Finding good project and task management software as an accountant, CPA Firm, or Bookkeeper can be challenging. A common problem is that most project and task management applications do not have a client tab or section, which can be challenging. We’ve put together a list of common project and task management tools, some more broad based, while others focused on Accounting professionals.

Basecamp

What it Does:

A single place for all team members to track projects, share files, have discussions, collaborate, assign tasks, keep tasks and view due dates.

Main Features:

  • Projects
  • To Do Lists
  • Calendar
  • File Sharing
  • Messages
  • Milestones & Time Tracking
  • Discussions

Free Trial: (Yes/No)

Yes – 60 days

Pricing:

starts at $20/month

Cloud based?

Yes

Website:

https://basecamp.com


 

Jetpack Workflow

 

What it Does:

Jetpack Workflow provides project and task management solution

Main Features:

  • Easily import client information via a CSV file.
  • Add projects, set recurrence 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

Free Trial: (Yes/No)

Yes, 14-day free trial

Pricing

Starts at $21 per month billed yearly

Cloud based?

Yes

Website:

https://jetpackworkflow.com/


 

Zoho Projects

What it Does:

Keeps track of simple and complex tasks / projects.

Main Features:

  • Project Planning
  • Gantt Charts
  • Project Coordinator
  • Timesheets
  • Reporting Tools
  • Collaboration Software
  • Document Management
  • Google Apps
  • Bug Tracker
  • iPhone Mobile App
  • Android Mobile App
  • Project Chat
  • Project Forums
  • Dropbox Intergation
  • Project Pages

Free Trial: (Yes/No)

No – has a free plan

Pricing:

starts at $20/month

Cloud based?  

Yes

Website:

https://www.zoho.com/projects/

 

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