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Accounting Practice Management Software with Appointment Management (2026)

Last updated: April 2026

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21 software options

Acuity Scheduling logo

Online appointment scheduling software and assistant

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Let your clients book appointments, classes, or packages, fill out intake forms, add appointments to their calendar, receive confirmation and reminder notifications, and reschedule, cancel, and pay for appointments automatically—zero hula dancing, email ping-pong, or phone tag required.

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TaxDome logo
Category Leaders

Tax practice management software for bookkeepers and CPAs

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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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Canopy logo

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.

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Karbon logo

Accounting practice management software for leading firms

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Karbon is the #1-ranked premium accounting practice management platform, helping firms of all sizes increase productivity and scale efficiently.

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vcita logo

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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TPS Cloud Axis logo
Category Leaders

Practice management software designed for accountants

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TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling.

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OfficeTools logo

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.

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InfoFlo logo

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.

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Basil logo

Cloud-based accounting practice management software

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Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently.

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HandiSoft logo

Optimise your accounting practice with Access HanidSoft

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A complete suite of powerful practice tools for Accountants and Tax Agents of all sizes, purpose built to maximise productivity through streamlined processes and access to tools to run the entire practice with anywhere anytime access.

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Assembly logo

The new standard for modern service businesses.

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Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you.

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QuickBooks Online Accountant logo

Accounting Practice Management from Quickbooks

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QuickBooks Online Accountant is a complete accounting practice management solution that assists accounting firms with attracting new clients, tracking all clients and work, and access clients’ QuickBooks Online information.

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Mango Practice Management logo

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.

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AFAS Software logo

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.

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TeamSystem Enterprise logo

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.

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CA Office Automation logo

Advanced ERP Software for Accounting firms.

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Smart ERP Software solution For CPA & Accounting Firms. That combined with lots of smart features that cover all software-related requirements of Accounting Firm.

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XREC Reconciliation logo

Reconciliation solution for all industries and sizes

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CALIXYS and its XREC Reconciliation Solution helps users take control of their data, minimize the risk and improve the efficiency of their day-to-day operations with high-level transparency and governance.

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Koho PSA logo

The versatile Accounting Practice Management Software.

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Koho PSA is an accounting practice management software that allows you to do your work in a versatile way while streamlining all your essential processes. We can easily customize the software to fit your company's needs so that you can reach success your way.

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Acounta logo

Work Incredibly

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Complete practice management platform tailored 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, creating operational efficiency.

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infinityONE logo

Practice management software for accounting firms

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infinityONE is a practice management solution designed for accounting and audit firms. The platform combines client management, job tracking, timesheets, resource allocation, and billing into a unified system. It includes AI-powered analytics, workflow automation, and features that support ISQM 1 compliance requirements.

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Levvy logo

Practice management software for professional services firms

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Experience workflow management built for ever-evolving client needs, not to-do lists. Designed specifically for professional services businesses from business management, HR, and accounting firms to marketing and PR agencies.

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