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Accounting Software with Client Portal
Last updated: December 2024
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Key Features of Accounting Software
Based on GetApp's analysis of 7363 verified reviews collected between July, 2021 and August, 2024
- Income & Balance Sheet: Reviewers appreciate the comprehensive financial insights, customizable reporting, and real-time updates, aiding in effective financial management and decision-making. 96% of reviewers rated this feature as important or highly important.
- Financial Reporting: Users highlight customizable, real-time reports that provide detailed financial insights, helping in decision-making and performance evaluation. 94% of reviewers rated this feature as important or highly important.
- General Ledger: Reviewers value the detailed tracking of financial transactions, customizable account settings, and integration with other modules for comprehensive financial management. 91% of reviewers rated this feature as important or highly important.
- Billing & Invoicing: Users highlight the ease of creating, customizing, and automating invoices, improving cash flow and client payment tracking. 90% of reviewers rated this feature as important or highly important.
- Bank Reconciliation: Reviewers appreciate the automation, accuracy, and ease of reconciling bank transactions, helping maintain accurate financial records. 89% of reviewers rated this feature as important or highly important.
- Expense Tracking: Users value the detailed categorization, real-time tracking, and reporting of expenses, aiding in budget management and financial planning. 88% of reviewers rated this feature as important or highly important.
110 software options
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NetSuite provides organizations with an integrated system helps them run their business. More than 40,000 organizations around the world use NetSuite to more easily grow and adapt to change.
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Zoho Books is an online accounting software designed to streamline back office operations, automate workflows, and allow secure collaboration with accountants
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SurePoint® empowers law firms to maximize financial performance and profitability with streamlined workflows and market-leading accounting capabilities.
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Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.
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Save time and streamline your operations with Aplos, a powerful financial software suite for nonprofits and faith-based organizations. Get true fund accounting, financial reporting, donor and member management, giving tools, and much more.
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Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal.
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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.
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Stax Bill simplifies the complexities of subscription billing by automating manual accounting, financial processes, and workflows. As the leading subscription management and recurring billing platform, Stax Bill provides the agility to reduce churn, increase revenue, and maintain a competitive edge.
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Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business.
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BigTime helps reduce operational costs, align talent to projects, accelerate payments, and enable decision-making. With 20+ years of experience, BigTime can get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges and scale with you tomorrow.
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CosmoLex is the ONLY Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks Required).
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Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget
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Acumatica Cloud ERP provides the best business management solution for small and midmarket organizations to transform their company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use.
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QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.
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TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.
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FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting and more time doing what you love.
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Zoho Invoice is a 100% free, online invoicing software for freelancers and small to medium enterprises (SMEs). It helps you craft professional invoices, send payment reminders, and get paid faster online.
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Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.
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QuickBooks Online Advanced is a web-based accounting & business management solution which enables small businesses to track sales, inventory, financial accounts & payroll from a single dashboard
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BQE CORE makes it easier and more profitable to run professional services firms. It organizes information, automates repetitive tasks and allows your firm to spend more time providing service to your clients instead of managing internal processes.
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Bright offers a suite of industry-leading software solutions for accountants, bookkeepers and SMEs across the UK and Ireland.
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Suralink is a workflow management solution, which helps accounting firms streamline processes related to managing provided by client (PBC) lists, audits, document transfers, and more. The drag-and-drop functionality allows users to add files into the PBC lists and link them to client requests.
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Replicon is a project time and cost tracking platform designed to help businesses accurately bill clients & contractors. Features include real-time project updates, GPS time tracking, configurable data validation, invoicing, multi-currency billing, productivity dashboards, and advanced analytics.
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SaasAnt Transactions is an accounting and data entry software that helps businesses bulk import, export, and delete transactions in Quickbooks Desktop from within a unified platform. It allows staff members to maintain an audit history of all imported and deleted transactions.
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