Top 10 CPA Software
Picking the right CPA software is a game-changer. It’s like finding the perfect assistant that never takes a day off. Software that can totally make or break how smoothly things run from drowning in spreadsheets, trying to stay ahead of tax laws, or just needing all of your financials to play nice together.
Best Overall
QuickBooks offers versatile accounting solutions, including advanced bookkeeping, payroll, and tax preparation, catering to various business sizes and needs.
Best for Small to Medium Practices
Zoho Books simplifies your business finances with end-to-end accounting, collaborative workflows, and integration across departments.
Best for Tax Preparation and Planning
TaxDome offers an all-in-one practice management solution for tax, bookkeeping, and accounting firms, enhancing efficiency with its comprehensive suite of tools.
Most User-Friendly
FreshBooks makes invoicing and accounting easy for small businesses with time-saving automation and customizable reports.
So, we’ve written this guide, “Top 10 CPA Software,” just with that in mind: to make your life easier. This is not just a list of the top 10 available solutions out there; it is your shortcut through the maze of everything out there. And by “throughout,” I do mean exactly what sets each apart from the other, the perks, and how each helps to deal with the kinds of headaches that you most likely all too familiarly face.
Whether you are running a startup from a garage or running the finances of a multinational, this guide will quickly become your new best friend. We will help you align your business needs with perfect software to keep you in peace and ready to dance like nobody’s watching.
Ready for the inside scoop on the top CPA software? Keep reading.
What Are the Top 10 CPA Software?
Learn the top-performing CPA software solutions that streamline accounting processes, enhance financial reporting accuracy, and simplify tax compliance for businesses of all sizes. These innovative tools offer comprehensive features to optimize your accounting workflow and boost overall efficiency.
Softlist Take
Intuit QuickBooks is widely regarded for its comprehensive features that cater to a broad range of accounting needs, from invoicing and payroll to reporting and tax preparation.
QuickBooks’ extensive user base, robust ecosystem, and versatility make it a strong candidate for the best overall CPA software. Users can appreciate the real-time dashboard that offers insights into business’s financial health, enabling effective decision-making.
It’s particularly praised for its comprehensive features, making financial management seamless.
Best
Overall
Price
Simple starts at $1/month
Discount
Save up to 50% for annual plan
Promotion
N/A
QuickBooks is a robust accounting solution designed to manage payroll, inventory, sales, and other needs of a small business. Its cloud-based system and mobile app enhance accessibility, making financial management tasks manageable from anywhere. A standout feature, the automated tax calculations, helps users stay compliant with tax laws effortlessly.
Key Features
- Invoicing
- Expenses
- Bank Feeds
- VAT
- Capture and Organize Receipts
- Inventory
Pricing
- Simple Start- $1/month (Save $17 for 3 months*)
- Essentials- $1/month (Save $26 for 3 months*)
- Plus- $1/month (Save $37 for 3 months*)
2. ZohoBooks
Softlist Take
As part of the Zoho suite, Zoho Books offers a comprehensive set of accounting features alongside excellent integration with other Zoho products, making it a great choice for small to medium practices that need a versatile and expandable solution.
It stands out for its automation capabilities, like automatic bank feeds, which save time and reduce manual entry errors, making it a favorite for efficiency-focused users.
Best
Small to Medium Practices
Price
Standard is $20/month
Discount
Save up to 34% in annual plans
Promotion
Free Trial
Zoho Books is a comprehensive accounting solution ideal for small to medium-sized businesses, offering advanced features like automated banking, detailed financial reports, and seamless integrations.
Its automation of business workflows simplifies financial management, while real-time tracking provides valuable insights for informed decision-making.
Key Features
- Sales Force Automation
- Canvas Design Studio
- Process Management
- Journey Orchestration
- Omnichannel
- Analytics
- Sales Enablement
- Performance Management
- Predictive Sales
- Customization
- Marketing Automation
- Team Collaboration
- Remote work
Pricing
- Standard- $20/user/month
- Professional- $35/user/month
- Enterprise- $50/user/month
- Ultimate– $65/user/month
3. TaxDome
Softlist Take
As its name suggests, TaxDome is specifically designed to streamline tax preparation and planning processes. It offers an all-in-one solution for tax professionals, including document management, secure client communication, and workflow automation, which makes it ideal for CPAs focused on tax services.
Taxdome’s integrated client portal streamlines communication and document exchange, a game-changer for firms aiming for a paperless operation.
Best
Tax Preparation and Planning
Price
Starts from $50/month/user
Discount
N/A
Promotion
Free Trial
TaxDome is a streamlined practice management software tailored for tax professionals, integrating CRM, workflow automation, and secure document exchange. Its consolidated platform enhances client relationships and operational efficiency, with a client portal facilitating easy communication and document handling, thus promising a smoother tax filing process.
Key Features
- Manage teams, clients, workflows — everything a tax, bookkeeping or accounting practice needs to work effectively.
- Improve productivity and reduce costs with automation, get paid on time with recurring invoices, collaborate with clients and teammates.
Pricing
- TaxDome Pro- $50/per month/per user
4. FreshBooks
Softlist Take
FreshBooks is loved for its invoicing and time tracking features, which simplify billing and project management, making it ideal for freelancers and small businesses focused on transparency and efficiency.
Renowned for its ease of use and excellent customer support, FreshBooks is designed with the non-accountant in mind, making it perfect for freelancers, consultants, and small business owners who manage their accounting. Its intuitive interface and straightforward functionality make it the most user-friendly option.
Best
User-Friendly
Price
Lite starts at $5.70/month
Discount
Save up to 10% for annual plans
Promotion
Free trial
FreshBooks offers intuitive invoicing and accounting tailored for freelancers and small businesses, focusing on simplifying the billing process. Its user-friendly interface and time-saving features like automated expense tracking and customizable invoices make financial management more efficient, while its project management tools help keep track of billable hours and team collaboration.
Key Features
- Invoicing
- Payments
- Time Tracking
- Accounting
- Expenses & Receipts
- Reports
- Mileage Tracking App
- Bookkeeping
Pricing
- Lite– $5.70/month
- Plus– $9.90/month
- Premium– $18/month
5. Plooto
Softlist Take
Plooto simplifies the payables and receivables process for your business, streamlining payments and automating workflows. You’ll find its seamless integration with accounting software quite handy, especially for reconciling transactions effortlessly.
Price
Grow Starts at $32/month
Discount
N/A
Promotion
Free 14-day trial
Plooto streamlines payment processes for businesses, offering a comprehensive platform for managing payables and receivables. Its direct integration with accounting software automates and simplifies financial transactions, making it a vital tool for efficient cash flow management.
Key Features
- International Payments
- Online Checks
- Invoice Management
- CRA Payments
- Credit Card Acceptance
Pricing
- Grow- Starting from $32/month
- Pro- Starting from $499/month
6. Xero
Softlist Take
Xero transforms financial management with its easy-to-use platform, offering real-time financial insights and collaboration across your team. The bank reconciliation feature is a game changer, making financial upkeep a breeze.
Price
Start at $29/month
Discount
N/A
Promotion
Free Trial
Xero is a cloud-based accounting software designed for small to medium-sized businesses, providing real-time financial insights and simplifying the accounting process. Its user-friendly interface and powerful features, like automatic bank feeds, make managing finances accessible and straightforward.
Key Features
- Xero HQ- Clients and staff in one place
- Xero Practice Manager- Manage your practice efficiently
- Xero Workpapers Manage- compliance workflows
- Xero Cashbook & Ledger- A starter for smaller clients
Pricing
- Starter– $29/month
- Standard– $46/month
- Premium- $62/month
7. ZarMoney
Softlist Take
ZarMoney offers a comprehensive suite of accounting features, tailored to support businesses of all sizes. Its inventory management system is particularly robust, helping you keep track of stock levels efficiently.
Price
Entrepreneur starts at $15/month
Discount
N/A
Promotion
Has Free Trial
ZarMoney is a robust cloud-based accounting solution offering extensive features from inventory management to comprehensive financial reporting. It’s designed to cater to the needs of businesses of all sizes, emphasizing flexibility and scalability in financial management.
Key Features
- Invoicing
- Accept Credit Card Online
- Scheduler
- Advance User permissions
- File Attachment
- Print Checks
Pricing
- Entrepreneur- $15/month
- Small Business- $20/month
- Enterprise- $350/month
8. Wave
Softlist Take
Wave stands out for its cost-effectiveness, offering free invoicing and accounting solutions. The ability to scan receipts directly into the software for expense tracking is a useful feature that you’ll likely appreciate for keeping financial records organized.
Price
Pro plan starts at $16/month
Discount
Save $22 in annual plan
Promotion
N/A
Wave offers a free, intuitive platform for invoicing, accounting, and receipt scanning, targeting freelancers and small business owners. Its ease of use and cost-effectiveness make it a popular choice for those starting out or operating on a tight budget.
Key Features
- Invoicing-Look like a pro
- Payments-Get paid faster
- Accounting-Always be organized
- Mobile receipts-Ditch the shoebox
- Payroll-Pay staff in minutes
- Advisors- Access experts, any time
Pricing
- Starter Plan– $0
- Pro Plan– $16/month
9. Sage
Softlist Take
Sage offers a comprehensive suite of financial and HR management tools designed to support businesses in streamlining their operations.
Its cloud-based solutions facilitate efficient financial management, and the feature I find most beneficial is its advanced reporting capabilities, which provide deep insights into your business’s financial health, aiding in strategic decision-making.
Price
Contact Sage for current pricing.
Discount
N/A
Promotion
N/A
Sage software delivers extensive financial, HR, and resource management solutions for businesses seeking streamlined operations and enhanced efficiency. Its standout feature, customizable reporting, helps users gain deep insights into financial performance, supporting strategic decision-making.
Key Feature
- Finance solutions
- Clear view of your finances
- Industry-focused software
Pricing
- Contact Sage for current pricing.
10. NetSuite
Softlist Take
NetSuite, a robust cloud business management suite, excels in providing comprehensive solutions for enterprise resource planning (ERP), CRM, and eCommerce. The real-time analytics and reporting feature stands out, offering actionable insights that help in making informed business decisions, optimizing operations, and driving growth efficiently.
Price
Contact NetSuite for current pricing.
Discount
N/A
Promotion
N/A
NetSuite provides a comprehensive suite for enterprise resource planning (ERP), customer relationship management (CRM), and eCommerce, designed to support growing and medium-sized businesses.
Its real-time analytics and dashboard feature offer immediate insights into business performance, aiding in rapid decision-making and operational optimization.
Key Features
- Sales Force Automation
- Marketing Automation
- Customer Service Management
- Partner Relationship Management
- Mobile
- Reporting and Analytics
Pricing
- Contact NetSuite for current pricing.
Conclusion
Each CPA software tool has its own strengths that make it useful for different parts of tax preparation and financial management. The right CPA software can have a big effect on a business’s finances by improving working efficiency, making sure compliance, and helping people make smart decisions.
This guide aims to have provided the insights needed to choose a solution that aligns with your business goals and operational requirements, paving the way for streamlined accounting processes and improved financial oversight.
To discover more about CPA software, feel free to explore our other posts.
People Also Ask
What is CPA Software?
CPA software refers to comprehensive tools designed to assist certified public accountants in managing their clients’ financial records, including bookkeeping, tax preparation, and financial planning, offering automation and efficiency in accounting tasks.
How Does CPA Software Benefit Small Businesses?
It streamlines financial processes, automates repetitive tasks, ensures accuracy in financial reporting, and helps in tax compliance, saving time and reducing errors for small business owners.
Can CPA Software Integrate with Other Business Systems?
Yes, most CPA software can integrate with various business systems such as CRM, payroll, and e-commerce platforms, allowing for seamless data flow and improved operational efficiency.
Is CPA Software Suitable for Businesses of All Sizes?
Absolutely, there are CPA software options designed for businesses of all sizes, from solo practitioners to large firms, with scalable features that cater to the specific needs of each business type.
What Should I Look for When Choosing CPA Software?
Consider ease of use, specific accounting features, integration capabilities with other software, scalability, support and training resources, and cost to find a solution that best fits your business needs.
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