Workflow management is essential when providing accounting services. An excellent workflow management software will allow you to personalize workflows to improve efficiency, productivity, and collaboration. It’s vital to recognize that you can automate processes to maximize your workflow management as your business advances. Managing a workload is very time-consuming as you add additional clients and staff, so workflow management software is excellent for your business processes. Accounting professionals can use workflow management technology tools to handle both organization and management.
Top 9 Best Workflow Management Software for Accountants
- Bonsai – Best For Organizing Your Data
- Firm360 -Best Workflow Management Software for Data Organization
- Jetpack Workflow – Best Workflow Management Software for Accounting
- OfficeTools– Best Workflow Management Software for All-in-One Solutions
- Xero Practice Manager – Best Workflow Management Software for Xero Clients
- Canopy – Best Workflow Management Software for Data Accuracy and Efficiency
- Athena Workflow – Best Workflow Management Software for Automated Efficiency
- Karbon – Best Workflow Management Software for Collaborative Practice Management
- TaxDome – Best Workflow Management Software for Single Hub Integration Processes
1. Bonsai – Best For Organizing Your Data
PRICING: Get a Starter plan for $24 per month or $204 yearly
Working as an accountant means you will have to manage various clients simultaneously. Keeping track of your customers can be hard without management tools. That is why investing in a Bonsai subscription will benefit you a lot.
You can organize your clients as per projects or the rates you are charging them. The software will also keep your customer list safe using its robust client portal. It is also easy to customize the profiles of your clients and add unique tags to them to separate VIP clients from regular ones.
Bonsai’s client portal also has a direct messaging system to send texts and share files with customers. You can also set automatic tasks, such as sending a message after a project is finished to update the client. It is also easy to send a form to a customer after your proposal is accepted.
KEY FEATURES
- Set triggers for specific actions to save your time
- Invite collaborators to manage project deadlines
- Keep reminders for important meetings and tasks
- Integrate with Bonsai with other programs to enhance efficiency
- Use premade templates for forms and questionnaires to avoid repetitive tasks
- Select recurring payments for regular clients
- Send modifiable contracts to customers that can be e-signed
REASONS TO BUY
- It is easy to navigate
- Creating custom messages for clients can help you maintain better relations
- Time-saving
- High flexibility
REASONS TO AVOID
- A limit on collaborators on Starter and Professional plans
2. Firm360 – Best Workflow Management Software for Data Organization
PRICING: Quote-based per-user pricing model.
Firm360 is an all-in-one accounting software perfect for accounting or CPA firms. It offers streamlined accounting software that will increase your business’s productivity. With Firm360, you have access to the cloud, SaaS, and web-based deployment. You can create project management, billing, reporting, transparency in time management, and client management in one streamlined service. By using this program, your business can save time and money. Firm360 is a cloud-based platform that simplifies workflow management for your business.
KEY FEATURES:
- Due Date Tracking
- Client Management and Portal
- Workflow and Staff Management
REASONS TO BUY:
- Efficient with plenty of features
- Great for multi-users in project management
- User-Friendly Interface
REASONS TO AVOID:
- No email function to send or reply to emails through the program
3. Jetpack Workflow – Best Workflow Management Software for Accounting
PRICING: 14-day trial. Plans start at $36/month.
Jetpack Workflow provides a great combination of capabilities at a reasonable price. It offers various readily accessible tools that allow you to assign tasks to team members, set up recurring assignments, and rapidly build up customized workflows for your company’s needs. Jetpack Workflow can automate procedures that each team member can perform and work efficiently. You need to focus on the work that helps expand your organization with over 70 pre-built templates for quick organization.
KEY FEATURES:
- Integrates with 3,000+ apps with Zapier
- Unlimited jobs, documents, and clients
- Quickbooks Online and Google Workspace integration
REASONS TO BUY:
- Transparent Pricing Structure
- User-Friendly
- Keep track of all things big and small
REASONS TO AVOID:
- No CRM features
4. OfficeTools – Best Workflow Management Software for All-in-One Solutions
PRICING: Free trial. Plans start from $59.00/month.
OfficeTools is an all-in-one program to process your accounting and tax needs. You can manage staff and tax workflows, automate billing services and organize your client data in a centralized dashboard. To stay on track, you can track your project’s progress in real-time. OfficeTools can also integrate your most used applications from a single, secure web-based application. Alternatively, you can sign up for OfficeTools Cloud, a cloud-based system that provides similar features.
KEY FEATURES:
- Client Management and Database
- Billing Processes and Payments
- Dashboard Management and Workflows
REASONS TO BUY:
- Innovative and Interactive Program
- All Information in One Centralized Location
- Excellent Task Tracking
REASONS TO AVOID:
- The system offers limited report generation
5. Xero Practice Management – Best Workflow Management Software for Xero Clients
PRICING: Free for silver, gold, or platinum partners. New users receive a 14-day free trial and $149 per month with up to 10 users.
Xero Practice Management Software users and new users alike will find the software an excellent solution. This software simplifies invoicing, client jobs, timesheets, and practice workflows. It is a cloud-based accounting service that allows you access anytime, anywhere. Xero Practice Management oversees tax return preparations and annual accounting services with its sound due-date system.
KEY FEATURES:
- Business finances update in real-time
- Accounts Payable & Receivable
- Approval Workflow and Process Control
REASONS TO BUY:
- Strong billing system software
- Powerful profitability insights
REASONS TO AVOID:
- Expensive option when it comes to new or Bronze-level partners.
6. Canopy – Best Workflow Management Software for Data Accuracy and Efficiency
PRICING: Free trial. Paid plans start at $30/month.
Canopy is a workflow management solution that will give your team, workload, and clients an answer to organization all in one platform. With this cloud-based program, you can manage your workflow, taxes, billing, clients, and staff through one management program via desktop and mobile apps for iOS and Android. Canopy’s extensive options in its platform allow you to run your business with efficiency and organization. You won’t need to switch between accounting software programs with Canopy because its a one-stop-shop solution.
KEY FEATURES:
- Accounts Receivable
- Payments and Payroll
- Project Accounting
REASONS TO BUY:
- All-in-One Software with CRM integration
- Cloud-based for easy accessibility
- Organization features
REASONS TO AVOID:
- Pricing for plans can be confusing due to costs per feature
7. Athena Workflow – Best Workflow Management Software for Automated Efficiency
PRICING: Free trial. Free version. Paid plans start at $21.00 user/month.
Athena Workflow software gives you the tools to automate and essentially customize your business’s workflow. The task management solution Athena Workflow provides simplifies your work by saving you time and money while organizing your business. The jobs, tasks, and delegations you make with this software bring the confidence to complete any work promptly. Athena Workflow integrates with QuickBooks and DocuSign to streamline accounting processes.
KEY FEATURES:
- Approval Workflow
- Project Management
- Accounting Document Management
REASONS TO BUY:
- Most complete accounting practice management software
- Excellent for CPA firms
REASONS TO AVOID:
- Monthly plan pricing per user can add up unless you switch to an annual plan
8. Karbon – Best Workflow Management Software for Collaborative Practice Management
PRICING: Free trial. Paid plans start at $59.00/month.
Karbon promotes collaboration in its workflow management software and is essential for accounting firms. With Karbon, you can bring your team, clients, systems, and data together to improve your business’s visibility, efficiency and connectivity regardless of location. This program prides itself on being a cloud-based, frequently updated, and easily configurable product. Karbon gives you the tools necessary to be successful in your business and exceed the expectations of your clients.
KEY FEATURES:
- Staff, Client, and Document Management
- Project Management
- Due Date Tracking for Efficiency
REASONS TO BUY:
- Project creation is seamless and simple
- Outstanding client follow up processes and tasks
REASONS TO AVOID:
- Not enough control over the to-do list feature for task assignment
9. TaxDome– Best Workflow Management Software for Single Hub Integration Processes
PRICING: 14-day free trial. Plans start at $25.00/month.
TaxDome is an excellent software solution that provides optimal services for accountants, bookkeepers, and tax preparers. With TaxDome, you can help grow your business by eliminating multiple accounting tools and streamlining your business in one directly integrated hub. TaxDome provides your automated workflows, customizable CRM, a user-friendly client portal, unlimited and secure file storage, e-signatures, and messaging all in one application. TaxDome is a cloud-based desktop and mobile application so you can view your information anytime.
KEY FEATURES:
- Accounts Payable and Receivable
- Process Controls with Automation
- Workflow Management and Configuration
REASONS TO BUY:
- Payroll Management
- Customizable CRM
- Tax Management
REASONS TO AVOID:
- FAQs are too generic for assistance
References and Links
- https://www.getcanopy.com/blog
- https://jetpackworkflow.com/workflow-management-software-accountants-cpa-firm-bookkeepers/
- https://www.capterra.com/p/156181/Karbon/#about
- https://www.capterra.com/p/135007/Jetpack-Workflow/#features
- https://www.g2.com/products/jetpack-workflow/reviews
- https://www.capterra.com/p/197013/Firm360/#about
- https://www.g2.com/products/firm360/reviews
- https://www.capterra.com/p/150647/Canopy-Tax/#reviews
- https://www.softwareadvice.com/accounting-practice-management/athena-workflow-profile/
- https://www.capterra.com/p/186749/TaxDome/#features
- https://www.capterra.com/p/165549/OfficeTools/#about
- https://fitsmallbusiness.com/best-accounting-practice-management-software/
- https://www.capterra.com/p/236775/Athena-Workflow/#about
- https://www.capterra.com/p/169561/Xero/