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Tax Practice Management
Contact database

Tax Practice Management Software with Contact Database (2026)

Last updated: April 2026

Tax Practice Management Software Key Features

Based on 4312 user opinions, we identified 6 features that are important for any product in Tax Practice Management Software

Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Average user rating
4.7
Document Management
Store, manage, and track all electronic documents in a centralized location
Average user rating
4.6
Workflow Management
Create, design and manage workflows for repetitive tasks
Average user rating
4.5
Client Management
Manage contact details and communication with clients
Average user rating
4.6
Task Management
Create, manage and track all task activities and progression
Average user rating
4.5
Document Storage
Store and organize documents in a centralized system
Average user rating
4.6

All apps

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Features

Contact Database

Workflow Management(11)

Access Controls/Permissions(10)

Accounting(11)

Accounting Integration(9)

Integrated with

Lacerte Tax(4)

Zapier(3)

Pricing model

Free(1)

Open Source(0)

Free Trial(6)

One Time License(0)

Subscription(9)

Devices supported

Mac(5)

iPad(6)

Android(6)

Linux(4)

Web-based(11)

iPhone(6)

Windows(8)

Organization types

Small Business(12)

Non Profit(3)

Large Enterprises(10)

Public Administrations(3)

Freelancers(9)

Mid Size Business(10)

User rating

All Reviews

& up

(7)

& up

(10)

& up

(10)

12 software options

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BigTime

4.6

(658)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-powered scoping, project, time, and billing software

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BigTime is the AI-powered platform empowering professional services firms to scope, quote, and manage projects—from staffing and time tracking to billing and reporting. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

Canopy

4.5

(285)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Practice management software for accounting firms

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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 CRM with a secure client portal.

Firm360

4.7

(159)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Built for accountants by accountants to simplify your firm.

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Firm360 is the all-in-one platform built for accountants by accountants to simplify the work behind the workflow. From project management to client communication and billing, we help accounting firms operate with clarity, supported by expert training and responsive support.

OfficeTools

4.1

(196)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Run your tax and accounting practice from a single solution

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OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

InfoFlo

4.5

(96)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

HIPAA compaliant case management software

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

MYOB Business

3.9

(147)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Online accounting & payroll for every business

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MYOB Business is accounting software designed to help businesses of any size across Australia and New Zealand take care of GST, invoices, reporting, expenses & payroll (including Single Touch Payroll). Designed to save time, increase productivity, and stay up to date with ATO obligations.

Mango Practice Management

3.8

(60)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Everything accountants need, all in one place.

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Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

Read more about Mango Practice Management

Users also considered

Studio Plan

4.6

(11)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Billing, document management, and time tracking platform

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Studio Plan helps firms, accountants and labor consultants manage finances and projects including contacts, billing rates, timesheets, and invoices. Users can use the web-based tool to customize their website for each client.

AFAS Software

4.2

(9)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

TeamSystem Enterprise

3.5

(15)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

ERP platform for small to midsize businesses

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TeamSystem Enterprise is an enterprise resource planning (ERP) platform that optimizes and helps small to midsize businesses streamline workflows through guided configuration, centralized updates, and data security.

PracticePro 365

(0)

The Best All-in-One Practice Management Software

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PracticePro 365 is a unitized cloud practice management software with nine core features that run your firm, an all-in-one platform topped off with real-time visual dashboards.

ATOM

(0)

Tax practice and office management solution

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ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

Related categories

Accounting

551 apps

Billing and Invoicing

Accounting Practice Management

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