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Gain an Edge for Your Accounting Business with the Right Software

Accountants providing contract accounting services require software tools different than those commercial, government, and non-profit organizations use to manage their own books. No matter what type of services your public accounting software offers, there are accounting software applications designed to help you more profitably meet the client’s needs.

Overwhelmed? We’ll help you find your ideal software solution, absolutely free!

Find out why thousands of businesses trust Software Connect to help narrow down thousands of options to a managable list of top recommendations. There’s no pressure, no obligation, and no cost. Sound good? Let’s get started!

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter

Software for accountants: From tax preparation to full service accounting

Whether your business exclusively offers tax preparation services or provides full-spectrum accounting services, it’s important to maintain a profitable investment in software tools that allow you to accurately and efficiently perform your professional services. Typical tools for accountants include client write-up, auditing, tax preparation, payroll, and time and billing modules. Each of these modules are designed with the end-goal of managing 3rd party accounting more effectively and efficiently.

Multi-company accounting

Accounting software designed for the professional accountant offers an advanced set of features beyond what is typically found in standard commercial accounting packages. One critical capability of software designed with the accountant in mind is the ability to handle accounting for numerous corporate entities. Your accounting business may have dozens or even hundreds of clients, whose financial data all needs to be accessed from the same software, yet kept completely separated. Increased security measures and a more complex database structure are two of the ramifications of managing books for multiple companies. Given the amount of data your business may store on clients, it’s important when considering different options, that you consider how the software handles tens of thousands of individual records. Even accountants with few clients can easily exceed the record capabilities of many non-accountant specific systems. The effects of overloading a system can include reduced performance (freezes, waiting on reports) and even system access issues.

An emphasis on reporting

Strong reporting features are critical for accountants. Accountants are constantly creating reports for clients. If clients can’t understand the reports, there is a major problem. Software designed for accountants typically offers additional report views distilling information into easily understandable formats such as executive reports, charts, and summary statements. Reports also need to be able created on an ad-hoc basis in order to answer questions that clients may have regarding their company’s financial performance.

Tax preparation

Tax preparation is not straight-forward and simple. If it was, thousands of business likely wouldn’t outsource their tax preparation to accounting firms. The reality is that preparing corporate tax information is a highly complex process. Tax preparation software is designed to make the process easier by keeping updated tax tables, automatically performing complex calculations, and by assisting with electronic filing. No matter where you are or what local, state, provincial, or federal tax regulations apply, there are programs designed to help you quickly and accurately file your clients’ returns.

Regulations compliance

Public accounting firms are also on the front lines of keeping up with the accounting compliance regulations. Understanding FASB, GASB 34, IFRS, DCAA and other regulatory requirements is only part of the battle though for the public accountant. Software controls are constantly evolving to better meet the regulatory requirements of clients in different industries and access to the right tools can make the difference is securing clients with specific compliance requirements.

Data integrity and security

Data integrity is another area of paramount concern for public accountants. A company doing their own books has an opportunity to reverse entries as errors are discovered. This is not the case with public accountants. The expectation is 100% accurate information the first time around.

Software tools for accountants also focus on providing advanced security measures. Clients naturally have concerns about turning their data over to a 3rd party. It’s important for accountants to be able to identify specific measures included in software tools which can prevent fraud or loss of data.

Popular CPA Software Products

Looking for software for your Public Accounting business? Over the years, we’ve helped match thousands of businesses just like yours with great software. Below you can check out a list of the options most commonly considered by others in your industry. Browse for fits or let us help you find the best choices for your needs.

Which software is right for you? Get quick and accurate recommendations.

What if you could simply tell someone about your software needs and they’d find your best choices? Look no further. We’ll listen to your needs and find your top software matches. That’s it. There’s no pressure, no cost.

The companies and representatives you sent our way were prompt and thorough… I definitely would recommend your company as a means to exploring options with qualified providers. — Bruce Conley
Your service saved me some very valuable time and hooked me up with some excellent resources. Thanks for providing this top-notch service. — Linda Vittori
Thanks! Having a service like this to help navigate the ocean of accounting software and help identify potential good-fits without having to delve through numerous bad-fits is of tremendous value! — Mark Carpenter
  • AuditMaster by Pervasive Data Management

    AuditMaster Will provide you with many benefits in your companies efforts to produce audit trails. This product will provide you with extensive security measures to protect your data. Additionally, access to data is restricted and all changes are...

  • Assure by Fastpath Solutions

    Fastpath Assure is the number one selling segregation of duties compliance tool for Dynamics. Developed in conjunction with Certified Internal Auditors, Fastpath Assure is delivered with built-in audit intelligence that allows the user to get real...

  • INTERAC Public Accounting System by Intersoft Systems

    The INTERAC Client Accounting suite is much more than just an accounting system. It is a tightly integrated, flexible, user friendly suite of accounting and management applications which will enable your team to become even more productive and...

  • ProSeries Professional by Intuit

    ProSeries software is created by tax professionals: over 190 tax experts, including Certified Public Accountants and Enrolled Agents, spent more than 240,000 hours last year developing and testing ProSeries products for accuracy and speed, ensuring...

  • Audit Management System by Metric Stream

    Effective risk management and compliance with government regulations are driving the need for ongoing auditing. For companies that are regulated by the FDA or are following quality standards such as ISO 9000/14000, regular audits are essential to...

  • XPert Write‑Up by Micronetics, Intl.

    Xpert Write-up sets the standard for write-up software in today's market. Easy-to-use, fast, and efficient data and journal entry screens provide you with a powerful write-up solution. Xpert can accommodate virtually any type of client and satisfy...

  • MoneyMinder by NonProfit Central

    MoneyMinder is designed to help you or your treasurer get more work done in less time, thereby optimizing your organizations efficiency. This product will help you manage your organization with ease, by allowing you to enter transactions, reconcile...

  • Client Writeup for the CPA by Ok Accounting Systems and Software

    Client Writeup for the CPA designed for the CPA or bookkeeping service to enter and print financial statements for their monthly clients. A demo is available on the web site. It is fully functional except for a few...

  • The Accountant's Partner by On-Q Software

    The Accountant's Partner has been specifically designed with the accounting and tax professional in mind. The software provides for a centralized location for the daily administration of the services your firm renders, the time consumed in...

  • Basic Bookkeeping by OWL Software

    Basic Bookkeeping is designed for business owners and not accountants. This product is intuitive and makes bookkeeping quick, easy, and affordable. This product is perfect for small businesses including sole proprietors, partnerships and...

  • Client Write‑Up by PC Software Accounting

    The Client Write-Up system is the perfect solution for your accounting firm. It will give you all the tools you need to perform the vital accounting functions for your clients. This program interfaces with other accounting programs, like...

  • Pentana Checker by Pentana

    The core module for performing an automated audit is Pentana Checker, an automated questionnaire system that has been designed to significantly improve and simplify the process of otherwise laborious and time consuming management of audit...

  • Accountant's Tools by ACCEO Solutions

    Your tasks as an accountant are varied and many. You are the specialist to whom business people turn for advice concerning company financial issues. This puts you at the heart of the business decision-making process. To meet the challenges...

  • JAZZ‑it! by Accountants Templates

    CaseView® templates for Canadian public practitioners. Our templates are designed to help you quickly analyze key accounts and produce professional client ready financial statements. JAZZ-it! is compatible with CaseWare 2001 or...

  • Audit Analytics by ACL Services

    ACL's audit analytics suite of software products is the preferred solution for data extraction, analysis, and fraud detection year-over-year in The Institute of Internal Auditors software survey. Audit professionals in 94 of the Fortune 100 turn to...

  • AccountExact by Actax Solutions

    AccountExact is a comprehensive Account Management and Bookkeeping solution specifically designed to suit an Accountant/CPA’s office. AccountExact offers seamless integration with ClientExact – a client side payroll and write-up solution,...

  • APEX by APEX Audit System

    APEX has been designed based on close analysis of complex audit management scenarios in reputed Audit Institutions. APEX enables you to assess risks organization wide. Inbuilt reports and dashboards highlight high priority areas and help...

  • Arbutus Audit Analytics by Arbutus Software Inc.

    Designed for audit, risk, and compliance professionals, Arbutus Audit Analytics represents the very best in audit software and data analysis technology. Based on 25 years of audit software innovation and development, Audit Analytics has become the...

  • ATX Trial Balance by ATX

    ATX Trial Balance™ is a powerful accounting tool that eases the task of reconciling and adjusting client book balances, preparing business tax returns and generating standard financial...

  • AuditBot SAP Audit by AuditBot

    AuditBot SAP Audit solution can help organizations discover track alert and monitor users with excessive authorizations The tool also provides all the required information for the internal auditor to determine the level of effort for remediation....

  • AuditFile by AuditFile

    AuditFile is built by CPAs, for CPAs. We know what the job entails, and we know what the arrival of the first truly useful, beautiful audit solution will mean for our users. AuditFile delivers intuitive interfaces, simple pricing, no contracts,...

  • Audit Practice Manager by Auditflow

    Audit Practice Manager is a software solution for accountants that undertake audit assignments. It provides engagement file management, allocation of staff to engagements, industry leading and customizable templates and work papers to guide you in...

  • AuditNet by AuditNet

    AuditNet®, the global resource for auditors, was developed as a communications network portal for the global audit community. AuditNet® has been at the forefront of financial Websites promoting the utilization of technology for auditors. The...

  • MAG‑C by Bockmon Tax Systems

    The MAG-C family of software includes three complete systems for filing information returns with IRS & SSA. A conversion utility is available to convert ASCII-delimited files to the MAG-C format. All calculations and transfers are automatic. Enter...

  • Howell Client Accounting by Howell Client Accounting

    That was designed by accountants to be easy to learn and operate while still providing you with our powerful reporting tools that will increase your staff's productivity and impress your most demanding clients. For three decades Howell Associates...

  • TrustNet by HWA International

    TrustNet is a comprehensive PC-based trust accounting system that performs all functions necessary to run a busy trust operation. TrustNet is easy-to-learn, customizable, and networkable. Since 1977, the system has consistantly passed all audits and...

  • Interactive Advisory Software by Interactive Advisory Software

    Interactive Advisory Software (IAS) allows financial advisors to run their business more effectively and maximize client service, automating the entire advisory process. IAS is the only fully integrated web-based financial planning, portfolio...

  • T4 TimeSaver by ELM Computer Systems

    The indispensable software tool for preparing tax slips and summaries T4 TimeSaver provides you with the tax forms you need, the management systems to make your processing efficient, and the filing options you require - all ready at your...

  • CCH Axcess by Wolters Kluwer, CCH

    CCH Axcess is at the center of the Firm in Motion, providing the power to help you address your biggest challenges—better serving clients, effectively managing the business, and mitigating risk to protect your biggest asset … your reputation. The...

  • Client Write‑Up System for Windows by Pro Systems

    We are proud to offer our Client Write-Up System for Windows. If you've been waiting for a complete, powerful, affordable, easy-to-use Client Write-Up System for Windows, this is the product for you! * Completely rewritten with...

  • Quick Trial Balance by Pro-Ware, LLC

    Quick Trial Balance software provides an easy way to quickly produce a trial balance for a client in order to prepare financial statements or tax returns. With an easy to use interface you can quickly create trial balances for your clients. Quick...

  • Summary Trial Balance by Progressive System Solutions

    Crystal Report/Trial Balance that shows balances by account instead of by sub account. *This is an Enhancement Utility/System Module for the Microsoft Dynamics SL (formerly Solomon) suite of accounting applications, developed to integrate with,...

  • Compas by Protiviti

    See your whole business Get a full picture of your operations faster and more efficiently with Compas. Developed to streamline and automate your operations assessment process, Compas helps you effortlessly gather compliance and operational...

  • GoSystem Audit Plus by RIA

    GoSystem Audit cuts time on every aspect of your trial balance engagements. GoSystem Audit dramatically reduces repetitive work to speed up your trial balance engagements. It offers simultaneous, two-way transfer of data with GoSystem Tax and...

  • A‑Systems Visual Bookkeeper by A-Systems

    A-Systems Visual Bookkeeper easily handles all your Accounts Payable, Accounts Receivable, Payroll, General Ledger, Purchase Order, Sales Order and Inventory needs. This software is built on the same solid footing as A-Systems' popular JobView...

  • Client Accounting Suite by Wolters Kluwer, CCH

    The comprehensive Client Accounting Suite handles tasks from the simplest to your most complex. The intuitive user interface combines powerful capabilities, such as, general ledger, trial balance, after-the-fact payroll, accounts payable, accounts...

  • CLS II by Financial MicroSystems

    The Client Ledger System, otherwise known as CLS, is a client write up system that focuses on simplicity. This product will allow you to provide a great tax preparation service to your clients; and in-turn increase the profitability of your...

  • EasyACCT by Intuit

    Intuit EasyACCT Professional Series provides comprehensive functionality for accounting firms including: Client Write-up General Ledger Payroll Customized Financial statements Accounts Payable Accounts Receivable ##...

  • FCAS by Dillner's Accounting Tools

    FCAS (for use in the accounting office) FCAS is a production oriented software product designed for use in the accounting office. FCAS offers imports of monthly activity from several software packages commonly used by small business owners....

  • Certiflex Dimension by The Versatile Group

    The Professional Accountant series offers products and services designed to make the accountant's practice more efficient and more profitable. ## Client Write-up Certiflex Dimension Client Write-up provides a complete solution for the professional...

  • Pentana Risk and Audit Solutions (PAWS) by Pentana

    Pentana Audit Work System (PAWS) Pentana's PAWS software is designed for Risk Managers, Internal Auditors, Compliance and other Assurance professionals. In is an integrated package solution that enables risk profiles to be created and...

  • Datafaction by Datafaction

    Datafaction products are versatile and highly acclaimed. The Datafaction system is a set of powerful accounting software applications for CPAs/ Business Managers in the Entertainment Industry, high net-worth planners and Production Companies. Its...

  • CCH iFirm Practice Manager by Wolters Kluwer, CCH

    CCH iFirm Practice Manager allows you to monitor and streamline every aspect of your tax and accounting business. Below are some of the most-loved features: Track workflows Easily view job status Centralize client data Manage...

  • BIS ‑ Builder Information System by Management Information Control Systems

    BIS - The LEADER in fully integrated, intuitive, scalable and complete accounting, job costing and management software for the construction industry. BIS Highlights include: CPA Software News: FIVE Star Rating Recently, in an...

  • Studio Manager by Tokerud Consulting Group

    Studio Manager is the premier software solution for the business management of graphic design. Based on the popular FileMaker Pro application, Studio Manager handles job cost tracking, electronic timesheets, estimating, invoicing, purchase orders...

  • Genesis Business Metrics by New Millennium Communications

    Genesis Business Metrics™ - A powerful tool for turning financial data into valuable information, written in FileMaker for Mac and Windows systems. Unique visual presentations communicate the interaction between related pieces of...

  • Business Plus Accounting Touch POS by Business Software Solutions Inc

    Business Plus Accounting Touch POS is a complete, robust business accounting software package. From the day to day tasks of processing orders and inventory, to accounting tasks such as tax reporting and bank reconciliation, we have the tools you...

  • Practice Management by Benchmark Systems

    Benchmark Practice Management System streamlines workflow across your entire practice, improving front- and back-end office operations to reduce errors, improve patient care and boost revenue. Built on the strength of over 30 years of expertise...

  • Bloomerang by Bloomerang

    Indianapolis-based Bloomerang, led by former eTapestry founder Jay Love, is a cloud-based donor management system designed to help small and mid-size nonprofits reach, engage and retain the advocates they depend on to achieve their vision for a...

  • agencybloc CRM Insurance Software by agencybloc

    Specialized Very little customization is needed after setting up an account. Commissions Processing Commissions processing system allows agencies to quickly pay commissions by importing carrier provided data files. Easy to...

Your CPA Software Recommendations

Ready to find out which software solutions are best suited for your business? Great! Understanding that you are searching for your Public Accounting business gives us a good start. We’ve helped many companies find everything from single modules to full financial management systems. With a bit more information about your unique needs, we’ll narrow down to the choices meeting your specific functional requirements.

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