Top 5 Accounting Project Management Software for CPA Firms +Honorable Mentions

Table of Contents

• Understanding Project Management Software for Accounting Firms
• How to Choose the Right Accounting Project Management Software for Your Firm
  • Identify Your Firm’s Unique Needs
  • Consider Your Team Size and Budget
  • Evaluate User Experience (UX) and Ease of Use
  • Look for Integration Capabilities
  • Scalability and Flexibility
  • Assess Customer Support and Training Resource
• Best Project Management Software for CPA Firms
  • Financial Cents
  • Jetpack Workflow 
  • Karbon
  • Canopy 
  • TaxDome 
• Other Project Management Tools: Honorable Mentions
• Which Project Management Software is Best Fit for Your Firm?

Running an accounting firm often feels like an endless juggling act—meeting client deadlines, ensuring compliance, and managing a team. Keeping everything under control can be overwhelming. For CPA firm owners, accounting project management software isn’t just a helpful tool; it’s a godsend solution, essential for optimizing workflows, enhancing collaboration, and driving growth. 

As a CPA coaching business, we’ve seen how the right tools can transform accounting firms’ operations. In this guide, we’ll explore the benefits of project management software, how to choose the right platform, and which solutions are leading the market. 

Understanding Project Management Software for Accounting Firms

Project management software is a powerful tool for organizing tasks, tracking progress, and improving team collaboration. The right task management tool becomes essential for accountants where precision and efficiency are non-negotiable. It goes beyond basic task management, helping you automate repetitive work, stay on top of client deliverables, ensure compliance, and keep communication flowing smoothly within your team—all while meeting the industry’s unique demands. 

These platforms centralize everything an accountant needs, offering a clear view of deadlines, responsibilities, and tasks—like sending client reminders, tracking monthly bookkeeping, or scheduling audits. Additionally, they create a shared space for teams to collaborate, share files, and stay updated in real-time. 

The result? More efficient operations, happier clients, and peace of mind knowing nothing’s slipping through the cracks. With the right accounting project management software, your CPA firm can always deliver accurate, timely, and exceptional service. 

How to Choose the Right Accounting Project Management Software for Your Firm

Choosing the best accounting project management tool for your accounting firm is not as easy as it seems. Your accounting project management software will house all your firm’s tasks and clients’ sensitive data and can also affect your service delivery. With so many options available, it’s natural to feel overwhelmed. 

However, by breaking the process into clear, actionable steps, you can confidently decide to align with your firm’s unique needs. Below, I’ll guide you through a strategic approach to help you select the best tool for your business. 

Before exploring specific tools, analyze your team’s day-to-day challenges. The correct project management tools should address these pain points directly. 

• Recurring Workflows – A huge part of accounting is handling repetitive tasks, such as monthly reconciliations, payroll, tax prep, and client follow-ups. Ensure the software can automate these tasks or provide templates to standardize them. 
• Team Collaboration – If your team struggles with miscommunication or missed deadlines, look for project management tools that integrate email with task management to keep everyone aligned. 
• Deadline Management – Do missed deadlines or bottlenecks cause issues, especially during tax seasons? An accounting task management tool with visual project timelines can improve transparency. 
• Regulatory Compliance – Many firms need tools to help track regulatory deadlines or secure sensitive financial data. Ensure the software complies with data privacy standards like SOC 2 or GDPR. 

Create a list of must-have features versus those that are simply “nice to have.” This will help you evaluate tools more objectively later. 

Project management tools can vary significantly in pricing and scalability, so your firm’s size and resources will heavily influence your choice. 

• Small Firms or Solo Practitioners – Prioritize simplicity and affordability. Look for intuitive project management tools that require minimal setup and offer essential features without daunting functionality. 
• Mid-Sized Firms (10-50 Employees) –  To manage growing complexity, consider project management tools that handle multiple users, projects, and integrations. 
• Large Firms (50+ Employees) – For enterprise-level firms, focus on scalability and advanced reporting features to accommodate multiple teams and high work volumes.

Don’t forget to account for long-term costs, such as subscription fees and any add-ons required for additional features or integrations. Balance your budget with the potential efficiency gains the project management tool can offer.

No matter how powerful a project management tool is, it won’t be effective if your accounting team finds it confusing or time-consuming. 

1. Does the software have a user-friendly interface? 
2. How steep is the learning curve? Will your team need extensive training to use it effectively? 
3. Does the platform offer mobile accessibility, enabling team members to manage tasks or projects remotely? 

Request demos or trial accounts to test how quickly your accountants can adopt the software. Gather feedback to ensure it meets their needs. 

These days, CPA firms require a robust accounting tech stack, and your project management tools should complement these systems, not disrupt them. Poor integration can result in a manual workaround, negating the software’s efficiency gains. Always confirm the compatibility of your current systems with the project management tool. 

As your firm grows, your needs will evolve. Choosing a project management software that can adapt to these changes ensures your investments remain valuable long-term.

• Additional Users – Look for platforms that simplify adding new accounting team members or clients without requiring a full system overhaul. 
• Custom Workflows – As your firm grows and takes on new service lines or more complex client portfolios, you’ll need adaptable project management tools. Choose software with customizable workflows that can evolve alongside your processes. 
• Advanced Reporting – As your firm scales, you must track team performance, billable hours, and client profitability. Ensure your accounting task management software provides advanced analytics to support data-driven decisions.

Reliable customer support can save your firm significant time and frustration. 

1. What customer support options (e.g., live chat or phone) are available? 
2. Does the project management software provider offer comprehensive training materials like video tutorials, webinars, or user guides? 
3. Is there an active user community or knowledge base where you can find answers to common issues? 

Strong support and resources can save your firm time and ensure smooth adoption across your accounting team. 

Best Project Management Software for CPA Firms

Now that you understand how to pick the right project management tool for your CPA firm, below is a detailed breakdown of some of the best project management software options for accounting firms, including their standout key features and ideal use cases. 

1. Financial Cents 

Financial Cents is a user-friendly project management software designed for smaller accounting and bookkeeping firms. Its core mission is to simplify task tracking, client communication, and workflow organization for CPA firms that may still rely on spreadsheets or basic tools. It offers essential, intuitive features that help firms transition to a more structured system without the steep learning curve often associated with enterprise-level project management software. 

Key Features:

• Designed specifically for accountants with streamlined workflows. 
• Automate tasks, projects, and invoicing for efficiency. 
• Rated 4.9/5.0 for ease of use, with simple setup. 
• Collaborate via inbuilt chats, @mentions, and more. 
• Manage recurring tasks, billing, and uncategorized transactions (ReCats). 
• Solo plan available for single-user firms. 
• Utilize ChatGPT and AI for enhanced functionality. 
• Collect client signatures with E-Signature. 
• Distribute work evenly using capacity management tools. 
• Track time and billing to monitor client work. 
• Integrate seamlessly with QuickBooks, Gmail, Outlook, and Zapier (5,000+ apps). 
• Access a CRM for client and task management. 
• Manage documents with integrations (Google Drive, Dropbox, OneDrive, SmartVault). 
• Use a client portal for efficient communication. 
• Choose from 50+ prebuilt accounting workflow templates. 
• Join a dedicated Facebook community group for users. 

Ideal Accounting Firms for Financial Cents 

Financial Cents is ideal for small to mid-sized accounting firms seeking cost-effective, user-friendly project management software. It’s especially suited for firms providing bookkeeping, payroll, or basic accounting services that prioritize task visibility and client communication. While it doesn’t include advanced features like large-scale reporting or complex integrations, it offers exactly what smaller firms need to stay organized and efficient. 

Pricing

	Per User/Month, Billed Annually	Per User/Month, Billed Monthly
Solo Plan	$9	$19
Team Plan	$39	$49
Scale Plan	$59	$69

Free Trial  14-day free trial.

Reviews   G2- 4.8   Capterra – 4.8

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2.Jetpack Workflow

Jetpack Workflow is a project management and workflow automation solution designed specifically for accounting firms. Built to address the unique challenges of managing multiple clients, deadlines, and team responsibilities, it serves as a one-stop platform to help CPA firms maintain efficiency and stay organized. 

Key Features: 

• Import client data effortlessly via CSV files. 
• Create, customize, and duplicate recurring projects and tasks across clients. 
• Search projects, tasks, and clients instantly. 
• Track staff workload and view overdue, current, and upcoming tasks. 
• Reassign tasks to team members with ease. 
• Stay organized with automated summary emails. 
• Leverage 70+ prebuilt workflow templates to standardize processes. 
• Assign projects and tasks in bulk for greater efficiency. 
• Integrate with 2,000+ apps using Zapier for seamless automation. 

Ideal Accounting Firms for Jetpack Workflow 

Jetpack Workflow is ideal for small to mid-sized CPA firms, especially those managing high volumes of recurring client work. It suits firms that want to standardize their processes, improve team collaboration, and reduce the stress of meeting tight deadlines. 

Pricing 

	Per User/Month, Billed Annually	Per User/Month, Billed Monthly
Jetpack Starter	$30	$45
Jetpack Organize	$39	$49
Jetpack Scale	$49	$63

Free Trial  14-day free trial.

Reviews   G2- 4.1   Capterra – 4.8

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3. Karbon 

Karbon is another robust project management platform made for accounting firms. It integrates collaboration, workflow automation, and communication tools to create a centralized workspace that helps firms streamline operations and boost productivity. 

Trusted by accounting firms in 40+ countries, including major players like Baker Tilly and Armanino. Karbon is designed to enhance efficiency and provide visibility into all aspects of practice management. 

Key Features: 

• Delegate and track tasks for individuals and teams. 
• Access 250+ accounting-specific workflow templates. 
• View activity timelines and manage workflows with automation. 
• Store and share files using a cloud-based document hub. 
• Track time, budgets, resources, and timesheets. 
• Integrate directly with Gmail, Outlook, and Microsoft Exchange. 
• Utilize a built-in CRM and client management portal. 
• Automate client reminders and tasks for streamlined communication. 
• Collaborate efficiently with @mentions and notifications. 
• Manage invoicing and payment processing seamlessly. 
• Leverage Karbon AI powered by GPT for enhanced productivity. 
• Integrate with QuickBooks Online Accountant, Xero Practice Manager, and more, or use the open API for custom solutions. 
• Gain insights with business analytics, reporting, and practice intelligence. 

Ideal Accounting Firms for Karbon 

Karbon works best for mid-sized to large accounting firms managing complex workflows requiring extensive collaboration. It’s ideal for firms that scale operations, boost team efficiency, and handle high client volumes. With powerful automation features, Karbon reduces manual tasks, while its robust communication tools support teams that value accountability and transparency. 

Pricing 

	Per User/Month, Billed Annually	Per User/Month, Billed Monthly
Karbon Team	$59	$79
Karbon Business	$89	$99
Karbon Enterprise	Custom

Free Trial  14-day free trial.

Reviews   G2- 4.8   Capterra – 4.7

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4. Canopy 

Canopy is a cloud-based practice management solution built for accounting and tax firms. It centralizes client management, document sharing, and workflow tracking in one intuitive platform. Known for its tax resolution tools and secure client portal, Canopy streamlines operations and enhances client collaboration, making it a versatile choice for firms seeking efficiency and better client experience.  

Key Features:

• Centralize client information with a secure CRM and branded client portal 
• Automate workflows and recurring tasks for greater efficiency 
• Manage documents effortlessly with secure storage and sharing 
• Track time, manage billing, and process payments in one platform 
• Utilize unlimited eSignatures for seamless document approvals 
• Stay organized with a global inbox for all client communications 
• Monitor firm performance with actionable insights 
• Access features on the go with a dedicated mobile app 

Ideal Accounting Firms for Canopy 

Canopy is particularly beneficial for mid-sized tax and accounting firms seeking an all-in-one solution to manage client relationships, documents, workflows, and billing processes. Its tax resolution tools and IRS transcript retrieval features make it especially value for firms handling complex tax matters. However, firms should be aware of the pricing model, which charges by feature, client, and user, potentially leading to higher costs as additional functionalities are added. 

Pricing 

	Per User/Month, Billed Annually	Per User/Month, Billed Monthly
Canopy Starter	$45	$60
Canopy Essentials	$66	$88

The pricing table above outlines options for small accounting firms. For growing firms, Canopy provides flexibility with its modular structure. It starts with the Client Engagement Platform at $150 per month, offering essential tools like a client portal, email integration, and CRM features. From there, you can tailor your plan by adding modules like Document Management, Workflow, and Time & Billing, each priced separately to suit your needs. 

Free Trial  14-day free trial.

Reviews   G2- 4.6   Capterra – 4.5

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5. TaxDome 

TaxDome is a comprehensive practice management platform designed for accounting, tax, and bookkeeping firms, offering a suite of features to streamline operations and enhance client interactions.  

Key Features: 

• Automate client reminders for tasks like document submissions and invoice payments
• Offer a secure, branded client portal for document uploads, e-signatures, and payments  
• Assign tasks, set deadlines, and track progress with efficient task management 
• Track billable hours for accurate invoicing and productivity insights
• Create one-time and recurring invoices with integrated payment processing  
• Streamline processes with customizable workflow automation templates 

• Automate document creation and filing for streamlined client interactions 
• Simplify repetitive tasks with workflow automation, freeing up time for higher-value work 
• Maintain comprehensive client records for improved relationship management 
• Delegate and track tasks easily to boost team productivity 
• Integrate seamlessly with popular accounting software for a cohesive workflow 

Ideal Accounting Firms for TaxDome 

TaxDome suits small to mid-sized accounting and tax firms looking for an all-in-one solution to streamline client relationships, documents, workflows, and billing. Its intuitive interface and robust features help firms automate tasks, enhance collaboration, and deliver a seamless client experience. 

Pricing

	Per User/Month, Billed Annually	Per User/Month, Billed Monthly
1-year subscription	$800	$66
2-year subscription	$750	$63
3-year subscription	$700	$58

Free Trial  14-day free trial.

Reviews   G2- 4.7   Capterra – 4.7

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Other Project Management Tools: Honorable Mentions

If you’re looking for more options, here are other project management software for accountants worth exploring for their unique features and versatility: