Practice management software for CPA firms & consultants

We list 16 practice management software for CPA firms & consultants, each checked on the vendor's own site. 13 publish a starting price; the lowest we found is $0 (free to start), from Harvest (vendor page: “Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly)”).

Updated Oct 15, 2026

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Tool	What it does	Entry price	Checked on
Accelo	Client work management for professional services.	Contact for pricing *	Oct 15, 2026
Botkeeper	AI-assisted bookkeeping automation for accounting firms.	1-4 licenses $134/license/mo annual ($149 monthly); volume tiers lower; no free trial	Oct 15, 2026
Canopy	Accounting practice management with client portal and tax resolution.	Standard $74/user/mo billed annually; Plus $109; Premium $149	Oct 15, 2026
Double (formerly Keeper)	Client collaboration and bookkeeping review for accounting firms.	Contact for pricing *	Oct 15, 2026
Financial Cents	Workflow and client management for accounting firms.	Solo $19/mo billed annually; Team/Scale priced per user	Oct 15, 2026
Function Point	All-in-one agency management for creative agencies: projects, resourcing, time, estimates and invoicing.	Standardize $53/user/mo (annual) or $58 monthly; Optimize $62/user/mo (annual); onboarding fee for new customers	Oct 15, 2026
Harvest	Time tracking and invoicing for teams.	Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly)	Oct 15, 2026
Jetpack Workflow	Workflow management for accounting firms.	Starter $49/seat; next tier $59/seat	Oct 15, 2026
Karbon	Practice management and workflow for accounting firms.	Team $59/user/mo annual ($79 monthly); Business $89 ($99)	Oct 15, 2026
Plutio	All-in-one business app for freelancers and agencies.	Core $19/mo; Pro $49; Max $199	Oct 15, 2026
Productive	Agency management: projects, budgeting, resourcing and billing.	Essential $10/user/mo; Professional $29/user/mo (minimums apply)	Oct 15, 2026
TaxDome	All-in-one practice management, client portal and CRM for tax and accounting firms.	Solo $800/seat/yr (1-yr commitment), $700-$750 with longer terms; Pro $1,000/seat/yr	Oct 15, 2026
Teamwork.com	Project management for client services teams.	Contact for pricing *	Oct 15, 2026
Uku	Practice management for accounting firms.	Solo from $19/mo; Team from $38/mo; Elite from $48/mo	Oct 15, 2026
Clockify	Free time tracker and timesheet app.	Free account; Standard $5.49/seat/mo annual; Pro $7.99; Enterprise $11.99	Oct 15, 2026
Toggl Track	Time tracking with reports and billable rates.	Free for limited users; Starter $9/user/mo; Premium $16 (annual)	Oct 15, 2026

* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.

Accelo

No public prices; how-to-buy page

Client work management for professional services.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Accelo ↗

Botkeeper

1-4 licenses $134/license/mo annual ($149 monthly); volume tiers lower; no free trial

AI-assisted bookkeeping automation for accounting firms.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Botkeeper ↗

Canopy

Standard $74/user/mo billed annually; Plus $109; Premium $149

Accounting practice management with client portal and tax resolution.

Run the business (all-in-one ops)Documents, drafting & e-signInvoicing & collections

Checked Oct 15, 2026 Details Visit Canopy ↗

Double (formerly Keeper)

Pricing page shows add-ons; base plan prices not in snapshot text

Client collaboration and bookkeeping review for accounting firms.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Double (formerly Keeper) ↗

Financial Cents

Solo $19/mo billed annually; Team/Scale priced per user

Workflow and client management for accounting firms.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Financial Cents ↗

Function Point

Standardize $53/user/mo (annual) or $58 monthly; Optimize $62/user/mo (annual); onboarding fee for new customers

All-in-one agency management for creative agencies: projects, resourcing, time, estimates and invoicing.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Function Point ↗

Harvest

Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly)Free tier

Time tracking and invoicing for teams.

Invoicing & collectionsRun the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Harvest ↗

Jetpack Workflow

Starter $49/seat; next tier $59/seat

Workflow management for accounting firms.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Jetpack Workflow ↗

Karbon

Team $59/user/mo annual ($79 monthly); Business $89 ($99)

Practice management and workflow for accounting firms.

Run the business (all-in-one ops)Internal automation & agents

Checked Oct 15, 2026 Details Visit Karbon ↗

Plutio

Core $19/mo; Pro $49; Max $199

All-in-one business app for freelancers and agencies.

Run the business (all-in-one ops)Invoicing & collections

Checked Oct 15, 2026 Details Visit Plutio ↗

Productive

Essential $10/user/mo; Professional $29/user/mo (minimums apply)

Agency management: projects, budgeting, resourcing and billing.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Productive ↗

TaxDome

Solo $800/seat/yr (1-yr commitment), $700-$750 with longer terms; Pro $1,000/seat/yr

All-in-one practice management, client portal and CRM for tax and accounting firms.

Run the business (all-in-one ops)Documents, drafting & e-signInvoicing & collections

Checked Oct 15, 2026 Details Visit TaxDome ↗

Teamwork.com

Prices not in snapshot text; free trial

Project management for client services teams.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Teamwork.com ↗

Uku

Solo from $19/mo; Team from $38/mo; Elite from $48/mo

Practice management for accounting firms.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Uku ↗

Clockify

Free account; Standard $5.49/seat/mo annual; Pro $7.99; Enterprise $11.99Free tier

Free time tracker and timesheet app.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Clockify ↗

Toggl Track

Free for limited users; Starter $9/user/mo; Premium $16 (annual)Free tier

Time tracking with reports and billable rates.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Toggl Track ↗

Also works for any business

General tools with this job that aren't built for CPA firms & consultants specifically. Not counted in the total above.

Connecteam

Free for up to 10 users; Basic $29/mo for first 30 usersFree tier

Employee app for scheduling, time clock and communication for deskless teams.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Connecteam ↗

Zoho FSM

Edition prices not rendered in snapshot; 15-day free trial

Field service management from Zoho.

Run the business (all-in-one ops)

Checked Oct 15, 2026 Details Visit Zoho FSM ↗

Zoho One

Flexible user pricing US$90/user/mo; all-employee pricing also offered; 30-day trial

Suite of 45+ Zoho business apps under one license.

Run the business (all-in-one ops)CRM & pipelineInternal automation & agents

Checked Oct 15, 2026 Details Visit Zoho One ↗

FAQ

What practice management software work for CPA firms & consultants?

16 tools on this page, including Accelo, Botkeeper, Canopy, Double (formerly Keeper). Each was checked against the vendor's site, most recently on Oct 15, 2026.

Which practice management software for CPA firms & consultants publish their prices?

13 of 16: Harvest (Free (1 seat, 2 projects); Pro from $9/seat/mo annual ($11 monthly)); Clockify (Free account; Standard $5.49/seat/mo annual; Pro $7.99; Enterprise $11.99); Toggl Track (Free for limited users; Starter $9/user/mo; Premium $16 (annual)); Productive (Essential $10/user/mo; Professional $29/user/mo (minimums apply)); Financial Cents (Solo $19/mo billed annually; Team/Scale priced per user). The rest ask you to contact sales or book a demo.

Is there a free option?

The vendor sites for Harvest, Clockify, Toggl Track state a free tier or free plan as of our last check.

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