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The 10 Best Workflow Management Software For Accountants

Every accountant knows the painstaking attention to detail required to accurately manage finances and balance sheets. Luckily, workflow management software for accountants is reshaping the industry’s landscape.

In the life of an accountant, repetition is more than just a motif; it’s the day-to-day reality.

The endless cycle of invoicing, bookkeeping, and compliance checks can lead to errors and inefficiency, placing an invisible ceiling on productivity.

Workflow management software emerges as a game-changer, promising to infuse automation and streamline these redundant tasks, empowering accountants to break through that ceiling.

Understanding the transformative power of workflow management software means recognizing its potential to catalyze productivity, enhance accuracy, and spark collaborative dynamism in accounting practices.

Before plunging into the top-tier tools that can metamorphose your accounting workflow, let’s dissect the pertinent factors to consider—from integration capabilities to user experience—that will ensure your software choice not only fits but elevates your accounting mission.

What is Workflow Management Software?

Workflow management software is a digital platform engineered to streamline and enhance the operational processes within an organization.

This technology serves as a backbone for firms, creating a structured environment where tasks and workflows can be meticulously organized and monitored.

The core objective of this innovative solution is to provide users with a comprehensive overview of business activities, allowing them to pinpoint areas that need improvement and enforce better practices that boost overall efficiency.

Workflow management software has become indispensable in professions inundated with meticulous tasks, such as accounting.

Workflow software for accountants is specifically tailored to address the complex nature of financial management and reporting.

These systems are replete with functionalities that intelligently automate and manage the onslaught of repetitive tasks that accountants grapple with on a daily basis.

Implementing automated workflows ensures that essential processes continue unabated without requiring constant input from staff, thereby freeing up resources for more demanding activities that require human expertise.

In selecting the right workflow management software for accountants, it is important to consider a spectrum of pertinent factors, including the size of the firm, the diversity of the client base, and the homogeneity of the services rendered.

Optimal workflow management tools adapt seamlessly to these variables, offering scalable solutions that grow alongside your firm.

These systems distinguish themselves with their relatively low entry costs, remote accessibility, and stringent customization options for user permissions, effectively bolstering data security.

Workflow management software for accountants offers an array of valuable features, such as task tracking, time management, robust data security measures, dependable client communication channels, and insightful output analytics aimed at continuous operation optimization.

In essence, it acts as the firm’s central nervous system, orchestrating various business processes into a cohesive and functioning whole.

Top 15 Workflow Management Software for Accountants

Process Street

Image showing Process Street as workflow management software for accountants

Process Street is a powerful workflow management software for accountants, providing efficient task management and process automation through checklist templates.


  • Intuitive interface
  • 100’s of integrations with third-party apps
  • An extensive gallery of free templates
  • AI-workflow builder
  • Reporting and analytics dashboard


  • No free plan

Best for:  Accounting firms of all sizes

Why it’s good: Its workflow-based approach ensures consistency and compliance in accounting procedures.

Xero Practice Manager

Image showing Xero as workflow management software for accountants

Xero Practice Manager is comprehensive practice management software for accountants, facilitating client management, project tracking, and collaboration.


  • Seamless integration with Xero accounting software
  • Robust time and expense tracking capabilities
  • Client portal for efficient communication


  • User interface could be more modern
  • Limited customization options

Best for: Accountants working with Xero

Why it’s good: Its tight integration with Xero simplifies workflow and data management for accountants.

QuickBooks Online Accountant

Image showing QuickBooks as workflow management software for accountants

QuickBooks Online Accountant is cloud-based accounting software tailored for accountants, featuring client management, project tracking, and collaborative tools.


  • Seamless integration with QuickBooks Online
  • Collaborative features for working with clients
  • Robust reporting functionalities


  • Limited customization options
  • Steep learning curve for beginners

Best for: Accountants familiar with QuickBooks

Why it’s good: Integration with QuickBooks simplifies data handling and enhances workflow efficiency for accountants.

Sage Intacct

Image showing Sage Intacct as workflow management software for accountants

Sage Intacct is a cloud-based financial management software for accountants, offering comprehensive features such as accounts payable, receivable, and general ledger management.


  • Advanced financial reporting capabilities
  • Scalable for growing accounting firms
  • Strong security features


  • Higher cost compared to some competitors
  • Complexity may be overwhelming for small firms

Best for: Medium to large accounting firms

Why it’s good: Its advanced reporting features cater to the analytical needs of accountants, enhancing workflow insights.


Image showing FreshBooks as workflow management software for accountants

FreshBooks is a cloud-based accounting software for accountants, featuring invoicing, expense tracking, and time tracking functionalities.


  • User-friendly interface
  • Automated invoicing and expense tracking
  • Client portal for collaboration


  • Limited scalability for larger firms
  • Lacks advanced accounting features

Best for: Freelance accountants or small accounting firms

Why it’s good: Its intuitive interface makes it easy for accountants to manage tasks and communicate with clients.

Zoho Books

Image showing Zoho Books as workflow management software for accountants

Zoho Books is a cloud-based accounting software for accountants, offering features such as invoicing, expense tracking, and inventory management.


  • Affordable pricing
  • Integration with other Zoho apps
  • Automated workflows for recurring tasks


  • Limited customization options
  • Reporting features could be more robust

Best for: Small accounting firms

Why it’s good: Its affordability and integration options make it a practical choice for smaller accounting practices.

Wave Financial

Image showing Wave as workflow management software for accountants

Wave Financial is a free cloud-based accounting software for accountants, offering features like invoicing, accounting, and receipt scanning.


  • Free to use with no hidden fees
  • Easy setup and navigation
  • Comprehensive invoicing capabilities


  • Limited customer support
  • Lacks advanced accounting features

Best for: Freelance accountants or small accounting firms

Why it’s good: Its free price tag and core accounting features make it accessible for small businesses on a budget.

Workday Financial Management

Image showing Workday as workflow management software for accountants

Workday Financial Management is a cloud-based financial management software for accountants, offering features like accounting, procurement, and analytics.


  • Comprehensive suite of financial management tools
  • Scalable for growing accounting firms
  • Strong compliance and security measures


  • Higher cost compared to some competitors
  • Implementation can be time-consuming

Best for: Medium to large accounting firms or enterprises

Why it’s good: Its scalability and extensive features cater to the diverse needs of large accounting organizations.

NetSuite Financial Management

Image showing Netsuite Financial Management as workflow management software for accountants

NetSuite Financial Management is a cloud-based ERP software designed for accountants, offering features like financial planning, billing, and revenue recognition.


  • Comprehensive financial management suite
  • Advanced customization options
  • Scalable for growing businesses


  • High cost of ownership
  • Steep learning curve for implementation

Best for: Large accounting firms or enterprises

Why it’s good: Its extensive features and customization options cater to the complex needs of large accounting operations.

MYOB Essentials

Image showing MYOB Essentials as workflow management software for accountants

MYOB Essentials is a cloud-based accounting software for accountants, offering features like invoicing, payroll, and reporting.


  • User-friendly interface
  • Comprehensive payroll management
  • Automated bank feeds for reconciliation


  • Limited scalability for larger firms
  • Lacks some advanced accounting features

Best for: Small to medium-sized accounting firms

Why it’s good: Its simplicity and payroll functionality make it suitable for smaller accounting practices.


Image showing Kashoo as workflow management software for accountants

Kashoo is a cloud-based accounting software for accountants, offering features like invoicing, expense tracking, and financial reporting.


  • Simple and intuitive interface
  • Automated bank reconciliation
  • Mobile app for on-the-go access


  • Limited integrations with other apps
  • Lacks advanced features for larger firms

Best for: Freelance accountants or small accounting firms

Why it’s good: Its simplicity and mobile accessibility make it ideal for small accounting practices with basic needs.

AccountEdge Pro

Image showing AccountEdge Pro as workflow management software for accountants

AccountEdge Pro is a desktop-based accounting software for accountants, offering features like invoicing, expense tracking, and inventory management.


  • Robust inventory management capabilities
  • Comprehensive invoicing features
  • Integration with Microsoft Office suit


  • Limited scalability compared to cloud-based solutions
  • Desktop-based, limiting accessibility

Best for: Small to medium-sized accounting firms

Why it’s good: Its robust invoicing and inventory features make it suitable for accountants managing client transactions and inventory.

SAP Business One

Image showing SAP as workflow management software for accountants

SAP Business One is an ERP software offering features like accounting, CRM, and inventory management, designed for small to medium-sized enterprises.


  • Comprehensive suite of business management tools
  • Scalable for growing accounting operations
  • Advanced reporting and analytics capabilities


  • High initial cost and implementation time
  • Requires specialized training for optimal use

Best for: Medium-sized accounting firms or enterprises needing integrated business management solutions.

Why it’s good: Its scalability and advanced features cater to the complex needs of growing accounting operations.


Image showing Odoo as workflow management software for accountants

Odoo is an open-source ERP software offering features like accounting, project management, and CRM, suitable for small to medium-sized businesses.


  • Highly customizable with a wide range of modules
  • User-friendly interface
  • Scalable for evolving business needs


  • Requires technical expertise for customization
  • Some modules may lack depth compared to specialized software

Best for: Small to medium-sized accounting firms seeking a flexible and customizable workflow management software for accountants.

Why it’s good: Its modularity and customization options allow accountants to tailor workflows to their specific needs.

Microsoft Dynamics 365 Business Central

Image showing Microsoft Dynamics 365 as workflow management software for accountants

Microsoft Dynamics 365 Business Central is a cloud-based ERP software offering features like financial management, supply chain, and sales, suitable for small to medium-sized businesses.


  • Integration with Microsoft Office 365 suite
  • Scalable for growing accounting operations
  • Comprehensive financial management features


  • Higher cost compared to some competitors
  • Steeper learning curve for advanced functionalities

Best for: Small to medium-sized accounting firms seeking a comprehensive and integrated practice management software for accountants.

Why it’s good: Its integration with Office 365 and comprehensive financial management features enhance productivity and efficiency for accountants.

Importance of Efficient Workflow Management for Accountants

Efficient workflow management is crucial for accountants for several reasons:

Time Management

Accountants deal with numerous tasks daily, including data entry, reconciliation, financial analysis, and reporting. Efficient workflow management helps prioritize tasks, allocate time appropriately, and reduce time wasted on unnecessary activities, thus maximizing productivity.

Accuracy and Compliance

Managing workflows effectively ensures that tasks are completed accurately and in compliance with relevant regulations and standards. This reduces the risk of errors, which can lead to financial discrepancies, compliance issues, and even legal consequences.

Client Satisfaction

Clients expect timely and accurate financial information. By streamlining workflows, accountants can meet deadlines consistently, provide high-quality deliverables, and enhance client satisfaction.

Cost Reduction

Inefficient workflows can result in wasted resources, such as time spent on manual data entry or redundant processes. By optimizing workflows, accountants can minimize costs associated with labor, software, and other resources.

Risk Management

Efficient workflow management includes implementing internal controls and checks to identify and mitigate risks effectively. This reduces the likelihood of fraud, misstatements, and other risks that could harm the organization or its clients.

Repetitive Tasks in Accounting

In accounting, monthly, quarterly, and annual tasks are pillars of the financial cycle, yet they often suffer from a lack of centralization, introducing a risk of disarray despite timely assignments. 

Such tasks encompass everything from reconciliations and closing ledgers to preparing financial statements and tax filings, all of which are crucial to the integrity of financial reporting. 

Establishing an accounting workflow that harnesses the right software can transform the management of these recurring tasks from a manual and cumbersome chore into an efficient, automated system.

For accountants, every minute counts, especially when deadlines are looming.

Effective time management is not merely a productivity booster; it’s a lynchpin of the profession.

If not managed properly, juggling these repetitive tasks can have severe ramifications on client relations and a firm’s reputation.

On the bright side, the implementation of workflow management software is revolutionizing these practices, enhancing both consistency and accuracy by reducing manual efforts—which are known for being susceptible to human errors.

Notably, workflow needs can vary significantly between small boutique firms and large-scale accounting establishments.

The size of the team, the range of services offered, and the volume of clients all factor into determining the complexity required from a workflow system.

The overarching goal for any firm, regardless of its size, is to adopt a workflow management solution that aligns with its specific operational needs and complements the existing accounting management software and tools it uses.

Challenges Faced by Accountants in Handling Repetitive Tasks

In the trenches of financial documentation and transaction ledgers, accountants are no strangers to the high volume of repetitive tasks that demand precision and attention to detail.

However, this manual approach breeds inefficiency and opens the floodgates to possible errors.

Complex taxation regulations and evolving standards in financial reporting compound these challenges, with the added pressure of maintaining accuracy and compliance.

Accounting firms are not immune to the pitfalls of managing a litany of client work manually.

Tasks can slip through the cracks, deadlines can be missed, and processes can become inefficient, potentially leading to a strained client relationship and a tarnished firm reputation.

The scalability of operations is a herculean challenge in itself, as accounting teams often struggle to visualize their capacity, identify bottlenecks, and adapt their workload accordingly.

Hence, embracing a workflow management system that can automate accounting workflows presents a viable solution to ensure consistency, enhance accuracy, and free up accountants to devote energy to strategic, value-added tasks.

How Workflow Management Software Can Help Automate and Streamline Repetitive Tasks

Workflow management software is a boon for accounting firms looking to alleviate the drudgery of recurrent tasks and minimize manual interference. 

By leveraging custom date triggers, these platforms enable the crafting of elaborate procedures that automatically activate on predetermined dates, vastly simplifying managing repetitive finance tasks.

The benefits of such software extend beyond mere convenience. 

By identifying superfluous processes and eliminating them, along with the automation of manual tasks, workflow management systems permit concurrent task execution. 

This not only enhances the speed of data processing but also helps in maintaining a high level of data integrity. For example, industry-specific tools like TaxDome streamline a significant portion of the workflow. Automating client communications, document collection, and task management becomes more than an idea—it becomes a tangible efficiency within an accountant’s daily routine.

Key features of these workflow tools often include daily task tracking, stringent time management, data security enhancements, streamlined client communication, and output analytics—all of which are dedicated to continuously optimizing accounting practices. 

By adopting these solutions, firms can elevate the efficiency of their operations and reduce operational costs, which will translate to a better bottom line and an improved client servicing model.

Benefits of Workflow Management Software for Accountants

Here are the main benefits of workflow management software:

Increased Productivity and Efficiency

Workflow management software offers a substantial boost to productivity within accounting firms.

Tools with automation features allow tasks that once took hours to complete to be handled in minutes.

For instance, implementing a system like TaxDome can automate various tasks, such as document requests and follow-ups, allowing staff to focus on more complex client needs and strategic work.

Automated workflows are particularly adept at simplifying project management and task tracking.

They streamline the approval process, standardize time management, and ensure that all client records are secure and accessible, setting the stage for continuous optimization of firm operations.

In essence, they enable financial professionals to do more with less by reallocating their efforts from mundane to marketable work.

Through centralization of knowledge, improved business analytics, integrated project management, and stellar team collaboration, the right workflow software makes it easier for firms of all sizes to elevate their productivity, customize client services, and enjoy long-term success.

Improved Accuracy and Reduced Errors

The meticulous nature of accounting demands precision, and workflow management tools like TaxDome and Jetpack Workflow are pivotal in enhancing accuracy across financial processes.

These systems create a centralized hub for tracking client tasks and automating standard procedures, which minimizes the likelihood of oversights and inaccuracies.

For example, when a firm implemented TaxDome, it was able to automate substantial portions of the tax return process, thereby increasing the number of tax returns completed without expanding its staff resources.

The platform guided each return through a predetermined workflow, reducing the margin for error and enhancing the overall accuracy of submissions.

Accounting-specific tools, such as Aero Workflow, provide specialized support for solo practitioners and small firms, ensuring that their processes are streamlined and remain error-free.

By managing tasks, monitoring deadlines, and securing client data, these tools tackle the error problem at its root, providing peace of mind and reliable results.

Enhanced Collaboration and Communication Within Accounting Teams

Workflow management software revolutionizes internal dynamics within accounting firms, acting as a nexus for communication and collaboration.

Tools like Karbon deliver a unified platform for teams to manage workflow, share information efficiently, and collaborate seamlessly to deliver superior client service.

The transparency offered by these platforms plays a crucial role in enhancing productivity. Team members have clear visibility into tasks, deadlines, and project objectives, eliminating ambiguities and aligning efforts.

This collaborative environment fosters a strong sense of unity and purpose, streamlining communications and bolstering team efficiency.

Accounting project management tools that integrate with common accounting software further streamline workflows.

These platforms eliminate redundancies, enhance data flow, reduce error rates, and solidify client and team relationships by serving as a single source of truth for data and communication.

Real-Time Tracking and Monitoring of Tasks and Projects

Keeping a real-time pulse on the multitude of tasks and projects within an accounting firm can be overwhelming.

However, workflow management tools like CCH Axcess Workflow provide a valuable remedy.

With their browser-based interface, these systems offer an immersive user experience and broad functionality, providing keen insights into the firm’s various operational areas.

CCH Axcess Workstream, for instance, simplifies the work tracking process, enforces consistency in project management, and maximizes client service through transparent project details.

It incorporates built-in administrative tools that enhance accountability and provide dashboards and notifications that keep everyone informed about project statuses and deadlines.

By utilizing a platform such as CCH Axcess Workstream, firms gain an unparalleled level of visibility over their resources, effectively manage their workload, and can offer their clients detailed, up-to-date information on the progress of their projects.

These capabilities are critical for maintaining client satisfaction, optimizing firm efficiency, and leveraging growth opportunities.

Factors to Consider When Choosing Workflow Management Software for Accountants

When hunting for the ideal workflow management software for accountants, you’re not just purchasing a tool; you’re investing in a system that should improve both team and individual performance.

So, it’s essential to consider several factors before making a decision.

Here are some key factors to consider when choosing workflow management software for accountants:

Integration with Accounting Software and Tools

When simplifying the labyrinth of financial transactions and client management tasks, the integration capabilities of workflow software for accountants cannot be overstated.

Look no further than Aero Workflow, renowned for its ability to seamlessly integrate with an array of software. Thus, it empowers users to craft task templates and tap into client data through intuitive dashboards.

Process Street shines in its proficiency to hone in and bolster financial operations, while systematically minimizing errors and bolstering productivity.

The integration feature is time and cost-efficient for firms tangled in manual processes, as it helps to slice through potential delays and inaccuracies to drive operational effectiveness.

Customization Options and the Ability to Create Custom Workflows

Customization is the linchpin of an effective workflow management system.

And here, Process Street shines yet again.

The platform provides a malleable framework, enabling the creation of task templates for common workflows. Task and template-based tools grant the power to sculpt workflows as lists of tasks replete with assignable roles, due dates, and clear access levels.

Process Street offers a treasure trove of easily accessible client data alongside dashboards and customizable task templates for streamlined workflows.

Similarly, Pixie’s workflow management software transcends the norm by enabling the creation of extensive processes that can tap into custom date triggers and integrate rich content like instructions, checklists, and training materials.

Such tailored workflow management tools define a new standard in efficient and personalized accounting operations.

Collaboration Features and Task Assignment Capabilities

Task automation, as seen with workflow management tools like TaxDome, propels team collaboration and task oversight to new heights.

This software automates mundane tasks such as client correspondence and documentation collection, liberating accountants’ workflow so they can concentrate on more significant endeavors.

Such tools also offer a panoramic view of task assignments and progress, streamlining team management and providing an unclouded perspective on projects.

Collaboration features in these tools vitalize team communication and coordination, ensuring every task is meticulously assigned to the appropriate team member with specified deadlines and access prerequisites.

User-Friendly Interface and Ease of Use

An intuitive, straightforward interface is of the essence.

Platforms like Xero Practice Manager and Process Street command attention for providing comprehensive systems capable of real-time workflow tracking and automated billing procedures.

CCH Axcess Workflow’s modern browser-based interface clearly shows the intricacies of projects and workflows, paving the way for efficient task execution.

For smaller businesses or freelance accountants, software like FreshBooks and QuickBooks caters to user-friendliness, ensuring even non-accountant users find the interface approachable while maintaining integration with a broader range of business applications.

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