Silverfin alternatives
Silverfin is cloud software for accounting firms that standardises working papers, accounts production and tax and compliance templates on data pulled from client ledgers. It is part of the Visma group.
Firms comparing it usually look at Caseware, IRIS and Bright for working papers and accounts production, and at Inflo and DataSnipper for audit work. Practice management tools such as Karbon, TaxDome and Canopy sit alongside it, handling jobs, deadlines and client requests rather than the working papers themselves.
What Silverfin does
Standardised working papers, accounts production, corporation tax and compliance templates on a connected data layer that pulls from client ledgers.
- Ownership
- Part of Visma
Alternatives in Practice Management
48 other vendors in this category. Vendors with an Accountio profile are shown first; the rest of the directory follows.
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Client management, documents and billing for accounting firms.
Founded 2014 · HQ Draper, US
Canopy profile →
Digital identity checks for regulated client onboarding.
Founded 2017 · HQ Cardiff, UK
Credas profile →
CRM designed specifically for accountancy practices.
Founded 2007 · HQ Redruth, UK
FibreCRM profile →
Proposals, engagement letters and automated billing.
Founded 2013 · HQ Sydney, Australia
Ignition profile →
Workflow, email triage and capacity planning for firms.
Founded 2014
Karbon profile →
AML and identity verification for regulated firms.
Founded 2005 · HQ Ilkley, UK
SmartSearch profile →
All-in-one practice management for tax and accounting firms.
Founded 2017 · HQ New York, US
TaxDome profile →
Billing and collections automation purpose-built for accounting firms.
Founded 2020 · HQ Charlotte, US
Aiwyn profile →
Engagement terms turned into automated billing and collection.
Founded 2019 · HQ New York, US
Anchor profile →
Automated tax return analysis and planning opportunity reports.
Founded 2019 · HQ College Station, US
Holistiplan profile →More practice management vendors in the directory
How to choose
- Where does work start in your firm: email, a client portal or a job list?
- Which tax and accounting software must it connect to, and which client communication should run through it?
- How is it priced: per user, per client or by module, and what do the add-ons cost?
- How will existing clients, jobs and documents move across, and who helps with that?
Compare further
Common questions
What are the main alternatives to Silverfin?+
For working papers, accounts production and year-end compliance, firms compare Caseware, IRIS, Bright (BrightWorkpapers) and Inflo. DataSnipper works inside Excel for audit testing and document matching. Karbon, TaxDome and Canopy manage jobs, deadlines and client communication rather than the working papers.
Who owns Silverfin?+
Silverfin is part of Visma, which lists it among its brands alongside e-conomic, Tripletex, Netvisor and Yuki.
Is Silverfin a practice management tool?+
Not in the way Karbon or TaxDome are. Silverfin covers the compliance work itself: working papers, accounts and tax templates built on data pulled from client ledgers. Firms usually run it next to a separate tool for jobs, deadlines and client requests.
Part of Accountio’s accounting technology coverage.
