How much time did your team spend last month searching for documents in shared drives and old email threads? Can you say with certainty which of your services are the most profitable?

If a key team member were to leave tomorrow, would you have a clear record of all their client work and deadlines?

If answering these questions feels difficult, it’s a sign that your current processes are holding you back. You’re likely losing time and money in ways you can’t even see, especially when it comes to managing accounting task dependencies.

The right task management software for accountants is built to answer these questions, providing the visibility and control you need to run a more efficient and profitable practice.

Key Takeaways

  • Think Strategically, Not Just Tactically: The right software is more than a digital to-do list; it’s a tool for solving core business challenges. It helps you save time, improve client communication, and gain the insights needed to increase your firm’s profitability.
  • Prioritize Integration and Security: Your task management tool should be a central hub, not another silo. Look for a platform that connects seamlessly with your essential systems like Microsoft 365 and your accounting software, and that offers robust security to protect sensitive client data.
  • Successful Adoption Requires a Plan: Choosing the software is only half the battle. A successful rollout depends on a thoughtful implementation strategy that includes a clear plan for data migration, comprehensive team training, and specific metrics to measure your return on investment.

Why Your Accounting Firm Needs Task Management Software

If your team is still relying on a patchwork of spreadsheets, email threads, and sticky notes to manage work, you know how easily things can get lost. Important deadlines can slip by, client requests can be missed, and no one has a clear picture of who is responsible for what. It’s a reactive way to work, and it creates unnecessary stress for everyone involved.

Task management software brings all your firm’s work into a single, organized system. It’s more than just a digital to-do list; it’s a central hub that provides clarity and structure to your daily operations. Instead of chasing down status updates, you can see the progress of every task at a glance. This shift from chaos to control allows your team to work more proactively, efficiently, and collaboratively. The right platform doesn’t just organize your tasks—it transforms how your team works together, saves valuable time, and improves your relationships with clients.

Free Up Your Team’s Time and Resources

In any professional services firm, time is your most valuable asset. Yet, a surprising amount of it gets eaten up by repetitive administrative work. Think about the time your team spends manually setting up jobs, sending reminder emails, or searching for the right document. These small tasks add up, pulling skilled professionals away from the high-value work that truly serves your clients.

Task management software gives you that time back. By using features like workflow automation and templates for recurring jobs, you can standardize your processes and put administrative tasks on autopilot. This significantly reduces manual work and minimizes the risk of human error. When your team is free from tedious tasks, they can focus on strategic planning, client advising, and growing the business.

Keep Clients in the Loop, Effortlessly

Clear and consistent communication is the foundation of any strong client relationship. When your internal processes are disorganized, that chaos often spills over into your client interactions. Information gets siloed, team members have different versions of the truth, and clients are left feeling confused or neglected. This can damage trust and put your firm’s reputation at risk.

A centralized task management system ensures everyone is on the same page. All communication, files, and notes related to a specific job are stored in one place, accessible to the entire team. Instead of calling a colleague for an update, you can see the status directly in the task. Many platforms also have collaborative features like client portals, which give clients a secure way to track progress and share information, leading to a more transparent and professional experience.

Never Miss a Deadline Again

For industries like accounting and law, meeting deadlines isn’t just good practice—it’s a requirement. A missed deadline can lead to financial penalties, legal trouble, and serious damage to your firm’s credibility. With so many moving parts and client commitments, manually tracking every due date is a recipe for disaster. It only takes one small oversight to create a major problem.

This is where task management software becomes essential. It provides a clear, visual overview of all upcoming deadlines across the entire firm. Automated reminders, task dependencies, and progress tracking help ensure that work stays on schedule. By improving time management, these tools have been shown to increase employee productivity significantly. This gives you and your team peace of mind, knowing that you have a reliable system in place to stay compliant and deliver on your promises.

Turn Efficiency into Higher Profits

Do you know which of your services are the most profitable? Which clients take up the most resources for the least return? Without clear data, you’re essentially flying blind. Many firms continue offering services or working with clients that are unprofitable simply because they lack the insight to make a change. This can slowly erode your bottom line and hinder your firm’s growth.

Task management software with integrated time tracking gives you the data you need to make smarter business decisions. By tracking the time and resources spent on each job, you can accurately assess profitability. Analyzing these job profitability KPIs helps you understand where your firm is truly succeeding. Armed with this information, you can adjust your pricing, refine your service offerings, and focus your efforts on the work that delivers the best return on investment.

Key Features in Task Management Software for Accountants

Not all task management tools are created equal, especially when it comes to the specific demands of an accounting firm. When you’re comparing options, it’s easy to get lost in a long list of features. To help you focus on what truly matters, here are the key capabilities that will make the biggest impact on your firm’s efficiency and client service. Choosing software with these core functions ensures you’re building a more organized, secure, and profitable practice.

Keep All Your Documents in One Place

If your team is constantly searching for files across email threads, shared drives, and local desktops, you’re losing valuable time. A scattered system creates confusion and increases the risk of using an outdated document. The right task management software should serve as a single source of truth for all client files and firm documents.

Centralized document management brings everything into one organized hub. This structure makes it easier to find what you need, but it also lays the groundwork for better workflows and collaboration. When every document has a designated home, your team can operate with confidence and clarity, reducing manual work and administrative headaches.

Put Repetitive Tasks on Autopilot

Many of the daily tasks in an accounting firm are repetitive, from onboarding new clients to preparing for tax season. Manually managing these processes step-by-step is not only time-consuming but also leaves room for human error. Workflow automation is the solution for handling these recurring task lists with consistency and precision.

Look for software that lets you build workflow templates for your common processes. You can set up tasks that automatically trigger notifications, assign work to team members, and move projects forward without constant oversight. This frees up your team to focus on higher-value client work. Using automation features transforms your internal processes, saving time and ensuring compliance standards are met every time.

Share Information Securely with Clients

Email was never designed for sharing sensitive financial information. Sending confidential documents back and forth as attachments creates significant security risks and makes it difficult for clients to track important files. A secure client portal provides a professional and safe environment for all your client interactions.

This feature gives your clients a single, password-protected space where they can upload documents, view reports, and communicate with your team. A dedicated client portal not only strengthens your security but also improves the client experience. It shows you value their privacy and provides a clear, organized way to collaborate, which helps build long-term trust and satisfaction.

Track Time and Bill Clients Seamlessly

To understand your firm’s profitability, you need to know exactly where your time is going. If your team is tracking hours in a separate spreadsheet or application, it’s difficult to connect that time to specific tasks and clients. This disconnect can lead to inaccurate billing and poor insight into project costs.

Software with integrated time tracking allows your team to log hours directly against the tasks they are working on. This creates a seamless connection between the work performed and the final invoice. It also provides valuable data on how long certain jobs take, helping you create more accurate quotes and manage team capacity more effectively. This approach to time tracking is essential for making informed business decisions.

Connects with the Tools You Already Use

Your task management software shouldn’t operate in a silo. For it to be truly effective, it needs to connect with the other tools your firm relies on every day. Without proper integrations, your team will be stuck manually transferring data between systems, which defeats the purpose of adopting new technology.

Before choosing a platform, make sure it offers seamless integrations with your essential applications. For most accounting firms, this includes Microsoft 365 for email and file management, as well as your accounting software like Xero or QuickBooks Online. A well-integrated system creates a unified workflow, reduces manual data entry, and ensures all your tools work together harmoniously.

Protect Your Firm and Client Data

For accountants, data security is not just a feature—it’s a fundamental requirement. You handle highly sensitive client information, and a single breach could be devastating to your clients and your firm’s reputation. Your task management software must be built with security at its core.

Look for features like data encryption, both in transit and at rest, and customizable access controls that let you define who can see and edit certain information. The platform should also help you meet your regulatory compliance obligations, whether it’s GDPR or other industry standards. Prioritizing security protects your clients, builds trust, and safeguards the future of your firm.

Get a Clear View of Your Firm’s Performance

You can’t improve what you can’t measure. Without clear visibility into your firm’s operations, it’s difficult to identify bottlenecks, manage workloads, or know if you’re hitting your goals. Strong reporting and analytics features turn your operational data into actionable insights.

Your software should provide dashboards that let you track key performance indicators (KPIs) for everything from project deadlines to team productivity. These reports help you see which clients are most profitable, where your team is spending its time, and which processes need improvement. By tracking the right accounting firm KPIs, you can make data-driven decisions that lead to consistent growth and better results.

Dedicated vs. General-Purpose Software

When you start looking for task management software, you’ll quickly find two main categories: tools built specifically for accountants and general-purpose platforms that can be adapted for any industry. Understanding the difference is the first step in choosing a system that will actually work for your firm, not against it. Each approach has its own set of strengths and weaknesses, and the right choice depends on your firm’s specific needs and how much you’re willing to customize.

Accounting Practice Management Software

Accounting practice management software is designed from the ground up for the unique workflows of accounting and tax firms. Tools like Karbon and Canopy are built with an accountant’s daily challenges in mind. They often come with pre-built templates for common jobs like tax preparation, bookkeeping, and audits. Because these systems are so specialized, they speak your language and anticipate your needs for compliance, client communication, and deadline tracking.

The main advantage here is that much of the setup work is already done for you. These platforms are tailored to your industry, which can lead to a faster and smoother implementation. They are built to handle the specific demands of accounting work, providing a focused solution that addresses your core operational challenges right out of the box.

General Project Management Software

On the other side are general project management tools like Asana, Monday.com, and ClickUp. These platforms are incredibly powerful and flexible, used by businesses in every industry imaginable. They are like a blank canvas, offering a wide array of features that you can configure to create a completely custom workflow for your firm. This flexibility is their greatest strength.

However, that flexibility is also their biggest challenge. A general tool won’t come with ready-made templates for an annual tax return or client onboarding. You will need to invest time and resources to build these systems yourself. While you can create a highly personalized setup, it requires a clear vision and a commitment to designing and maintaining your own processes from scratch.

Top Task Management Tools for Accountants

Choosing the right software can feel overwhelming with so many options on the market. To help you narrow it down, here’s a look at some of the top task management tools available for accounting firms. We’ll cover both specialized accounting platforms and general project management tools that can be adapted for your needs.

SuiteFiles

SuiteFiles is a comprehensive platform that brings document management, task automation, and client collaboration into one place. Instead of juggling separate apps for file storage, client communication, and task lists, you can manage everything within a system that integrates directly with Microsoft 365.

Our platform is designed to streamline your firm’s workflows from start to finish. You can use pre-built templates to standardize your processes, automatically file important emails and documents, and create tasks tied directly to client work. This unified approach helps your team stay organized, meet deadlines, and spend less time on administrative work.

Best For

SuiteFiles is ideal for accounting firms that want to move beyond a simple to-do list and adopt a true central hub for their operations. If your team is already invested in the Microsoft 365 ecosystem, our platform provides a seamless layer of organization on top of the tools you already use. It’s built for firms that need to manage documents, automate workflows, and communicate with clients securely, all from one place. By bringing these functions together, SuiteFiles provides the clarity and structure needed to run a more efficient and organized practice, turning your scattered files and processes into a single, reliable system.

Pros

The biggest advantage of SuiteFiles is the time it gives back to your team. By using features like workflow automation and templates for recurring jobs, you can standardize your processes and put administrative tasks on autopilot. A centralized system also ensures everyone is on the same page. All communication, files, and notes related to a specific job are stored in one place, accessible to the entire team. This dramatically reduces the time spent searching for information and chasing down updates, allowing your staff to focus on high-value client work instead of administrative busywork.

Cons

Firms that aren’t using a centralized system are often flying blind, continuing to work with unprofitable clients simply because they lack the data to make a change. While SuiteFiles solves this by providing clear insights, the transition to an all-in-one platform can require an adjustment period. Teams accustomed to using separate, disconnected tools will need to adapt to a new, more integrated way of working. However, the long-term gains in efficiency and profitability far outweigh the initial learning curve, as a unified system eliminates the friction caused by juggling multiple applications.

Pricing

SuiteFiles offers several pricing tiers designed to fit the needs of different firms, from small practices to larger teams. Each plan is structured to provide a clear return on investment by saving your team valuable time. Choosing the right software is only half the battle, though. A successful rollout depends on a thoughtful implementation strategy. We support our clients with a clear plan for data migration and team training to ensure you get the most value from the platform. You can explore our current pricing to find the best fit for your firm and see how our features align with your budget.

Key Feature: Unlimited E-Signatures

One of our standout features is unlimited document signing, included in every plan. Email was never designed for sharing sensitive financial information, and managing signatures through a separate, costly service adds another layer of complexity. With SuiteFiles, you can request and receive secure electronic signatures directly within your document management system. This not only streamlines your workflow but also provides a more professional and secure experience for your clients. It reinforces the trust they place in your firm by showing you prioritize the security of their most important documents.

Karbon

Karbon is a practice management software built specifically for accounting firms. Its main goal is to help your team work more efficiently, manage client relationships, and improve your firm’s overall profitability.

The platform centers around a collaborative workspace where you can assign tasks, communicate with your team, and track the status of all client work. Karbon focuses heavily on automating administrative tasks and providing clear visibility across your entire firm, so nothing falls through the cracks during busy seasons.

Best For

Karbon is designed from the ground up for accounting firms that need a powerful system to manage their practice. It’s a great fit for teams looking to standardize their workflows, improve internal communication, and gain a clear, real-time view of all client work. If your firm is focused on scaling its operations and improving profitability, Karbon provides the structure to make that happen.

Pros

The main advantage of Karbon is its central, collaborative workspace. It brings together tasks, client communication, and internal team discussions, which helps eliminate information silos. The platform’s emphasis on automation for administrative work and its clear visibility across all jobs means that managers can easily track progress without constantly asking for updates. This ensures nothing gets missed, especially during tax season.

Cons

Because Karbon is such a robust platform, it can take more time to set up compared to simpler tools. The range of features requires a thoughtful implementation process to get the most value. It’s also built for team collaboration, so it may not be the most cost-effective or practical choice for solo practitioners or very small firms of one to two people.

Pricing

Karbon’s pricing starts at $59 per user per month when billed annually. This positions it as a premium tool, reflecting its comprehensive feature set tailored specifically for the accounting industry.

Reported Benefits

Firms that use Karbon often report that it makes their entire operation run more smoothly by bringing everything into one place. It’s designed to cut down on the time wasted on repetitive administrative tasks. This allows team members to redirect their energy toward more strategic, high-value client work, which ultimately helps the firm grow.

Canopy

Canopy is a cloud-based operating system designed for accounting and tax professionals. It aims to be an all-in-one solution by combining practice management, document management, and client communication tools.

The platform helps firms manage their entire workflow in a single, connected system. Canopy is known for its modern interface and its focus on creating a seamless experience for both your team and your clients. It offers features like a secure client portal, workflow automation, and time and billing capabilities.

Best For

Canopy is a strong choice for accounting firms that want a modern, cloud-based platform and prefer to build their own solution. Its modular approach is ideal for firms that want to start with a core set of features and add more functionality over time as their needs change. It’s particularly well-suited for those who prioritize a polished client-facing experience, thanks to its well-regarded client portal, which provides a professional and secure space for communication and document sharing.

Pros

The platform’s biggest strength is its all-in-one design, which brings together practice management, a client portal, and document storage in a single interface. This helps reduce the need for multiple disconnected apps. Users often praise Canopy for its clean, intuitive design, which can make it easier for teams to adopt. The secure client portal is a standout feature, providing a professional and streamlined way for clients to share documents and communicate with your firm, improving the overall client experience.

Cons

The primary drawback of Canopy is its pricing model. While the modular approach seems flexible, the costs can accumulate quickly as you add essential features. Functions that are often standard in other platforms, like workflow automation or time and billing, are treated as separate add-ons. This can make the total cost of ownership significantly higher than the advertised starting price, which may not be suitable for firms on a tighter budget or those looking for a more inclusive package from the start.

Pricing

Canopy’s pricing is entirely modular, meaning you pay for each feature set you add to your plan. For example, the Workflow module, which is essential for task automation, costs an additional $35 per user per month. This à la carte system requires firms to carefully evaluate which modules they truly need to avoid unexpected expenses. You can find a full breakdown of their feature pricing on the Canopy website to build a custom quote for your firm.

Key Feature: Modular Pricing

Canopy’s defining feature is its modular pricing structure. This allows you to customize your software package by selecting only the tools you need. For a new firm, this might mean starting with just the client management and document management modules. As the firm grows, you can add on workflow, time and billing, or tax resolution features. This flexibility is great for controlling initial costs, but it requires a clear understanding of your long-term needs to accurately budget for the platform as you scale.

ClickUp

ClickUp is a highly customizable productivity platform that isn’t specific to accounting but is used by teams across many industries. Its flexibility is its greatest strength, allowing you to design workflows that perfectly match your firm’s processes.

You can create custom task statuses, build detailed project templates, and view your work in multiple formats, like lists, boards, and calendars. While it requires some initial setup to tailor it for an accounting firm, its powerful features make it a strong contender if you need a tool that can adapt to very specific needs.

Best For

ClickUp is best for accounting firms that want complete control over their workflows and aren’t afraid of some initial setup. Since it’s a general productivity tool rather than one built just for accountants, it offers a blank canvas. This makes it a great fit for tech-savvy teams with unique processes who want to build a system from the ground up that perfectly mirrors how they operate. If you’ve found specialized accounting software to be too rigid or prescriptive, ClickUp’s high degree of adaptability could be exactly what you’re looking for to manage your firm’s work your way.

Pros

The biggest advantage of ClickUp is its incredible flexibility. You can customize nearly every aspect of the platform, from task statuses to project views, ensuring it aligns perfectly with your firm’s specific processes. It offers multiple ways to visualize work—including lists, Kanban boards, and calendars—so each team member can use the format that helps them be most productive. Its affordability is also a major plus. With a functional free plan and budget-friendly paid tiers, it’s an accessible option for firms of any size looking for a powerful system without a hefty price tag.

Cons

ClickUp’s greatest strength can also be its weakness. The sheer number of features and customization options can feel overwhelming at first, and it requires a significant time investment to configure it properly for an accounting firm’s needs. Unlike specialized software, it doesn’t come with pre-built accounting templates or workflows, meaning you have to create everything from scratch. This steep learning curve might be a challenge for teams that are less comfortable with technology or simply prefer a solution that is ready to go right out of the box.

Pricing

ClickUp stands out for its accessible pricing model. It offers a generous free plan that is suitable for small teams or for simply testing out the platform’s core features before committing. For firms needing more advanced capabilities, the paid plans are very competitive, starting at just $7 per user per month. This straightforward pricing makes it an attractive option for firms looking for a powerful, low-cost solution to manage their projects. It allows you to get started without a large upfront investment, scaling up as your team grows.

Monday.com

Monday.com is another popular project management tool that helps teams collaborate and manage their work visually. Like ClickUp, it’s a general-purpose platform, but its user-friendly interface makes it easy to get started.

The software uses a board-based system where you can track projects, assign tasks, and monitor progress at a glance. It offers a range of features for resource planning and reporting, making it a solid choice for firms that want a flexible and visually intuitive way to manage their workflows.

Best For

ClickUp is best for accounting firms that want complete control over their workflows and aren’t afraid of some initial setup. Since it’s a general productivity tool rather than one built just for accountants, it offers a blank canvas. This makes it a great fit for tech-savvy teams with unique processes who want to build a system from the ground up that perfectly mirrors how they operate. If you’ve found specialized accounting software to be too rigid or prescriptive, ClickUp’s high degree of adaptability could be exactly what you’re looking for to manage your firm’s work your way.

Pros

The biggest advantage of ClickUp is its incredible flexibility. You can customize nearly every aspect of the platform, from task statuses to project views, ensuring it aligns perfectly with your firm’s specific processes. It offers multiple ways to visualize work—including lists, Kanban boards, and calendars—so each team member can use the format that helps them be most productive. Its affordability is also a major plus. With a functional free plan and budget-friendly paid tiers, it’s an accessible option for firms of any size looking for a powerful system without a hefty price tag.

Cons

ClickUp’s greatest strength can also be its weakness. The sheer number of features and customization options can feel overwhelming at first, and it requires a significant time investment to configure it properly for an accounting firm’s needs. Unlike specialized software, it doesn’t come with pre-built accounting templates or workflows, meaning you have to create everything from scratch. This steep learning curve might be a challenge for teams that are less comfortable with technology or simply prefer a solution that is ready to go right out of the box.

Pricing

ClickUp stands out for its accessible pricing model. It offers a generous free plan that is suitable for small teams or for simply testing out the platform’s core features before committing. For firms needing more advanced capabilities, the paid plans are very competitive, starting at just $7 per user per month. This straightforward pricing makes it an attractive option for firms looking for a powerful, low-cost solution to manage their projects. It allows you to get started without a large upfront investment, scaling up as your team grows.

Asana

Asana is a well-known project and task management software that excels at helping teams organize, track, and manage their work. It’s a versatile tool that can be configured for the specific needs of an accounting practice.

With Asana, you can map out every step of a project, set deadlines, and see how all the pieces of your work fit together. Its strength lies in its ability to provide clarity on who is doing what by when, which is essential for keeping client work on track and ensuring your team stays aligned.

Best For

ClickUp is best for accounting firms that want complete control over their workflows and aren’t afraid of some initial setup. Since it’s a general productivity tool rather than one built just for accountants, it offers a blank canvas. This makes it a great fit for tech-savvy teams with unique processes who want to build a system from the ground up that perfectly mirrors how they operate. If you’ve found specialized accounting software to be too rigid or prescriptive, ClickUp’s high degree of adaptability could be exactly what you’re looking for to manage your firm’s work your way.

Pros

The biggest advantage of ClickUp is its incredible flexibility. You can customize nearly every aspect of the platform, from task statuses to project views, ensuring it aligns perfectly with your firm’s specific processes. It offers multiple ways to visualize work—including lists, Kanban boards, and calendars—so each team member can use the format that helps them be most productive. Its affordability is also a major plus. With a functional free plan and budget-friendly paid tiers, it’s an accessible option for firms of any size looking for a powerful system without a hefty price tag.

Cons

ClickUp’s greatest strength can also be its weakness. The sheer number of features and customization options can feel overwhelming at first, and it requires a significant time investment to configure it properly for an accounting firm’s needs. Unlike specialized software, it doesn’t come with pre-built accounting templates or workflows, meaning you have to create everything from scratch. This steep learning curve might be a challenge for teams that are less comfortable with technology or simply prefer a solution that is ready to go right out of the box.

Pricing

ClickUp stands out for its accessible pricing model. It offers a generous free plan that is suitable for small teams or for simply testing out the platform’s core features before committing. For firms needing more advanced capabilities, the paid plans are very competitive, starting at just $7 per user per month. This straightforward pricing makes it an attractive option for firms looking for a powerful, low-cost solution to manage their projects. It allows you to get started without a large upfront investment, scaling up as your team grows.

Practice Ignition

Practice Ignition (now part of Ignition) focuses on the front end of your client workflow. It’s designed to help you create proposals, engage clients, and get paid, all from one place.

While it’s not a traditional day-to-day task manager, it handles the critical first steps of any client engagement. By automating proposals and payment collection, Ignition helps you secure client relationships and ensure you get paid on time, setting the stage for a smooth and profitable engagement.

Best For

ClickUp is best for accounting firms that want complete control over their workflows and aren’t afraid of some initial setup. Since it’s a general productivity tool rather than one built just for accountants, it offers a blank canvas. This makes it a great fit for tech-savvy teams with unique processes who want to build a system from the ground up that perfectly mirrors how they operate. If you’ve found specialized accounting software to be too rigid or prescriptive, ClickUp’s high degree of adaptability could be exactly what you’re looking for to manage your firm’s work your way.

Pros

The biggest advantage of ClickUp is its incredible flexibility. You can customize nearly every aspect of the platform, from task statuses to project views, ensuring it aligns perfectly with your firm’s specific processes. It offers multiple ways to visualize work—including lists, Kanban boards, and calendars—so each team member can use the format that helps them be most productive. Its affordability is also a major plus. With a functional free plan and budget-friendly paid tiers, it’s an accessible option for firms of any size looking for a powerful system without a hefty price tag.

Cons

ClickUp’s greatest strength can also be its weakness. The sheer number of features and customization options can feel overwhelming at first, and it requires a significant time investment to configure it properly for an accounting firm’s needs. Unlike specialized software, it doesn’t come with pre-built accounting templates or workflows, meaning you have to create everything from scratch. This steep learning curve might be a challenge for teams that are less comfortable with technology or simply prefer a solution that is ready to go right out of the box.

Pricing

ClickUp stands out for its accessible pricing model. It offers a generous free plan that is suitable for small teams or for simply testing out the platform’s core features before committing. For firms needing more advanced capabilities, the paid plans are very competitive, starting at just $7 per user per month. This straightforward pricing makes it an attractive option for firms looking for a powerful, low-cost solution to manage their projects. It allows you to get started without a large upfront investment, scaling up as your team grows.

Keeper

Keeper is a practice management software created specifically for bookkeepers and accountants who manage month-end closes. It’s designed to streamline key tasks like client communication and financial reporting.

The platform helps you manage your client work with features like a secure client portal and performance dashboards. Keeper is built to make the month-end close process more efficient and accurate, allowing you to provide better and more timely financial advice to your clients.

Best For

ClickUp is best for accounting firms that want complete control over their workflows and aren’t afraid of some initial setup. Since it’s a general productivity tool rather than one built just for accountants, it offers a blank canvas. This makes it a great fit for tech-savvy teams with unique processes who want to build a system from the ground up that perfectly mirrors how they operate. If you’ve found specialized accounting software to be too rigid or prescriptive, ClickUp’s high degree of adaptability could be exactly what you’re looking for to manage your firm’s work your way.

Pros

The biggest advantage of ClickUp is its incredible flexibility. You can customize nearly every aspect of the platform, from task statuses to project views, ensuring it aligns perfectly with your firm’s specific processes. It offers multiple ways to visualize work—including lists, Kanban boards, and calendars—so each team member can use the format that helps them be most productive. Its affordability is also a major plus. With a functional free plan and budget-friendly paid tiers, it’s an accessible option for firms of any size looking for a powerful system without a hefty price tag.

Cons

ClickUp’s greatest strength can also be its weakness. The sheer number of features and customization options can feel overwhelming at first, and it requires a significant time investment to configure it properly for an accounting firm’s needs. Unlike specialized software, it doesn’t come with pre-built accounting templates or workflows, meaning you have to create everything from scratch. This steep learning curve might be a challenge for teams that are less comfortable with technology or simply prefer a solution that is ready to go right out of the box.

Pricing

ClickUp stands out for its accessible pricing model. It offers a generous free plan that is suitable for small teams or for simply testing out the platform’s core features before committing. For firms needing more advanced capabilities, the paid plans are very competitive, starting at just $7 per user per month. This straightforward pricing makes it an attractive option for firms looking for a powerful, low-cost solution to manage their projects. It allows you to get started without a large upfront investment, scaling up as your team grows.

TaxDome

TaxDome is a practice management tool that offers a wide range of features for accountants, including workflow automation, a client relationship manager (CRM), billing, and document management.

It’s another all-in-one solution that aims to centralize all aspects of your firm’s operations. TaxDome provides a secure way to exchange documents and messages with clients while giving you the tools to manage your team’s workload and automate recurring tasks.

Best For

ClickUp is best for accounting firms that want complete control over their workflows and aren’t afraid of some initial setup. Since it’s a general productivity tool rather than one built just for accountants, it offers a blank canvas. This makes it a great fit for tech-savvy teams with unique processes who want to build a system from the ground up that perfectly mirrors how they operate. If you’ve found specialized accounting software to be too rigid or prescriptive, ClickUp’s high degree of adaptability could be exactly what you’re looking for to manage your firm’s work your way.

Pros

The biggest advantage of ClickUp is its incredible flexibility. You can customize nearly every aspect of the platform, from task statuses to project views, ensuring it aligns perfectly with your firm’s specific processes. It offers multiple ways to visualize work—including lists, Kanban boards, and calendars—so each team member can use the format that helps them be most productive. Its affordability is also a major plus. With a functional free plan and budget-friendly paid tiers, it’s an accessible option for firms of any size looking for a powerful system without a hefty price tag.

Cons

ClickUp’s greatest strength can also be its weakness. The sheer number of features and customization options can feel overwhelming at first, and it requires a significant time investment to configure it properly for an accounting firm’s needs. Unlike specialized software, it doesn’t come with pre-built accounting templates or workflows, meaning you have to create everything from scratch. This steep learning curve might be a challenge for teams that are less comfortable with technology or simply prefer a solution that is ready to go right out of the box.

Pricing

ClickUp stands out for its accessible pricing model. It offers a generous free plan that is suitable for small teams or for simply testing out the platform’s core features before committing. For firms needing more advanced capabilities, the paid plans are very competitive, starting at just $7 per user per month. This straightforward pricing makes it an attractive option for firms looking for a powerful, low-cost solution to manage their projects. It allows you to get started without a large upfront investment, scaling up as your team grows.

Jetpack Workflow

Jetpack Workflow is a tool designed by and for accounting professionals. It focuses on helping CPA firms, bookkeepers, and accountants manage their work and clients more effectively. The platform is built around the idea of standardizing processes to save time on administrative tasks.

It aims to cut down on the manual, repetitive work that can consume a firm’s resources, claiming to save teams more than 10 hours of office work each week. This is achieved through features that help manage deadlines, track job progress, and ensure nothing gets missed, especially during peak seasons.

Best For

Firms that want an accounting-specific workflow tool with a strong emphasis on pre-built templates.

Pros

  • Designed specifically for the needs of accountants.
  • Helps automate recurring tasks to save time.
  • Offers a library of free templates for common accounting jobs.

Cons

  • May be too specialized for firms needing a more general project management solution.
  • The user interface can feel less modern compared to other tools.

Pricing

Jetpack Workflow offers two main plans, starting at $49 per user per month.

Key Feature: Free Template Library

One of Jetpack Workflow’s standout features is its extensive library of free, pre-made templates for common accounting and bookkeeping tasks. This resource helps firms standardize their processes right away, without having to build every workflow from scratch. You can find templates for everything from monthly bookkeeping to tax preparation, which can significantly speed up the implementation process and ensure consistency across your team.

Financial Cents

Financial Cents is a straightforward practice management tool aimed at accounting firms that are just getting started with workflow software. It provides a simple, clean interface to manage core firm activities without overwhelming users with complex features.

The platform covers the essentials, including workflow management, time tracking, client requests, and a secure client portal. It also integrates with key tools like QuickBooks Online, Gmail, and Outlook, making it an easy addition to an existing tech stack. The focus is on getting firms organized quickly so they can improve efficiency and client service.

Best For

Small firms or solo practitioners looking for an easy-to-use, entry-level practice management solution.

Pros

  • Quick and easy to set up.
  • Integrates with QuickBooks Online, Gmail, and Outlook.
  • Offers a 14-day free trial to test the platform.

Cons

  • May lack the advanced automation and reporting features needed by larger firms.
  • Fewer customization options compared to more robust platforms.

Pricing

Pricing for Financial Cents starts at $39 per user per month when billed annually.

Trello

Trello is a popular task management tool that uses a visual system of boards, lists, and cards to help teams organize their work. It’s based on the Kanban board methodology, which makes it very intuitive to see the status of tasks as they move through different stages of a workflow.

While not built for accounting, its simplicity and flexibility make it a popular choice for teams of all kinds. You can create a board for a specific client or project, make lists for each stage of the process (e.g., To Do, In Progress, Done), and add cards for individual tasks. It’s a great tool for visualizing work and keeping everyone on the same page.

Best For

Firms that want a simple, highly visual way to track tasks and don’t require accounting-specific features.

Pros

  • Extremely easy to learn and use.
  • Flexible enough to be adapted for various workflows.
  • Offers a robust free plan for small teams.

Cons

  • Not designed for accounting; lacks features like client reminders or financial templates.
  • Can become disorganized with very complex projects.

Pricing

Trello has a free version with core features. Paid plans, which add more automation and integration capabilities, start at $5 per user per month.

Wrike

Wrike is a powerful and versatile project management platform that can be customized to fit the needs of an accounting firm. It’s known for its ability to handle complex projects and its extensive integration capabilities, connecting with over 400 other applications.

The software provides real-time reports and dashboards, giving firm leaders a clear view of team workloads and project progress. You can create custom workflows, task types, and fields to tailor the system to your firm’s specific processes. This level of customization makes it a strong option for firms that need a central hub to connect all their business tools.

Best For

Larger firms with complex workflows that need a highly customizable tool with deep integration capabilities.

Pros

  • Highly customizable to fit specific firm needs.
  • Strong reporting and analytics features.
  • Integrates with hundreds of other business apps.

Cons

  • Has a steeper learning curve than simpler tools.
  • The number of features can be overwhelming for small teams.

Pricing

Wrike offers a free plan for basic task management. Paid plans with more advanced features start at $9.80 per user per month.

Zoho Projects

Zoho Projects is a solid project management tool that is part of the broader Zoho ecosystem of business applications. If your firm already uses other Zoho products, like Zoho CRM or Zoho Books, this tool can provide a seamless, integrated experience.

It offers a comprehensive set of features, including task management, time tracking, and reporting. The platform includes timesheets and task timers, which are useful for firms that bill by the hour. It also simplifies the process of moving your data from other project management tools, making the transition smoother for your team.

Best For

Firms that are already using or plan to adopt the Zoho suite of business applications.

Pros

  • Integrates seamlessly with other Zoho apps.
  • Good features for time tracking and billing.
  • Offers tools to help migrate data from other systems.

Cons

  • May be less effective if you’re not invested in the Zoho ecosystem.
  • The interface can feel cluttered at times.

Pricing

Zoho Projects has a free plan for up to three users. Paid plans start at an affordable $5 per user per month.

Notion

Notion is an all-in-one workspace that combines notes, documents, project management, and wikis into a single, highly flexible platform. It’s like a set of building blocks that you can use to create a completely custom operating system for your firm.

You can build databases to track clients, create project timelines, design custom workflows, and automate team tasks. Notion allows you to view your work in different ways, such as Kanban boards, calendars, or timelines, depending on what you need. Its versatility is its main strength, allowing tech-savvy firms to design a system that perfectly matches their unique processes.

Best For

Firms that want to build a fully customized practice management system from the ground up.

Pros

  • Extremely flexible and customizable.
  • Can replace several other apps, consolidating your tech stack.
  • Strong collaboration and document management features.

Cons

  • The “blank canvas” approach requires a significant time investment to set up.
  • Can be intimidating for teams that prefer a ready-made solution.

Pricing

Notion offers a free plan for personal use. Team plans start at $8 per user per month.

Your Checklist for Choosing the Right Software

Selecting the right task management software is a significant decision for your firm. With so many options available, it’s easy to feel overwhelmed. The key is to approach the process with a clear plan instead of getting distracted by flashy features you may never use.

Think of this as an investment in your firm’s future efficiency and growth. By taking a structured approach, you can confidently choose a platform that not only solves your current challenges but also scales with you. Breaking the decision down into smaller, manageable steps will help you find the perfect fit for your team, your clients, and your bottom line.

What Problems Are You Trying to Solve?

Before you even look at a single software option, you need to understand what you’re trying to fix. Start by mapping out your current workflows and identifying the biggest bottlenecks. Where is your team losing the most time? Is it manual data entry, disorganized client files, or chasing down approvals?

Make a list of your pain points and turn them into a checklist of “must-have” features. A cloud-based platform can reduce manual work through workflow automation, time tracking, and centralized client management. Getting clear on these needs first ensures you’re shopping for a solution, not just another piece of software.

Compare Key Features and Pricing Models

Once you have your needs defined, you can start building a shortlist of potential candidates. Create a simple spreadsheet to compare your top three to five options side-by-side. List your must-have features and check off which platforms offer them.

When it comes to cost, look beyond the monthly subscription fee. Consider the total value. A slightly more expensive tool might save you dozens of hours a month, making it a better investment. The goal is to find a platform with the right capabilities to help your firm thrive. Check out each company’s pricing page to see what’s included in different tiers, and watch out for hidden costs for things like implementation or support.

Consider Your Firm’s Size and Growth Plans

The software that works for a solo practitioner is very different from what a 20-person firm needs. Choose a tool that fits your current team size but also has the capacity to support you as you grow. Think about where you want your firm to be in the next three to five years. Will you be hiring more staff, taking on more complex clients, or expanding your service offerings?

A simple, low-cost tool might seem like a good fit now, but if you outgrow it in a year, you’ll face the significant challenge of migrating all your data to a new system. This process can be disruptive and costly. Choosing a platform that can scale your professional services firm from the beginning is a smarter investment in your future efficiency.

Scalability isn’t just about adding more user seats. It’s about whether the software can handle an increasing volume of tasks, documents, and client communications without slowing down. A truly scalable solution will grow with you, offering more advanced features as your needs become more complex. This approach ensures your platform remains a valuable asset, not a bottleneck that holds back your growth.

See What Other Accountants Are Saying

There’s no better source of truth than the people who use the software every day. Dive into user reviews on sites like G2, Capterra, and industry-specific forums to get an unbiased look at each platform.

Don’t just look at the star rating. Read the actual comments to understand the pros and cons from the perspective of other accounting professionals. Look for patterns. If multiple users mention a clunky interface or excellent customer support, take note. These real-world insights are invaluable and can help you see past the polished marketing messages.

Make Sure Your Must-Have Tools Connect

Your task management software doesn’t exist in a vacuum. It needs to work seamlessly with the other tools you rely on, like your email, calendar, and accounting software. A lack of integration can create more manual work, defeating the purpose of getting a new tool in the first place.

Most platforms offer a free trial or a personalized demo. Use this opportunity to test the key integrations for yourself. Does it connect smoothly with Microsoft 365? Can it pull data from Xero or QuickBooks? Make sure the software fits into your existing tech stack before you commit.

Double-Check the Security Standards

As an accounting firm, you handle highly sensitive client information. Security isn’t just a feature; it’s a fundamental requirement. Your clients trust you to protect their data, so your software must meet the highest security standards.

Look for a provider that is transparent about its security measures. Check for features like data encryption at rest and in transit, multi-factor authentication, and customizable access controls. Ask if they are compliant with standards like SOC 2. This information should be readily available on their website or something you can confirm in a demo. Don’t be shy about asking direct questions—your firm’s reputation depends on it.

What Happens When You Need Help?

When you’re implementing a new system that manages your firm’s work and clients, you need to know that help is available when you need it. Before you buy, investigate the provider’s customer support options. Do they offer phone, email, or live chat support? What are their hours? Is support included in your plan, or does it cost extra?

Again, user reviews can be very telling here. Look for comments about response times and the quality of help received. A great product with poor support can quickly become a source of frustration. A live demo is also a great time to ask about their support structure and onboarding process.

A Simple Plan for Implementing Your New Software

Choosing the right software is a huge step, but the work doesn’t stop there. A thoughtful implementation process is what turns a great tool into a genuine asset for your firm. Simply installing new software without a strategy can lead to low adoption rates, frustrated team members, and a failure to see the results you were hoping for. The goal is to weave the new system into the very fabric of your daily operations, making it an intuitive and indispensable part of how your firm functions. This transition is as much about people and processes as it is about technology.

A successful rollout requires more than just technical setup. It’s about managing change and guiding your team through a new way of working. When you invest time upfront to plan the process, you set the stage for long-term success. This means thinking through everything from data migration to staff training and how you’ll measure your return on investment. A smooth implementation minimizes disruption to your client work and builds momentum, ensuring your team feels confident and empowered by the new technology. By approaching implementation with intention, you can make sure your investment pays off, improving efficiency and positioning your firm for future growth. The following steps will help you create a seamless transition.

Start with a Clear Implementation Plan

Before you migrate a single file, map out your implementation strategy. A clear plan acts as your roadmap, guiding your team through the transition and keeping everyone aligned. Start by assigning a project lead—someone who will own the process from start to finish. Then, set a realistic timeline with key milestones, like when data migration will begin, when training will occur, and your official go-live date. A good plan also defines who is responsible for each step. This clarity helps you fully leverage the software’s capabilities from day one, ensuring your firm can overcome workflow challenges and operate more efficiently.

How Will You Migrate Your Data?

Moving your firm’s data into a new system can feel like a huge task, but breaking it down makes it manageable. Begin by deciding what information needs to come with you. This includes client documents, email history, and internal templates. This is also the perfect opportunity to do some digital housekeeping and archive old, unnecessary files before you move them. A well-planned migration allows you to take full advantage of features like workflow automation and centralized client management right away. Check what integrations your new software offers to make transferring data from existing systems even easier.

Get Your Team On Board and Trained

The most powerful software is only effective if your team knows how to use it. Proper training is essential for user adoption and for breaking old habits, like relying on manual processes. Instead of a single training session, think about a multi-faceted approach. You could combine live demos, pre-recorded video tutorials, and written guides that staff can reference later. Focus on how the new tool solves existing problems and makes their day-to-day work easier. This helps build enthusiasm and shows the value of the change. You can often book a demo with the software provider to kickstart your team’s learning process.

Define What Success Looks Like

How will you know if the new software is making a difference? You need to define success before you even start. Work with your team to set specific, measurable goals for what you want to achieve. Are you trying to reduce the time it takes to onboard a new client? Do you want to decrease the number of overdue tasks? Or maybe you want to improve your firm’s overall efficiency score. Tracking these specific accounting KPIs will help you measure your progress and demonstrate the software’s value. These metrics provide clear evidence of your return on investment and can highlight areas for optimization.

Anticipate and Prepare for Common Hurdles

Every transition comes with a few bumps in the road, and implementing new software is no exception. It’s wise to anticipate common hurdles so you can handle them proactively. You might encounter some resistance to change from team members who are comfortable with the old way of doing things. You could also see a temporary dip in productivity as everyone learns the new system. Accounting firms already face pressure to meet client expectations and stay compliant. By acknowledging potential issues upfront and communicating openly with your team, you can maintain morale and keep the implementation on track. A free trial is a great way to spot some of these hurdles early.

Is It Working? How to Measure Your Software’s Impact

Once your new task management software is up and running, the work isn’t over. The next step is to measure its impact to make sure you’re getting the value you expected. This isn’t just about justifying the cost; it’s about understanding how the tool is changing your firm for the better and finding opportunities to improve even more.

By regularly checking in on a few key areas, you can ensure the software is helping you meet your goals, from saving time to improving client relationships.

Track the Metrics That Matter Most

The best way to measure progress is to track it. Key Performance Indicators, or KPIs, are specific, measurable metrics that show how your firm is performing against its goals. Instead of guessing if things are better, you’ll have clear data to prove it.

Your firm should track KPIs that give you actionable insights into your operations. For example, you might monitor your average invoice payment cycle or your budget-to-actual variances. The right software will have reporting features that make it easy to pull this data. By tracking these numbers before and after implementation, you can see the direct effect of your new tool on your firm’s financial health and efficiency.

Are You Seeing Productivity Gains?

A primary goal of task management software is to make your team more efficient. You can measure this by looking at how long it takes to complete certain tasks. The right tool should reduce the time your team spends on administrative work, like searching for files or manually updating project statuses.

Track the time it takes for your team to perform key operational tasks. Are client reports being generated faster? Is less time being spent on document retrieval? These improvements in your standard processes are a direct indicator of the software’s effectiveness. When your team can execute tasks more quickly, they have more time to focus on high-value, billable work.

How Are Your Clients Responding?

Happier clients are the foundation of a successful firm. While it can seem less tangible than financial metrics, client satisfaction is a critical measure of your software’s impact. Improved internal workflows should lead to a better client experience, with faster responses and more secure communication.

You can gauge client satisfaction through direct feedback, like surveys or online reviews. You can also look at indirect indicators, such as client retention rates and the number of referrals you receive. When your team uses tools like a secure client portal for communication and file sharing, it builds trust and shows a commitment to professionalism, which clients notice and appreciate.

Calculate Your True Return on Investment

Ultimately, you need to know if the software is a good financial decision. Calculating your return on investment (ROI) helps you compare the cost of the software to the value it delivers. This goes beyond just the monthly subscription fee.

To calculate ROI, you need to quantify the benefits. Consider the value of time saved on administrative tasks, the revenue from new clients you can take on due to increased capacity, and any costs you’ve avoided, like fines for missed deadlines. These financial key performance indicators help you analyze the business and measure progress toward your strategic goals, giving you a clear picture of the software’s financial contribution.

Continuously Look for Ways to Optimize

Measuring your software’s impact isn’t a one-time task. It’s an ongoing process that allows you to continuously refine your workflows. The data you collect will highlight what’s working well and where there are opportunities for improvement.

Too often, firms get stuck using metrics that don’t truly reflect business performance. Regularly review your KPIs to ensure they are still relevant. Use the insights you gather to tweak workflows, provide additional team training, or explore advanced features you haven’t used yet. If you see an area for improvement, don’t hesitate to book a demo or reach out to your software provider to learn how you can get even more value from your investment.

Non-Negotiable Security and Integration Features

The right software doesn’t just manage tasks; it becomes the secure, central hub of your firm’s operations. When evaluating your options, pay close attention to how a platform handles security and connects with the other tools you rely on every day. These features are not just nice-to-haves—they are essential for protecting client data and maintaining an efficient workflow.

Does It Integrate with Microsoft 365?

Most accounting firms run on Microsoft 365. Your task management software should feel like a natural extension of the tools your team already uses, like Outlook, Word, and OneDrive. A deep Microsoft 365 integration means you can save emails directly to a client folder, create documents from templates, and access files without constantly switching between apps. This creates a seamless workflow, keeping all your client documents and communications organized in one place. It’s a simple change that saves a surprising amount of time and keeps your team focused on their work, not on finding files.

Connects with Your Core Accounting Software

Your task management software should talk to your accounting software. Whether you use Xero Practice Manager or QuickBooks Online, a direct integration is key to a streamlined practice. When your systems are connected, you can sync client data automatically, reducing manual entry and the risk of errors. This creates a single source of truth for client information across your entire tech stack. Having this integrated system means less time spent on administrative work and more time available for high-value client services. It’s about making your tools work together so you don’t have to.

Look for Strong Data Encryption and Protection

As an accountant, you handle some of your clients’ most sensitive information. Your firm’s reputation depends on keeping that data safe. Look for software that offers robust security features like data encryption both in transit and at rest. Your data should be stored in secure, geographically appropriate data centers. The platform should also undergo regular third-party security audits to ensure it meets high standards. Strong data protection isn’t just a feature; it’s a fundamental requirement for any tool you bring into your firm. It provides peace of mind for you and your clients.

Control Who Sees What

Not everyone in your firm needs access to every single file. Customizable access controls are essential for maintaining internal security and organization. The right software will let you set granular permissions, defining who can view, edit, and delete specific files or folders. You can create roles for partners, managers, and junior staff, ensuring team members only see the information relevant to their work. This prevents accidental changes to important documents and protects sensitive client data from being seen by unauthorized staff. It’s a simple but powerful way to manage your firm’s data and reduce internal risk.

Helps You Stay Compliant with Regulations

Staying on top of industry regulations is a constant challenge. Your task management software can either help or hinder your compliance efforts. Look for a platform with features designed to support your obligations, such as detailed audit trails that show who accessed a file and when. Secure client portals for sharing documents are also critical for meeting data privacy standards. The software should help you enforce document retention policies and ensure all communications are secure. Choosing a tool with built-in compliance features helps you build a more resilient practice and makes preparing for audits a much smoother process.

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Frequently Asked Questions

We’re a small firm. Is this kind of software really necessary for us? That’s a common question, and it makes sense to ask. It can feel like task management software is only for large, complex organizations. However, small firms often see the biggest benefits. When you have a smaller team, each person wears multiple hats, and there’s less room for things to fall through the cracks.

A good system brings structure and clarity, no matter your size. It helps you establish professional, repeatable processes early on, which saves you from the growing pains that many firms experience. Instead of creating workarounds with spreadsheets and email, you build a solid foundation that can support your firm as it grows.

My team is resistant to change. How can I get them on board with new software? This is one of the biggest hurdles, and it’s more about people than technology. The key is to frame the change around how it helps them directly. No one likes learning a new system just for the sake of it.

Start by involving your team in the selection process. Ask them about their biggest daily frustrations—is it finding files, chasing approvals, or manually entering data? Show them how the new software specifically solves those problems. Focus on the “what’s in it for me” aspect. When they see the tool as something that reduces their administrative burden and makes their work easier, they’re much more likely to embrace it.

How is this different from just using a shared drive and a general project management tool? Many firms try to piece together a system using a shared drive for files and a separate tool like Asana or Monday.com for tasks. While that can work for a while, it often creates information silos. Your documents live in one place, your tasks in another, and your client communication is still stuck in email.

A platform designed for professional firms brings all those elements together. Your tasks, documents, emails, and client conversations are all connected to a specific job or client. This creates a single source of truth, which reduces confusion and eliminates the need to constantly switch between different applications to get a complete picture of your work.

We already use Microsoft 365. Why do we need another tool on top of that? Microsoft 365 is a powerful suite of tools, but it’s not designed to manage the specific workflows of a professional services firm. Think of a platform like SuiteFiles as a layer that sits on top of Microsoft 365 to make it even more powerful for your needs.

Instead of just storing files in OneDrive or SharePoint, you get a system that automatically files documents and emails into the right client folders. It connects your tasks directly to those files and allows you to build automated workflows for recurring jobs. It enhances the tools you already use, turning them into a cohesive practice management system.

There are so many features. Which ones are the most critical to start with? It’s easy to get overwhelmed by a long list of features. If you’re just starting, focus on solving your biggest pain point first. For most firms, that begins with centralized document management. Getting all your client files and emails into one organized, searchable system is a huge win.

From there, the next logical step is workflow automation. Start by creating a template for one of your most common, repetitive jobs, like client onboarding. This will immediately save time and ensure consistency. Mastering these two areas—document control and basic automation—will provide a strong foundation before you explore other features like time tracking or advanced reporting.