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Project management software is a crowded field, and choosing the right one for accountants can be tedious. You're looking for a way to manage your financial projects precisely and easily, with all the right features and integrations, but finding the right one can be difficult.

I'm here to help guide you through the selection process. With my extensive experience in digital project management, I've used many tools and know what works best. Here are my picks of the best project management software for accountants.

Why Trust Our Software Reviews

We’ve been testing and reviewing project management software for accountants since 2012. As digital project managers ourselves, we know how critical and difficult it is to make the right decision when selecting software. We invest in deep research to help our audience make better software purchasing decisions.

We’ve tested more than 2,000 tools for different project management use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our review methodology.

Best Project Management Software for Accounting Summary

This chart outlines the pricing of top project management software, helping you find the best option for your budget and needs.

Tools Price
ProProfs Project From $39.97/month (billed annually) + free plan available
Financial Cents From $39/user/month (billed annually)
TaxDome From $700/year (for up to 3 years)
Bonsai From $21/user/month
Jetpack Workflow From $36/user/month (billed annually)
nTask From $3/user/month (min 5 seats)
Process Street From $25/user/month (billed annually)
Smartsheet From $26/user/month (billed annually) + free plan available
Celoxis From $15/user/month (billed annually)
Sage Intacct From $595/user/year
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Compare Software Specs Side by Side

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How To Choose Project Management Software For Accountants

Remember the following points as you work through your unique software selection process.

  • Integration Capabilities: Accountants often use various software for tasks such as bookkeeping, checklists, tax preparation, timesheets, and financial reporting. The project management software should integrate well with these systems to ensure data consistency and reduce manual entry.
  • Compliance and Security: The accounting industry is heavily regulated, and software must comply with standards such as GAAP, IFRS, and Sarbanes-Oxley. To protect sensitive financial information, ensure the software supports audit trails, access controls, and data encryption.
  • Real-Time Reporting: Accountants need to monitor budgets, forecast financial outcomes, and track billable hours accurately. Project management software should offer real-time reporting features that quickly generate financial reports and insights.
  • Customization and Scalability: Accounting firms vary in size and often have unique processes. The software should be customizable to fit specific workflows and scalable to grow with the business. For example, a small firm may need basic project tracking to manage important due dates, while a larger firm might require advanced features.
  • User-Friendly Interface: Accountants may not be tech specialists, so a user-friendly interface is essential. The software should be easy to use to minimize the learning curve and ensure all team members can use it effectively. A straightforward dashboard that presents key metrics at a glance can help accountants stay on top of their projects.

Best Project Management Software For Accountants Reviews

Here are my detailed reviews of various project management software options for the accounting industry. I include the advantages and disadvantages of each tool, its features, and optimal use cases.

Best for content reliability

  • From $39.97/month (billed annually) + free plan available
Visit Website
Rating: 4.5/5

ProProfs Project is project management software with tools that simplify task management, reporting, and collaboration. ProProfs also ensures the reliability and accuracy of content and data, which is essential for accounting practices handling sensitive financial information.

Why I Picked ProProfs Project: I chose ProProfs Project because it focuses on ensuring content reliability, which is critical for accountants who rely on accurate data. It also offers features for tracking changes, maintaining audit trails, and supporting secure data sharing. ProProfs Project is best for content reliability because it emphasizes precision and security in handling financial data.

ProProfs Project Standout Features & Integrations:

Features include automated notifications that keep team members informed of updates, a centralized dashboard for easy monitoring of project progress, and tools for budget tracking and financial forecasting. Additionally, the software provides flexible reporting options.

Integrations include Google Drive, Dropbox, Slack, Salesforce, Zendesk, Jira, Trello, Asana, QuickBooks, and Microsoft Office 365.

Pros and cons

Pros:

  • Custom financial reporting features
  • Centralized dashboard for easy project oversight
  • Advanced audit trails for tracking data changes

Cons:

  • Limited customization in task visualization
  • Initial learning curve for new users

Best for accounting firm management

  • 14-day free trial
  • From $39/user/month (billed annually)
Visit Website
Rating: 4.8/5

Financial Cents is project management software designed for accounting firms' unique needs. It offers tools for managing client work, tracking deadlines, and optimizing team collaboration.

Why I Picked Financial Cents: I chose Financial Cents because it addresses the operational challenges accounting firms face. It stands out from other project management software due to its deep focus on the accounting industry, providing features like client management, deadline tracking, and workflow automation. Financial Cents is best for accounting firm management because it enhances the ability to monitor, analyze, and optimize firm operations.

Financial Cents Standout Features & Integrations:

Features include automated task assignments based on team roles, real-time collaboration tools that keep everyone aligned on project status, and reporting capabilities that allow for in-depth analysis of firm performance. The software also supports document management with secure storage and sharing options.

Integrations include QuickBooks Online, Stripe, Gusto, Google Workspace, Microsoft Office 365, and Zapier.

Pros and cons

Pros:

  • Advanced reporting for detailed performance analysis
  • Real-time collaboration and communication features
  • Tailored specifically for accounting firm workflows

Cons:

  • Limited third-party integrations compared to broader project management platforms
  • Slight learning curve for those new to specialized software

Best for secure client exchange

  • Free demo available
  • From $700/year (for up to 3 years)
Visit Website
Rating: 4.5/5

TaxDome is project management software designed specifically for accountants. It emphasizes secure and efficient client communication and document exchange and offers features to simplify workflows, enhance data protection, and maintain high client confidentiality.

Why I Picked TaxDome: I chose TaxDome for this list as it focuses on secure client exchange, an important feature for accountants handling sensitive financial data. It stands out from other project management software as it provides end-to-end encryption, secure portals for client interactions, and compliance with various data protection regulations. TaxDome also prioritizes the safety and privacy of client information.

TaxDome Standout Features & Integrations:

Features include secure client portals for safe document uploads and downloads, automated workflow tools that optimize task management and deadline tracking, and integrated e-signature capabilities to expedite document approval processes.

Integrations include QuickBooks, Xero, Microsoft Outlook, Google Calendar, Slack, Zapier, Dropbox, Box, and Stripe.

Pros and cons

Pros:

  • Detailed dashboard for tracking projects and client interactions
  • Integrated e-signature for faster document processing
  • High-level security features for client data protection

Cons:

  • Requires initial setup and training to use all features fully
  • Limited customization options for specific workflows and reports

Best for client relationship management

  • 14-day free trial
  • From $21/user/month
Visit Website
Rating: 4.5/5

Bonsai is project management software designed for freelancers and small businesses, including accountants. It focuses on enhancing client relationship management, simplifying client interactions, automating essential tasks, and ensuring seamless project delivery.

Why I Picked Bonsai: I chose Bonsai because it stands out from other project management software with its integrated suite of tools for proposal writing, contract management, and invoicing. Bonsai is best for client relationship management because it simplifies communications and processes between accountants and clients.

Bonsai Standout Features & Integrations:

Features include automated proposal and contract generation, integrated time tracking, and custom invoicing templates. The platform also offers client portals where clients can view project progress, approve documents, and make payments. Additionally, Bonsai's expense tracking helps accountants keep a clear record of project costs and profitability.

Integrations include Stripe, PayPal, Zapier, QuickBooks, Slack, Google Workspace, Calendly, Xero, FreshBooks, and HubSpot.

Pros and cons

Pros:

  • Transparent client portals for project and payment tracking
  • Automated document generation and management
  • Integrated client relationship management tools

Cons:

  • Better suited to smaller firms
  • Limited advanced accounting features compared to specialized software

Best for firm organization

  • 14-day free trial
  • From $36/user/month (billed annually)

Jetpack Workflow is a project management software specifically tailored for accountants and accounting firms, focusing on streamlining workflow and enhancing team coordination. It offers a range of tools designed to optimize the organization and management of client tasks and internal projects within the firm.

Why I Picked Jetpack Workflow: I selected Jetpack Workflow because of its strong emphasis on improving firm organization and productivity. It differentiates itself from other project management software for accountants by offering intuitive workflow design, customizable job templates, and powerful tracking features that make managing a large client base more manageable. I think Jetpack Workflow is best for a firm organization due to its focus on enhancing the structure and efficiency of accounting processes.

Jetpack Workflow Standout Features & Integrations:

Standout features include customizable workflow templates that adapt to different types of accounting tasks, automated deadline reminders to keep all team members on track, and detailed reporting tools that provide insights into firm performance and client engagement. The software also supports bulk task management, allowing for efficient updates and changes across multiple projects simultaneously. Additionally, secure document handling ensures that sensitive financial information is always protected.

Integrations include QuickBooks Online, Xero, Zapier, Google Calendar, Outlook, Slack, Trello, and Asana.

Pros and cons

Pros:

  • Comprehensive reporting for better decision-making
  • Automated deadline tracking to prevent missed tasks
  • Customizable workflows tailored to accounting tasks

Cons:

  • Slight learning curve for those unfamiliar with accounting-specific features
  • Limited integration options without additional configuration

Best for meeting and task management

  • 7-day free trial + free demo available
  • From $3/user/month (min 5 seats)

nTask says it optimizes accounting workflows and oversees meetings and tasks for enhanced productivity. As a project management solution, it provides specialized features that cater to various team sizes and project complexities.

Why I Picked nTask: I chose nTask because it blends simplicity and functionality, making it good for teams focused on clarity in their workflows. Its emphasis on meeting and task management sets it apart from other project management tools. I also liked that nTask enhances team coordination and productivity.

nTask Standout Features & Integrations:

Features include Gantt charts for visual project tracking, time tracking to monitor and optimize team efforts, and task prioritization to ensure the most critical tasks are addressed first.

Integrations include popular tools like Zapier, Slack, Google Calendar, Microsoft Outlook, Zoom, GitHub, GitLab, Jira, Trello, and Asana.

Pros and cons

Pros:

  • Effective risk management tools
  • Built-in meeting and task management features
  • Intuitive interface for easy navigation and use

Cons:

  • Occasional interruptions loading external integrations
  • Limited customization options for reports and dashboards

Best for no-code workflow automation

  • 14-day free trial + free plan available
  • From $25/user/month (billed annually)
Visit Website
Rating: 4.6/5

Process Street is a no-code workflow automation platform that offers a comprehensive solution for businesses looking to manage their operations without technical expertise.

Why I Picked Process Street: I picked Process Street for its robust no-code workflow automation and industry-specific templates. Accountants can enhance their processes using customizable workflows, task assignments, and real-time collaboration tools. The platform's data sets feature allows for efficient handling of financial data, while the Pages function provides a centralized location for documentation and resources. With audit trails and detailed analytics, accountants can ensure compliance and accuracy in their projects, making Process Street a good tool for managing accounting tasks effectively.

Process Street Standout Features & Integrations:

Features include real-time notifications, conditional logic, task reminders, collaborative editing, checklist templates, detailed analytics, data import/export, customizable branding, API access, automated approvals, role-based permissions, workflow scheduling, audit trails, recurring tasks, embedded media, process documentation, mobile access, SLA tracking, version control.

Integrations include Slack, Google Drive, Salesforce, Zendesk, Asana, GitHub, Google Calendar, Dropbox, and Zapier.

Pros and cons

Pros:

  • Supports dynamic and complex processes
  • Customizable workflows and templates
  • No-code, drag-and-drop interface

Cons:

  • Reports could be more in-depth
  • The logic flow can be difficult to manage for new users

Best for industry-specific solutions

  • From $26/user/month (billed annually) + free plan available
Visit Website
Rating: 4.4/5

Smartsheet is project management software designed specifically for accountants and financial teams. It offers a range of tools and features that support the accounting sector's workflows and compliance requirements.

Why I Picked Smartsheet: I selected Smartsheet due to its strong focus on providing tailored solutions. It stands out from other project management software as it can adapt to the stringent regulatory and data-driven environments within which accountants operate. Smartsheet offers accountants industry-specific solutions through specialized templates and reporting tools that directly address the complexities of financial management.

Smartsheet Standout Features & Integrations:

Features include workflows that align with accounting cycles, real-time collaboration tools, and reporting capabilities that generate detailed financial analyses. Additionally, its automation features reduce the manual effort of repetitive accounting tasks.

Integrations include Microsoft Excel, Google Sheets, Salesforce, Jira, Slack, Trello, Zapier, Box, Dropbox, and Microsoft Teams.

Pros and cons

Pros:

  • Real-time collaboration and data sharing
  • Extensive reporting and dashboard capabilities
  • Customizable workflows suited to accounting processes

Cons:

  • Higher cost compared to basic project management tools
  • Slight learning curve for new users

Best for project management balance

  • 14-day free trial + free demo available
  • From $15/user/month (billed annually)
Visit Website
Rating: 4.5/5

Celoxis is project management software that balances financial and operational aspects for accountants and their teams. It supports project planning, resource allocation, and financial tracking in one unified platform.

Why I Picked Celoxis: I chose Celoxis because it bridges the gap between project management and financial oversight, making it a top choice for accountants. It stands out from other project management software as it can deliver detailed analytics and custom reporting, essential for informed decision-making. Celoxis is best for project management balance because it handles complex tasks and finances in a user-friendly environment.

Celoxis Standout Features & Integrations:

Features include scheduling tools for project timelines and resource planning. Its real-time dashboards provide immediate insights into project health, budget consumption, and performance metrics. Additionally, Celoxis offers powerful customization options for reports and views.

Integrations include Microsoft Project, Excel, Salesforce, QuickBooks, Trello, Slack, Zendesk, and Google Drive.

Pros and cons

Pros:

  • Extensive customization options for reports and workflows
  • Real-time dashboards for immediate project and financial insights
  • Advanced scheduling and resource management capabilities

Cons:

  • Additional configuration may be needed for tool integrations
  • May be complex for small teams or beginners

Best for advanced financials

  • 30-day free trial
  • From $595/user/year
Visit Website
Rating: 4.3/5

Sage Intacct is a project management software tailored for accountants specializing in advanced financial management and analytics. It provides tools to optimize financial operations, improve reporting accuracy, and enable strategic decision-making.

Why I Picked Sage Intacct: I selected Sage Intacct for this list because it can handle complex financial data and provide deep analytical insights. It stands out from other project management software for accountants with its reporting, real-time financial dashboards, and automation of critical accounting processes.

Sage Intacct Standout Features & Integrations:

Features include reporting that allows users to customize financial reports to meet specific business needs. The platform also offers real-time financial dashboards and automation of complex financial processes, such as revenue recognition and multi-entity consolidations.

Integrations include Salesforce, ADP, Bill.com, Expensify, Avalara, PayPal, Stripe, Shopify, and Magento.

Pros and cons

Pros:

  • Automation of complex financial tasks to ensure accuracy and efficiency
  • Real-time financial dashboards for immediate data analysis
  • Advanced multi-dimensional reporting for tailored financial insights

Cons:

  • Slight learning curve due to advanced features
  • Higher cost compared to basic project management tools

Other Project Management Software For Accountants

Below is a list of additional project management software for accountants that we shortlisted, but did not make it to the top list. It’s definitely worth checking them out though!

If you still haven't found what you're looking for here, check out these other project management tool reviews we've curated for you:

Project Management Software For Accountants Selection Criteria

When selecting project management software for accountants, consider functionality and how well it addresses specific accounting use cases. 

As someone who has personally tried and researched these tools, I developed a set of criteria for evaluating this type of project management software.

Core Project Management Software For Accountants Functionality: 25% of Total Weighting Score

  • Budget tracking and financial forecasting
  • Time tracking and billing
  • Document management and version control
  • Task and workflow automation
  • Compliance and audit trail capabilities

Additional Standout Features: 25% of Total Weighting Score

  • Identify unique features that set a product apart from its competitors, such as advanced analytics or AI-driven insights.
  • Evaluate tools that offer innovative solutions, like real-time collaboration platforms or integrated client portals.
  • Test for additional functionalities that enhance the standard project management experience, such as custom dashboards or predictive risk analysis.

Usability: 10% of Total Weighting Score

  • Assess the balance between powerful features and a user-friendly interface.
  • Look for intuitive navigation and interactive elements like drag-and-drop scheduling.
  • Evaluate the design aesthetic for clarity and the ability to reduce cognitive load for users.

Onboarding: 10% of Total Weighting Score

  • Check for the availability of training materials such as videos and templates.
  • Evaluate the presence of interactive product tours or chatbots that guide new users.
  • Consider the ease of data migration and the speed at which users can realize value from the product.

Customer Support: 10% of Total Weighting Score

  • Compare the responsiveness and availability of support teams.
  • Look for various support channels, including live chat, email, and phone.
  • Evaluate the depth of the knowledge base and the presence of community forums for peer support.

Value For Money: 10% of Total Weighting Score

  • Compare pricing structures and assess the cost-benefit ratio.
  • Consider the scalability of pricing plans to accommodate business growth.
  • Evaluate any hidden costs or value-added services included in the price.

Customer Reviews: 10% of Total Weighting Score

  • Analyze overall customer satisfaction and recurring themes in feedback.
  • Look for consistent praise or criticism in areas like usability and customer support.
  • Consider the credibility of the reviews and the diversity of the user base providing them.


Project management software for accountants is constantly adapting to provide more specialized features and integrations. Read on to discover the latest trends in project management software designed for accountants.

  • Integration with Accounting Platforms: Project management software increasingly integrates with accounting platforms. This trend allows for real-time financial tracking and data synchronization, which is crucial for accountants.
  • Custom Financial Templates: These templates simplify budget management and financial reporting for accountants. Their ability to adapt to various accounting workflows makes them particularly interesting.
  • Enhanced Data Security: Data security is paramount in project management software, especially for accountants handling sensitive information. Due to growing cybersecurity threats, enhanced security features like multi-factor authentication and encryption are important.
  • Task Management Flexibility: Task management flexibility is a key trend, with software offering various views and tools for project tracking. This flexibility is essential for accountants to maintain financial oversight while managing diverse project tasks.
  • Cost-Effective Solutions: The trend towards more cost-effective project management solutions is significant for budget-conscious accounting firms. Affordable software with premium features makes project management tools more accessible.
  • Collaboration and Communication Tools: Project management software prioritizes enhanced collaboration and communication tools. These features are crucial for team coordination and client communication.

Project management software for accountants is becoming more sophisticated, focusing on specific accounting needs and efficient project handling.

What Is Project Management Software For Accountants?

Project management software for accountants is a specialized tool designed to support the unique needs of financial professionals in managing projects and delivering professional services. It is used by accountants and financial teams to plan, track, and manage accounting tasks and projects. The software is a central hub for financial project data, enabling users to maintain schedules, budgets, and compliance.

Accounting project management software comprises features tailored to financial workflows, such as budgeting tools, expense tracking, time billing, and financial reporting. It integrates with accounting systems to provide a cohesive view of project finances, facilitating informed decision-making and efficient project execution.

Features Of Project Management Software For Accountants

When selecting such software, it's important to consider features that cater specifically to the needs of accounting professionals. Here are the most important features to look for.

  • Time Tracking: This feature allows accountants to record the time spent on different projects. Accurate time tracking is essential for billing clients and understanding how much time is dedicated to each task.
  • Budget Management: Accountants can oversee project finances and ensure spending meets budget constraints. Effective budget management is key to maintaining profitability and avoiding cost overruns.
  • Collaboration Tools: These tools enable team members to communicate and work on projects. Collaboration is important for accountants to ensure that financial data is accurate and up-to-date.
  • Document Management: This feature helps organize and store all project-related documents in one place. For accountants, having immediate access to financial records and reports is critical for efficient workflow.
  • Custom Reporting: Accountants can generate tailored reports to analyze financial data. Custom reporting is crucial for presenting complex data in an understandable format to stakeholders.
  • Task Automation: Automating repetitive tasks saves time and reduces the risk of human error. For accountants, automation ensures consistency and accuracy in financial transactions and record-keeping.
  • Integration Capabilities: Integrating with other accounting software and systems simplifies processes. Integration is important for accountants to maintain data consistency across platforms.
  • Data Security: Protecting sensitive financial information is a top priority. Strong data security measures are essential to safeguard client data and comply with regulations.
  • Compliance Features: These features help ensure that accounting practices adhere to industry standards and regulations. Compliance is critical for accountants to avoid legal issues and maintain professional integrity.
  • Resource Allocation: This allows for the efficient distribution of tasks and management of team workloads. Proper resource allocation is important for accountants to ensure that critical tasks receive attention.

Selecting the right project management software can significantly impact the efficiency and success of accounting operations. The features listed above support the unique requirements of the accounting profession, ensuring that projects are completed accurately and on time. 

Benefits Of Project Management Software For Accountants

Project management software for accountants provides a range of benefits that can help users and organizations manage their projects and tasks more effectively. Here are five benefits that such software offers to the accounting profession.

  1. Improved Financial Oversight: Project management software centralizes financial data, enabling accountants to maintain a clear overview of project budgets and expenses. This centralization helps users track financial health in real-time, ensuring better control over monetary issues.
  2. Enhanced Collaboration: Accountants can share documents, communicate updates, and work together on financial reports within the software. This feature fosters teamwork and ensures all members are on the same page, reducing errors and improving overall productivity.
  3. Time Management: The software allows accountants to schedule tasks, set deadlines, and monitor the time spent on each project. This capability prioritizes work and ensures that critical deadlines are met.
  4. Document Control: With all documents stored in a single location and version control features, project management software ensures that accountants always have the most current information. This organization prevents data discrepancies and supports compliance with accounting standards.
  5. Custom Reporting: Accountants can generate tailored reports to analyze project performance, financial results, and forecast trends. Custom reporting tools help make informed decisions and present data in the most helpful way.
  6. Enhanced Accuracy and Streamlined Workflows: While spreadsheets may introduce errors and hinder real-time collaboration, project management software empowers accountants to minimize manual entry, identify task dependencies, and manage client requests. It also lets accountants adjust schedules, fostering improved project planning and execution.

By leveraging these benefits, accountants can maintain a competitive edge, ensuring they deliver high-quality services to clients while managing internal processes efficiently.

Costs & Pricing Of Project Management Software 

When selecting project management software, accountants should consider the variety of plans that cater to different professional needs and budgets.

These plans range from free versions with basic functionalities to enterprise solutions with advanced features. The following table outlines the plan types, their average pricing, and the common features included, helping software buyers make an informed decision.

Plan Comparison Table for Project Management Software for Accountants

Plan TypeAverage PriceCommon Features
Free$0Basic task management, limited users, limited storage, community support
Basic/Standard$7 - $30 per user/monthTask management, time tracking, limited project views, basic reporting, community or email support
Professional$10 - $40 per user/monthAdvanced project views, integrations, enhanced reporting, priority support
EnterpriseCustom pricingCustom features, advanced security, personalized support, full range of integrations
A breakdown of plan types, costs, and features of project management software for accountants.

Software buyers should assess their accounting firm's specific needs and consider the scalability and support offered by each plan. It's important to balance the firm's requirements with the budget to select the best project management software.

Project Management Software For Accountants FAQs

Here are some answers to frequently asked questions you may have about project management software for accountants.

Can project management software for accountants help you with tax preparation and compliance?

Yes, certain project management software can assist with tax preparation and compliance by organizing documents, tracking deadlines, and ensuring that all necessary steps are completed on time. Look for software that offers features tailored to these tasks.

Should project management software for accountants integrate with other financial tools?

Integration with other accounting tools is highly beneficial as it allows for the centralization of financial data, reduces the risk of errors, and saves time on data entry. Software that integrates with tools like QuickBooks or Xero is particularly useful for accountants.

How does project management software for accountants improve collaboration?

Project management software improves collaboration by providing a shared space for team members to communicate, share documents, and update the status of tasks. Features like real-time updates, comment sections, and task assignments enhance teamwork.

What security features should you consider in project management software for accountants?

You should look for software with solid security features such as data encryption, multi-factor authentication, and regular security audits. Compliance with industry standards like GDPR or HIPAA may also be necessary depending on the nature of the data handled.

Can project management software for accountants be customized?

Many project management tools offer customization options such as creating custom workflows, fields, and reports. This allows accounting firms to tailor the software to specific processes and requirements.

Are there mobile options available for project management software for accountants?

Yes, many project management applications offer a mobile app or version that allows accountants to access data, track time, and manage tasks from anywhere. This is particularly useful for professionals who are often out of the office or work remotely.

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Hermann Fink
By Hermann Fink

Hermann Fink is a technology enthusiast and the co-founder of Rünna Advertising, a multinational digital agency that has been active for over a decade and served clients like Ford, AstraZeneca, Disney, and Didi. In addition to being a business owner, Hermann gathered corporate experience in project management during his time at Hewlett Packard in the mid-2010s.