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Top Rated Accounting Practice Management Software with Customizable templates - Page 2

Last updated: October 2026

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84 software options

AccountGroove logo

Smart proposal & billing software

AccountGroove is a smart proposal and billing software. It helps accounting practices win clients, automate billing, and get paid faster all in one platform. AccountGroove streamlines engagement letters, invoices, and payments while integrating with popular accounting tools.

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Capium logo

Accounting platform for payroll specialists & bookkeepers

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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Fintura logo

Automation for accounting and finance teams

Fintura is a workflow automation platform for accounting firms and finance teams in South Africa. It integrates with the CIPC registry to automate compliance, manage client engagements, and handle billing. Features include bulk entity imports, automated CIPC submissions, beneficial ownership tracking with organograms, time tracking, task management via Kanban boards, and integration with accounting software like Xero, Sage, and QuickBooks.

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SeQwens logo

AI-Powered Precision for Tax & Accounting Pros

SeQwens is an all-in-one, AI-powered practice management platform built specifically for tax and accounting professionals. Streamline client intake, document collection, team workflows, and secure messaging in a single IRS-compliant system that scales from solo preparers to multi-office firms.

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Elephant logo

Practice management for accounting firms

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

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ProBuilt SMB logo

Accounting CRM ERP Business Management

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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Tidyflow logo

Practice management software for growing accounting firms.

Practice management for growing accounting firms: jobs, client requests, documents, billing, e-signatures, email, reporting, and follow-up.

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Docusoft CloudFiler logo

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.

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IFRS 16 logo

Accurate IFRS 16 lease accounting with automated calculation

Simplify IFRS 16 lease accounting with accurate calculations, audit-ready reports, and structured, secure management of lease data.

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PraxisMS logo

Modular time tracking and job costing platform

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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Avise logo

Business performance management software

Avise is a project management software that provides automation, collaboration, and centralization of the team's processes. By combining close checklists, amortization & depreciation schedules, flux analysis, and consolidation with client GL-level data, Avise aligns the work of the team across clients within one system, increasing capacity to deliver on-time, premium services.

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TaxCalc logo

Tax practice management tool for accountants & tax advisors

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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IRIS Accountancy Suite logo

Connected accounting, tax and practice management software

IRIS Accountancy Suite combines accounts production, tax, compliance and practice management in a connected platform. Firms gain greater visibility across workflows, reduce administrative effort and manage regulatory requirements through a shared client database and integrated tools.

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Athena Workflow logo

Accounting practice management software.

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

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Auditors Desk logo

Digital audit solution for chartered accountants

Auditors Desk is a cloud-based end-to-end audit platform that helps auditing firms and audit teams perform more efficient financial audits and reviews.

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CPA Buddy logo

CPA Buddy AI is an all-in-one portal for CPAs, accountants,

CPA Buddy AI is an AI-powered practice management portal built exclusively for CPAs, accountants, and bookkeepers.

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pryme Matters logo

All-in-one matter management software for law firms

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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Auntbird logo

Practice management platform for accounting firms

AuntBird is cloud-based accounting practice management software designed for CPA firms, accounting firms, tax professionals, and bookkeepers. The platform includes time tracking with timers and manual entries, recurring work management, billing and invoicing capabilities, work-in-progress reporting, and employee goal tracking. It features a client portal for secure document sharing, payment tracking, engagement management, and practice analytics to monitor utilization and profitability.

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StudioPlan logo

Billing, document management, and time tracking platform

Studio Plan helps firms, accountants and labor consultants manage finances and projects including contacts, billing rates, timesheets, and invoices. Users can use the web-based tool to customize their website for each client.

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CMap logo

Operations and Intelligence platform

Trusted by 750+ firms, CMap combines CRM, projects, resourcing, billing and reporting in one easy-to-use platform.

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ApprovalMax logo

Robust financial controls made easy

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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XBert logo

Audit and workflow management for accounting professionals

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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Leapfin  logo

Produce transaction-level, GAAP-compliant, accurate reports


Digital brands that are expanding quickly want speedier, auditable, GAAP-compliant revenue data for each transaction.

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HighRadius Accounts Receivable logo

Autonomous Receivables Solution for office of CFO

Agentic AI platform for CFOs integrating 180+ agents to automate Order-to-Cash, AP, Treasury & Financial Close.

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Actionstep Legal Accounting logo

Purpose-Built Legal Accounting. Complete Financial Control.

Actionstep Legal Accounting is a cloud-based financial management solution for midsize law firms. Manage legal accounting, trust accounts, time tracking, billing, payments, and financial reporting in one platform with built-in financial controls and integrations.

Read more about Actionstep Legal Accounting

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