18 Best CPA Software Reviewed in 2025
Best CPA Software Shortlist
Here’s my shortlist of the best CPA software:
Our one-on-one guidance will help you find the perfect fit.
You know the feeling—late nights, shifting tax codes, client data scattered across spreadsheets and legacy systems. As a CPA, your workload doesn’t ease up, and using outdated CPA software only makes things worse.
But with so many platforms claiming to automate or simplify your workflow, it’s tough to know which ones actually help and which ones just create more cleanup. As a financial controller, I know how important it is to have tools that are reliable, intuitive, and designed with your reality in mind.
Using this insight, I reviewed and tested these tools with real workflows in mind—no fluff, just features that save time, cut manual work, and keep everything running smoothly. So, if you’re hunting for CPA software that actually makes your job easier, this list will help you skip the guesswork and find the right fit faster.
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Best CPA Software Summary
This comparison chart summarizes pricing details for my top CPA software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for freelancers | 30-day free trial | From $6.30/month (billed annually) | Website | |
| 2 | Best for client management | 15-day free trial | From $150/month (billed annually) | Website | |
| 3 | Best for task automation | Free trial available | From $38/user/month | Website | |
| 4 | Best for desktop users | 30-day free trial | From $20/month | Website | |
| 5 | Best for workflow tracking | 14-day free trial | From $30/user/month (billed annually) | Website | |
| 6 | Best for team collaboration | 14-day free trial | From $19/month (billed annually) | Website | |
| 7 | Best for cloud engagement | Free demo available | Pricing upon request | Website | |
| 8 | Best for audit processes | 14-day free trial | From $149/month + $99/additional user/month | Website | |
| 9 | Best for practice management | Free demo available | Pricing upon request | Website | |
| 10 | Best for custom workflows | Free trial available | From $25/2 users/month (billed annually) | Website |
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LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9 -
Float Financial
Visit Website -
Vena
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.5
Best CPA Software Review
Below are my detailed summaries of the best CPA software that made it onto my shortlist. My reviews offer an in-depth look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.
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.
Pros and cons
Pros:
- Handy project management tools
- Automatic expense import
- Customizable invoice templates
Cons:
- Basic reporting capabilities
- Limited features for large businesses
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.
Pros and cons
Pros:
- Customizable communication templates
- Strong document management system
- Automated workflows
Cons:
- Can be complex for small firms
- Limited advanced reporting options
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.
Pros and cons
Pros:
- Strong reporting capabilities
- Automated reminders
- Customizable workflows
Cons:
- May need frequent updates
- Initial setup can be time-consuming
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.
Pros and cons
Pros:
- Automated audit trails
- Customizable audit templates
- Real-time collaboration tools
Cons:
- Frequent software updates needed
- Limited advanced analytics
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.
Pros and cons
Pros:
- Secure client portal
- Automated email reminders
- Intuitive project dashboard
Cons:
- Limited mobile app features
- Limited advanced reporting
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.
Pros and cons
Pros:
- Automated client reminders
- Secure client portal
- Centralized project dashboard
Cons:
- No mobile app
- Limited advanced reporting
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.
Pros and cons
Pros:
- Secure cloud storage
- Customizable audit templates
- Comprehensive document management
Cons:
- Limited offline access
- Complex setup process
AuditFile is a cloud-based audit management software designed for accounting firms. It helps streamline audit processes, manage client data, and improve collaboration among audit teams.
Why I picked AuditFile: AuditFile manages every phase of the audit workflow—from planning and risk assessment to documentation and review. The software’s real-time collaboration features make it easy for teams to work together, while integrated trial balance and workpaper management enhance accuracy and efficiency. Overall, AuditFile simplifies complex audit tasks, making it a reliable and efficient solution for firms of all sizes.
Standout features & integrations:
Features include a secure document storage system that keeps all audit files organized and accessible. The software also provides automated audit trails that track changes and ensure compliance.
Integrations include QuickBooks Online, Xero, Dropbox, Google Drive, Microsoft OneDrive, Box, and SharePoint.
Pros and cons
Pros:
- Automated audit trails
- Customizable audit templates
- Real-time collaboration tools
Cons:
- Frequent software updates needed
- Limited advanced analytics
IRIS Star is a practice management software designed for accounting firms. It focuses on managing client relationships, streamlining administrative tasks, and improving overall efficiency.
Why I picked IRIS Star: IRIS Star offers an advanced suite of tools specifically designed to streamline operations, boost productivity, and improve client service. It centralizes important functions like time and billing, job tracking, workflow automation, and document management, giving firms full visibility into their operations. The software also provides strong integration capabilities and customizable reporting, helping CPA practices maintain compliance, manage workloads efficiently, and make informed decisions.
Standout features & integrations:
Features include advanced reporting tools that provide insights into firm performance. The workflow automation feature also reduces manual tasks, freeing up time for your team.
Integrations include Microsoft Office, Xero, QuickBooks, Sage, CCH, Docusign, and Salesforce.
Pros and cons
Pros:
- Advanced reporting capabilities
- Secure client portal
- Efficient time and billing tools
Cons:
- Frequent software updates needed
- Complex initial setup
Eleven is a cloud-based accounting solution for accounting firms and multi-subsidiary businesses. It focuses on scalable general ledger management and multi-currency support, making it ideal for firms managing a large client base.
Why I picked Eleven: Eleven offers a flexible, modular design that allows firms to tailor processes to their exact needs. Whether it’s managing recurring tasks, automating client communication, or adapting approval chains, Eleven enables full customization without requiring complex coding. This adaptability makes it ideal for firms with unique or evolving operational structures.
Standout features & integrations:
Features include advanced data extraction which simplifies data processing. Its drag-and-drop workflow builder also helps streamline team collaboration, reduce manual errors, and ensure consistent delivery of services across the board.
Integrations include QuickBooks, Xero, Sage, Microsoft Dynamics, NetSuite, FreshBooks, Stripe, PayPal, and Salesforce.
Pros and cons
Pros:
- Strong data security
- Advanced data extraction
- Multi-currency support
Cons:
- May need frequent updates
- Requires training for new users
Other CPA Software
Here are some additional CPA software options that didn’t make it onto my shortlist, but are still worth checking out:
- Accounting CS Payroll
For integrated payroll
- Sage Intacct
For midsized businesses
- QuickBooks Online
For small businesses
- Keeper
For document management
- Karbon
For team collaboration
- Mango
For client experience
- Nickle
For simple billing and invoicing
- NetSuite Cloud Accounting
For large enterprises
CPA Software Selection Criteria
When selecting the best CPA software to include in this list, I considered common buyer needs and pain points like financial reporting accuracy and regulatory compliance. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Financial reporting
- Tax preparation and compliance
- Accounts payable and receivable management
- Budgeting and forecasting
- Audit trail maintenance
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- Multi-currency support
- Customizable dashboards
- AI-driven analytics
- Industry-specific templates
- Real-time collaboration tools
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive navigation
- Clean interface design
- Minimal learning curve
- Responsive design across devices
- Customization options for user preferences
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates and guides
- Support through chatbots or live chat
- Webinars and workshops for users
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Multiple support channels
- Knowledgeable and responsive agents
- Access to a comprehensive help center
- Community forums for user interaction
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing models
- Features offered at each pricing tier
- Access to updates and new features
- Discounts for annual subscriptions
- Transparent pricing without hidden fees
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Consistency in positive feedback
- Commonly mentioned issues or drawbacks
- Overall star ratings
- Feedback on customer support experience
- User-reported ease of implementation and use
How to Choose CPA Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Ensure the software can grow with your business. Look for solutions that can handle an increasing number of transactions and users without losing performance. |
| Integrations | Check if the software integrates with tools you already use, like QuickBooks or Salesforce, to streamline your workflows and reduce manual data entry. |
| Customizability | Look for software that lets you tailor features to your specific needs, such as custom reports or workflow automation, to fit your team's processes. |
| Ease of Use | Choose a solution with an intuitive interface that minimizes the learning curve for your team, helping them get up to speed quickly without extensive training. |
| Budget | Consider the total cost of ownership, including subscription fees, setup costs, and any additional charges for add-ons or upgrades that might affect your budget. |
| Security Safeguards | Ensure the software offers data encryption, regular backups, and compliance with regulations to protect sensitive financial information. |
| Support Services | Evaluate the quality of customer support, including availability, response time, and the variety of support channels offered, like phone, chat, or email. |
| Reporting Features | Look for strong reporting capabilities that offer insights into financial performance, helping you make informed business decisions. |
Trends in CPA Software
In my research, I sourced countless product updates, press releases, and release logs from different CPA software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Insights: More CPA software is incorporating AI to provide predictive analytics and insights. This helps businesses forecast financial trends and make data-driven decisions.
- Blockchain For Security: Vendors are starting to explore blockchain technology to enhance data security and integrity. This trend is particularly important for maintaining transparent and tamper-proof financial records, ensuring trust in financial reporting.
- Real-Time Collaboration: Tools are adding features that allow multiple users to work on the same financial data simultaneously. This trend supports remote teams and enhances productivity by ensuring everyone has access to the latest information.
- Sustainability Reporting: As businesses focus on sustainability, CPA software is starting to include features for tracking and reporting on environmental metrics. This allows companies to align their financial goals with sustainability objectives.
- Cloud-Native Solutions: While cloud-based software is standard, the shift towards cloud-native applications is growing. These are designed for the cloud from the ground up, offering better scalability and integration with other cloud services.
What Is CPA Software?
CPA software is a tool designed to help accounting professionals manage financial tasks efficiently. It’s generally used by accountants, auditors, and finance teams to handle complex accounting services and ensure compliance with regulations.
Most CPA software include key features like financial reporting, tax compliance, and budgeting support accurate financial management and decision-making. Overall, these solutions provide value by simplifying accounting tasks and enhancing the accuracy of financial data.
Features of CPA Software
When selecting CPA software, keep an eye out for the following key features:
- Financial Reporting: Provides detailed insights into financial performance, helping users make informed decisions.
- Tax Compliance: Automates tax calculations and filings to ensure adherence to regulatory requirements.
- Budgeting and Forecasting: Assists in planning and predicting future financial outcomes, aiding strategic decision-making.
- Audit Trail: Maintains a record of all financial transactions, ensuring transparency and accountability.
- Multi-Currency Support: Manages transactions in various currencies, essential for businesses operating internationally.
- Customizable Dashboards: Allows users to tailor the interface to display the most relevant data for their needs.
- Real-Time Collaboration: Enables multiple users to work on financial data simultaneously, enhancing teamwork and efficiency.
- Document Management: Organizes and stores financial documents securely, making them easily accessible.
- AI-Driven Analytics: Offers predictive insights and analytics to support data-driven financial decisions.
Benefits of CPA Software
Implementing CPA software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved Accuracy: Automated calculations and tax compliance features reduce errors in financial data.
- Increased Efficiency: Real-time collaboration and workflow automation save time and enhance team productivity.
- Better Decision-Making: Financial reporting and AI-driven analytics provide valuable insights for strategic planning.
- Enhanced Security: Document management and audit trails ensure that financial information is stored securely and transparently.
- Scalability: Multi-currency support and customizable dashboards allow the software to grow with your business needs.
- Cost Savings: By automating manual tasks, CPA software reduces the need for additional resources, saving costs in the long run.
Costs and Pricing of CPA Software
Selecting CPA software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in CPA software solutions:
Plan Comparison Table for CPA Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0/user/month | Basic financial reporting, limited integrations, and email support. |
| Personal Plan | $10-$30/user/month | Basic financial reporting, tax compliance, budgeting tools, and email support. |
| Business Plan | $30-$60/user/month | Advanced financial reporting, multi-currency support, workflow automation, and phone support. |
| Enterprise Plan | $60-$120/user/month | Customizable dashboards, AI-driven analytics, dedicated account manager, and 24/7 support. |
CPA Software FAQs
Here are some answers to common questions about CPA software:
Can CPA software handle multi-currency transactions?
Yes, many CPA software solutions support multi-currency transactions, making them suitable for businesses operating internationally. These tools automatically convert currencies based on current exchange rates, ensuring accurate financial reporting. This feature is especially useful for managing global accounts and maintaining compliance with international financial regulations.
How secure is my data with CPA software?
CPA software typically includes robust security measures like encryption and regular backups to protect your data. Vendors often comply with industry standards to ensure data integrity and confidentiality. It’s important to choose a provider that prioritizes security and offers features like two-factor authentication and access controls.
What kind of customer support can I expect from CPA software providers?
Most CPA software vendors offer various support options, including phone, email, and live chat. Some provide 24/7 support, while others may have specific hours. It’s beneficial to choose a vendor with responsive and knowledgeable support staff to help resolve any issues quickly and efficiently.
Can CPA software integrate with other business tools?
Many CPA software solutions offer integrations with other business applications like CRM systems, payroll services, and e-commerce platforms. These integrations help streamline workflows by allowing data to flow seamlessly between systems, reducing manual data entry and improving accuracy.
How does CPA software help with tax compliance?
CPA software automates tax calculations and keeps track of tax regulations to ensure compliance. It can generate necessary tax forms and reports, reducing the risk of errors and penalties. This feature saves time and provides peace of mind by ensuring that your business remains compliant with ever-changing tax laws.
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