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Accounting Practice Management
Electronic signature capture

Accounting Practice Management Software with Electronic Signature (2026)

Last updated: April 2026

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Features

Task Management(13)

Client Portal(13)

Reminders(14)

Access Controls/Permissions(13)

Accounting(13)

Integrated with

Microsoft Outlook(5)

Gmail(3)

Lacerte Tax(2)

Microsoft Excel(5)

QuickBooks Online(6)

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QuickBooks Enterprise

4.5

(20.6K)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Enterprise accounting, FSM and inventory management solution

QuickBooks Desktop Enterprise is an accounting software for small businesses which provides users with real-time access to customer, employee, and vendor information. The software includes tools for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting, and more.

Read more about QuickBooks Enterprise

Users also considered

Suralink

4.7

(400)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Request List Management + Workpaper Preparation and Review

Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient.

Read more about Suralink

Users also considered

Canopy

4.5

(285)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Practice management software for accounting firms

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.

Read more about Canopy

Users also considered

vcita

4.5

(291)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Appointment scheduling and reminder solution

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.

Read more about vcita

Users also considered

Ignition

4.7

(151)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Sell, bill and get paid in one platform.

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

Read more about Ignition

Users also considered

Fieldguide

4.7

(42)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI Platform for Advisory and Audit

Fieldguide's AI Platform for Advisory and Audit is built for practitioners by practitioners. The AI-powered software helps clients and teams streamline any type of engagement, including SOC 2, PCI, HITRUST, and more.

Read more about Fieldguide

Users also considered

Assembly

4.8

(35)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The new standard for modern service businesses.

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

Read more about Assembly

Users also considered

Biller Genie

4.8

(26)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Automated. Integrated. Simplified.

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.

Read more about Biller Genie

Users also considered

Mango Practice Management

3.8

(60)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Everything accountants need, all in one place.

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.

Read more about Mango Practice Management

Users also considered

Fatture in Cloud

3.7

(59)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Invoicing software

The invoicing software that helps you manage your business. Fatture in Cloud includes e-invoicing, quotes, payments, reports on business performance, and more.

Read more about Fatture in Cloud

Users also considered

Docusoft CloudFiler

4.7

(12)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based document and collaboration management software

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.

Read more about Docusoft CloudFiler

Users also considered

Doc.It Suite

4.0

(24)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Document and workflow management solution

Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments.

Read more about Doc.It Suite

Users also considered

Contentverse

4.1

(19)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simple, secure document management for everyone

Contentverse is a secure, versatile, fully-featured enterprise content management solution. 128-bit encryption. DocuSign integration. On-premise and/or cloud implementation. With a robust indexing module that can detect text, barcodes, and QR codes on scanned pages as searchable metadata.

Read more about Contentverse

Users also considered

MyDocSafe

3.8

(26)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Your all-in-1 e-sign, client portal and workflow platform.

MyDocSafe is a secure platform for e-signatures, client data rooms, onboarding, and workflow automation. Replace email and paperwork with branded portals to collect forms, signatures, and payments — all compliant, auditable, and designed for accountants, lawyers, and professional firms.

Read more about MyDocSafe

Users also considered

AFAS Software

4.2

(9)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Human resources, payroll, and finance management

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.

Read more about AFAS Software

Users also considered

Related categories

Accounts Payable

Accounts Receivable

Billing and Invoicing

Financial Reporting

Workflow Management

Financial Management

Tax Practice Management

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