Finding a good workflow management software can be challenging, especially if you’re an Accountant, CPA Firm, Chartered Accountant, or own a Bookkeeping Practice. Which is why we’ve put together some of the top reviews and recommendations.
Jetpack Workflow is workflow software that helps that modern accounting firm track recurring client work so that deadlines do not fall through the cracks. It’s largely known for ease of use, simplicity, and firm wide adoption. Jetpack Workflow is also the creator of “Growing Your Firm” podcast and co-authors of the best selling book “Double Your Accounting Firm”.
- 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
Yes, 14-day free trial
Starts at $36 per month, billed yearly (also available in monthly pricing of $45 per user)
CCH Axcess Workstream
CCH Axcess Workstream is a workflow product by industry titan Wolters Kluwer. Known for its robust tax and legal research work, the CCH division of Wolters Kluwer develops workflow products for the accounting and tax professional, including Workstream and CCH iFirm.
- Project Pools
- Monitor Due Dates
- Data Access
- Open Integration Platform
Not displayed publicly. Website has a contact page for their rep
Office Tools Workspace
OfficeTools Workspace is a practice management software that is a desktop workflow system (Note: They recently launched their cloud-based product, OfficeTools Cloud). They were recently acquired by AbacusNext and have a long standing history in workflow for accounting firms.
- Contact Management
- Number of Contacts
- Client types
- Import Clients from Excel
- Customizable Fields
- Client Billing Status
- Client Billing Rate
- Predefined invoice templates
- Custom invoice template
- Send Bills via Email
- Month, Day, Week View
- Set Appointment Availability
- View Calendar by Department
- Customizable Appointment Types
Starts at $600 per year
CCH iFirm is another Wolters Kluwer product, aimed at serving slightly smaller firms than the workstream marketplace. They also recently released a Xero integration, which is a new exploration for Wolters Kluwer as they open up their ecosystem.
- Practice Manager
- ATO Paper Buster
- iFirm Documents
- Document Manager
- ASIC Paper Buster
- Practice Mailbook
- Client Accounting
- Web Manager
- CGT Reporter
- Client Portal
- Digital Signatures
- Cloud Filer
Not displayed publicly. Website has a contact page for their representatives.
Client track is a workflow and due date management tool, largely focused on the Canadian accounting firm market, and known for his robust desktop application. Similar to other legacy system, they have a long standing history in the ecosystem, but are still in the process of transitioning to their new platform.
- Importing Clients
- Client Information
- Client Tasks
- Personal Tax
- Communication Logger
- Client Notifications
- Appointments Scheduler
- Time & Billing
- Advanced Time & Billing Reports
- Document Vault
Yes – 30-day Trial
Starts at $29/month for 2 users.
Get everything you need to manage projects and meet deadlines.
QBO “Work” Feature
A recent release from Intuit is called “QBO Work”. It’s a task app that fits into the Kanban style of project management and task software, similar to Trello. The major benefit is that Intuit has released this as a free widget for their accounting community. It’s a great starting point for those that have nothing in place, but as a free tool, it quickly reaches limitations as you grow.
- Projects & Tasks
- Client Requests
- Add Internal Project and Tasks
- Delegate Tasks
Yes – 30-day Trial
Starts at $4/month for Self-employed.
XCMworkflow is a workflow solution typically seen for mid-to-large size accounting firms. With over 10+ years in the industry, their legacy platform has long been a stable for firms.
- Resource Utilization & Efficiency
- Project Tracking
- Process Management
- Actionable Intelligence
- Outsourcing Services
Pricing not displayed publicly. Website provides a contact us page to request for information.
Finding a great workflow application can be challenging. While we listed a few here, but there are even more (both legacy based and new ones in the market). As with any recommendation, we suggest you start a trial or better yet, book a 1-1 demo with the company.
Walking through these applications will help you understand what problems they solve, and if they might be a good, cost effective fit for your firm.
If you’d like for us to review or list additional tools, always feel free to reach out to us at firstname.lastname@example.org.