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Accounting Practice Management Software with Electronic Payments (2026)

Last updated: April 2026

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Key features of Accounting Practice Management Software

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

  • 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.
  • Document Management: Users like secure document storage, editing capabilities, and the ease of sharing files with clients in one integrated system. 91% of reviewers rated this feature as important or highly important.
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44 software options

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Practice management software for accounting firms

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Financial Cents is an accounting practice management software designed to help bookkeeping and accounting firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on a centralized platform.

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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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Accounting software for small businesses

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Sage Accounting is an accounting system for small business owners. It has features to help users forecast their cashflow, send and track invoices and act on real-time reporting. Users can manage their business from anywhere, at any time, from the cloud and with mobile functionality. Sage Accounting application is available for iOS and Android.

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Firm360 is the all-in-one platform built for accountants by accountants, combining project management, client communication, and billing in one place. We help firms streamline operations, save time, and deliver exceptional client service with expert training and ongoing white-glove support.

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TPS Cloud Axis logo
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Basil logo

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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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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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