Karbon: Best for client management

Karbon is a great choice for businesses that prioritize taking care of clients but still need project management software stacked with functionality. You have tools for collaboration, alert automation and workflow improvement. The application is great for accounting firms sharing files with clients and offers onboarding services to get your team started.

Pricing

Subscriptions available include:

• Team: $59 per user per month if billed annually, or $79 per user per month if billed monthly.
• Business: $89 per user per month if billed annually, or $99 per user per month if billed monthly.
• Enterprise: Has custom pricing for scaling to your specific needs.

Features

• Work views like Kanban and timelines.
• Team collaboration with easy communication from the inbox.
• Task management and client management.
• Workflow templates to get started with assignments and scheduling.
• Client management and contact management capabilities.
• Built-in time tracking on Karbon or with QuickBooks Time integration.
• Storage for documents, from 2GB to 100GB.
• Karbon AI for simplifying communication with clients.
• Filtering for clients and tasks.

Top Karbon integrations

• Cloud Email (Gmail & Office 365).
• Microsoft Exchange.
• Ecosystem apps like QuickBooks Online, GoProposal and Ignition.
• Zapier.

Pros

• Stacking with features to connect with clients and improve daily workloads.
• Estimates for time and budgets to relieve financial stress.
• Built-in tutorials for faster learning.
• Automation for easy task assignment, scheduling and notifications.

Cons

• Costly for small or new teams.
• Minimal support for all plans but Enterprise.

Why we chose Karbon

The decision to choose Karbon was based on its user satisfaction rating and comprehensive features and functionalities, catering specifically to the needs of accounting professionals.

ClickUp: Best for more features on a budget

ClickUp is a highly-rated project management platform tailored to meet the needs of different industries, including accounting. It offers a suite of powerful tools that can be customized to match your workflow.

Though ClickUp is not specifically designed for accounting, it proves to be a great accounting project management solution due to its highly customizable features. The software offers functionalities like time tracking, task prioritization, budget management and workflow automation for managing accounting projects.

Pricing

Aside from the free plan, subscriptions offered are:

• Unlimited: $7 per user per month if billed annually, or $10 per user per month if billed monthly.
• Business: $12 per user per month if billed annually, or $19 per user per month if billed monthly.
• Enterprise: Custom pricing.

Features

• Multiple work views such as Gantt chart, timeline, calendar and more.
• Unlimited storage and unlimited teams for your workspace.
• Project time tracking across multiple devices.
• Workload management and templates.
• ClickUp AI to improve writing with prompts, text generation and editing.

Top ClickUp integrations

Over 50 native integrations as well as Zapier integration for access to more apps.

• GitHub.
• Slack.
• HubSpot.
• Zoho Flow.

Pros

• Has an abundance of features.
• Affordable with a variety of plans for teams at different stages of growth.
• Task dependencies and time tracking in all plan tiers.
• Custom role creation and permissions.
• Two-factor authentication available on all plans.

Cons

• Sprint reporting is only offered in the Business plan and up.
• Automations have monthly limits.
• It has limited exporting in the Free and Unlimited plans.
• Priority support is only offered in Business Plus and Enterprise.
• Onboarding is only available in Enterprise.

Why we chose ClickUp

Teams that want a variety of features and affordable plans may consider ClickUp as their project management solution. The software is suited for several different types of teams, including those with finance and accounting needs. Accounting teams can benefit from its reporting, time tracking and client dashboard features.

You can find out more in our full ClickUp review.

Jetpack Workflow: Best for high-volume data needs

Jetpack Workflow is a leading accounting project management software designed specifically for accounting firms. With features including automated time tracking and job notes, it streamlines and systemizes the workflow, tasks and processes, thereby enhancing productivity. Teams can collaborate and work together on the platform, ensuring project completion and avoiding missed deadlines. It provides easy integration with popular accounting tools like Quickbooks.

Pricing

Jetpack Workflow has two pricing plans:

• Organize: $45 per user per month if billed annually, or $56 per user per month if billed monthly.
• Scale: $49 per user per month if billed annually, or $63 per user per month if billed monthly.
• Service package add-ons start at $299 and are one-time buys.

Features

• Multiple work views, including dashboard, calendar and clients.
• Smooth email workflow to create jobs.
• 70+ templates to speed up setup.
• Tools for quick filtering through clients.
• Supports multiple browsers, including Internet Explorer and Chrome.
• Over 2,000 Integrations to upgrade your workspace.
• Unlimited documents, clients and storage.

Top Jetpack integrations

• Zapier.
• Ignition.
• QuickBooks.

Pros

• Support included in all plans and onboarding setup available.
• Billing sync with QuickBooks Online.
• Task automation for days, weeks or months.
• In-app team messaging and active progress reports.

Cons

• Fairly expensive for teams and freelancers just starting.
• Not as many features as other competing software.

Why we chose Jetpack

Jetpack Workflow is enterprise-friendly software designed for streamlining the workflow of accounting teams. While it may be pricier, it’s designed to keep you on track with your priorities through automation, reporting and custom work views.

If you want more information, check out Jetpack Workflow’s YouTube channel.