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Accounting Practice Management
Page 2

Accounting Practice Management Software with Messaging (2026) - Page 2

Last updated: April 2026

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Features

Messaging

Task Management(35)

Client Portal(32)

Reminders(34)

Access Controls/Permissions(23)

Integrated with

Microsoft Outlook(10)

Gmail(10)

Lacerte Tax(4)

Microsoft Excel(7)

QuickBooks Online(14)

QuickBooks Online Advanced(8)

Stripe(8)

Xero(15)

Zapier(15)

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Free(6)

Open Source(0)

Free Trial(27)

One Time License(2)

Subscription(32)

Devices supported

Mac(10)

iPad(18)

Android(18)

Linux(7)

Web-based(39)

iPhone(18)

Windows(15)

Organization types

Small Business(38)

Non Profit(11)

Large Enterprises(24)

Public Administrations(9)

Freelancers(32)

Mid Size Business(32)

User rating

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39 software options

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Pennylane

4.2

(14)

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

All-in-one platform for finances, accounting, and banking

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Pennylane revolutionizes practice management with a collaborative platform connecting accountants and clients in real-time.

With AI-powered assistance, automated data collection, and integrated communication tools, it enables accounting firms to scale while delivering superior service.

AFAS Software

4.2

(9)

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

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.

Elephant

5.0

(4)

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

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.

CCH iFirm

4.0

(9)

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

Integrated cloud-based software for accounting firms

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CCH iFirm is a cloud-native suite of integrated software to help run an efficient and profitable accounting practice.

With integrated tools for better practice management, compliance and client collaboration, our software is used by accounting firms across Canada, United Kingdom, India, Australia,

TeamSystem Enterprise

3.5

(15)

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

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.

CA Office Automation

3.7

(10)

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

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.

Tidyflow

4.7

(3)

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

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.

PracticePro 365

(0)

The Best All-in-One Practice Management Software

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PracticePro 365 is a unitized cloud practice management software with nine core features that run your firm, an all-in-one platform topped off with real-time visual dashboards.

Koho PSA

(0)

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.

Practive

(0)

Practice Ko Banaye Smar, Practive Ke Saath!

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Practive is Office and Practice management software for Chartered Accountants and Tax Practitioners.

Acounta

(0)

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.

Levvy

(0)

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.

Zoho Practice

(0)

Accounting practice management solution

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Zoho Practice is a comprehensive practice management solution designed specifically for accounting firms. The platform offers centralized client management capabilities that allow firms to onboard new clients, import existing client data, and maintain detailed records of client information. The centralized approach enables accounting professionals to cultivate extended client relationships through a unified platform that keeps all relevant information accessible and organized.

Zoho Practice

(0)

Accounting practice management solution

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