What is workflow software for accountants?
Workflow software for accountants turns recurring client work such as bookkeeping, payroll, tax returns and year-end accounts into job templates with tasks, deadlines and assignees. It creates jobs on a schedule, chases clients for missing information and shows the status and workload of every job in one dashboard.
Also calledaccounting workflow softwarepractice workflow tool
Compare the softwareBest practice management software for accounting firms →All 15 practice management vendors →
- Core tools
- Job templates, tasks, deadlines
- Usually part of
- Practice management software
- Priced
- Per user a month
How workflow software works
The firm builds a template for each service, sets the recurrence, and the software creates the job, assigns tasks and sends client requests ahead of each deadline. Dashboards show what is due, overdue or waiting on the client. Karbon Team costs US$59 per user a month billed annually, or US$79 monthly for four or more users, and Business US$89. Canopy Standard costs US$74 per user a month billed annually and includes recurring task workflows and capacity tools on higher plans. Financial Cents starts at US$19 a month billed annually for one user, with Team at US$49 per user. Senta starts at £25.60 a month for the first user, with 20% off annual billing. IRIS Elements Practice Management starts from £13 per user a month, and FigsFlow Practice Management from £29 per person a month billed annually, excluding VAT. Xero Practice Management is free for Silver, Gold and Platinum partners and £99 a month for up to 10 users, excluding VAT, for others.
Common questions
What is the best workflow software for accountants?+
Karbon and Canopy combine workflow with a client portal and billing, Financial Cents and Senta start from one user, and Xero Practice Management links jobs and invoices to Xero.
How much does accounting workflow software cost?+
Karbon starts at US$59 per user a month billed annually, Canopy at US$74 and Financial Cents at US$19 for one user. Senta starts at £25.60 a month for the first user and IRIS Elements from £13 per user a month.
Is Xero Practice Management free?+
Xero Practice Management is free for Silver, Gold and Platinum Xero partners. Bronze partners and new users get a 14-day trial, then pay £99 a month for up to 10 users, excluding VAT.
What is the difference between workflow and practice management software?+
Workflow software manages jobs, tasks and deadlines. Practice management software adds CRM, time, billing, documents and a client portal around that workflow.
Workflow software for accountants
KarbonWorkflow, email triage and capacity planning for firms.Profile →
CanopyClient management, documents and billing for accounting firms.Profile →
TaxDomeAll-in-one practice management for tax and accounting firms.Profile →
XeroCloud accounting for small businesses with a large app ecosystem.Profile →More workflow software
Part of Accountio’s accounting technology coverage · Glossary
