Accounting Software for CPA Firms

 

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Office 365

Office 365 is a licensing program from Microsoft that provides multiple options for licensing various Microsoft applications and hosted services, including Microsoft Office, Exchange Online, SharePoint Online, Lync Online, and OneDrive for Business. For business organizations, four options are particularly attractive.

  1. Office 365 ProPlus ($12 per user, per month), a simple and inexpensive way of licensing Office 2013.
  2. Office 365 Midsize Business ($12.50 per user, per month), a complete set of tools, including Microsoft Office, designed for businesses with up 300 users.
  3. Office 365 E3 ($20.00 per user, per month), a more robust plan for businesses of all sizes that includes archiving and legal hold capabilities for email and support for hosted voicemail.
  4. Office 365 E4 ($22.00 per user, per month) the most robust plan available, including all of the features available in other plans, plus the ability to enhance or replace a traditional PBX phone system with tools available in Office 365.

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Power BI for Office 365

Power BI is a set of Microsoft tools used in tandem with Microsoft Office Excel to provide users with the ability to quickly summarize large volumes of data, create visualizations of the results, drill down on data to see the supporting detail, and share the data in dashboards on Power BI sites. These capabilities can be used to analyze information ranging from financial, sales, manufacturing, or human resources and more. The flexibility of Power BI allows users to create Key Performance Indicators (KPIs) that can be easily updated and filtered to spot trends over time periods, regions, budgets or goals.
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 1-5 Practitioners

Adagio by Softrak

Adagio

Modular accounting system combines a batch interface that is easy to understand and control with online processing in order entry and inventory control. Modules in the Adagio product line include General Ledger, Receivables, Payables, Invoicing, Inventory, Order Entry, Sales Analysis, Purchase Orders, Payroll, Job Costing, Time & Billing, and Report Writing.
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Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage Peachtree is designed for businesses that view accounting as a tool to help them make better decisions. It's an easy-to-use comprehensive solution based on real, double-entry accounting principles with screen-level security, audit trails, and automatic accounting checks, that provides businesses the accuracy and control they need to improve results.
Read more...

 
QuickBooks Accountant

QuickBooks Accountant

QuickBooks is used by small businesses for most financially related business processes, from entering sales receipts, tracking expenses, preparing and sending invoices, sales tax tracking and payment, preparation of basic financial statements and reports, and inventory management. The program also includes MICR check printing and options for employee payroll and time tracking. For most tasks, QuickBooks does not require users to understand standard accounting procedures. Most transactions are recorded using on-line screens that closely resemble paper-based forms such as invoices or checks.
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Sage 50 Canada (was Simply Accounting)

Sage 50 Canada (was Simply Accounting)

Sage Simply Accounting is feature-packed and easy-to-use accounting software that allows small businesses to manage cash flow, invoicing and billing in the language of their choice—easily switching between English and Spanish in the US version or English and French in the Canadian version. Small businesses can keep their financial affairs in compliance with a full-time audit trail and automatic in-house payroll tax calculations and updates, while reining in costs. Gain a better understanding of their customers with robust analysis, reporting and forecasting options.
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FreshBooks

Helps your small business clients stay on top of their books, get paid faster, and improve cash flow. For accountants, FreshBooks allows you to get the info you need to make the most of your time with your clients. Focus on providing high value advice, more than cleaning up data entry.
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6-20 Practitioners

Sage ERP MAS 90 / MAS 200

Sage ERP MAS 90 / MAS 200

Sage ERP MAS 90 offers a broad selection of feature-rich solutions, including core accounting, e-commerce, business intelligence tools, HR and payroll, customer relationship management (CRM) and financial reporting software. In addition to robust project management, it has manufacturing and wholesale distribution software solutions that help mid-market businesses automate key processes, including inventory management, bill of materials and job costing.
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Open Systems TRAVERSE

Open Systems TRAVERSE

TRAVERSE from Open Systems, Inc. is a fully enabled .NET solution, Microsoft Compliant. TRAVERSE is truly a SMB to SME market, multi-user solution. TRAVERSE Enterprise Edition is a Microsoft SQL Server solution for the mid-to-large market. TRAVERSE's Excel analysis and reporting provides real-time Pivot table to database reports, as well as OLAP capabilities. TRAVERSE provides a seamless interface to Microsoft Office products, as well as Internet connectivity and multilingual/multicurrency capabilities.
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QuickBooks Enterprise Solutions

QuickBooks Enterprise Solutions

Small businesses use QuickBooks for most financially related business processes, from entering sales receipts, tracking expenses, preparing and sending invoices, sales tax tracking and payment, preparation of basic financial statements and reports, and inventory management. The program also includes MICR check printing and options for employee payroll and time tracking. For most tasks, QuickBooks does not require users to understand standard accounting procedures. Most transactions are recorded using on-line screens that closely resemble paper-based forms such as invoices or checks.
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CYMA

CYMA Financial Management System

CYMA Financial Management System (FMS) is flexible, sophisticated accounting software for growing mid-sized businesses. CYMA FMS provides accounting functionality powerful enough for the most demanding user and straightforward for new users. With multi-user capability, unlimited companies/vendors/accounts/employees and a wide array of modules including Payroll and Human Resources, CYMA FMS accounting software is designed to expand as companies grow.
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21-100+ Practitioners

Sage ERP ACCPAC Advantage Series

Sage ERP ACCPAC Advantage Series

Accpac has had a long history and is both well recognized and respected in the United States, as well as Canada. Accpac was one of the first companies to redesign its solutions for web processing and the product is fully web enabled. Being one of the very few platform independent solutions, Accpac is at home on Windows, as well as Linux-based workstations and servers and integrates with a number of highly scalable database solutions.
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Document Management Solutions

eFileCabinet

eFileCabinet

eFileCabinet is a mature, flexible general document management system (DMS) which was introduced to the market in 2001. Since that time the solution has been used by accounting professionals and others who need a flexible system for indexing and retrieving documents. Over the years, the application has matured, adding support for a significant financial services user base, launching new integrations with a wide range of products (including e-signature from DocuSign and RightSignature), and announcing a strategic relationship with global business management software publisher Sage.
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Doc-It Suite 3.6

Doc-It Suite 3.6

Doc.It Suite 3.6 provides a complete document management and workflow solution to the public accounting practice. It is perhaps the most comprehensive we have seen in terms of its ability to offer a beginning-to-end solution, with personal attention and guided assistance implementing its solution. The Suite is installed in over 250 accounting practices throughout North America. While Doc.It Suite 3.6 fits a practice of any size, it is very competitively priced for an accounting practice from 15 persons up. Doc.It's unique subscription model makes it easy for small firms to license the product with minimal commitment.
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FileCabinet CS - Thomson Reuters

FileCabinet CS - Thomson Reuters

FileCabinet CS is designed for Accountants in public practice with specific emphasis on Tax service, but may be applied to Audit and other client-related files as well. The product is now available as a Client/Server solution, as well as a Cloud solution via the Internet.
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GoFileRoom - Thomson Reuters

GoFileRoom - Thomson Reuters

GoFileRoom combines comprehensive document management, scanning, and workflow technologies with the power of the Internet to provide firms with a single tool to efficiently manage, secure, and streamline the workflow process.
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ProSystem fx Document - CCH

ProSystem fx Document - CCH

CCH Document is a complete document management solution built specifically for accountants in public practice. This application attempts to reduce the costs associated with creating and storing paper documents, which should result in an environment where staff is able to work together more efficiently and enable staff members to shed the dependence on physical pieces of paper, allowing access to any document from any location. In addition, CCH Document automates document retention and, thus allows for the implementation of consistent firm-wide retention policies. These policies ensure that documents are retained for mandated periods of time and then disposed of properly.
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SmartVault

SmartVault

SmartVault offers many of the features of a conventional document management system, but in a package with a substantially reduced learning curve, virtually no start-up costs and tight integration with QuickBooks. SmartVault’s integration with QuickBooks via a simple patent-pending toolbar interface is one of the most distinct competitive differentiators. SmartVault designed its document management solution specifically for QuickBooks, optimizing the integration. The usability of the toolbar creates a seamless user experience for scanning, attaching, and finding documents within a familiar application. SmartVault, a Software-as-a-Service (SaaS) solution, requires no hardware to install; no need to configure server software and updates; and any new features are automatically provisioned to all users.
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Practice Management Products

 

Top Practice Management Products

BQE Core
 
APS Advance

APS Advance

APS Advance Practice Management is the centerpiece of the Advance suite of product offerings from APS, providing a variety of solutions for accounting and consulting firms. The system has been developed in-house rather than through acquisitions and has been built upon the Microsoft SQL platform since 1997.
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Specialty / Miscellaneous

ShareFile for Accountants

ShareFile for Accountants

ShareFile for Accountants can provide your business with a secure, easy and professional way to exchange important documents, such as Quickbooks files and tax returns, with clients. The custom-branded, password-protected portal provides a way to exchange confidential tax documents and other sensitive financial information with clients and colleagues. With ShareFile for Accountants, your business can exchange files up to 10 GB in size.
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Results CRM

Results CRM

Results CRM allows you to track sales opportunities and service delivery, generate work orders, schedule personnel, analyze business information and produce management reports. Results CRM Plus extends the power of Results CRM by adding project management, contract management and enhanced business process automation functionality. Results Business Suite allows users to track and manage workflows associated with product pricing, inventory, invoices, expenses and payments.
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XCM


XCM Accelerated Workflow Automation

XCM is a very powerful application that includes features and benefits not found in tracking and/or document management solutions currently marketed to the accounting industry.

Web-based application; all client information and reports are accessible remotely with an Internet browser.
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Zoho


Zoho

Zoho currently offers a full suite of Cloud-based tools to help businesses solve problems, execute plans efficiently, and provide excellent customer service. Collectively, Zoho refers to this suite as “the operating system for business.”

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Tax Software Products

 

Top Tax Preparation Products

Drake Software - Tax Preparation

Drake Software - Tax Preparation

 

  • Fully Integrated Package
  • Privately owned
  • Recognized in numerous industry reviews, placing first in customer satisfaction, support, relative value, and more
  • Provides incredible support, answering the phone on the average in less than 10 seconds during the busiest part of tax season
  • All of the states are normally approved and ready to go by the first week of January
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Specialty Products

Avatax - Avalara

Avatax - Avalara

Sales tax complexity varies by state and tax jurisdiction. Currently there are approximately 14,710 U.S. tax regions, each with a correlating set of tax statutes and regulations, including rates and rules. These taxing regions are the foundation for accurate sales tax calculation and compliance. Prior to taxing regions, businesses used ZIP codes for determining the appropriate rates and rules to apply to a sales transaction. Designed by the United States Postal Service for efficient mail delivery, postal zip codes are not an accurate means or sufficient to determine sales tax liability. The only accurate methodology is to use geo-location technologies. With sophisticated address validation capabilities, Avalara’s sales tax management engine can make jurisdictional assignments based on a roof-top address.
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SpeedTax Manager

SpeedTax Manager

SpeedTax solution is hosted in a complete SAS70 compliant environment. SpeedTax is a provider of web-based, fully-automated sales tax compliance and management services for small to large businesses. There is no timeframe requirements, and no transactional overages penalties.
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Write-Up Solutions

 

Top Write-Up Products

QuickBooks Accountant

QuickBooks Accountant

QuickBooks is used by small businesses for most financially related business processes, from entering sales receipts, tracking expenses, preparing and sending invoices, sales tax tracking and payment, preparation of basic financial statements and reports, and inventory management. The program also includes MICR check printing and options for employee payroll and time tracking. For most tasks, QuickBooks does not require users to understand standard accounting procedures. Most transactions are recorded using on-line screens that closely resemble paper-based forms such as invoices or checks.
Read more...

 
Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage 50 U.S. (was Peachtree Quantum Accountants Edition)

Sage Peachtree is designed for businesses that view accounting as a tool to help them make better decisions. It's an easy-to-use comprehensive solution based on real, double-entry accounting principles with screen-level security, audit trails, and automatic accounting checks, that provides businesses the accuracy and control they need to improve results.
Read more...

 
Sage 50 Canada (was Simply Accounting)

Sage 50 Canada (was Simply Accounting)

Sage Simply Accounting is feature-packed and easy-to-use accounting software that allows small businesses to manage cash flow, invoicing and billing in the language of their choice—easily switching between English and Spanish in the US version or English and French in the Canadian version. Small businesses can keep their financial affairs in compliance with a full-time audit trail and automatic in-house payroll tax calculations and updates, while reining in costs. Gain a better understanding of their customers with robust analysis, reporting and forecasting options.
Read more...

 

Billing Solutions Software

bill-com-logo

Bill.com

In an increasingly competitive environment, accounting firms are looking for creative ways to address the challenges of business growth and client retention. Offer your clients your own advanced client service solution branded with your logo, delivered through your website, powered by Bill.com. Read Full Review.

 
FAN Badge-freshbooks

Freshbooks

FreshBooks helps small businesses stay on top of their books, get paid faster, and improve cash flow with invoicing, time tracking, expense management, and other functionality small business clients need to run their businesses in the cloud. For accountants, FreshBooks allows you to get the info you need to make the most of your time with your clients. You can focus on providing high value advice rather than cleaning up data entry. Read full review.