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.

CCH Axcess Workstream

What it Does:

CCH Axcess Workstream helps in streamlining administrative tasks

Main Features:

  • Detailed Project Information
  • Easy to Read Dashboards
  • Customizable Workflows
  • Automatic Notifications and Alerts

Free Trial: (Yes/No)

No

Pricing

Not displayed publicly. Website has a contact page for their rep

Cloud based?

Yes

Website:

http://www.cchgroup.com/roles/accounting-firms/firm-management-and-workflow/software/cch-axcess/cch-axcess-workstream


XCM Solution

What it Does:

XCM Workflow for Firms provides a complete workflow management system allowing one to manage all types of work firm-wide, within all departments and across multiple offices

Main Features:

  • Personal Workload Management
  • Process Control and Standardization
  • Centralized Knowledge Management and Storage
  • Enhanced Client Service
  • Simplified Project Management
  • Firm-Wide Resource Management
  • Complete Workflow Automation

Free Trial: (Yes/No)

No

Pricing

Pricing not displayed publicly. Website provides a contact us page to request for information

Cloud based?

Website:

http://www.xcmsolutions.com/

 

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Office Tools Pro

What it Does:

Office tools pro Practice Management software provides access to every aspect of management and administration in just one click, and allows seamless connectivity to all your programs

Main Features:

  • Eliminates redundant databases
  • No more micro-managing
  • Recapture billing opportunities
  • Keep track of everything
  • Never miss a deadline

Free Trial: (Yes/No)

No

Pricing

Starts at $600 per year

Cloud based?

No

Website:

http://www.officetoolspro.com

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Jetpack Workflow 

What it Does:

Jetpack Workflow is workflow software that helps accountants automate and track recurring client work

Main Features:

  • Importing Clients
  • Add Jobs, Set Recurrence and Duplicate
  • Search Made Easy
  • Filter Down to The Exact Job or Task
  • See Exactly What Your Staff is Working On
  • Automated Email Digests to Stay on Track
  • Profitability Reports
  • Attach multiple versions of a document easily
  • Track Time Inside of Each Job or Task
  • Track and Manage What Your Staff Should Be Working On
  • Track Billing in Your Currency, While Pulling in Your Outlook and Google Events
  • Setting Staff Members, Track their Billable Amount, and Custom Set Permissions

 

Free Trial: (Yes/No)

Yes, 14-day free trial

Pricing

Starts at $25 per month, billed yearly (also available in monthly pricing)

Cloud based?

Yes

Website:

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