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Accounting Practice Management Software with Document Management (2026)

Last updated: February 2026

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Why is document management important for accounting practice management software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Document management centralizes client files, enhances security, and streamlines collaboration. It enables easy document sharing, editing, and organization, reducing administrative tasks and improving client communication. Of the 379 reviewers who rated document management, 91% rated this feature as important or highly important.

Key features of accounting practice management software based on insights from 1135 verified reviews

Workflow Management: Users value customizable workflows that track client progress, automate tasks, and improve team coordination efficiently. 96% of reviewers rated this feature as important or highly important.
Task Management: Reviewers appreciate the ability to create, assign, and track tasks with customizable options, ensuring nothing falls through the cracks. 94% of reviewers rated this feature as important or highly important.
Client Portal: Clients and users highlight secure document exchange, e-signatures, and organized communication, making interactions more efficient. 93% of reviewers rated this feature as important or highly important.
Client Management: Users emphasize centralized client information, customizable fields, and integrated communication tools for efficient client handling. 93% of reviewers rated this feature as important or highly important.
Due Date Tracking: Reviewers find due date tracking crucial for managing deadlines, setting reminders, and ensuring timely project completion. 91% of reviewers rated this feature as important or highly important.