Top 10 Project Management Software for Accounting Firms in 2025

TechForing Customer is a project management software for accounting firms that helps you manage every stage of your projects. It lets you onboard clients quickly and store all project details safely from the very start. With its simple setup, you can easily organize client data and prepare your team for a smooth project launch, which increases team productivity and drives more business growth.

The tools also connect the team with real-time updates and clear communication channels. You can assign projects to the right employees with defined deadlines and monitor progress on a live dashboard that both your team and clients can access.

Additionally, TechForing Customer makes it easy to automate email and SMS notifications, ensuring that you deliver timely project updates and quality support.

Key Features of TechForing Customer:

• Project Assignment: Assign projects to specific employees or departments with clear deadlines and prioritized tasks.
• Project Updates - Provide live progress updates that keep your team and clients informed.
• Communication Management: Create customizable email and SMS templates, set automation rules, and send timely status updates.
• Client Support - Manage support requests with a ticket system and enable direct chat for quick problem resolution.
• Access & Security Control - Invite users easily, assign them defined roles and ensure that project data is accessed securely.

Pros:

• Secure platform compliant with GDPR and CCPA
• Automates communications, reducing manual effort
• Enhances client support with built-in ticketing and direct chat
• Provides secure, role-based access to protect sensitive data

Pricing:

• 30-day free trial available
• $5/user/month or $99/30 user/month

Karbon is a work and communication tool built for large accounting firms. It lets teams easily see what may be slowing down a member’s productivity. Karbon lets you set up client tasks and reminders so collecting client data stays simple and your team keeps moving. Karbon uses Triage to fine-tune tasks and emails, increasing speed and efficiency for better project timelines.

Connected with Office 365, Gmail, and Exchange, Karbon brings all your team’s client messages together with clear timelines. It also offers a space for your team to discuss issues raised in client emails in a separate comments section that clients can’t see. This keeps your team’s voice consistent and your firm’s client communication clear.

Key Features of Karbon:

• Task Delegation - Easily assign and track work for individuals and teams.
• Built-In AI: Use built-in AI and GPT helpers to make writing and sorting emails faster.
• Client Reminders - Automatically send reminders for client's data, so you never miss deadlines.
• Easy Tracking - Monitor time, budgets, and progress with clear, simple reports.
• Real-Time Collaboration - Stay updated with instant notifications and shared documents.

Pros:

• Open API allows app integration, custom solution development, and workflow optimization.
• CRM features help track client relationships and ensure top-tier service delivery.  
• Active user community with over 3,000 members.

Cons:

• Setting up and onboarding can take longer due to its comprehensive features.  
• Designed for teams, so it might not be the best fit for very small groups or solo users.

Pricing:

• 14-day free trial available.
• Team Plan - $59 per user/month (billed annually) or $79 per user/month (billed monthly)
• Business Plan - $89 per user/month (billed annually) or $99 per user/month (billed monthly)

Asana is a project management tool that performs for teams in different industries. It helps marketing, sales, IT, and development teams stay organized. Even small businesses or solo workers can use it to manage their tasks easily.

With Asana, your team can add tasks to multiple projects. If you edit a task in one place, it updates everywhere else automatically. This keeps everyone on the same page. Asana also makes it easy to see all your projects, tasks, and subtasks in one view. 

Another useful feature is in-task communication. Your team can discuss tasks directly in Asana without switching to another app. Asana doesn’t track time, which is important for small and mid-sized accounting firms. To track work hours, you’ll need to use extra software.

Key Features of Asana:

• Task Management - You can set deadlines, add details, and break big projects into smaller steps. 
• Team Collaboration: Teams can work together smoothly by sharing updates, attaching files, and leaving comments directly on tasks.
• Multiple Project Views: Asana offers different ways to view projects, like lists, boards, and calendars.
• Automated Workflows - You can set rules to assign tasks, send reminders, and move projects forward without manual effort.
• Easy Integration - Asana works well with apps like Slack, Google Drive, and Microsoft Teams.

Pros:

• Easy to create new accounts and set up workflows
• Works well with Slack, Gmail, Google Docs, and Dropbox
• Free for teams of up to 15 people, with free trials for paid plans

Cons:

• Doesn't offer time tracking or budgeting features
• Doesn't integrate directly with accounting software

Pricing:

• 30-day free trial for paid plans
• Starter plan - $10.99/month (annual) or $13.49/month (monthly)
• Advanced plan - $24.99/month (annual) or $30.49/month (monthly)

ClickUp is a cloud-based project management tool that assists firms in managing their projects and workflows. It allows you to organize projects into spaces, folders, lists, tasks, and subtasks, where you can set due dates and priority levels. It helps the person assigned to the task understand how much time they have to complete it.

With ClickUp, your team can collaborate by sharing ideas and brainstorming on tasks. The person working on a task can mark it as “in progress,” “working on it,” or “done,” making it easier for everyone to stay on the same page and improve visibility.

The dashboard allows you to keep track of pending tasks and use conversation widgets for better team communication. You can create dashboards for projects, clients, or ideas and switch between them as needed throughout the project.

Key Features of ClickUp:

• Task Management: ClickUp allows you to create, assign, and track tasks easily for better project organization.
• Customizable Workflows - You can customize workflows to fit your team’s needs, ensuring tasks are completed on time.
• Time Tracking - Track how much time is spent on each task to improve productivity and meet deadlines.
• Collaboration Tools - ClickUp’s features, like comments, mentions, and file sharing, help your team collaborate smoothly.
• Integrations - ClickUp integrates with other tools, making it simple to streamline your processes.

Pros:

• Provides advanced project view options through visual tools
• Sends regular performance reports on a daily basis
• Integrates with platforms such as Slack, Harvest, Google Drive, and Outlook

Cons:

• Doesn’t sync directly with accounting software
• Limited options for accounting templates

Pricing:

• 14-day free trial for paid plans
• Prices start at $5/user/month (billed annually) for the Unlimited plan
• Business plans cost $12/user/month (billed annually) or $19/user/month (billed monthly)

Canopy is a software tool that helps accounting firms manage daily tasks and client relationships. It keeps teams organized with features like customer management, file storage, time tracking, and billing. With these built-in functions, accountants can increase their work quality, especially during tax season.

When a client has problems with the tax authority, you can use Canopy to get important IRS data. It lets you download your client’s transcript from the IRS so you can see any compliance issues. Canopy also offers easy communication tools like a letter generator, a system for client requests, and financial questionnaires that simplify tax problem resolution.

Key Features of Canopy:

• Task & Project Tracking - This feature lets you assign team members to client records, set deadlines, track progress, and work together on tasks.
• Collaboration - Canopy makes it easy to communicate with your team directly within the app without extra tools.
• Email - After syncing your inbox, you can send emails to clients and colleagues directly from within the app.
• Notes - You can add detailed notes, comments, and even images to your documents for quick reference.
• Time & Billing - Easily track your time, manage invoices, and schedule recurring billing all in one place.
• Reporting - Generate detailed time and billing reports with just a few clicks for clear insights.

Pros:

• Features an intuitive and easy-to-use interface
• Centralizes client management for better organization
• Customizable workflow automation boosts productivity

Cons:

• Some reviews mention that regular updates are needed for the best performance
• Setting up workflow automation can take time

Pricing:

• Free Trial - 15 days
• Service-based- starts at $2.50/client per year
• Modules - $24-$40/month per user

Trello is a project management tool that promotes teams organize their work. You can create boards for meetings, tasks, events, and files, making it easy to track progress. Team members can also collaborate by commenting on Trello cards. The Activity section allows quick idea sharing, making Trello attract attention from other project management tools.

With Trello, you can set up, customize, and automate workflows to keep projects on track. The Trello View feature helps you see project progress and timelines. You can also adjust start and due dates or break big projects into smaller, manageable parts. This makes it easier to handle daily, weekly, or monthly tasks without delays. You can identify problems early and fix them before they slow down.

Key Features of Trello:

• Customizable Task Cards - Trello lets users create, edit, and move cards between columns. This helps track progress and manage projects smoothly.
• Visual Workflow - Accountants can organize tasks in a clear pipeline, making it easy to see what needs attention and prevent delays.
• Connect With Others Apps - Trello supports 100+ app integrations, allowing users to link their favorite work tools for better productivity.
• Multiple View Options - You can switch between different views like a timeline, calendar, table, or map to manage projects in a way that suits you best.
• Templates - Trello provides pre-made templates so users can set up boards quickly without starting from scratch.

Pros:

• ‘Trello boards’ make it easy to track work by status, like Kanban boards
• Works well with other tools like Salesforce, Slack, and Google Drive
• Available on all devices with desktop and mobile apps

Cons:

• No direct integration with accounting software
• No built-in time tracking or time budgeting features

Pricing:

• 14 Days free trial for paid plans
• Standard Plan - $5 per user/month
• Premium Plan - $10 per user/month (Includes a free trial)
• Enterprise Plan - Starting at $17.50 per user/month

Notion helps teams collaborate by keeping notes, docs, and wikis in one place. The Meeting Notes feature makes it easy to share detailed notes with team members. This allows your team to remain on the same page and reach goals faster. The Table Database shows clear project info and highlights important parts. It helps everyone track progress and stay updated.

With the Kanban board, you can see and adjust tasks. It’s easy to move things around and share the workload. Notion has many features like Habit Tracker, Roadmap, and Simple Budget. These tools can help teams improve, even if they’re struggling. Though Notion isn't built for accounting firms, it can still work for small teams. 

Key Features of Notion:

• Wikis - Easily document everything important for your company, such as policies, contracts, goals, and project details, all in one central place.
• Kanban Board - With Notion’s Kanban boards, you can quickly see which team member is assigned to which task and track its progress with statuses like “To Do,” “Doing,” or “Done.”
• Database View - Notion lets you view your project tasks in different ways, such as a list, timeline, calendar, gallery, or table.
• Blocks - Every element in Notion is a "block" (text, images, tables). You can move or change them as needed.
• Project Pages - Each task has its own page. It can be anything you need- a document, a knowledge base, or a Kanban board.

Pros:

• All-in-one workspace replacing CRM, onboarding, and project management tools
• Create content, take notes, organize projects, automate workflows, and assign tasks
• Multiple templates and shortcuts for a quick start

Cons:

• Overwhelming interface with too many templates
• Not ideal for small accounting firms

Pricing:

• Notion has a free plan with basic features
• Notion Plus - $10/month (annual), $12/month (monthly)
• Notion Business - $15/month (annual), $18/month (monthly)

Jetpack Workflow is a project management tool designed specifically for small accounting firms. It helps you stay organized, automate recurring tasks, and plan for future work. As your business expands, Jetpack Workflow makes it simple for managers to oversee their team’s projects. If you need to check on due tasks, talk to your team, or monitor progress, it’s all in one place.

Jetpack Workflow saves your team time by automating routine tasks and creating templates for different clients. With the Labels feature, your team can quickly identify what's holding up a task- whether it's waiting on client files, defining the scope, or needing a second review. This way, the team stays on track and knows exactly what each project needs to move forward.

Key Features of Jetpack Workflow:

• Integrations - With Zapier, you can connect to over 2000 apps like Slack, Salesforce, Active Campaign, and Jira, streamlining your processes.
• Capacity Planning - Your finance team can easily see the team’s workload, helping you assign tasks more efficiently.
• Standardize and Automate Workflows - Use pre-built templates to save time and reduce setup effort for accounting tasks.
• Progress Tracking - Quickly check the status of client work to spot potential issues before they become problems.
• Deadline Management - The tool allows stay on top of tasks by setting clear deadlines, preventing missed due dates, and reducing last-minute stress.

Pros:

• Task and project tracking in one central hub
• Clear and useful dashboard for a high-level work overview
• Import and upload client data quickly using CSV files

Cons:

• Lacks advanced automation for complex accounting processes
• No client portal, so a separate solution is needed for client collaboration.

Pricing:

• Free Trial - 14 days free trial
• Organize Plan - $45 USD/month per user
• Scale Plan - $50 USD/month per user

Monday.com is a flexible platform for managing work and projects designed for any accounting team. It helps you track tasks across 27+ views, such as Board, Kanban, Calendar, Gantt, and Timeline, so your team can organize projects the way that works best for them.

With features like customizable workflows, time tracking, automated reminders, and detailed reports, Monday.com makes managing projects easier. Its simple interface and different project views, including Kanban and Gantt charts, help your team stay organized and work together smoothly.

Key Features of Monday.com:

• Custom Dashboards - Allows users to personalize dashboards to display essential updates, key metrics, and relevant widgets based on team roles.
• Task Automation - Enables no-code automation to facilitate workflows, advance tasks, and send notifications without manual input.
• Visual Tracking - Provides Kanban, timeline, and calendar views to assist teams monitor project progress and identify delays efficiently.
• Team Collaboration - Offers real-time collaboration tools, including @ mentions, file attachments, and task comments, ensuring all updates remain in one place.
• Pre-Built Templates - Includes ready-to-use templates with tracking and automation features, allowing teams to launch projects quickly.

Pros:

• Integrated time-tracking tools to monitor hours spent on tasks, clients, and projects.
• Advanced reporting & analytics for better resource management
• Customizable automation to reduce manual work and save time

Cons:

• Time-tracking features are available only on higher plans.
• Timesheets require integration with another tool.

Pricing:

• Free - $0 for up to 2 users
• Basic - $27/month for 3 users (annual billing)
• Standard - $36/month for 3 users (annual billing)
• Pro - $57/month for 3 users (annual billing)

Financial Cents is a project management tool made for small and mid-sized accounting firms. It helps you easily track client work with a workflow dashboard, create recurring checklists, and collaborate with your team online. The software also automates client requests and reminders, saving your team from constantly chasing clients for information.

With its user-friendly design, Financial Cents makes it simple to manage tasks, organize client information, track staff workloads, and monitor how much time employees spend on tasks. This allows small accounting firms to spot inefficiencies and avoid overspending on projects.

Key Features of Financial Cents:

• Integration - Financial Cents connects with Outlook and Gmail to help manage emails and create a folder for client messages.
• Assignment and Tagging - Easily assign client emails to team members and tag important messages for review. 
• Templates - Offer access to free email templates that improve service quality and help keep clients happy.
• AI Integration - AI and ChatGPT help quickly create workflows and email templates, making communicating with clients easier.
• Organization - For smooth collaboration, keep all documents, notes, emails, and client information in one central location.

Pros:

• Clients get SMS reminders for tasks that are still pending.
• Easy to implement, though some firms looking for more advanced features
• Works well with QuickBooks Online, Gmail, and Microsoft Outlook.

Cons:

• Expensive for small firms
• Many features can overwhelm new users

Pricing:

• Team Plan - $39 per user, billed annually
• Scale Plan - $59 per user, billed annually