Acounta - 2025 Pricing, Features, Reviews & Alternatives

Acounta is a complete, cloud-based practice management solution designed to streamline every aspect of operations for tax, accounting, and bookkeeping firms, including CPA’s and EA’s. From client onboarding and document management to invoicing and communication, Acounta brings all essential tools into one centralized platform, making your firm’s operations more efficient and effective.

With Acounta, firm owners and team members can easily access and manage every part of their practice from a single, unified system. The platform offers powerful capabilities for Workflow Automation, Client Relationship Management (CRM), Document Storage and Automation, Task and Project Management, Billing and Invoicing, Communication Tools, Time Tracking, Scheduling and so much more. With Acounta’s intuitive tools, you can track projects, manage deadlines, and keep up with client communications—all in one place.

Built-in templates simplify processes for tax returns, bookkeeping, payroll, and other accounting functions, while robust PDF tools enable annotation, highlighting, and updates to fillable forms. Additionally, Acounta supports seamless team collaboration with task assignments, notifications, and scheduling, so your firm can stay connected and organized.

Integrations are a cornerstone of Acounta’s flexibility. The platform connects with popular third-party applications, including QuickBooks, Google Workspace, Microsoft Outlook, Stripe, and many other essential tools to enhance your team’s workflow and efficiency. This compatibility allows firms to keep their preferred systems while benefiting from Acounta’s centralized management.

Acounta’s suite of Client Engagement Tools includes features for proposals, engagement letters, secure e-signatures, and secure messaging, ensuring efficient client interactions and a smooth intake process. For Financial Management, Acounta offers capabilities for tracking billable hours, managing payments, and revenue tracking, providing full visibility into your firm’s performance.

Security is a top priority for Acounta, with robust, industry-leading protections to ensure all client data is securely stored in the cloud. Acounta adheres to stringent security standards, including continuous monitoring and data encryption, giving firms peace of mind about data integrity.

The Client Portal is a secure and easy to use space for your clients to communicate, upload documents, sign documents, schedule appointments, pay invoices on the go. Notifications and messaging features keep you and your clients connected, even outside the office, ensuring your clients receive timely responses and updates.

Acounta’s pricing is flexible and based on monthly or annual subscription plans, designed to suit firms of various sizes. Plus, our dedicated support team is here to assist you via phone, email, live chat, and an extensive online resource center. Schedule a live demo or take advantage of a 30-day free trial to experience Acounta’s full capabilities and see firsthand how it can transform your firm’s operations.

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