20 Beste CPA-Software im Test 2026

Payouts is a FinTech platform designed to automate global payouts and manage vendor relationships. It aims to simplify financial processes for businesses by offering a variety of payout methods and compliance features.

Why I picked Payouts: Payouts automates the entire payout process, from vendor onboarding and compliance (including tax form collection) to invoice processing, multi-currency payments, and real-time reporting. This eliminates manual tasks that typically slow down accounts payable teams. Payouts also helps you manage payments and compliance processes, which is vital when dealing with multiple vendors.

Standout features & integrations:

Features include automated payment processing and financial tracking to ensure your clients are paid on time and correctly. The software also provides instant liquidity to fast-track vendor financing, and allows for the conversion of cryptocurrency payments to fiat currency for further accessibility in global markets.

Integrations include NetSuite, Venmo, PayPal, and Zelle.

Puzzle.io is a cloud-based accounting software designed for startups, small businesses, and accounting professionals. It uses an AI-native ledger to automate bookkeeping, monitor data accuracy, and generate real-time financial insights.

Why I picked Puzzle.io: Puzzle.io stood out for its ability to reduce manual bookkeeping through automated categorization and reconciliation. It supports both cash and accrual accounting methods at the same time, which can help firms meet varied reporting needs without extra duplication. Puzzle.io also offers continuous accuracy reviews powered by AI, which alert users to issues before they become problems. These tools make it a helpful option for CPAs looking to improve accuracy and efficiency in their accounting workflows.

Standout features & integrations:

Features include built-in accrual automation to handle revenue recognition and prepaid expenses, variance analysis to flag unusual financial activity, and guided onboarding to get started quickly. It also supports collaboration by allowing CPAs to join client accounts and help manage books directly.

Integrations include Mercury, Ramp, Brex, Every, Meow, Rippling, Gusto, Deel, Central, Stripe, Bill.com, Runway, and Causal.

FreshBooks is an accounting software solution specifically designed for freelancers and small business owners. It focuses on invoicing, expense tracking, and time management to simplify financial tasks.

Why I picked FreshBooks: FreshBooks streamlines essential tasks like invoicing, expense tracking, and time management, while offering double-entry accounting and detailed financial reports that meet professional standards. Targeted more towards small businesses and freelancers, the software also offers cloud-based accessibility, allowing real-time collaboration with clients.

Standout features & integrations:

Features include project management tools that help you organize tasks and collaborate with clients. FreshBooks’ automatic expense import feature also lets you sync your bank account to categorize expenses easily.

Integrations include PayPal, Stripe, Shopify, G Suite, Slack, HubSpot, Trello, Mailchimp, and Zoom.

Uku is a cloud-based task management and automation tool designed for accounting and financial firms. It focuses on automating repetitive tasks, project management, and enhancing team productivity.

Why I picked Uku: Uku streamlines repetitive accounting workflows with precision and ease. Tailored specifically for accounting professionals, Uku automates recurring tasks, deadlines, and client communications—freeing up valuable time and reducing the risk of human error. Plus, its intuitive interface and customizable task templates allow firms to maintain consistency across client engagements while adapting to unique operational needs. 

Standout features & integrations:

Features include a time-tracking tool that helps you monitor productivity. The software’s automated reminders also ensure your team never misses a deadline, while its reporting features provide insights into task completion and team performance.

Integrations include Xero, QuickBooks, Google Calendar, Microsoft Outlook, Slack, Trello, Asana, Zapier, and Google Drive.

Canopy is a cloud-based practice management software tailored for accounting firms. It focuses on client management, document management, and workflow automation to enhance productivity.

Why I picked Canopy: Canopy provides a centralized client portal, which streamlines communication, document sharing, and task tracking. The platform also offers strong CRM features specifically tailored for accounting professionals, including automated reminders, client timelines, and integrated eSignatures, all of which enhance client interactions and reduce administrative overhead.

Standout features & integrations:

Features include a time-tracking tool that helps you monitor billable hours accurately. The software also provides customizable templates for client communication, streamlining interactions. 

Integrations include QuickBooks Online, Xero, G Suite, Microsoft Outlook, Stripe, PayPal, Zapier, Slack, and Dropbox.

AccountEdge is an accounting software designed for small to medium-sized businesses. It focuses on providing advanced accounting tools, including invoicing, payroll, and inventory management.

Why I picked AccountEdge: AccountEdge offers a strong, locally-installed solution with powerful accounting features tailored for small to midsized businesses. Its offline accessibility ensures uninterrupted performance without relying on internet connectivity. Plus, with features like double-entry accounting, payroll processing, and inventory tracking, AccountEdge delivers advanced financial management in a secure, self-contained environment.

Standout features & integrations:

Features include customizable sales and purchase templates that allow you to tailor documents to your business needs. The software’s job tracking feature also helps your team monitor project costs and profitability, while its time billing function lets you track billable hours and generate invoices effortlessly.

Integrations include Shopify, WooCommerce, Shopify POS, ShipStation, and BigCommerce.

Jetpack Workflow is a cloud-based workflow management tool designed for accounting firms. It helps manage tasks, track workflows, and enhance team collaboration.

Why I picked Jetpack Workflow: Jetpack Workflow is specifically designed to streamline recurring accounting tasks and improve team accountability. Its intuitive dashboard offers clear visibility into deadlines, project statuses, and staff assignments. Plus, with automated reminders, recurring job templates, and time tracking features, Jetpack Workflow ensures that no task falls through the cracks.

Standout features & integrations:

Features include time tracking, which helps your team manage billable hours efficiently. The client portal also allows for secure communication and document sharing. Additionally, automated email reminders keep everyone on schedule and informed of deadlines.

Integrations include QuickBooks Online, Xero, Google Calendar, Outlook, Zapier, Slack, Dropbox, and Box.

Accounting CS is a professional accounting software solution targeting accounting firms. It focuses on delivering integrated payroll processing and other core accounting functions.

Why I picked Accounting CS: Accounting CS seamlessly combines accounting and payroll functions within a single platform, eliminating the need for duplicate data entry and reducing errors. Designed for accounting professionals, it allows CPA firms to manage multiple clients’ payrolls efficiently while offering advanced features like customizable reporting, multi-state payroll processing, and direct deposit.

Standout features & integrations:

Features include batch processing, which enables the efficient handling of multiple clients' data simultaneously. Plus, the software’s payroll compliance tools always ensure you meet all regulatory requirements.

Integrations include QuickBooks, NetClient CS, Microsoft Office, UltraTax CS, Checkpoint, and GoFileRoom.

CCH Axcess Engagement is a cloud-based audit and engagement management software designed for accounting firms. It helps manage audit processes, document management, and collaboration in a secure online environment.

Why I picked CCH Axcess Engagement: CCH Axcess Engagement streamlines audit and engagement processes through a fully cloud-based platform, enabling real-time collaboration among team members regardless of location. Overall, the software simplifies document management, workflow tracking, and trial balance tasks, while offering seamless integration with other CCH Axcess modules.

Standout features & integrations:

Features include automated workflow management that streamlines audit tasks. The software also offers advanced reporting tools that give insights into audit progress, while its secure cloud storage ensures that all documents are protected and easily accessible.

Integrations include CCH ProSystem fx Tax, CCH Axcess Tax, Microsoft Office, QuickBooks, Xero, Sage, and Docusign.

FinancialCents is a cloud-based practice management software designed for accounting firms. It focuses on task management, time tracking, and client collaboration to enhance team productivity.

Why I picked FinancialCents: FinancialCents succeeds in team collaboration, making it easy for your team to work together effectively. The software offers a central dashboard where everyone can track project progress. Additionally, its task management features help you assign and monitor tasks across the team, while its client portal allows for secure sharing of documents, ensuring smooth communication with clients.

Standout features & integrations:

Features include automated client reminders that help keep your team on schedule. The software’s time-tracking tool also lets you monitor billable hours accurately, while its document management system organizes your files in one place for easy access.

Integrations include QuickBooks, Xero, Microsoft Outlook, Google Calendar, Slack, Zapier, Dropbox, and Microsoft Teams.