Directory
Bookkeeping and accounting software
Filter by what your books need, then open a listing for the price check, the catch, and what to pick instead.
Workiva
workiva.com
Linked SEC, financial, SOX, and sustainability reports for teams that must defend the numbers. The ledger stays elsewhere.
Validis
validis.com
Pulls a client's general ledger, trial balance, AR, and AP into one audit file. Not the books.
Truss
gettruss.io
Tax organizers, binders, e-sign, and payment for US firms, with a Windows app and optional domestic 1040 prep.
Thomson Reuters ONESOURCE
tax.thomsonreuters.com/en/onesource
Corporate provision, income tax returns, and indirect tax in the ERP. Quote-only. Not Accounting CS.
Soraban
soraban.com
Tax intake, workpapers, data entry into the tax software, and 8879 delivery for accounting firms.
Silverfin
silverfin.com
A firm data hub that syncs client bookkeeping into working papers, statutory accounts, and corporation tax.
Ping Assistant
pingassistant.com
Meeting notes, follow-up drafts, and client signals for accounting firms, with action items pushed to the practice tool.
MindBridge
mindbridge.ai
Scores every general-ledger transaction for risk so audit and finance teams review the outliers, not a random sample.
MakersHub
makershub.com
Line-item AP for job-costed bills. Codes each line to the job, then syncs to QuickBooks or Xero.
Laurel
laurel.ai
AI time capture for accounting firms: a desktop assistant drafts the timesheet, then time can flow into the billing system.
Ignition
ignitionapp.com
Proposals, engagement letters, and recurring invoices for accounting firms, with payment details collected before the work starts.
Glasscubes
glasscubes.com
UK firm portal for collecting tax, VAT, audit, and payroll backup from clients, with reminders in one workspace.
Financial Cents
financial-cents.com
Practice management for a small accounting firm: recurring jobs, a client portal, time, and invoices, with QuickBooks Online sync.
Dokka
dokka.com
AP capture, PO matching, and close agents that prepare entries in the ERP you already use.
Content Snare
contentsnare.com
A client checklist link for accounting firms: questions, file uploads, reminders, and item-level approval, without a client login.
Clear Books
clearbooks.co.uk
UK ledger for sole traders, landlords, and small companies, with HMRC MTD filings on the plans that include them.
Circit
circit.io
Audit confirmations and source bank data: send the request, track the reply, and export the evidence.
Chaser
chaserhq.com
Invoice reminder software that syncs open invoices from QuickBooks Online, Xero, and other ledgers, then chases them on a schedule.
CaseWare
caseware.com
Cloud audit platform for CPA firms: one engagement file from trial balance through review and sign-off.
Abacor
abacor.com
Meeting prep, notes, and follow-up drafts for accounting firms, with the option to push updates into the practice tool you already use.
Kick
kick.co
A US replacement ledger that categorizes bank and processor feeds, matches receipts, and hands your CPA a year-end package.