--- title: "Best CPA Accounting Software - 2026 Reviews & Pricing" description: "Find the best CPA Accounting Software for your organization. Compare top CPA Accounting Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/accounting/cpa-software-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / CPA Accounting Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best CPA Accounting Software of 2026 Updated August 4, 2026 On this page 1. Popular Comparisons 2. Buyers Guide Filter products 125 results ### Compare Products Showing 1 - 25 of 125 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Sage Intacct [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.28 [(713)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management software, expertly designed to bring rich financial and operational insights to a variety of businesses. Recognized for its robust accounting capabilities, Sage Intacct is particularly tailored for small to midsize enterprises looking to streamline their financial processes while gaining access to real-time monetary data. From an architectural standpoint, Sage Intacct stands as an adaptable platform equipped to integrate with numerous other applications. This flexibility enables it to easily fit into a wide range of business ecosystems, accommodating the diverse and evolving needs of modern organizations. Central to its design is an appreciation for differing industry requirements, which Sage Intacct meets with its industry-specific solutions, thereby supporting a more personalized financial management experience. The platform is lauded for its user-friendly interface, crafted to simplify complex financial data compilation and present it in an easily digestible format. Users are able to construct comprehensive financial reports that garner insights without requiring an extensive background in data analysis. This function is vital for companies aiming to make informed decisions quickly and with confidence. A defining trait of Sage Intacct is the commitment to financial visibility. With its advanced reporting and dashboard capabilities, stakeholders can dissect and monitor financial metrics that are critical to a business’s strategic vision, enabling leadership to pivot or accelerate with accurate backing. Moreover, Sage Intacct is engineered to scale, offering entities the assurance that the software can grow in tandem with their operations. In accounting terms, Sage Intacct is a friend to compliance, offering a suite of features that assist businesses in adhering to accounting standards and regulations, such as GAAP, IFRS, and others. It also reinforces internal controls, helping to mitigate financial risk and establish a transparent financial environment. Given its cloud foundation, Sage Intacct provides anywhere, anytime access to financial data, a necessity in a globalized and mobile business landscape. The security of this data is not overlooked; Sage Intacct commits to established protocols to safeguard sensitive financial information against modern threats. Sage Intacct, thus, stands out as a potent tool that facilitates enhanced financial management, augments strategic decision-making capabilities, and assures compliance and security, all while offering expandability to accommodate the dynamic nature of growing businesses. It remains an integral part of the Sage Business Cloud, geared towards empowering organizations with precision and agility in their financial operations.... [Read more](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) ### What users love - User-friendly and intuitive interface - Robust accounting process automation - Detailed and flexible reporting ### To take in mind - Complex and rigid report customization - Slow and unresponsive support experience - Expensive and rising subscription costs ### Best rated features: Vendor Management 5.0 For Nonprofits 5.0 Real-Time Reporting 5.0 ERP integration 5.0 [See all features](https://www.softwareadvice.com/accounting/intacct-accounting-profile/#key-features) ### Product: Xledger [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) 4.50 [(12)](https://www.softwareadvice.com/accounting/xledger-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Xledger, True Cloud Finance Software Built For Modern, Multi-entity Organisations Xledger is a true-cloud finance management platform built for organisations needing more than traditional on-premise or first generation cloud ERP systems can deliver. Designed for finance teams managing complexity, multiple entities, distributed teams, project-driven operations and rising transaction volumes, Xledger provides automation, real time visibility and scalable control in a single unified system. Where many finance systems depend on custom code, manual processes or significant IT involvement, Xledger delivers continuous updates, built-in best practices and configuration instead of customisation. Customers gain a system that evolves with their organisation, reducing cost and complexity over time. Deep Automation Across The Entire Finance Function Xledger automates high effort processes across AP, AR, bank reconciliation, expense management, project accounting, period close and group consolidation. AI-enabled data capture and workflow automation drive accuracy and speed, freeing finance teams from manual work. Real Time Insight For Every Stakeholder Xledger unifies all financial and operational data into a single live dataset, eliminating the need for bolt-on reporting tools, data warehouses or manual spreadsheets. Users access live dashboards, drill downs and advanced analytics tailored to their role. For multi-entity groups, real-time consolidation, automated eliminations and global reporting provide full oversight across subsidiaries, regions and cost centres as the business grows. Multi-Entity, Multi-Currency, Multi-Dimensional By Design Unlike platforms that rely on additional modules or third party tools, Xledger provides native support for complex organisational structures. Whether managing 5 entities or 500, finance teams benefit from automated intercompany transactions, shared chart of accounts, consistent data models and flexible multi currency handling. This allows organisations to scale seamlessly, integrate acquisitions and maintain standardised processes across the entire group. Configurable Rather Than Customised Xledger is built on configuration, not bespoke development. Finance teams can tailor workflows, approval paths, dashboards, integrations and data structures without accumulating technical debt. Updates are delivered automatically, ensuring all customers run on the latest version without costly upgrade projects or downtime. A Modern Alternative To Complex ERP Suites Many organisations evaluate Xledger alongside systems like Business Central, NetSuite and Sage Intacct when modernising finance. Buyers often select Xledger for its strong multi-entity capabilities, deeper automation, unified data model and lower total cost of ownership. The platform offers enterprise level functionality without the heavy customisation, multi-module complexity or IT overhead typically associated with larger ERP solutions. Seamless Integrations Xledger integrates with CRM platforms, payroll solutions, banking interfaces, billing systems, sector specific applications and data platforms. With open APIs and pre-built connectors, customers can automate data flows and build a connected financial ecosystem that supports digital transformation. Engineered For Growth And Trusted Worldwide More than 10,000 organisations worldwide rely on Xledger across sectors such as non profit, professional services, education, property, consulting, membership organisations and multi entity commercial groups. Its cloud native architecture and robust automation make it ideal for organisations experiencing rapid change, expansion, restructuring or increasing reporting demands. A True Cloud Platform That Drives True Finance Transformation Whether the objective is greater operational efficiency, faster reporting, stronger controls or strategic insight, Xledger provides the tools and scalability to support continuous improvement.... [Read more](https://www.softwareadvice.com/accounting/xledger-profile/) ### Best rated features: General Ledger 4.5 Project Accounting 4.0 Accounts Receivable 4.0 Accounts Payable 4.0 ### Worst rated features: For Nonprofits 3.0 Multi-Currency 3.0 Financial Reporting 3.3 Fund Accounting 3.5 [See all features](https://www.softwareadvice.com/accounting/xledger-profile/#key-features) ### Product: NetSuite [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.23 [(2057)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) ### What users love - Flexible system tailored to needs - Comprehensive and scalable functionality - Centralized financial process management ### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience ### Best rated features: "What If" Scenarios 5.0 Aging Tracking 5.0 Vendor Master Data Management 5.0 Project Tracking 5.0 [See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features) ### Product: Striven [Striven](https://www.softwareadvice.com/project-management/striven-profile/) 4.79 [(131)](https://www.softwareadvice.com/project-management/striven-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Striven is a cloud-based, all-in-one business management ERP platform built for small and midsize companies tired of duct-taping popular accounting tools, a CRM, a project tool, and spreadsheets into something resembling a workflow. It brings accounting, CRM, project management, inventory, HR, and reporting under one roof, so a closed deal in sales auto-generates the invoice, updates inventory, and kicks off the project. No re-keying, no version drift, no hunting for the source of truth. The real value is the real-time integration between every part of your system, which means full integration between every part of your business. When every module talks to the others in real time, leadership stops deciding on month-old data and teams stop arguing about which spreadsheet is current. Workflows, dashboards, and reports bend to how the business actually runs, and customer, vendor, and candidate portals extend the system to the people outside your walls. For service firms, contractors, and manufacturers graduating from disconnected tools, Striven is the consolidation play that pays back in time, accuracy, and clarity.... [Read more](https://www.softwareadvice.com/project-management/striven-profile/) ### Best rated features: Routing 5.0 Document Storage 5.0 Segmentation 5.0 Performance Management 5.0 ### Worst rated features: API 1.0 [See all features](https://www.softwareadvice.com/project-management/striven-profile/#key-features) ### Standard $35.00/month The plan is based on the number of users. ### Enterprise $70.00/month The per-user price decreases as the number of users increases. [See full pricing details](https://www.softwareadvice.com/project-management/striven-profile/#pricing-and-plans) ### Product: AccountMate [AccountMate](https://www.softwareadvice.com/accounting/accountmate-profile/) 4.28 [(25)](https://www.softwareadvice.com/accounting/accountmate-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary AccountMate is a hybrid accounting solution that caters to small and midsize businesses and offers them tools and functionalities, which help them to manage their financial procedures and routines. The solution provides multiple modules which can be tailored to specific business' needs. Key features include core accounting (accounts receivable, accounts payable, general ledger), inventory management, contact management and payroll processing. AccountMate provides modules for business analysis, business intelligence and customer relationship management (CRM). Drill-down analysis permits viewing of account and transaction details whenever required. AccountMate provides users an audit trail via solution-wide tracking of data changes as well as fraudulent protection features. Users can attach supporting documents to records and view bank balances and transactions in real time. Additionally, AccountMate’s multi-currency and multilingual capabilities support global operations. AccountMate is compatible with Windows systems and is available for local installation, hosted, Software as a Service (SaaS) and/or mobile. The solution is priced per user/per module. Support is offered via phone, email and other online resources.... [Read more](https://www.softwareadvice.com/accounting/accountmate-profile/) ### Best rated features: Collaboration Tools 5.0 Multiple Projects 5.0 Purchase Order Management 5.0 Project Planning/Scheduling 5.0 ### Worst rated features: Task Management 4.0 Billing & Invoicing 4.0 [See all features](https://www.softwareadvice.com/accounting/accountmate-profile/#key-features) ### Basic $4,000.00one time [See full pricing details](https://www.softwareadvice.com/accounting/accountmate-profile/#pricing-and-plans) ### Product: Beyond Software [Beyond Software](https://www.softwareadvice.com/psa/beyond-profile/) 4.71 [(7)](https://www.softwareadvice.com/psa/beyond-profile/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Beyond Software is a project accounting and management software system available for small to mid-size companies. The system allows organizations to manage and execute around their projects by increasing visibility and creating accountability. Industries that can use the software include architectural, engineering, marketing, and software development. Beyond Software’s mobile app allows users to record time and expenses as they are incurred. Users can see which projects have resources assigned, how much time has been assigned, and how much time each resource has available. These steps allow the user to make business decisions at every phase of the project. Once projects are completed, results can be measured to the company’s specific standards. Through these results, companies can identify patterns and areas of concern. The web-based system offers a variety of functionalities including core accounting, time tracking, expense tracking, and billing & invoicing.... [Read more](https://www.softwareadvice.com/psa/beyond-profile/) ### Product: Canopy [Canopy](https://www.softwareadvice.com/product/127735-Canopy-Tax/) 4.53 [(286)](https://www.softwareadvice.com/product/127735-Canopy-Tax/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Canopy is an award-winning, all-in-one accounting practice management platform engineered to serve as the unified operating system for modern CPA, tax, and bookkeeping practices. Developed to completely eradicate the administrative friction and operational risk of a fragmented tech stack, Canopy consolidates critical capabilities like client relationship management (CRM), bank-grade document storage, automated workflows, custom proposals, and integrated time and billing into one secure platform with one login. By centralizing every aspect of firm operations, Canopy grants owners, partners, and team leads absolute visibility to manage their entire organization from a single dashboard. At the core of Canopy’s all-in-one architecture is an advanced, proprietary AI layer designed to transform daily productivity. Canopy Coworker serves as an everywhere, context-aware assistant that accelerates document summarization, simplifies data discovery, and streamlines professional communication drafting. To complement these capabilities, Canopy Notetaker functions as a dedicated meeting automation tool that records and transcribes client consultations, instantly extracting actionable task dependencies and updating the client timeline. From interactive secure client portals to data-driven capacity planning, Canopy equips accounting firms with a scalable infrastructure to scale efficiently without adding technical complexity. By providing a truly centralized system of record, Canopy enables professionals to abandon disjointed point solutions, improve team collaboration, secure sensitive data, and build a highly profitable, modern, and autonomous firm. Learn more at getcanopy.com.... [Read more](https://www.softwareadvice.com/product/127735-Canopy-Tax/) ### Best rated features: Project Time Tracking 5.0 Accounting 5.0 Communication Management 5.0 Progress Tracking 5.0 [See all features](https://www.softwareadvice.com/product/127735-Canopy-Tax/#key-features) ### Client Engagement Platform $150.00/month ### Document Management $36.00/month ### Workflow $32.00/month [See full pricing details](https://www.softwareadvice.com/product/127735-Canopy-Tax/#pricing-and-plans) ### Product: Procurify [Procurify](https://www.softwareadvice.com/accounting/procurify-profile/) 4.59 [(203)](https://www.softwareadvice.com/accounting/procurify-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Procurify is the agentic procurement platform for finance and operations teams that understands your vendors, budgets, and policies. It delivers complete spend control across intake-to-pay from purchase requests and approvals to POs, invoicing, payments, and spending cards. Easy to adopt and built to scale, Procurify manages $100B+ in spend for growing mid-market organizations across healthcare, education, biotechnology, manufacturing, and non-profit industries, and has been shown to deliver a 96% reduction in requisition time and 60% faster approvals. Recognized by The Hackett Group and ranked the #1 Mid-Market Procure-to-Pay Software platform by G2, Procurify can be deployed in weeks, not months, and integrates with popular vendors and leading ERPs finance teams already trust, including NetSuite, QuickBooks, Sage Intacct, Dynamics 365 Business Central, and more, so spend stays visible and controlled before it reaches accounting. Learn more at procurify.com.... [Read more](https://www.softwareadvice.com/accounting/procurify-profile/) ### Best rated features: Data Extraction 5.0 Requisition Management 5.0 Quotes/Estimates 5.0 Customizable Reports 5.0 [See all features](https://www.softwareadvice.com/accounting/procurify-profile/#key-features) ### Product: M3 Accounting Core [M3 Accounting Core](https://www.softwareadvice.com/accounting/m3-profile/) 4.73 [(11)](https://www.softwareadvice.com/accounting/m3-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary M3 Accounting Core Software is a cloud-based accounting solution that helps streamline financial operations for small to large businesses in the hospitality industry. The software offers a fully integrated interface tailored specifically to the unique needs of hotels and related establishments. It offers a comprehensive set of features to meet the diverse needs of standalone properties or expansive real estate investment trusts (REITs) spanning continents. The solution facilitates integration into the existing chart of accounts or the creation of a new, customized chart of accounts compliant with the latest USALI standards. Furthermore, M3 Accounting Core Software tailors financial reporting and invoice workflow to the specific needs of each organization, regardless of portfolio size. It offers various features including tax reporting, data processing, forecasting, general ledger, accounts payable, document imaging and more. Moreover, M3 Accounting Core Software offers customizable financial reports and budget planning with the ability to set up multiple forecasts for comparison across periods. Additionally, it also supports multi-company accounts payable, multi-currency exchange rates and recurring invoices, thus catering to the diverse and complex financial needs of hotel management. The software enables automatic generation of 1099/1096 forms, facilitates data import/export, and utilizes intelligent document imaging to facilitate interaction with other industry-standard technologies. The software's capacity to automate check writing, manage cash across properties, and integrate with essential technology providers establishes it as a holistic financial management solution for hotels. M3 Accounting Core Software offers round-the-clock support, ongoing training, and extensive industry expertise. With a wide team of employees serving more than one thousand customers and nine thousand entities, M3 is committed to assisting users in overcoming the complexities of hospitality financial management. The software simplifies workflow processes and integrates with other key tech providers in the industry. Its features and support services aid in improving efficiency and visibility to enhance hotel financial performance. Additionally, customer support is also extended via help desk, documentation, product videos, FAQs, phone and more. In conclusion, M3 Accounting Core Software offers a comprehensive solution for financial management in the hospitality industry. Its seamless integrations and customizable features make it a valuable choice for hoteliers and hospitality investment companies. Some key users of the software include Sage Hospitality Group, THG (The Hotel Group), Crestline Hotels & Resorts, Davidson Hospitality Group, Super Host Hospitality, and GF Hotels & Resorts.... [Read more](https://www.softwareadvice.com/accounting/m3-profile/) ### Best rated features: Expense Tracking 5.0 Transaction Management 5.0 Accounts Payable 5.0 Billing & Invoicing 5.0 [See all features](https://www.softwareadvice.com/accounting/m3-profile/#key-features) ### Product: SAP S/4HANA Cloud [SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/) 4.35 [(358)](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research and development, retail, wholesale, public sector and utilities. Primary features include finance performance measurement, supply chain management, purchasing, contract management, lifecycle management, production cost management and accounting. Other features include audit trails, compliance reporting, billing, dispute management, production planning, materials requirements planning (MRP), maintenance management, quality management, product lifecycle management, research and development. It offers integration with SuccessFactors Employee Central, Ariba, SAP Financial Services, SAP Fieldglass and SAP Hybris Cloud for Customer. Support is offered via email and over a phone. Other help options include preferred care, support portal, self-help portal, guided resources, online chat and online case submission. Mobile applications are available for iOS, Android and Windows phones.... [Read more](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/) ### What users love - Robust real-time data handling - Seamless cross-system connectivity - Comprehensive financial process automation ### To take in mind - Challenging user experience design - Steep learning and onboarding demands - Occasional lag and slowdowns ### Best rated features: Dashboard 5.0 Enterprise Asset Management 5.0 Portfolio Management 5.0 Integrated Business Operations 5.0 ### Worst rated features: BOM Creation 2.3 Distribution Management 4.0 Cost Tracking 4.0 Collaboration Tools 4.0 [See all features](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/#key-features) ### Plan Custom Pricing available upon request Pricing not available [See full pricing details](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/#pricing-and-plans) ### Product: Sage X3 [Sage X3](https://www.softwareadvice.com/manufacturing/sage-x3-profile/) 4.35 [(146)](https://www.softwareadvice.com/manufacturing/sage-x3-profile/reviews/) Best for:On the rise ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Sage X3 is a powerful ERP software solution designed for midsized national and global manufacturers, distributors, and after-sales providers and can establish a foundation for your digital transformation. Sage X3 comes with industry-leading functionality for the chemical, distribution, equipment, food and beverage, and industrial manufacturing industries. Sage X3 uses the latest technologies to provide an exceptional user experience and powerful analytics in a multi-company, multi-country, and multi-site ERP solution platform. Over 7,000 enterprises around the world use Sage X3 to economically and efficiently connect their people, customer data, supplier data, business processes, and devices in ways specific to their roles and tasks. Sage X3 can help organizations quickly move into the digital age, respond faster to change, reduce excess inventory, and cut costs. Sage X3 is web-based, browser agnostic, and responsive on mobile devices. At the same time, it is also available to be deployed on-premises and as a service in the AWS cloud managed by Sage or a partner-provisioned cloud. Implementation accelerators also allow for a lower total cost of ownership and shorter time to value.... [Read more](https://www.softwareadvice.com/manufacturing/sage-x3-profile/) ### Best rated features: Serial Number Tracking 5.0 Sales Order Management 5.0 Cash Management 5.0 Profit/Loss Statement 5.0 ### Worst rated features: Performance Metrics 1.0 Real-Time Reporting 1.0 Compliance Management 1.0 Data Visualization 1.0 [See all features](https://www.softwareadvice.com/manufacturing/sage-x3-profile/#key-features) ### Product: SAP Business One [SAP Business One](https://www.softwareadvice.com/accounting/sap-business-one-profile/) 4.27 [(344)](https://www.softwareadvice.com/accounting/sap-business-one-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary SAP Business All-in-One is a complete suite of applications to help support your CPA office, no matter the size of your operation. Features include accounting and financials, inventory management and reporting and analytics.... [Read more](https://www.softwareadvice.com/accounting/sap-business-one-profile/) ### What users love - Comprehensive inventory control tools - Tailored for SMB growth needs - Flexible integration and customization ### To take in mind - Significant costs and licensing fees - Outdated and unintuitive interface - Occasional slowness and crashes ### Best rated features: Quotes/Estimates 5.0 Activity Tracking 5.0 Production Management 5.0 Financial Analysis 5.0 [See all features](https://www.softwareadvice.com/accounting/sap-business-one-profile/#key-features) ### Product: Sage Accounting [Sage Accounting](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/) 4.10 [(651)](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offers accounting, project accounting, expense management and compliance management within a suite. Sage Accounting manages all the documentation and processes required for business payments such as price quotes, estimates, statements and invoices. The solution offers integration with banks across the US, allowing users to import all payment transactions automatically. All information is available on a single dashboard, which allows users to stay up to date on their cash flow and pending payments. Sage Accounting also features tax management, which calculates applicable taxes using transaction data. The product also offers cash flow forecasting, which allows users to estimate the cash requirements in the future based on historical transactions. The product also includes payment services, which allow users to make payments directly using Sage accounts. Users can also make payments using their PayPal accounts.... [Read more](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/) ### What users love - Comprehensive everyday accounting tools - Intuitive and user-friendly interface - Accessible cloud-based accounting platform ### To take in mind - Inconsistent and hard-to-reach support - Limited and inflexible invoicing features - Restrictive and unintuitive reporting options ### Best rated features: Time Tracking 5.0 Document Management 5.0 For Accountants 5.0 Electronic Funds Transfer 5.0 [See all features](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/#key-features) ### Accounting Start $20.00/month The Sage Accounting Start plan comes with an 30-day free trial and is ideal for micro-businesses. ### Accounting Standard $40.00/month ### Accounting Plus $50.00/month [See full pricing details](https://www.softwareadvice.com/accounting/sage-business-cloud-accounting-profile/#pricing-and-plans) ### Product: Dynamics 365 [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.37 [(5841)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word. The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers. Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/) ### What users love - User-friendly interface and workflow - Seamless Microsoft ecosystem connectivity - Centralized workforce and operations control ### To take in mind - Expensive licensing and add-ons - Complex and limited customization options - Steep learning curve for users ### Best rated features: Trend Analysis 5.0 For Real Estate 5.0 Monitoring 5.0 Commission Management 5.0 ### Worst rated features: Lead Scoring 3.5 Sales Trend Analysis 3.8 Prospecting Tools 3.9 API 3.9 [See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features) ### Professional $50.00/month ### Enterprise $105.00/month ### Premium $195.00/month [See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#pricing-and-plans) ### Product: Focus X [Focus X](https://www.softwareadvice.com/product/3600-focus/) 3.81 [(119)](https://www.softwareadvice.com/product/3600-focus/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Focus X is an all-inclusive enterprise resource planning (ERP) system that helps you connect every aspect of your business operations. From production to supply chain, customer relationship management to inventory and human resources, it records and stores all your core business data on a centralized database. The application is more focused on the data, information and agility of the process, as well as being able to respond to a fast-moving and volatile business environment. As an AI-enabled ERP software, Focus X is endowed with advanced capabilities that have the potential to improve control over disrupted and broken financial processes, simplify finding the right vendors, make forecasting effortless, and enhance other business processes to achieve greater growth and development.... [Read more](https://www.softwareadvice.com/product/3600-focus/) ### What users love - Flexible and detailed reporting tools - Highly adaptable customization options ### To take in mind - Slow and unreliable support response ### Best rated features: Online Payments 5.0 Cash Management 5.0 Project Accounting 5.0 Scheduling 5.0 ### Worst rated features: Purchasing & Receiving 1.0 [See all features](https://www.softwareadvice.com/product/3600-focus/#key-features) ### Product: BQE CORE Suite [BQE CORE Suite](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/) 4.50 [(789)](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary BQE CORE is a cloud-based accounting and invoicing software designed for architecture, engineering, and consulting firms. The platform enables users to streamline operations and administrative tasks, helping manage projects, resources, and finances. BQE CORE offers project management tools that provide visibility into project progress and financial performance. It includes accounting and invoicing capabilities, time and expense tracking, resource planning, and staffing optimization tools. Additionally, BQE CORE also features CRM functionality, reporting and analytics with real-time data insights, and billing automation with ePayments. It facilitates seamless data flow between functions, reducing double data entry and administrative overhead.... [Read more](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/) ### What users love - Responsive and knowledgeable support team - Intuitive and adaptable interface design - Flexible and efficient invoicing tools ### To take in mind - Limited and confusing reporting options - Challenging migration and workflow adjustments - Frequent lag and slow loading times ### Best rated features: Budgeting/Forecasting 5.0 Real-Time Data 5.0 Client Management 5.0 Overrun Reporting 5.0 ### Worst rated features: Gantt/Timeline View 1.0 Forecasting 2.0 Cost Estimating 2.0 [See all features](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/#key-features) ### Foundations Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/accounting/bqe-core-accounting-profile/#pricing-and-plans) ### Product: Elorus [Elorus](https://www.softwareadvice.com/accounting/elorus-profile/) 4.91 [(324)](https://www.softwareadvice.com/accounting/elorus-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Elorus is an online invoicing, time-tracking, billing and expense management platform. At heart, it is the ideal professional solution for every freelancer, small business and creative agency. Since 2014, Elorus has been working hard to be a trustworthy ally that successfully tends to every modern professional's business needs. With Elorus by your side, you are just a few steps away from creating and sending flawless professional estimates and invoices to your clientele. Users can have a close look at their team's projects, billable/non-billable hours and tasks. Elorus helps staff members be an expense expert and manage budgets like a pro. Teams can get paid online through trusted payment processors, use the dedicated portal to share progress with clients, make educated decisions based on detailed reports and feel safe that they will receive the optimum customer service. Get started with the product's free plan, monthly or yearly subscription and find out how Elorus can assist your business.... [Read more](https://www.softwareadvice.com/accounting/elorus-profile/) ### Best rated features: Reimbursement Management 5.0 Accounts Payable 5.0 Electronic Payments 5.0 Document Storage 5.0 ### Worst rated features: Task Management 3.0 Reporting/Analytics 3.9 [See all features](https://www.softwareadvice.com/accounting/elorus-profile/#key-features) ### Free $0.00 6$ per extra user ### Starter $9.00/month 6$ per extra user ### Standard $19.00/month 6$ per extra user [See full pricing details](https://www.softwareadvice.com/accounting/elorus-profile/#pricing-and-plans) ### Product: Zoho Invoice [Zoho Invoice](https://www.softwareadvice.com/accounting/zoho-invoice-profile/) 4.73 [(823)](https://www.softwareadvice.com/accounting/zoho-invoice-profile/reviews/) Best for:Billing & Invoicing ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses and accepting online payments.Key features include project billing, time tracking, reporting, customizable templates and, a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history. It is available in multiple languages including Arabic, Bahasa Indonesia, Bulgarian, Croatian, Dutch, English, French, German, Italian, Japanese, Korean, Chinese (Simplified), Portuguese, Spanish, Swedish, Thai, and Vietnamese. It allows integration with various third-party applications such as Slack, Office 365, Google Workspace, and more. Zoho Invoice caters to the needs of every size of business, especially small businesses. It provides an efficient invoicing solution for generating and sending professional invoices within a matter of minutes.... [Read more](https://www.softwareadvice.com/accounting/zoho-invoice-profile/) ### What users love - Flexible invoicing and customization options - User-friendly and intuitive interface - Cost-effective with generous free plan ### To take in mind - Complex navigation and configuration hurdles - Limited email customization and tracking ### Best rated features: Project Billing 5.0 Data Security 5.0 Customizable Branding 5.0 Reporting & Statistics 5.0 ### Worst rated features: Recurring Invoicing 4.0 Client Portal 4.0 Timesheet Management 4.0 [See all features](https://www.softwareadvice.com/accounting/zoho-invoice-profile/#key-features) ### Basic $0.00 Up to 2 users [See full pricing details](https://www.softwareadvice.com/accounting/zoho-invoice-profile/#pricing-and-plans) ### Product: TimeSolv Legal Billing [TimeSolv Legal Billing](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/) 4.71 [(647)](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary TimeSolv is a cloud-based legal time tracking and billing solution that caters to law firms, accountants, consultants, architects, and freelancers, helping them manage daily business operations. TimeSolv integrates project management features such as time tracking and assigning tasks with billing functionality, allowing users to track billable hours and budget in real time. It also provides case management features and document management tools to help organize and store data. Users can utilize a document automation feature for auto-filling standard formatted documents. It offers a suite of billing functions, including invoicing, batch billing and integration with LawPay, allowing users to pay their bill online. Users can upload images of receipts to invoice files. TimeSolv also provides reports so law managers or practitioners can track their billable hours over weeks or months. TimeSolv offers two-way integration with QuickBooks, as well as integrations with Xero Accounting, Dropbox and NetDocuments. It offers Android and iOS apps for remote usage. Services are offered on a monthly subscription basis that includes support via phone and email.... [Read more](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/) ### What users love - Intuitive and user-friendly interface - Responsive and personal support team - Flexible and efficient billing tools ### To take in mind - Invoice customization and usability issues ### Best rated features: Document Capture 5.0 Third-Party Integrations 5.0 Fee Calculation & Posting 5.0 Archiving & Retention 5.0 ### Worst rated features: Reporting/Analytics 3.0 Collaboration Tools 3.0 Activity Dashboard 3.3 [See all features](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/#key-features) ### TimeSolv Legal (1-4 Users) $47.50/month The plan can be billed on a monthly or annual subscription. Volume discounts apply. ### TimeSolv Legal (5-14 Users) $45.12/month The plan is billed on a monthly subscription. ### TimeSolv Legal (15+ Users) $42.74/month The plan is billed on a monthly subscription. [See full pricing details](https://www.softwareadvice.com/product/423485-TimeSolv-Legal-Billing/#pricing-and-plans) ### Product: Agiled [Agiled](https://www.softwareadvice.com/project-management/agiled-profile/) 4.73 [(350)](https://www.softwareadvice.com/project-management/agiled-profile/reviews/) Best for:Invoice Creation ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Agiled is an all in one business management platform. It comes with built-in CRM, HRM, Financial Management, Project Management and Time Tracking. Users can manage all of their business in one place and provide a client portal access to their customers. Agiled can be customized according to the business needs. Users can manage projects and invite their team to update tasks and progress. Support is extended via live chat, email, documentation, FAQs and an inquiry form.... [Read more](https://www.softwareadvice.com/project-management/agiled-profile/) ### Best rated features: Multiple Billing Rates 5.0 Issue Management 5.0 Completion Tracking 4.8 Employee Database 4.8 ### Worst rated features: Reminders 3.0 Customizable Templates 3.8 Team Collaboration 4.0 Automatic Time Capture 4.0 [See all features](https://www.softwareadvice.com/project-management/agiled-profile/#key-features) ### Basic $0.00 ### Pro $30.00/month $25/month when billed annually. ### Premium $59.00/month $49/month when billed annually. [See full pricing details](https://www.softwareadvice.com/project-management/agiled-profile/#pricing-and-plans) ### Product: Happay [Happay](https://www.softwareadvice.com/accounting/happay-profile/) 4.58 [(829)](https://www.softwareadvice.com/accounting/happay-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary Happay is a first-of-its-kind all-in-one Integrated Solution for Corporate Travel, Expense, and Payments Management. With over 7000+ customers globally, and across industries, Happay solves complex finance use cases with precision. We make the entire journey of Travel, Expenses, and Payment a bliss with our out-of-the-box features. Travel Seamless Integration with leading TMCs, including MakeMyTrip, Riya, Thomas Cook, FCM Travels, etc., In-app Booking experience, choose seats, and food options, and confirm ticket, all inside Happay. AI helps showcase & choose the lowest fare option, saving thousands of dollars. “Fare Freeze” helps lock the ticket and avoid surge pricing due to approval delays. Easy to set up policies and automated 100% policy compliance during booking. Transparent One-click Approval Process Expense Auto-capture of Expenses right from the Source of Spend (Emails, Travel Cabs, SMS, Credit Card Statements) Unique OCR Smart Scan that scans and inputs expense automatically, with no manual intervention Automated Policy Checks and Violation call-outs Easy to set up approval workflows and deviations for complex business use cases End-to-End GST data collection, reporting, and reconciliation Payments Our Corporate Cards are the answer to all Corporate Payment woes. Loved by customers of all sizes, we bring, One Unified Card for all Employee Expenses Digital Spending with real-time reconciliation and transparent expense management Digital Petty Cash Distribution and Management And we marry all these amazing features with our robustly built Analytics. Get real-time in-depth data on your travel bookings, planned and unplanned trips, policy violations, top spenders, and more at a single click. Trusted by over 7000+ customers, including premium brands and market leaders, Happay is the right choice for Integrated Travel, Expense, and Payment Solution. To book a demo, visit https://www.happay.com/schedule-product-demo.html... [Read more](https://www.softwareadvice.com/accounting/happay-profile/) ### What users love - Simple and intuitive operation - Streamlined expense tracking tools - User-friendly and organized design ### To take in mind - Occasional slowness and lag issues ### Best rated features: Budgeting/Forecasting 5.0 Corporate Card 5.0 Time & Expense Tracking 5.0 Mileage Tracking 5.0 [See all features](https://www.softwareadvice.com/accounting/happay-profile/#key-features) ### Product: FloQast [FloQast](https://www.softwareadvice.com/accounting/floqast-profile/) 4.87 [(106)](https://www.softwareadvice.com/accounting/floqast-profile/reviews/) Best for:Features ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary FloQast, an Accounting Automation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 2,800 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.... [Read more](https://www.softwareadvice.com/accounting/floqast-profile/) ### Best rated features: Multi-Company 5.0 Audit Management 5.0 Financial Consolidation & Close Management 5.0 Due Date Tracking 5.0 ### Worst rated features: Project Management 4.0 [See all features](https://www.softwareadvice.com/accounting/floqast-profile/#key-features) ### Product: Invoice Ninja [Invoice Ninja](https://www.softwareadvice.com/accounting/invoice-ninja-profile/) 4.74 [(166)](https://www.softwareadvice.com/accounting/invoice-ninja-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Create. Send. Get Paid. Invoice Ninja is the leading small-business platform to invoice, accept payments, track expenses & time tasks. Designed for freelancers and small to medium size businesses, Invoice Ninja is a suite of apps to help you get paid. Incredibly easy to use Invoice Ninja was built to serve freelancers and business owners with a complete suite of invoicing & payment tools to advance your business. Invoicing & Payments Every feature is geared towards accurate and secure invoicing and getting you paid. Instead of using Word and Excel docs, nondescript PayPal forms or overpriced software, with Invoice Ninja you can send beautiful branded invoices with minimum of effort and maximum professionalism. Time Tracker & Projects The feel of desktop software but with the power of a web-based app. The time-tracker app can either launched from within your online Invoice Ninja account, or using a downloaded desktop icon. Just click, and begin! Create projects and individual tasks per project. When done, simply “Send task to invoice” and all details will be sent ready for your clients to pay! Track Vendors & Expenses With Invoice Ninja, all your earnings, expenses, clients and vendors are stored and managed in one system. Categorize your vendors & re-invoice expenses to clients, or simply run expense reports. All of these features combine to help you receive the money you deserve and reduce the amount of time you spend on repetitive invoicing tasks. Spend less time on paperwork and more time at your craft.... [Read more](https://www.softwareadvice.com/accounting/invoice-ninja-profile/) ### Best rated features: Invoice Management 5.0 Multi-Currency 5.0 Mobile App 5.0 Partial Payments 5.0 ### Worst rated features: Credit Card Processing 3.0 [See all features](https://www.softwareadvice.com/accounting/invoice-ninja-profile/#key-features) ### Forever Free $0.00 The plan is free forever. ### Ninja Pro $10.00/month The plan includes a 14-day free trial. ### Enterprise $14.00/month The plan includes a 30-day guarantee. The plan price depends upon the number of users: 1-2 users - $14/month 3-4 users - $26/month 6-10 users - $36/month 11-20 users - $44/month... [Read more](https://www.softwareadvice.com/accounting/invoice-ninja-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/accounting/invoice-ninja-profile/#pricing-and-plans) ### Product: QuickBooks Enterprise [QuickBooks Enterprise](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) 4.51 [(20665)](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as construction, nonprofit distribution, manufacturing, and retail. With QB Enterprise solution, any business owner can expand business operations using advanced inventory, reporting, and invoice tools, in addition to premium support from Enterprise's CS and Payroll teams. Quickbooks includes inventory management, inventory tracking, expense tracking, payroll management, invoicing, multi-user management, advanced reporting tools, and more. QuickBooks Enterprise offers customizable reporting tools that help users analyze data and make informed business decisions. With over 200+ auto-filled templates and 70 industry-specific reports, this Quickbooks accounting software helps businesses find the QuickBooks data to solve any business issue. Quickbooks advanced inventory tools allow businesses to gain visibility and control over the inventory management process with the ability to track inventory movement, automatically scan and update inventory items, manage any purchase order/sales order from one dashboard, and plenty more. QuickBooks Enterprise also allows businesses to control, customize, and automate financial transactions with job costing tools, batch invoicing, invoice tracking, cash flow management, fixed asset tracking, sales tracking, payment processing, and more. Businesses also have to ability to scan and attach multiple documents including receipts and quotes for multiple accounting tasks. The tool enables businesses to arrange documents into categories and keep track of important accounting files. This solution also maintains a change log to record changes within each document with the proper date and time stamp. QB also offers different QuickBooks software such as QuickBooks Premier and QuickBooks Pro that includes include different functionality and features.... [Read more](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/) ### What users love - Easy onboarding and configuration options - Robust accounting for complex needs - Detailed and customizable reporting tools ### To take in mind - Inconsistent and slow support experience - Bank integration and reconciliation issues - Expensive for smaller businesses ### Best rated features: Distribution Management 5.0 For Schools 5.0 Due Date Tracking 5.0 Supply Chain Management 5.0 ### Worst rated features: BIM Modeling 2.0 SKU/UPC Codes 3.3 [See all features](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/#key-features) ### Gold $2,210.00/year Up to 30 users. ### Platinum $2,717.00/year Up to 30 users. ### Diamond $5,264.00/year Up to 40 users. [See full pricing details](https://www.softwareadvice.com/construction/qb-desktop-enterprise-profile/#pricing-and-plans) ### Product: N2F [N2F](https://www.softwareadvice.com/accounting/n2f-profile/) 4.79 [(94)](https://www.softwareadvice.com/accounting/n2f-profile/reviews/) ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary N2F is a spend management solution designed to help businesses take control of their professional expenses. Trusted by over 1 million users across 98 countries, N2F enables organizations to centralize, automate, and secure all their spending in one platform: expense reports, supplier invoices, payment cards, and budgets. Say goodbye to fragmented and time-consuming processes. N2F simplifies expense management with intelligent receipt capture (OCR), automated controls, and customizable approval workflows. On the accounts payable side, N2F centralizes all invoice flows (e-invoicing, imports, smart email), automates approvals, and ensures accurate reconciliation through 3-way matching for reliable processing. With integrated payment cards, employees can spend autonomously while finance teams maintain full control through real-time tracking, instant reconciliation, and configurable policies. N2F also leverages N2F Intelligence (AI) to automate controls, prevent fraud, and improve data reliability. Real-time budget tracking helps anticipate overspending and optimize financial decisions. The platform integrates seamlessly with your existing ecosystem (ERP, accounting systems, banks), supports multi-entity management, and adapts to your processes. Fully customizable, N2F reduces administrative workload, minimizes errors, and allows teams to focus on higher-value tasks. Available in multiple languages and currencies, it supports your international growth. Certified and compliant (ISO 27001, GDPR), N2F ensures the security and reliability of your data. The goal: save time and regain control over your spending.... [Read more](https://www.softwareadvice.com/accounting/n2f-profile/) ### Best rated features: Automated Receipt Matching 5.0 Optical Character Recognition 5.0 Spend Analysis 5.0 Activity Tracking 5.0 [See all features](https://www.softwareadvice.com/accounting/n2f-profile/#key-features) ### Business €5.10/month ### Enterprise €6.90/month Enterprise: from €6.90 per month (billed annually) [See full pricing details](https://www.softwareadvice.com/accounting/n2f-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/accounting/cpa-software-comparison/?page=2)[3](https://www.softwareadvice.com/accounting/cpa-software-comparison/?page=3)[4](https://www.softwareadvice.com/accounting/cpa-software-comparison/?page=4)[5](https://www.softwareadvice.com/accounting/cpa-software-comparison/?page=5) ## Popular Comparisons [ QuickBooks Online vs QuickBooks Enterprise ](https://www.softwareadvice.com/compare/49801-qb-desktop-enterprise/vs/393202-QuickBooks-Online/)[ NetSuite vs Dynamics 365 ](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[ QuickBooks Desktop vs Xero ](https://www.softwareadvice.com/accounting/quickbooks-pro-profile/vs/xero/)[ Zoho Invoice vs Wave ](https://www.softwareadvice.com/compare/18767-Wave-Apps/vs/435103-zoho-invoice/)[ Zoho Books vs Happay ](https://www.softwareadvice.com/accounting/happay-profile/vs/zoho-books/)[ Sage Accounting vs Sage Intacct ](https://www.softwareadvice.com/accounting/intacct-accounting-profile/vs/sage-business-cloud-accounting/) ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Here’s what we’ll cover: [What is CPA accounting software?](#WhatisCPAaccountingsoftware) [What are the common features of CPA accounting software?](#WhatarethecommonfeaturesofCPAaccountingsoftware) [CPA accounting software pricing](#CPAaccountingsoftwarepricing) [What are the deployment options for CPA accounting software?](#WhatarethedeploymentoptionsforCPAaccountingsoftware) [What are some other considerations when selecting a platform?](#Whataresomeotherconsiderationswhenselectingaplatform) [How to evaluate accounting software for Certified Public Accountants?](#HowtoevaluateaccountingsoftwareforCertifiedPublicAccountants) ## **What is CPA accounting software?** Since Certified Public Accountants (CPAs) manage the finances for dozens, or even hundreds of corporations and individuals, they need software that can keep up. CPA-specific accounting programs will be designed for payroll, expense and reporting for multiple companies, and will also include useful tools like auditing, tax preparation and time-based billing. _Screenshot of BillQuick user dashboard_ Accounting software for CPAs isn’t just regular accounting software. CPAs typically need greater functionality and more features in order to handle multiple clients or otherwise ensure regulatory compliance. In this guide, we'll cover: - The functionality CPAs should be looking for when considering software solutions; and - Best practices for evaluating CPA-specific systems. ## **What are the common features of CPA accounting software?** Accounting software for banks, mortgage companies and financial services institutions will include the following industry-specific features:

Multi-company accounting

Unlike other industries, professional accountants need to manage the accounting for multiple companies, so the software should allow you to categorize access all their data to keep it separated but easy to recall. Non-accountant-specific programs can sometimes become overloaded by all the records, so it’s critical that your software can handle large volumes of data.

Tax preparation

The U.S. tax code is thousands of pages long, and it changes every year. Tax preparation is a major part of a CPA’s job, and CPA-specific systems will contain specialized data to support preparation for all your clients. These will include updated tax tables, automated calculations and electronic filing for individuals and corporations on a state, local and federal level.

Time & billing

Time and billing refers to the ability to track the time spent on certain projects and then bill clients based on the number of hours spent. Accounting software for any service provider should include time and billing capabilities.

Regulations compliance

The system needs to comply with federal, state and local regulations and statutes like FASB, GASB 34, IFRS and DCAA. Ensure the software you select complies with these regulations and updates it for any changes.

Financial reports

Reporting is a critical component for freelance accountants. In addition to standard executive reports, charts and summary statements, the software should be able to build customized reports using an intuitive interface.

## CPA accounting software pricing Accounting software used by CPAs is generally priced one of two ways: subscription and perpetual licensing. **Subscription.** The software is priced as a monthly fee, typically based on the number of users. While no upfront fee is paid, an organization might have to pay annual fees for support and maintenance. **Perpetual license.** With a perpetual license, an organization pays an upfront fee and then in turn owns the software in perpetuity. The upfront fee is also typically based on the number of users or the relative size of the organization based on its annual revenue. However, organizations will still generally have to pay annual fees for support, maintenance and updates. A general rule of thumb is that an organization can expect to pay 20 percent of the perpetual license fee annually on those other associated fees. ## What are the deployment options for CPA accounting software? CPA Accounting software can be deployed one of several ways: cloud-based, on-premise and hybrid. **Cloud-based.** Cloud-based software is hosted on the vendor’s servers and is accessed through a web browser. Cloud-based deployment has become increasingly popular in recent years. Typically, cloud-based software is most associated with subscription pricing. **On-premise.** The organization installs and hosts the software on their own computers and servers. Typically, on-premise software is most associated with perpetual licensing. **Hybrid.** There are several hybrid approaches out there, but the most common is when an organization licenses a cloud-based platform to have it run on the organization’s own internal servers. This is done so the organization can have the flexibility of using cloud-based software while also having more control over how its data is stored. One consideration to keep in mind is indeed data security. While cloud-based platforms can be just as secure as on-premise platforms, some organizations will nevertheless prefer to store their own data internally. CPAs might have certain clients who would prefer that their data never leave the CPA’s office, so at any rate it is critical for CPAs to understand where their clients’ data is being stored and how secure it is. ## What are some other considerations when selecting a platform? The strength of vendors offering CPA accounting software can often be determined by how agile they are when it comes to ensuring that their platform is continuously updated to reflect new regulations and laws pertaining to tax compliance. When selecting a platform, be sure to vet vendors’ commitment to updating their platform. Also consider a vendor’s long term viability. The major players in this space can generally be seen as safe bets, while there can be less certainty smaller vendors. Smaller vendors may more adequately serve a particular niche, and may have more competitive pricing, but there is less of a guarantee as to how long that vendor will be around. As such, it’s important to note that every vendor has its own unique advantages and disadvantages in this regard. ## How to e**valuate accounting software for Certified Public Accountants?** When evaluating CPA-specific systems, the most important criteria to consider are the nature of your business and the number of clients. Do you primarily deal with tax preparation for individuals, or [general ledger](https://www.softwareadvice.com/accounting/general-ledger-comparison/) and payroll for corporations? Do you have two or three clients or 100? In particular, CPAs seeking software should ask the following questions: - How many individual records will you need access to at a given time? Is the software designed for that level of usage? - Do you primarily serve individuals or corporations? - Will you need support on regulatory compliance? - Do you need to keep track of billable hours?