featuring AI-powered automation through its BizAI assistant to handle tasks like client responses, appointment booking, and estimate creation. It delivers a comprehensive suite of tools, including CRM, scheduling, billing and invoicing, email and SMS marketing, and fully customizable dashboards, all accessible via open APIs and an app ecosystem, enabling partners to embed third-party tools, integrate additional functionality, and create seamless user experiences. Partnering organizations can choose between self-managed or fully managed programs, supported with professional services such as onboarding, sales, customer success, and support, while leveraging powerful AI insights, contextual third-party integrations, and a partnership-ready developer SDK to deliver a branded, unified solution optimized for SMB productivity. -
11
Hubflo
Hubflo
Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.Starting Price: $55/month -
12
CPA Pilot
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services. With CPA Pilot, firms can: - Save hours every week by automating 1040 research and tax planning tasks. - Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration. - Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies. - Scale their practice by onboarding new staff faster and reducing tax season stress. Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.Starting Price: $19 -
13
Ordaana
Ordaana
Ordaana automates small business operations with customizable order forms, dynamic scheduling, seamless financial management, and interactive client portals. Elevate your client experience and team management in an all-in-one integrated platform. So many business apps in one! Client Management Order Management Estimates Invoices Subscriptions Team Calendar Team Tasks Lead Capture Forms Scheduling Forms Payment Forms SMS 2-Way Messaging Client Portals Automated Reminders Email & SMS Notifications Business AnalyticsStarting Price: $20/month -
14
PriceMetrix
McKinsey & Company
Data-driven insights for wealth management advisors and executives. PriceMetrix helps wealth management firms elevate their businesses across hundreds of dimensions using the world’s largest retail wealth-management dataset. PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. Financial advisors and wealth management firms partner with us to improve productivity, client experience, and decision-making, while identifying and pursuing growth opportunities. We provide instant visibility into industry best practices, ensuring clients have access to the best available information to help them build a healthy, growing wealth management practice.Starting Price: $25000.00/month -
15
Ivy
Houzz
Manage your design business with Ivy. Our platform is built for design firms of all sizes looking to manage a more efficient and profitable business. Source products from your favorite vendors and create a custom product catalog using the Ivy Product Clipper. Make a powerful impression by creating professional branded proposals, and invoices. Bring your design ideas to life by ideating, creating rooms, sharing your vision, and building relationships with your clients. Whether you’re a well-seasoned designer or going solo for the first time, you’re never alone. Access the industry’s leading business community for design professionals. From exchanging trade resources and best practices to seeking words of encouragement, you can always count on the Ivy community. -
16
Lexolution
stp.one
Lexolution helps your law firm to ensure long-term profitability. By empowering legal professionals to work more efficiently, effectively, and 100% digitally - all in one place. It is the perfect solution for corporate law firms, boutiques, and spin-offs of large law firms with individual compliance and control requirements. Unlock your firm's full revenue potential with precise billing, expanded client reach, and avenues for higher-value services, all while mitigating financial risk. Cut through inefficiencies by centralizing workflows, automating tedious tasks, and personalizing user experiences. Focus on what truly adds value to your practice. Revolutionize case management by accelerating processes, offering anticipatory services, enhancing client communications, generating stellar customer satisfaction, and building lasting relationships. Lexolution puts legal business success factors, such as process intelligence and ROI, first.Starting Price: Free -
17
Taskeo
Taskeo
Taskeo strives to become a go-to tool for all those service companies that grew tired of using several apps to manage their activities. The platform’s integrated solutions include project management, appointment scheduling, CRM, time tracking and billing. It’s an excellent tool for service businesses such as law firms, agencies or consulting companies that need assistance in their business and practice management. The platform’s ultimate goal is to simplify the business management so your company can focus on what’s really important: taking care of your customers and growing your business. Taskeo requires one account to access all the functions. Thanks to this, you need fewer tools to get more done.Starting Price: $5 per user per month -
18
OneDeck
OneDeck
OneDeck is a business management platform designed to help users efficiently manage their business information and data. This comprehensive solution enables organizations to publish documents, automate workflows, and gain valuable insights, ultimately streamlining operations and enhancing productivity. By integrating various functionalities into a single platform, OneDeck serves as a centralized hub for businesses looking to optimize their management processes. Targeted towards small to medium-sized enterprises, OneDeck caters to a diverse range of industries that require effective management of their operational data. The platform is particularly beneficial for teams seeking to improve collaboration and communication while simplifying their workflows. With its user-friendly interface and customizable features, OneDeck allows businesses to tailor their management solutions to meet specific requirements, making it an ideal choice for organizations aiming to enhance their efficiency.Starting Price: $0 -
19
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 -
20
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 -
21
Winmacs
stp.one
Winmacs supercharges your daily work by simplifying and accelerating all workflows and processes on which you and your clients depend on-premises or in the cloud. The modularly expandable and fully comprehensive law firm software is specially developed for medium-sized law firms and notary offices that rely on modern forensic and digital working methods. Benefit from an intuitive user interface that simply reflects all law firm processes in a practical way. Stop struggling with an unnecessarily complicated system and instead focus on what's important - your clients. Take advantage of the benefits of automation. Streamline your workflows, reduce errors, and cut costs. Streamline repetitive manual tasks and pave the way to higher productivity and thus a more profitable law firm. Simplify case management across involved parties, documents, tasks, invoices, deadlines, reminders, and appointments. Gain the upper hand in staying organized, meeting deadlines, and keeping clients happy. -
22
Jamku
Madrecha Solutions
Since 2013, Jamku is acclaimed as the most affordable, scalable and trustworthy Office Management Software to help practioners organize and grow up. Being a software for Practice Management, Jamku has all the features you need to manage your office, right from Compliance, Tasks, Clients, Password, Digital Signature, File Upload, Attendance, Inward Outward, Expense, Bulk Email & SMS to so much more. Thousands of CA, CS offices use Jamku to track their clients, assign tasks, manage to-do, check attendance, create reports, charge billable hours, and utilize Jamku's awesome features that saves time and improves productivity. Jamku is used by thousands of Chartered Accountants, Company Secretaries, and other professionals all over India and the world. We cater to all kinds of offices, regardless of team size or span of control. With active users in India, SAARC, ASEAN, and Africa, Jamku is truly a versatile Office Management software. -
23
Flowlu
Cloud22 LLC
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $15 USD/mo -
24
MySuite
BraZip Technology
Accessible through the Internet, it is easy to implement at a fair cost. With mySuite, you will also get hosting, data replication, backups, updates and much more. Helping improve your organizational performance and raising productivity, mySuite provides a considerable increase in quality for all of your company's communications processes. Our flagship today is BraZip mySuite. It is a solutions package designed to manage all business communications, automatically creating standards, eliminating bad practices, and interconnecting people, co-workers, clients, suppliers and final users with very powerful tools, recording and organizing every bit of information for further use. -
25
Business Manager 365
Liberty One Software
Maximize your profits by streamlining your business operations with Business Manager 365. Business Manager 365 offers all of the features you need, including Barcoding, to manage your business anytime, anywhere. Instead of intertwining multiple basic apps and calling it a solution, Business Manager 365 is a true custom business management solution built from the ground up with your business’s needs in mind. Deliver insights to your employees for optimal success and help guide them to drive positive business results. Deliver faster turnaround times for your clients by centralizing relevant client information and streamlining the scheduling process. Gain and retain customers through proactively supporting their specific needs while increasing sales. Business Manager 365 was developed from the practical needs of running a service-based business. This business management software is a true, all-in-one solution. It’s been built, tested and approved by your peers in the business arena.Starting Price: $295 per month -
26
Hardis Group
Hardis Group
Accelerate your business, supply chain and IT transformation. We support your strategic, organizational and technological transformations in order to increase your competitive edge. Hardis Group is a consulting firm, digital services company and independent software vendor. We have been independent since we were founded in 1984. Our purpose is to accelerate the transformation of our clients' value chains, information systems and supply chain. We draw on our three longstanding areas of expertise to help our clients achieve strategic, organizational and technological transformation. We firmly believe that the key to helping our clients transform and grow is to create ever more value around cloud technologies (applications, platforms and infrastructure), data (AI, machine learning, connected objects, etc.) and automation (robots, drones, RPA, and more). -
27
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 -
28
Lawfice
Clawd Technologies
Legal firms are under increased pressure to maintain secure, compliant, and efficient communications with their clients and it’s becoming more apparent that existing closing management doesn’t meet the need. Our affordable cloud solution was created by lawyers to be “compliant by design” and features secure client portal and best practice workflow procedures that can also be customized to meet your area of law. Robust enterprise technology for merger and acquisitions or fiscal reorganizations but affordable enough for sole proprietors. Integrated portal for client and outside representation communication. Works outside of email for secure and compliant communication. Easy-to-Implement: You can load your existing documents in the system and configure workflow to your type of practice. -
29
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. -
30
Enerprize
Enerprize
Enerpize is a comprehensive, cloud-based ERP solution designed to streamline business operations for small and medium-sized enterprises across various industries. It offers a suite of integrated modules, including sales, accounting, inventory, human resources, operations, and Customer Relationship Management (CRM). The sales module enables users to create and send online quotations and invoices, track sales performance, and manage point-of-sale transactions. The accounting module facilitates cash flow management, purchase tracking, tax calculations, and financial reporting, including profit and loss statements and balance sheets. With the inventory module, businesses can add unlimited products, control multiple warehouses, issue purchase orders, and monitor stock levels in real time. The HR module supports organizational structuring, employee onboarding, contract management, shift scheduling, attendance tracking, and payroll processing.Starting Price: $9.99 per month -
31
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
32
Noble Software Solutions
Noble Software Solutions
Advantage Computer Services, founded in 1994 with a mission to support local Apple Macintosh users has seen exponential growth in the tech industry. We've been around since the early Apple II computers, through the internet boom and now today's tech heavy reliance. Your Trusted, Experienced Technology Consultants. We Provide Macintosh and PC Based Service and Consulting throughout Pennsylvania. Our Unique Experience with the Apple/Macintosh brand has afforded the opportunity to support thousands of clients in Business, Manufacturing, Education, News and Media, Legal, Medical, Non-Profit and even home users. We also offer Custom Database Solutions to fit your exact needs. Our team of developers can tailor a solution that will ultimately save time and money. That's what it's all about! Noble EDU is a powerful, comprehensive student information system that provides a full school solution to independent, parochial and public schools.Starting Price: $2395 one-time payment -
33
Jarvis Legal
Jarvis Legal
Jarvis Legal is a simple legal practice and case management software purpose-built for small and medium-sized law firms. 100% web-based, Jarvis Legal allows legal professionals to run their law office efficiently, from anywhere at anytime. Equipped with a unique automated feature and time-tracking capability, Jarvis Legal enables lawyers to manage their time-tracking, clients, documents, cases, tasks, emails, calendars, billing, accounting, and reporting in a seamless manner. Other key features include collaborative editing, conflict management, trust accounting, and more.Starting Price: $35.00/month/user -
34
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. -
35
ClientFol.io
Mindful Guidance
Revolutionize your coaching experience with ClientFol.io, the ultimate feature-rich, benefit-oriented coaching software: 1. Efficiency Maximization: Consolidate all tasks in one browser tab to reduce admin time drastically. 2. Boost Your Reputation: Harness the power of better testimonials to elevate your authority in the coaching field. 3. Precision Goal Management: With advanced goal tracking, reporting, and accountability measures for each client, make your coaching process more effective and impactful. 4. Streamline Team Management: This software makes life a breeze if you're juggling multiple coaches. 5. Grow your practice with unrestricted client and session additions. 6. Comprehensive Session Documentation: Maintain unlimited session notes and assign homework without worrying about hitting a limit. 7. Send your invoices directly from ClientFol.io with recurring or single payments. Plus, ClientFol.io offers a Client Portal for easy direct access.Starting Price: $29.97 per month -
36
TaxWorkFlow
TaxWorkFlow
TaxWorkFlow is an affordable, comprehensive tax and accounting practice management solution that enables firms to use one software application to increase the profitability and productivity of their tax and accounting workflow while also streamlining and increasing the effectiveness of firm operations, including internal and client-facing communications. TaxWorkFlow will enable your employees work as a team remotely and still be in the loop without losing productivity. TaxWorkFlow will help you organize client contacts, documents, emails, notes, tasks, projects, and billings for each client, providing you with an immediate snapshot of your client status, pending tasks and problems, and historical records, no matter where you are. You can also simplify document exchange with your clients by using the TaxWorkFlow’s client portal, so you can keep your business running from anywhere without the need of meeting your staff or clients in person. -
37
AcuroVet
AcuroVet
AcuroVet revolutionizes veterinary practice management with its advanced, cloud-based software tailored for clinics of all sizes, from small mobile practices to large animal hospitals. Our all-in-one platform includes online booking, a dedicated pet parent app, and telemedicine, offering a seamless experience. Enhance your practice with image-based forms, wellness plans, comprehensive reporting, and robust inventory management. AcuroVet also features customizable reports and tablet apps that work offline, ensuring uninterrupted service. Designed for comprehensive care of small, mid, and large animals, and ideal for holistic medicine practitioners. Elevate your practice with AcuroVet's innovative approach and discover new heights in patient care and operational efficiency.Starting Price: 0 -
38
AssetMark
AssetMark
As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. As wealth expands, technologies and investment options become more complex. Clients will expect more from you, don't let your clients outgrow you. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, and administrative tasks, and more time on your clients. AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly to customize your solutions. -
39
BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
40
Winbiz
FIDUCIAL WINBIZ SA
Created in 1992, Winbiz offers a comprehensive software solution dedicated to Swiss SMEs and micro-enterprises. It integrates accounting, invoicing, payroll management, inventory, and other essential functions, all within an all-in-one platform. This solution meets the needs of businesses across all sectors, ensuring structured, reliable management that complies with Swiss requirements. Over 50,000 clients and 1,000 fiduciary and IT partners in Switzerland have already trusted Winbiz, which boasts the largest network of local partners. Customer support, based in Switzerland, provides high-quality assistance and fast responsiveness for local entrepreneurs. With over 30 years of expertise, Winbiz is a recognized standard in Switzerland, supporting the local business environment and offering practical tools for efficient administrative management. Our software is specifically designed for SMEs and micro-enterprises, providing each business with a solid foundation for optimal managementStarting Price: 72 CHF/user -
41
Deltek Maconomy
Deltek
Power your professional services enterprise with the industry’s leading ERP software – Deltek Maconomy. The modern and intuitive software delivers the business agility, transparency and control you need to run your company and meet your needs both today and into the future. Get visibility into resources, work and financial results across the entire enterprise. Respond to new business, scope changes, client demands and expanded service offerings. Get deep insight into clients, resources, projects, workflow processes and results. Maconomy is a financial management solution that provides deep financial insight so that you can see profitability for your firm, project or client. Attract and retain high performers with the right mix of compensation, benefits and career opportunities and maximize their contribution to your company's success. -
42
Hubly
Hubly
Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.Starting Price: $75 per month -
43
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 -
44
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 -
45
QX PracticePro
QX Global
QX PracticePro liberates accountants from the burden of juggling multiple software by integrating them into a collaborative cloud-based platform. This one-stop solution empowers accountants to quickly onboard clients, meet regulatory compliance, seamlessly transition data between software, and effortlessly handle compliance functions. QX PracticePro is designed specifically with the needs of CPAs and accounting professionals in mind. With QX PracticePro, you’ll be able to streamline your work processes, increase your efficiency, and provide even better service to your clients. We research and recommend the best applications stack to meet your practice goals. QX PracticePro is packed with features that will make your job easier than ever before. -
46
STEL Order
STEL Solutions
STEL Order provides you with an exclusive Field Services module and is ideal for freelancers and companies that provide on-the-go services. It allows you to manage your sales, assets, projects and everything related to maintenance. Thanks to its total mobility, freelancers, SMEs and companies engaged in the representation, sale and distribution of products or services find in STEL Order an ideal commercial management program to optimize the resources of your business wherever you are. Professional services companies, consultants, engineers, IT companies, manufacturing companies, designers and marketing agencies are some of the sectors that use STEL Order as their online and mobile billing and management software. Ideal for small businesses that want to control their stock in real time and automate their orders to suppliers. Streamline customer service tasks by applying personalized promotions and offers to your clients. Update the price of your products automatically.Starting Price: $23 per user per month -
47
Caseroads
QbitEdge
Caseroads.com, a feature rich cloud-based practice management service that costs up to 70% less than other providers. It is designed to be incredibly easy to use and allows you to securely work from anywhere. You get all the functionality you need for one low price per user. Take your firm to the next level, work smarter, improve operations, and get paid faster. Let us help you get started with a risk free, 30-day no cost trial. Caseroads enables you to manage a larger case load more efficiently. It keeps you abreast of all critical tasks, events and deadlines. It enables you to track and understand the status of each matter. It provides insight into how your firm is operating and simplifies managing a larger client base through improved scheduling, intake and conflict management. Caseroads reduces the effort to on-board clients, access and track cases, store and find client or matter documents and capture case activities.Starting Price: $35 per user per month -
48
GrowthCast
GrowthCast
Your business is unique, and we know that your challenges are too. During a complimentary 30-minute consultation, we will listen to your concerns and ask the right questions to offer practical advice and create a realistic strategy to help you achieve your goals. This self-paced, modular course can help you learn the basics of running a financially healthy company. We include lots of downloadable tools, reference sources, and live group coaching so you can get the most out of the course, and put into practice what you have learned in real time. We’ve worked with countless businesses. I’ve seen the common struggles. Our CFO services are tiered to your needs and offer different levels of business analysis, financial management, ongoing personal consultation and support. The Moneymaker’s Mindset digs deep into your attitudes and beliefs about money and explores how this impacts your leadership style and decision making.Starting Price: $27 per month -
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SQUAVA
Squava
SQUAVA is a simple, all-in-one, time tracking, project management, invoicing, accounting, and forecasting software for your professional service firm. It brings all your critical business day-to-day operations into one online, out-of-the-box software. SQUAVA's smart workflows and features expedite the daily tasks so you can focus on critical efforts which build your business and make you money. Real-time backlog reporting and project profitability intelligence will help you answer tough questions like – do I need to hire, when should I hire, do I have enough work, and which jobs make money. Our single, simple pricing plan scales with your business and easily pays for itself with the time and money you’ll save. We also onboard and train our customers for free to eliminate any up-front costs and you pay month-to-month, just like your cash flows. SQUAVA is the software you've been looking for to run your firm... It's amazing!Starting Price: $40/user/month -
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Mapcel TMS
Mapcel
Know our solutions. Mapcel-field. Ideal for engineering and technical crews. Map-col. Ideal for debt collectors and collectors. Mapcel-sales. Ideal for salespeople and promotion teams. Ideal for drivers and delivery men. We are a Telcel certified integrator. We are part of the portfolio of technological solutions that are integrated into Telcel's commercial offer for its corporate and business clients. In region 9 (Mexico City) we are the # 1 mobile productivity integrator in sales. Process maturity model that contains the best practices in the industry for the development, maintenance, acquisition and operation of technological products and services. CMMI SVC specializes in service provider organizations in establishing, managing, and delivering successful services. All our implementations include these practices in order to guarantee the expectations and satisfaction of our clients. Available for android devices.Starting Price: $30 per user, per month
