8 Best Project Task Management Software for Accountants
If you’re looking for a great project or task management software to help you run a better accounting firm, you’re in for a challenging ride.
A frequent complaint from professional firms as they review project management software is that they are hot client-centric. Additionally, many of the workflow and project management tools out there are not built for accounting or bookkeepers specifically. That means you may still have plenty of client work inefficiencies that bog you and your team down.
Outlined below are a number of project and task management tools. Some of them are “generic, one size fits all industries”, and others are more geared towards accountants, bookkeepers, or tax firms.
At the end of the day, we always recommend doing a 1-1 demo of the tools and deciding for yourself!
To kick things off, we’ll start with our own software, Jetpack Workflow.
Jetpack Workflow provides premium project and task management solutions that help client-centric firms manage their recurring deadlines, improve workflows, and increase firm revenue.
The platform pairs client profiles with work management and gives you a number of customizable views (through filters, searches, and sort options) to make sure client deadlines do not fall through the cracks.
The software was built specifically for accountants and firm owners to solve their biggest workflow challenges.
- Easily import client information via a CSV file.
- Add projects, set recurrrence and duplicate – Set up a custom recurrence and duplicate it across all clients. Created projects become a searchable item.
- Add a task, recurrence, and duplicate.
- Easily search for projects, tasks or clients within seconds.
- See what your staff is working on and view what is overdue, due today and due this week.
- Easily reassign work to another team member.
- Stay on task with the help of automated summary emails.
Yes, we have a 14-day free trial. And no credit card required to get started.
Starts at $45 billed yearly (also available in monthly pricing)
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