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Top Rated Accounting Practice Management Software with Client management - Page 2

Last updated: May 2026

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92 software options

Client Hub logo

Cloud-based accounting practice management software

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Client Hub is an accounting practice management software that helps your firm manage workflows, client communication, and document collection in one centralized system. Built for cloud based practices, it improves visibility, reduces follow up, and keeps work moving so you can focus on growth.

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Ignition logo

Sell, bill and get paid in one platform.

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Ignition automates proposals, billing, payments and workflows in a single AI-powered platform, empowering service-based businesses to sell, bill and get paid faster.

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uLawPractice logo

Manage What Matters, ANYWhere (Practice Mgmt & Legal Acc)

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uLawPractice is a practice management and legal accounting solution for sole practitioners, paralegals, and small law firms with invoicing & reporting features

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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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Pixie logo

Get your accounting practice running like clockwork.

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Pixie is a practice management software for accounting and bookkeeping firms that use it to centralise tasks, deadlines, documents and emails and automate workflows.

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Biller Genie logo

Automated. Integrated. Simplified.

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Biller Genie seamlessly connects to your accounting software and automatically sends invoices, reminders and past due notifications via email & paper mail. Your customers can pay invoices online via credit card, ACH or Apple Pay and payments are automatically closed in your accounting software.

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BigTime logo

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

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BigTime is a cloud-based platform for professional services firms to manage projects, time tracking, billing, and resource planning—powered by AI. With deep integrations and enterprise-grade security, BigTime helps teams move faster and scale with confidence.

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Fathom logo

Business intelligence and financial reporting solution

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Fathom helps accounting firms streamline client reporting, financial analysis, and advisory services. With automated reporting, KPI tracking, and multi-entity consolidation, accountants can deliver clear insights, forecast future performance, and provide strategic guidance in one solution.

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ApprovalMax logo

Robust financial controls made easy

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ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices.

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Envoice logo

Complete expense reporting and purchase management solution

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Envoice is a complete expense reporting and purchase management solution for small/medium-sized businesses and practices.

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Capium logo

Accounting platform for payroll specialists & bookkeepers

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Capium is a tax-compliant cloud-based accounting solution with data entry and corporate tax filing capabilities for filing UK taxes. It is a fully integrated suite of core accounting services, including bookkeeping, payroll, accounts production, corporation tax, self-assessment, practice management, anti-money laundering, and more.

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Indy logo

All in one application for freelancers !

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Online application that helps self-employed automate accounting, from expense tracking to tax filling and bank reconciliation.

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Elephant logo

Practice management for accounting firms

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Elephant is a cloud-based solution that will consolidate all your client and task information into one centralized platform.

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ProBuilt ERP logo

Accounting CRM ERP Business Management

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ProBuilt ERP offers a patent-pending ERP system built on Floating Forms and Data Stacking technologies. The platform integrates accounting, sales management, and operations management functionalities into a unified system. Companies can implement ProBuilt directly, license its technology for integration into existing applications, or utilize white-label options that replace multiple separate business tools.

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Clay logo

Financial and accounting automation platform

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Clay is a financial and accounting software platform that helps businesses automate bank reconciliations, generate financial reports, and centralize business information. The platform features automatic bank reconciliation, cash flow projections up to twelve months, client and vendor management, and automated accounting entries. It includes integrations with multiple banks, tax authorities, and ERP systems, along with an AI assistant for user support.

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Docusoft CloudFiler logo

Cloud-based document and collaboration management software

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Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save, amend, and collaborate on documents internally and with their outbound contacts.

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PraxisMS logo

Modular time tracking and job costing platform

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PraxisMS is a modular time tracking platform that allows users to track billable hours, manage payroll, and approve timesheets. The software includes one-click timers, manual time entry, billable versus non-billable tracking, and employee profile management with wage tracking and payroll report exports. It features manager approval workflows with auto-rejection rules and optional add-on modules for job costing and task management.

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TaxCalc logo

Tax practice management tool for accountants & tax advisors

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TaxCalc is a tax practice management solution designed to help accountants, tax advisors, and finance professionals manage clients, calculate tax returns, prepare financial statements, and more. It enables finance teams file clients’ tax returns, validate entries, and monitor due dates.

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BTCSoftware logo

Helping accountants succeed through software since 1999.

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BTCSoftware is perfect for accountants and finance professionals who need their software to easily handle their tax work and deadlines.

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Tidyflow logo

Streamlining Accounting Practice Management Effortlessly.

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Cloud-based platform aiding accountants in managing client projects, document security, team collaboration, and automating operational tasks.

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Athena Workflow logo

Accounting practice management software.

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Athena Workflow is a cloud-based accounting practice management software that helps companies automate, customize & simplify their accounting practice workflows.

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Intuit Practice Management logo

Practice management for tax professionals and CPAs

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Intuit Practice Management can assist businesses with managing and organizing all accounting work in one place. Intuit Practice Management offers powerful tools for complex returns and multiple preparers that allow you to manage everything from invoices to billing, so you can spend more time being productive instead of caught up in paperwork.

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pryme Matters logo

All-in-one matter management software for law firms

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pryme Matters is a cloud-based, all-in-one matter management software designed for law firms and accounting firms. Digitize your processes end-to-end: from intake assessment to revenue analysis. Automate your matter setup, time entry, matter invoicing, data reports and dashboards.

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Caseware logo

Data analysis and financial reporting software

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Caseware is a secure, end-to-end audit and assurance platform trusted by firms worldwide to deliver quality engagements.

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XBert logo

Audit and workflow management for accounting professionals

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XBert is the most comprehensive audit and productivity tool built for accountants and bookkeepers. The sophisticated AI Audit, coupled with clever task and workflow management tools will not only save you time, they'll help you streamline your processes and collaborate easily with clients.

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