Acounta 2026: Benefits, Features & Pricing

Acounta is a complete, cloud-based practice management solution designed to streamline every aspect of operations for tax, accounting, and bookkeeping firms,as well as CPA’s and EA’s. From client onboarding and document management to invoicing and communication, Acounta brings all essential tools into one centralized platform, making your firm’s operations more efficient and effective.

With Acounta, firm owners and team members can easily access and manage every part of their practice from a single, unified system. The platform offers powerful capabilities for Workflow Automation, Client Relationship Management (CRM), Document Storage and Automation, Task and Project Management, Billing and Invoicing, Communication Tools, Time Tracking, Scheduling and so much more. With Acounta’s intuitive tools, you can track projects, manage deadlines, and keep up with client communications—all in one place.

Built-in templates simplify processes for tax returns, bookkeeping, payroll, and other accounting functions, while robust PDF tools enable annotation, highlighting, and updates to fillable forms. Additionally, Acounta supports seamless team collaboration with task assignments, notification...