If you are looking for task management software for your accounting firm, you are already thinking in the right direction. The right tool keeps deadlines visible, reduces manual follow-up, and ensures nothing slips during busy season.
But here is the problem. Dozens of tools advertise themselves as purpose-built for accountants. Most are not.
We tested over 40 platforms, each claiming to be designed specifically for accounting firms and practitioners. Only 10 genuinely made the grade. The rest were either generic project management tools with an accounting skin on top, or platforms missing features basic enough to disqualify them entirely.
What follows are the 10 that actually hold up, reviewed honestly and ranked so you can find the right fit without wasting weeks figuring it out yourself.
What Is Task Management Software for Accountants?
Task management software for accountants is a digital tool that helps accounting firms and individual practitioners plan, assign, track, and complete client work within defined deadlines. At its core, it gives practice owners and team managers a centralised view of everything that needs to happen, who is responsible for it, and whether it is on track.
This is not the same as general project management software. Generic tools are built for flexible, one-off projects with loose timelines. Accounting work is fundamentally different. It is recurring, deadline-driven, and compliance-sensitive.
- VAT filings repeat every quarter
- Confirmation statements carry hard regulatory deadlines with real penalties attached
- Self-assessment returns come back on the same cycle every year
General tools are simply not built to handle that kind of structured, regulation-aware workflow.
The right task management software is built around the dynamic nature of accounting work, featuring recurring schedules, statutory deadlines, and team capacity management, so nothing gets missed, nothing gets duplicated, and every piece of work remains traceable from start to finish.
What to Look for in Accounting Task Management Software
Not all task management tools are created equal, and for accountants, the wrong choice means missed deadlines, compliance gaps, and frustrated teams. There are features that are non-negotiable and features that separate a good tool from a great one.
On the must-have side, any tool worth considering should offer features like:
- recurring task automation,
- client-linked task management,
- deadline tracking,
- team assignment and workload visibility,
- custom workflow stages,
- document attachment, and
- a full audit trail
These are not extras. Without them, the tool cannot handle the basic rhythm of an accounting practice.
Beyond the essentials, the better platforms go further with features like time tracking against client work, client portals for document collection and approvals, integrations with accounting software and communication tools, automated client reminders, and built-in reporting for practice managers.
The simplest way to evaluate any tool is to ask whether it was built with accountants in mind or adapted from something more generic. Purpose-built solutions almost always handle the nuances of accounting workflows better than general tools that have been stretched to fit.
Quick Comparison: Top 10 Task Management Software for Accountants
Each platform below is evaluated across three dimensions: depth of workflow and task automation, quality of client management and portal experience, and how well the pricing reflects the value on offer. Scores are out of ten, listed from strongest to most limited, so you can quickly identify what fits your firm’s size and priorities.
Top 10 Task Management Software for Accountants: Detailed Reviews
The reviews below cover each platform in detail, exploring what it does well, where it falls short, and who it is best suited for. Read them in order or jump straight to the tools that match your firm’s size and budget.
TaxDome
TaxDome is a comprehensive practice management platform built specifically for accounting, tax preparation, and bookkeeping firms. It consolidates client management, workflow automation, document handling, billing, and team collaboration into a single platform. With over 15,000 firms and 3 million clients, it is one of the most widely adopted solutions in the accounting practice management space.
Quick Facts:
- Best for: Accounting, tax, and bookkeeping firms of all sizes
- Pricing: Essentials $800/year per seat, Pro $1,000/year per seat, Business $1,200/year per seat
- Platform: Web, Desktop, Mobile (iOS and Android)
- Free Trial: Not available; demo on request
Key Features of TaxDome
- Automates end‑to‑end workflows so tasks move through stages based on triggers, reducing manual follow‑ups.
- Lets managers assign, prioritise, and track team tasks with full visibility into workloads and deadlines.
- Creates recurring jobs automatically on set schedules for annual returns, quarterly filings, and other repeated tasks.
- Provides AI‑powered reports on team performance, workflow efficiency, and client profitability with fast data search.
- Offers a client portal for document sharing, e‑signatures, approvals, and communication, all with a complete audit trail.
Pros & Cons of TaxDome
- Built specifically for accounting firms
- Strong recurring task automation
- Scales from solo to 50-plus staff
- Rated 4.7/5 across 7,600 reviews
- No free trial available
- Annual upfront billing only
- Per-seat costs scale quickly
Karbon
Karbon is a purpose-built accounting practice management platform trusted by over 30,000 accounting professionals globally. It combines workflow automation, task management, client management, email, and reporting in a single platform designed specifically for accounting firms. Rated 4.8 on G2 and ranked the number one accounting practice management software for 17 consecutive quarters, it is one of the most established solutions in the market.
Quick Facts:
- Best for: Small to large accounting firms seeking workflow automation and practice visibility
- Pricing: Team $59/user/month, Business $89/user/month, Enterprise custom pricing (billed annually)
- Platform: Web, iOS, Android
- Free Trial: Not listed; demo available on request
Key Features of Karbon
- Builds standardised workflows with automated task progression and full visibility across all jobs.
- Generates recurring work automatically on set cycles so compliance and routine tasks aren’t recreated manually.
- Embeds email directly into workflows, letting teams share, assign, and action messages within jobs.
- Tracks team capacity and time against budgets, helping managers spot bottlenecks early.
- Provides a client portal for document uploads and communication, with automated reminders to reduce chasing.
Pros & Cons of Karbon
- Number one ranked on G2 for 17 quarters
- Saves an average of 18.5 hours per employee weekly
- Email embedded directly in workflow
- Built exclusively for accounting firms
- No free trial available
- Higher price point per user
- Automation locked to Business plan and above
Cone Practice
Cone Practice is a practice management platform built for accounting and bookkeeping firms, combining workflow management, task tracking, client collaboration, proposals, and billing in a single solution. It is designed for firms of all sizes across the UK, US, and Australia, with a G2 rating of 4.9 and a pricing structure significantly more affordable than most competing platforms.
Quick Facts:
- Best for: Accounting and bookkeeping firms of all sizes
- Pricing: Starter £5/user/month, Essentials £10/user/month, Growth £15/user/month (billed annually)
- Platform: Web
- Free Trial: 14-day free trial, no credit card required
Key Features of Cone Practice
- Lets firms create, assign, and track tasks within client projects, with custom statuses and a clear work dashboard for visibility.
- Automatically creates recurring projects on set schedules so VAT returns, annual accounts, and other cyclical work start without manual setup.
- Provides a client portal for document uploads, forms, and e‑signatures, with automated reminders to reduce chasing.
- Starts projects automatically when proposals are accepted, connecting proposals and delivery with no manual handoff.
- Integrates with Xero, QuickBooks, Zoho Books, GoCardless, Stripe, and supports broader automation via Zapier on higher tiers.
Pros & Cons of Cone Practice
- Very affordable per-user pricing
- 14-day free trial available
- Built specifically for accountants
- Recurring workflow automation included
- Rated 4.9 on G2
- Limited document storage on lower tiers
- Advanced features are locked to higher plans
- Fewer reviews than established competitors
Financial Cents
Financial Cents is a cloud-based practice management platform built exclusively for accountants, bookkeepers, and CPAs, trusted by over 10,000 practitioners. It focuses on helping firms track client work, automate recurring workflows, and hit deadlines without switching between multiple tools. It serves solo practitioners through to mid-sized and large firms, with pricing structured to match each stage of growth.
Quick Facts:
- Best for: Solo practitioners, small and mid-sized accounting and bookkeeping firms
- Pricing: Solo $19/month, Team $49/user/month, Scale $69/user/month (billed annually); 14-day free trial available
- Platform: Web
- Free Trial: 14-day free trial, no credit card required
Key Features of Financial Cents
- Creates, assigns, and tracks tasks across client projects with a central dashboard showing deadlines and team workloads.
- Automates recurring projects with scheduled cycles, status updates, and triggered emails for smooth compliance workflows.
- Sends automated client requests and reminders until completed, reducing the need for manual follow‑ups.
- Organises all client emails inside each client dashboard, keeping communication linked to the relevant work.
- Provides 300+ community‑built workflow templates for tax, accounting, bookkeeping, and admin processes.
Pros & Cons of Financial Cents
- 14-day free trial, no credit card
- Very affordable solo and team pricing
- 300-plus prebuilt workflow templates
- Built specifically for accountants
- Advanced automation on the Scale plan only
- No mobile app listed
- Fewer enterprise features than competitors
Canopy
Canopy is an all-in-one practice management platform built exclusively for accounting, tax, and bookkeeping firms, trusted by over 15,000 practitioners. It takes a modular approach, allowing firms to start with client management as a foundation and add workflow, document management, time and billing, and other modules as needed. It is designed for firms of all sizes, from solo practitioners to large multi-user practices.
Quick Facts:
- Best for: Accounting, tax, and bookkeeping firms of all sizes seeking a modular practice management solution
- Pricing: Client Engagement Platform from $150/month (unlimited users); Workflow module $32/user/month; small firm plans from $45/user/month (billed annually)
- Platform: Web, iOS, Android
- Free Trial: Not listed; demo available on request
Key Features of Canopy
- Provides a workflow module for creating projects and tasks, automating steps, managing recurring work, and tracking capacity across the team.
- Supports reusable templates and recurring workflows so cyclical compliance jobs start automatically each period.
- Offers capacity planning tools on the Pro tier, helping managers allocate work based on availability and avoid bottlenecks.
- Includes a branded client portal for documents, e‑signatures, and requests, with AI‑assisted intake forms that reduce missing-info chasing.
- Uses a modular pricing model so firms can buy only the features they need, including workflow without unnecessary add‑ons.
Pros & Cons of Canopy
- Flexible modular pricing structure
- Built exclusively for accounting firms
- Capacity planning is included on the Pro tier
- Strong client portal and mobile app
- Costs add up across multiple modules
- No free trial available
- Advanced reporting locked to Pro tier
Jetpack Workflow
Jetpack Workflow is a dedicated workflow and task management platform built specifically for accountants, bookkeepers, and CPA firms. It focuses on helping firms standardise recurring client work, automate deadlines, and maintain full visibility over team progress without the complexity of larger all-in-one platforms. Over 6,000 accounting professionals use it, with more than 3 million jobs and tasks completed on the platform.
Quick Facts:
- Best for: Solo accountants, bookkeepers, and small to mid-sized CPA firms
- Pricing: Starter $40/user/month (billed annually) or $49/user/month (billed monthly)
- Platform: Web, accessible on any device
- Free Trial: Available, no credit card required
Key Features of Jetpack Workflow
- Sets tasks and projects to repeat on custom schedules so compliance and recurring client work generate automatically each cycle.
- Lets firms build reusable workflow templates and apply them in one click to standardise processes across all services.
- Gives managers a real-time view of team workloads, helping them compare availability and reassign work before bottlenecks form.
- Provides a client work dashboard with filters for status, deadlines, and team members, offering clear visibility into all engagements.
- Uses labels like urgent or waiting on, with internal messaging and permissions to keep team collaboration organised.
Pros & Cons of Jetpack Workflow
- Free trial, no credit card required
- Simple, focused feature set
- Complimentary onboarding and training included
- Unlimited clients and projects on all plans
- No client portal functionality
- Single pricing tier limits flexibility
- Fewer integrations than larger platforms
Pixie
Pixie is a practice management platform built specifically for accounting and bookkeeping firms, designed to help small and growing practices manage workflows, track deadlines, and centralise client data without complex pricing structures. Based in London, it charges a single flat fee regardless of team size, making it particularly well-suited to firms that want predictable costs as they grow. It is trusted by thousands of accountants and bookkeepers worldwide.
Quick Facts:
- Best for: Small to mid-sized accounting and bookkeeping firms
- Pricing: From $129/month (unlimited users, up to 250 clients); scales by client volume
- Platform: Web
- Free Trial: 30-day free trial, no credit card required
Key Features of Jetpack Workflow
- Automatically builds and prioritises each team member’s to‑do list so they always see their most urgent tasks without manual sorting.
- Creates recurring jobs based on client dates, with automatic assignment and internal target deadlines to keep compliance work on track.
- Provides a secure, GDPR‑compliant client portal for document sharing, client tasks, e‑signatures, and a full communication timeline.
- Supports SOPs with step‑by‑step instructions, checklists, images, links, and embedded training videos for easy onboarding.
- Uses flat‑fee pricing based on client volume, allowing unlimited team members at no extra cost as the firm grows.
Pros & Cons of Pixie
- Flat-fee pricing, unlimited users
- 30-day free trial available
- Built specifically for accounting firms
- Dedicated account manager included
- Limited advanced reporting features
- Scales by client volume, not features
- Smaller user base than established competitors
Xero Practice Manager (XPM)
Xero Practice Manager is a cloud-based accounting practice management platform developed by Xero, designed to help accounting and bookkeeping firms manage jobs, track time, invoice clients, and run customised reports. It sits within Xero’s broader ecosystem of accountant-facing tools alongside Xero HQ, Xero Tax, and Xero Workpapers, making it a natural fit for firms already operating on Xero. It is free for practices that have reached silver, gold, or platinum status in the Xero partner program.
Quick Facts:
- Best for: Accounting and bookkeeping firms already using Xero
- Pricing: Free for silver, gold, and platinum Xero partners; 14-day free trial for existing partners
- Platform: Web
- Free Trial: 14-day free trial (existing Xero partners)
Key Features of Xero Practice Manager
- Allows firms to create jobs, assign tasks with due dates and milestones, and track team progress and productivity from a central dashboard.
- Lets staff record time by duration or timer and convert it into draft or final invoices, with task details auto‑populating invoice lines.
- Gives managers real‑time visibility into the value of all work in progress or specific segments across the practice.
- Offers customisable reporting with standard and build‑your‑own reports covering productivity, recoverability, internal time, and job/cost breakdowns.
- Syncs natively with Xero for invoices, payments, and client details, creating a seamless end‑to‑end workflow for firms using Xero internally.
Pros & Cons of Xero Practice Manager
- Free for Xero partners
- Deep native Xero integration
- Built-in time-to-invoice workflow
- Customisable reports and templates
- Requires Xero partner status
- Limited standalone appeal
- Fewer features than dedicated PM tools
Mango Practice Management
Mango Practice Management is a cloud-based, all-in-one practice management platform built specifically for CPAs, accountants, and bookkeeping professionals. With over 25 years in the market, it combines time and billing, project management, workflow management, client portals, eSignatures, and document management into a single unified interface. It is designed to replace multiple disconnected tools with one purpose-built solution that handles the full lifecycle of accounting firm operations.
Quick Facts:
- Best for: Small to mid-sized CPA and accounting firms in the US
- Pricing: Available on request; plans include free implementation, training, and 200 eSignatures
- Platform: Web
- Free Trial: Yes, no credit card required
Key Features of Mango Practice Management
- Offers accounting‑specific workflow templates with task assignment and due‑date tracking, giving managers full visibility over all client work.
- Tracks all billable time, supports recurring and batch invoicing, and lets time be added after invoicing so nothing billable is missed.
- Includes a secure branded client portal with built‑in eSignatures for sending, collecting, and storing signed documents.
- Enables bulk creation, sending, and auto‑renewal of engagement letters with integrated electronic signing for streamlined onboarding.
- Supports ACH, credit card, mobile payments, surcharging, and recurring billing, keeping payments and cash flow management in one system.
Pros & Cons of Mango Practice Management
- Purpose-built for accountants
- True all-in-one platform
- Free implementation and training
- Broad software integrations
- US-based live support
- Pricing not publicly listed
- US-focused only
- May overwhelm solo practitioners
Senta
Senta is a cloud-based practice management platform built specifically for accountants and bookkeepers, with a strong focus on the UK market. It combines CRM, customisable workflows, a client portal, and integrations with leading accounting software into a single, straightforwardly priced platform. It comes pre-loaded with jobs, workflows, and email templates so firms can get started without building processes from scratch.
Quick Facts:
- Best for: UK-based accounting and bookkeeping firms of all sizes
- Pricing: From £28/user/month (monthly) or £22.40/user/month (annual); clients access free
- Platform: Web
- Free Trial: 30-day free trial, no credit card required
Key Features of Senta
- Lets firms build customised workflows with automated job scheduling, recurring tasks, and deadline tracking across all client work.
- Sends automated email and SMS reminders to clients and staff, reducing manual chasing and keeping compliance work on schedule.
- Includes a secure client portal with unlimited eSigning, document sharing, and built‑in communication at no extra cost.
- Integrates with Xero, QuickBooks, FreeAgent, and GoProposal, with broader automation available through Zapier.
- Comes pre‑loaded with job templates, workflows, and email templates for common accounting and bookkeeping services.
Pros & Cons of Senta
- 30-day free trial, no credit card
- Clients access the portal free
- Pre-loaded with accounting workflows
- No per-module or record limit charges
- UK-focused, limited global presence
- Per-user pricing adds up for larger teams
- Fewer reviews than larger competitors
How to Choose the Right Task Management Software for Your Accounting Firm
The right tool depends on where your firm is today and where it is heading.
Start with firm size. Solo practitioners and small teams are better served by simpler, affordable platforms like Financial Cents or Jetpack Workflow. Multi-staff firms managing complex recurring work need deeper automation and workload visibility, which is where Karbon or TaxDome justify their price.
Think about your existing tools. Firms already on Xero will find Xero Practice Manager a natural fit. For everyone else, check integration depth with your tax and accounting software before committing.
Consider how much of your client relationship needs to live inside the platform. If clients need to upload documents, sign letters, and respond to requests in one place, a strong portal is non-negotiable. If you handle that separately, internal workflow clarity matters more.
Conclusion
There is no universally perfect task management software for accounting firms.
TaxDome and Karbon lead the pack for firms that need depth and scalability. Cone Practice and Financial Cents offer strong value for smaller and growing practices. Pixie suits firms that prioritise simplicity and predictable costs. The others each serve a specific type of firm well, depending on size, budget, and workflow complexity.
What matters most is finding a tool your team will actually use. The most feature-rich platform is worthless if adoption is poor and workflows are ignored. Start with your firm’s biggest pain point, whether that is missed deadlines, client chasing, or lack of team visibility, and let that guide your shortlist.
Most platforms on this list offer a free trial. Use it, involve your team, and test it against real work before committing.
Not Sure Task Management Is Enough for Your Firm?
Frequently Asked Questions (FAQs)
Task management software is a digital tool that helps teams plan, assign, track, and complete work within set deadlines. For accounting firms specifically, it goes beyond basic to-do lists, handling recurring compliance schedules, client-linked workflows, and team workload visibility in one centralised place.
Look for software built around the rhythm of accounting work. That means recurring task automation, deadline tracking, client-linked projects, team assignment, and a full audit trail as a minimum. Beyond that, stronger platforms add time tracking, client portals, and integrations with your existing accounting tools.
Recurring task automation, client-linked task management, deadline tracking, team assignment, custom workflow stages, document attachment, and a full audit trail are non-negotiable. Without these, the tool cannot handle the basic demands of an accounting practice. Everything else is valuable but secondary.
Start with firm size and workflow complexity, then consider your budget and existing tools. Think about whether your clients need to interact directly inside the platform. Shortlist two or three options that match those criteria and test them against real work before committing.
There is no single answer. The best fit depends on your firm’s size, budget, and workflow needs. Larger firms with complex recurring work need deeper automation and team visibility. Smaller practices are often better served by simpler, more affordable tools. The detailed reviews and comparison table above cover the strongest options currently available.
