Best Practice Management Software for Accountants
You’re juggling clients, deadlines, documents, and a never-ending stream of new requests. Somewhere between managing projects and keeping your team aligned, the admin work starts to take over.
That’s where practice management software for accountants steps in. The right tools bring order to your operations. With built-in automation and features like task management and capacity planning, practice management tools are designed to boost your productivity by taking low-value tasks off your plate, give you back time, and keep due dates on track.
Where should you start? We’ll walk you through the best platforms and explore standout features, real-world pros and cons, and how each can support your firm’s growth.
Whether you’re ready to upgrade your accounting workflow automation software or just want to streamline your day-to-day operations, you’ll find the perfect fit to simplify your work and strengthen your client relationships.
Why Practice Management Software is Essential for Accountants
Running an accounting firm means wearing a lot of hats: advisor, project manager, communicator, and sometimes even tech support. Project management is only part of it; it’s about managing everything that keeps your firm moving, from client communication and document management to billing and reporting.
That’s why practice management software has become a must-have for modern accounting firms. It brings automation, collaboration, and task tracking into one streamlined system so you can spend less time chasing updates and more time focusing on your clients.
Enhanced Efficiency and Accounting Workflow Management
Between client requests, looming deadlines, and endless follow-ups, even the most organized accounting team can get stretched thin. That’s where practice management software with built-in accounting workflow management tools make a difference.
By centralizing your firm’s tasks, deadlines, and client information, practice management software keeps everyone on the same page. Routine processes, like task assignments, approvals, and reminders, run automatically. That means your team can spend more time focusing on client service instead of administrative work.
With fewer bottlenecks and less manual effort required to see your projects clearly, practice management tools boost efficiency for more predictable workdays.
Streamlined Client Communication
Every accounting firm knows that miscommunication comes at a cost of lost time and trust, and sometimes clients. Accounting practice management tools often provide a centralized platform for messages, document sharing, and updates to ensure your clients always know what’s happening with their accounts.
Automation helps here, too: scheduled updates, shared dashboards, and quick-access client portals keep everyone informed without the endless back-and-forth. The clearer your communication, the stronger your client relationships.
Improved Capacity Planning
When tax season hits or project loads spike, capacity planning helps you handle the workload by ensuring every team member has the bandwidth needed to complete projects on time. With the right accounting firm management tools, you can see who’s overloaded, who’s available, and where to allocate resources before burnout sets in.
Whether you’re managing year-round bookkeeping or high-volume tax workflow management, the leading practice management platforms give you the visibility to balance workloads, forecast needs, and keep every client deadline on track.
Boosted Client Acquisition and Retention
Happy clients are a two-way win for your firm: they stick around and spread the word. When your firm runs efficiently, clients notice the difference in response time, accuracy, and service quality. With that kind of reputation, it becomes easier to attract new clients.
Practice management software supports that level of consistency by automating client communication, reminders, and updates. With these tools, you can deliver proactive service that keeps clients engaged and builds trust long after tax season.
Top 6 Practice Management Software for Accountants
Choosing the right practice management software can transform your firm’s efficiency and client experience. Different platforms offer their own unique mix of features and capabilities. Here are six of the best options on the market.
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Mango Practice Management
Mango Practice Management is a versatile platform built to simplify the way accounting firms work and scale with you as you grow. It’s designed to help you control projects, deadlines, time and billing, clients, and team tasks from one organized hub.
With features that manage every part of the engagement lifecycle, from project workflows and invoicing to file sharing and real-time client communication, Mango helps firms reduce manual work and keep projects moving smoothly.
Standout Features
- Built-in Client Portal: Mango's integrated client portal provides a secure and convenient platform for clients to access and manage their information.
- Seamless File Sharing and eSigning: Easily share documents with clients and obtain electronic signatures directly within the platform.
- Comprehensive Payment Processing: Simplify invoicing and payment collection with built-in payment processing capabilities.
- Centralized Document Management: Organize and store important documents in a secure, centralized location.
- Automated Workflow Management: Streamline routine task steps and reduce manual work.
- Time Tracking and Billing: Accurately track time spent on projects and generate professional invoices.
Pros
- User-friendly and straightforward with a minimal learning curve
- All-in-one tool that consolidates every core process within the firm
- Precise time and billing tools to prevent revenue loss
- Customized workflows for streamlined operations
- Capacity planning management to prevent team overwork
- Multiple tier options tailored to firms of various sizes and requirements
While Mango offers an extensive suite of features, new users may need a short adjustment period to explore everything it can do. Once familiar, teams typically find the platform intuitive and well worth the setup.
The Accountant’s Guide to Capacity Planning
Asses your current capacity, manage client expectations , and streamline the process with accounting project management software.
This guide is designed to help you achieve a more manageable workload year-round.
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Karbon
Karbon is practice management software with a focus on client collaboration and team communication. It combines email, task management, and workflow automation into one shared workspace.
While it can take some time to fully configure, its structured communication and workflow transparency can promote smoother operations and fewer missed details.
Standout Features
- Team Collaboration Tools: Facilitates teamwork and communication within your firm.
- Task Management: Assigns tasks, establishes deadlines, and monitors progress.
Pros
- Focus on client engagement
- Sleek and modern interface
- Effective team collaboration tools
Mango's Advantage
In addition to Karbon’s best features, Mango also provides comprehensive time tracking and billing features, making it a better choice for firms that require these functionalities.
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Practice CS
Practice CS is a cloud-based practice management solution designed for small to medium-sized accounting firms. It offers a streamlined approach to managing day-to-day tasks, client information, and financial reports.
Known for its reliability and deep integration with other Thomson Reuters products, Practice CS is a solid choice for firms already using that ecosystem. While its interface may feel more traditional compared to newer platforms, it delivers functionality and consistency for firms that value proven tools and established processes.
Standout Features
- Centralized Dashboard: A customizable dashboard provides a comprehensive overview of firm performance, staff projects, and client statuses.
- Automated Invoicing: Create and send electronic invoices, accept online payments, and accelerate cash flow.
Pros
- Adaptable reporting
- Scalable platform
- Integration with Thomson Reuter products
Firms report that the interface can feel clunky at times, along with a higher cost and more development support required for full implementation. This platform lacks design input from specialists familiar with an accountant's workflow.
Mango's Advantage
Mango is a practice management platform built by accountants, for accountants. It offers a more comprehensive feature set, including a comprehensive client portal, advanced time tracking with robust billing capabilities, and collaborative tools for seamless teamwork.
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TaxDome
TaxDome is a practice management software with a focus on secure online tax preparation and client collaboration. It emphasizes document storage and workflow automation for firms handling high volumes of returns or year-round tax support.
The platform includes features designed to streamline communication and reduce manual follow-up. While its feature set can take some time to customize to your firm’s workflow, TaxDome is a common choice for teams managing a mix of tax and accounting services.
Standout Features
- Tax Document Management: Organizes and securely stores tax-related documents.
- eSignature Capabilities: Allows for electronic signing of tax forms and other documents.
Pros
- Tax-specific functionality
- Secure client portal
- Electronic signature capabilities
While TaxDome is less suitable for firms offering a wider range of accounting services, firms that specialize in these areas find it a useful system to simplify filing and stay organized.
Mango's Advantage
Mango offers a broader feature set that caters to various accounting services beyond tax preparation. With features like secure document sharing, eSignatures, and integration with popular tax software, firms find Mango is a more holistic solution.
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Canopy
Canopy is a cloud-based practice management platform built for accounting firms that handle project-based and client-centric work. It brings together client management, workflow automation, document sharing, and billing in one system.
Canopy’s clean interface and intuitive tools make it easy for teams to stay organized and collaborate on complex engagements. While some advanced features may come at a higher price point, many firms appreciate Canopy’s modern design and flexibility as their operations grow.
Standout Features
- Project Time Tracking: Accurately tracks time spent on projects for accurate billing.
- Client Communication Templates: Streamlines communication with clients using pre-designed templates.
Pros
- Robust project management tools
- Collaboration tools
- Visual dashboards
Canopy is less suitable for firms with a high volume of recurring tasks. Customer feedback indicates that service quality can be inconsistent. With limited time and billing features, it is not an ideal solution for firms focused on detailed profitability analysis.
Mango's Advantage
Mango offers a balanced approach, catering to both project-based work and ongoing client management. With comprehensive time and billing capabilities, Mango provides in-depth visibility into staff utilization, realization rates, and profitability across clients and engagements. These insights empower firms to make smarter decisions that directly improve revenue and performance.
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Jetpack Workflow
Jetpack Workflow is a practice management software with a focus on automation and streamlining workflows. The software’s straightforward interface and quick setup appeal to smaller firms or teams just beginning to formalize their processes.
While Jetpack Workflow offers fewer advanced features than some all-in-one platforms, its simplicity, affordability, and strong automation tools make it a reliable solution for improving day-to-day efficiency.
Standout Features
- Email Automation: Integrates with email to automatically create new jobs or tasks from incoming emails.
- Job Templates: Create pre-defined job templates with checklists and tasks, ensuring consistency and reducing the need for repetitive setup for similar jobs.
Pros
- Workflow automation
- Customizable workflows
- Available integrations
This platform may require a higher level of technical expertise for advanced automation setups.
Mango's Advantage
Mango Practice Management strikes the ideal balance between automation and ease of use, offering advanced capabilities without the technical complexity. While Jetpack Workflow focuses heavily on task automation, Mango expands those efficiencies across the entire firm, combining intuitive workflows with powerful time, billing, and profitability insights that many automation-first platforms lack.
Key Features to Look for in Accounting Software
The best practice management software for accountants includes features that support your firm’s daily operations and long-term goals. Here are the core capabilities to evaluate when comparing your options:
- Integration with Accounting Software. Seamlessly integrate with your preferred accounting software to avoid double data entry and ensure accuracy.
- Built-In Document Management. Organize and store important documents in a secure, centralized location.
- Advanced Client Portal. Provide clients with a secure platform to access and manage their information.
- Payment Processing Capabilities. Simplify invoicing and payment collection with built-in payment processing features.
- Time Tracking and Billing. Accurately track time spent on projects and generate professional invoices.
- Task Management and Workflow Automation. Streamline routine tasks and improve efficiency.
- Reporting and Analytics. Create detailed reports to monitor performance and pinpoint areas for enhancement.
- Security and Data Privacy. Ensure that the software prioritizes data security to protect sensitive client information; aim for 256-bit encryption for full protection.
- Scalability. The software should be able to adapt to your firm's growth and changing needs with features like capacity planning and adjustable workflows.
The CPA’s Guide to Taking on More Clients
Ready to grow your firm without overwhelming your team? Get proven strategies to scale your client base with automated workflows, templates, and capacity planning strategies that help you expand.
Why Mango Practice Management Leads the Pack
With the right practice management software, your accounting firm can eliminate inefficiencies, improve communication, and grow profitably. Mango Practice Management offers the complete toolkit for firms ready to scale smarter.
Designed to simplify even the most detailed workflows, Mango combines advanced time tracking, efficient billing, and real-time profitability insights and stands out as the strongest practice management solution on the market.
Manage every aspect of your firm from one intuitive platform that saves your team hours every week while improving accuracy and visibility. You’ll always know which clients, projects, and services drive the greatest return to make smarter business decisions with confidence.
With U.S.-based support and weekly live training sessions, onboarding is seamless, and your team gets the hands-on help they need to succeed.
Don’t just manage your firm—grow it smarter. See how simplicity, scalability, and insight come together to transform the way accountants work. Start your free trial now.
Ready to find out more?
Don’t just manage your firm—grow it smarter. See how simplicity, scalability, and insight come together to transform the way accountants work.
Frequently Asked Questions
What is practice management software for accountants?
Practice management software is a comprehensive tool that helps accounting firms manage workflows, deadlines, communication, and billing from one central platform. The goal is to reduce administrative work, improve accuracy, and give your team more time to focus on client service and firm growth.
How do I choose the right software for my firm?
Look for scalability, automation, integrations, and strong customer support to ensure it fits your growth goals. The best solution will grow with your firm by adapting to new clients, services, and team structures without requiring constant system changes.
Does Mango integrate with other accounting software?
Yes! Mango integrates seamlessly with QuickBooks, Outlook, and other popular tools to simplify your daily operations. These integrations help eliminate duplicate data entry while ensuring your financials and workflows stay accurate and up to date across platforms.
Is practice management software suitable for small firms?
Absolutely. Many systems, including Mango, are designed to support both solo practitioners and growing firms. Even small teams can benefit from automation and organization tools that help them work more efficiently and compete with larger practices.
How does Mango differ from competitors like Karbon or Jetpack Workflow?
Mango offers a true all-in-one approach with integrated time tracking, billing, client portals, and secure collaboration features built specifically for accountants. Unlike single-purpose point solutions, Mango combines firm management, accounting workflows, and profitability insights into one cohesive system so everything you need to run your firm lives in one place.
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