Run a bookkeeping firm: recurring work, client requests, portals and billing.
Updated Oct 23, 2026. Our picks, in order. Independent software reviews, not financial or accounting advice.
Practice management for accounting firms: integrated email, workflows, time tracking, billing, client portal and AI.
Verdict. Best for growing bookkeeping firms that live in email and need team workflows.
Published price. Team $59/user/month and Business $89/user/month paid annually ($79 and $99 paid monthly, teams of 4+). Checked Oct 22, 2026.
Workflow and client management for accounting firms: checklists, client task requests, portal, billing and a month-end close add-on.
Verdict. Best affordable workflow tool for small and solo bookkeeping firms.
Published price. Solo $19/month, Team $49/user/month, Scale $69/user/month, billed annually. Month-End Close add-on $5 per client/month. Checked Oct 22, 2026.
All-in-one firm platform: CRM, client portal and app, document storage, e-signatures, workflows, billing and a bookkeeping hub that connects to client ledgers.
Verdict. Best all-in-one for firms that do both tax and bookkeeping.
Published price. Essentials $800/year per seat (solo). Pro $1,000/year per seat. Business $1,200/year per seat (1-year terms; less on 2- and 3-year terms). Checked Oct 22, 2026.
Firm management with CRM, document management, e-sign, client portal, workflows, invoicing and an AI meeting notetaker.
Verdict. Best for firms that want a polished client portal and billing in one.
Published price. Standard $74/user/month, Plus $109/user/month, Premium $149/user/month, billed annually. Checked Oct 22, 2026.
Recurring-work tracking for accounting firms with unlimited projects and clients, templates and automation.
Verdict. Best simple tool to track recurring monthly client work.
Published price. Starter $49 per seat. Premium $59 per seat. Enterprise custom. Checked Oct 22, 2026.
Client management for bookkeeping firms that connects to client QuickBooks files for faster file reviews, client questions and custom reports.
Verdict. Best for bookkeeping firms with many QuickBooks clients.
Published price. Pricing on request (demo first). Checked Oct 22, 2026.
Client communication and document collection for firms: secure file exchange, client tasks and requests, organizers, e-signature and email integration.
Verdict. Best for firms whose bottleneck is getting documents out of clients.
Published price. Liscio Platform $49 per user/month billed annually. Tax Enterprise custom. Checked Oct 22, 2026.