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Document Management Software with Accounting (2026)

Last updated: April 2026

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81 software options

Square 9 logo

Square 9

Content, contract and document management system

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Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

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CosmoLex logo

CosmoLex

Web-based legal practice management & accounting software

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CosmoLex is a comprehensive legal practice management solution that assists with master case management, billing, accounting, and more. Its trust accounting and compliance management tools ensure firms stay compliant. Automated workflows, matter templates, secure document management, customizable scheduling tools, and comprehensive reporting capabilities provide law firms with a centralized hub to manage their practice.

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Suralink logo

Suralink

Request List Management + Workpaper Preparation and Review

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Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient.

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Countable logo

Countable

Streamline compliance with AI-powered automation.

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Countable is a cloud-based working paper automation platform that enables accountants to integrate accounting software, automate engagements, and centralize workflows. Crafted by CPAs to address the specific needs of the accounting industry, the platform continually evolves to ensure relevance and precision in every update.

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Easybox logo

Easybox

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Cloud-based invoicing solution

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Easybox is a flexible ERP service that allows companies to manage people, finances and their support chains. By simplifying and automating their processes, entrepreneurs can reduce costs and increase income. In addition, Easybox provides extensive training and unparalleled service.

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Lexicon logo

Lexicon

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All-in-one practice management software and service solution

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Lexicon’s Document Management System is a fully integrated solution that enables law firms of all sizes and practice areas to manage their entire practice on one comprehensive platform without ever paying for a third-party DMS again.

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Cegid PHC GO logo

Cegid PHC GO

Online business management solution in Portuguese

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Integrated Document Management

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TeamWox logo

TeamWox

Online groupware and collaboration software

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TeamWox is a web-based collaboration software with HRM, Task and Document Management, CRM, Service Desk and IP PBX suits in 30 languages.

Using this groupware, it is possible to build up an effective teamwork and speed up management decision-making based on timely and reliable information. Moreover, the TeamWox system allows to increase the efficiency of the working team and its productivity, as well as reduce expenses of the entire business.

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Contentverse logo

Contentverse

Simple, secure document management for everyone

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Contentverse is a secure, versatile, fully-featured enterprise content management solution. 128-bit encryption. DocuSign integration. On-premise and/or cloud implementation. With a robust indexing module that can detect text, barcodes, and QR codes on scanned pages as searchable metadata.

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SY by Cegedim logo

SY by Cegedim

Digitize your documents and business processes

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With SY by Cegedim, digitize order-to-cash and procure-to-pay processes to increase productivity and collaborate easily with customers and suppliers. SY is a secured SaaS solution, hosted in the Cloud on French servers and available in 7 languages.

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CADDi Drawer logo

CADDi Drawer

Focus on what you do best - innovate and grow.

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CADDi Drawer is an AI-driven drawing management technology designed specifically for the manufacturing industry.
http://drawer.caddi.com/

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RamBase logo

RamBase

ERP software for the manufacturing and wholesale industry

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RamBase is an enterprise resource planning (ERP) solution that helps businesses manage processes related to accounting, invoicing, purchasing, sales, and quality assurance, among other operations. It enables staff members to manage general ledger, account receivables, budgeting, and taxes.

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iSite Lite logo

iSite Lite

Web-based real estate property and asset management software

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iSite covers property, assets, facilities, projects, and programs management and combines data to deliver real-time insights. Key features include CRM, billing & invoicing, data capture & management, referral & activity tracking, client & task management, tenant portal & tracking, file sharing, and more.

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i3 Public Sector logo

i3 Public Sector

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Unified solution for government organizations

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i3 Public Sector is a cloud-based solution that helps various public organizations manage transportation, collections, utilities, court cases, and other operations. The application allows users to view and monitor their projects and track performance and tasks via a unified portal.

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Flowers logo

Flowers

Workflow automation and resource management software

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Flowers is an all-in-one workflow automation and resource management solution designed to streamline operations, reduce costs, and provide unparalleled visibility. Build custom workflows, manage resources, and gain real-time insights to revolutionize your business processes with ease and flexibility.

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Hubdoc logo

Hubdoc

Import, archive and export financial documents in one place

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Hubdoc automatically collects financial documents securely within the cloud, syncing data from invoices, receipts and statements between accounting apps

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JobRouter logo

JobRouter

Automate business processes with low-code

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JobRouter is a digital process automation platform that helps businesses manage workflows, electronic forms, document handling, and more. It provides a centralized platform for seamless integration across all systems and departments within your company. It allows users to customize and scale the platform according to their specific needs.

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Neat logo

Neat

Easy-to-use bookkeeping automation for small business

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Neat is your all-in-one small business accounting and bookkeeping software that replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Try for free today!

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ENSPACE logo

ENSPACE

Work made simple

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ENSPACE is a no-code SaaS platform that helps Legal, HR, Finance, and Operations teams digitize and automate complex workflows, reduce manual work, and gain full control and visibility—without relying on IT or using multiple disconnected tools.

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Ideals Virtual Data Room logo

Ideals Virtual Data Room

Secure and effortless document sharing and confidential comm

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Ideals is the highest ranked virtual data room provider for secure, real-time, effortless file sharing in transactions requiring a safe and secure exchange of confidential information such as M&A, fundraising, clinical trials, and IPOs.

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AuditDashboard logo

AuditDashboard

Manage engagements, exchange files & stay organized.

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AuditDashboard helps accounting firms and their clients standardize the process for exchanging information during complex tax, audit, review, or consolidation engagements.

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Teamogy logo

Teamogy

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Lexzur logo

Lexzur

Enterprise Capabilities End-to-End

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Lexzur is an AI solution for contract & matter workflow automation—built for any team.

It combines two robust modules:
Contra by Lexzur: AI contract lifecycle management and document automation
Practice by Lexzur: AI legal practice management solution

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WorldView logo

WorldView

Streamline document and data processing in your day-to-day.

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WorldView's document management software and services provide specialized solutions to increase your office productivity. Across your entire organization you'll experience increased efficiencies, assured compliance and reduced operating expenses.

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HoudiniESQ logo

HoudiniESQ

Cloud or on-premise legal practice management software

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The most cost effective way to manage your legal practice from anywhere. HoudiniEsq is one integrated suite of tools that streamlines workflow, increases productivity, helps you to provide better service, and helps build your practice. All with scalable Web-accessibility at its core.

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