Top apps for accountants 2024

Accountants have pretty much always used technology — what else do you call an abacus or a slide rule or an adding machine? — but it is increasingly obvious that, as the world moves through its digital revolution, it has slowly become a technology-driven profession, where powerful software solutions are not enhancements but true necessities for all but the most basic of jobs. This has led to a veritable galaxy of specialized accounting applications, and a veritable universe of other apps that, while not specific to the profession, are nonetheless invaluable to their work. 

But as important as apps have become to the accounting profession, the work of sorting through them and finding the ones actually relevant to you can be somewhat intimidating. So why not let our panel of tech-forward accounting leaders do some of that for you? We asked them, very simply, what their favorite apps are and why, from apps specific to accounting to more general business apps, or those that are just fun to use in everyday life. What we got was a wide variety of suggestions to solve a broad set of problems that crop up in the accountant's day to day.

Meet our panelists

  • Kim Austin — Board chair, Information Technology Alliance
  • Dawn Brolin — CEO, Powerful Accounting Inc.
  • Zach Gordon — Founder, Red Five
  • Roman Kepczyk — Director of firm technology strategy, Rightworks
  • Renata Serban — Founder and CEO, Highly Elevated CPA
  • Terrell Turner — Co-founder, TLTurner Group 
  • Chris Vanover — President, CPA Club
  • Geni Whitehouse — President, Information Technology Alliance 
  • Joe Woodard — CEO, Woodard 
Sheet Teams Slack

The basics

The basics are, well, the basics. Maybe not the most exciting, maybe not the most novel, maybe not the most powerful, but it's difficult to imagine the modern accounting practice without them. Panelists mentioned collaboration and communication apps Microsoft Teams and Slack, as well as Google Sheets.

Jirav 2

Jirav

Category: Accounting Tools
Jirav is an all-in-one forecasting, budgeting, reporting, and dashboarding tool for small and midsized businesses and accounting firms. It was named by three different panelists as a favored app.

"Jirav is one of those apps that literally every client can benefit from having. The ability to scale our BIA offering from entry level reports and dashboards, all the way up to custom analytics used by our vCFOs all in the same tool makes it one of our most used apps across all of our CPBS clients." — Kim Austin
Acctual

Acctual

Category: Accounting Tools
Acctual offers accounts payable capacities for digital assets. It allows users to both pay and invoice in cryptocurrency.

"Crypto-specific but this platform has revolutionized the digital asset-related accounts payable process. The fact that it can process the transaction and is fully integrated into QBO (meaning a clean recording of the transaction in the general ledger) is huge for us CPAs." — Zach Gordon
Sage Intacct

Sage Intacct 

Category: Accounting Tools
Many are already familiar with Sage Intaact in general, but one of our panelists highlighted it specifically for its support for cannabis industry accounting needs, which not everyone offers.

"Sage Intacct deserves credit here for focusing on the cannabis industry and producing accounting software tailored to the industry. This is a welcome change and very useful for an industry that needs good accounting software." — Renata Serban
Bookkeep 2

Bookkeep

Category: Accounting Tools
An e-commerce solution that can automate e-commerce accounting across numerous disparate payment platforms. It integrates directly with the user's accounting software.

"I use Bookkeep as integration medium between my cannabis clients POS systems and QBO. It summarizes daily sales activity and automatically posts daily journal entries in QBO." — Renata Serban
Updraft

UpDraft

Category: Accounting Tools
UpDraft analyzes contracts and finds and summarizes information relevant to technical accounting via artificial intelligence. Findings are easy to review and refine.
Liveflow

LiveFlow

Category: Accounting Tools
LiveFlow is an accounting and finance workflow automation solution that also features spreadsheet integration, consolidation capacities and customizable reports. 
Finagraph Strongbox

Finagraph Strongbox

Category: Accounting Tools
Strongbox extracts all raw data from the accounting system and delivers it into flat, clean data tables in Excel. In addition to the raw data, Strongbox also performs industry-standard analysis.

"We use Strongbox here at Creative Planning in our Business Development team to help us scope out Accounting Services engagements quickly and accurately. Strongbox enables us to get instant access to financial reports, transaction counts, and other important information that helps ensure we are providing prospective clients with a clear idea of the cost of our services." — Kim Austin 
Caseware SQM

Caseware SQM

Category: Accounting Tools
Caseware SQM is a cloud-based risk-oriented quality management solution built for accounting firms.

Center Travel and Entertainment

Center

Category: Accounting Tools
Center Travel is a corporate travel management solution that streamlines business travel by integrating booking, expense management, and policy compliance. It allows companies to control travel spending in real-time while simplifying the booking and expense reporting process for employees.

Ramp TE

Ramp

Category: Accounting Tools
Ramp Travel is a business travel management platform that integrates booking, expense tracking, and policy controls into one system. It enables businesses to streamline their travel processes, gain real-time visibility into travel spending, and simplify expense reporting for employees.

Chat GPT 2

ChatGPT 

Category: AI Tools
ChatGPT, the infamous bot that, for better or for worse, sparked off our still-ongoing fascination with generative AI. Within just two years, it went from a rather impressive chatbot to something that can draw pictures, search the Internet, interface with other apps, analyze giant documents and more. 
Microsoft Copilot 2

Microsoft Copilot

Category: AI Tools
Microsoft Copilot, when asked, describes itself as an AI-powered assistant designed to enhance productivity by integrating seamlessly with Microsoft 365 applications. For accounting firms, it can streamline tasks such as data analysis, report generation, and client communication, allowing accountants to focus more on strategic decision-making and client advisory services.

"[It is] incredible what this can do and how integrated it is within Microsoft 365." — Chris Vanover 
Spark AI

SparkAI

Category: AI Tools
Spark is an artificial intelligence solution specifically designed for accountants that offers tools that can simplify everyday tasks and drive efficiencies. Users can create virtual teams of specialized AI assistants such as "tax researcher" or "legal advisor" to help firms get the relevant business answers they need. It connects with major AI models and makes working with them more accessible.

"Rightworks made it easy and safe to use the top three generative AI tools (OpenAI's GPT-4, Google Gemini, and Anthropic's Claude) from one access point." — Roman Kepczyk 
Vic.ai

Vic.ai

Category: AI Tools
Invoice processing has become another major area where we see generative AI take off, as evidenced by Vic.AI. It is an AI-first AP automation solution that can basically automate invoice processing without optical character recognition or special rules. As it learns from your company's data, it gets smarter and more confident in its predictions.

"This has been a really fun platform to implement and has saved time and effort." — Zach Gordon
TaxBit 2

Taxbit

Category: Tax Tools
TaxBit focuses on taming the digital economy into something accountants can work with more easily, especially with regard to blockchain, cryptocurrencies and digital assets. The software provides solutions for tax, accounting and compliance related to this novel practice area. 
Gruntworx

GruntWorx

Category: Tax Tools
GruntWorx's tax data Populate feature is a web-based application that extracts tax data from scanned tax documents and populates the data into the leading tax preparation software. It identifies and extracts information from thousands of forms, with OCR and data verification of source documents done completely by GruntWorx. 
RCR

RC Reports

Category: Tax Tools
RCReports is used to quickly create reasonable compensation reports that hold up under IRS scrutiny and litigation by drawing on the largest source of credible wage data in the country.

SafeSend top app

SafeSend

Category: Tax Tools
SafeSend automates the entire tax process, from gathering to delivery, offering firms an all-in-one solution. It can be used for engagement letters, file transfers, organizers, e-signatures, and tax return assembly and delivery. 

"SafeSend [automates] client tax delivery, reducing admin time and missed requirements." — Roman Kepczyk 
Scribe app

Scribe

Category: Organization and productivity tools
Scribe is a tool that automatically generates step-by-step guides by recording user actions on the screen. It helps in creating process documentation and training materials by simplifying the capture and sharing of accounting workflows.

CCH Workflow

CCH Workflow 

Category: Organization and Productivity Tools
CCH Axcess Workflow is a cloud-based workflow management system tailored for accounting firms to streamline their processes and enhance efficiency. It aids accountants in organizing tasks, tracking project deadlines, and optimizing resource allocation to improve productivity and collaboration.

"CCH Workflow (XCM) [is] still the firm workflow leader with proven productivity enhancement." — Roman Kepczyk 
Monday top app

Monday.com

Category: Organization and productivity tools
Monday.com describes itself as a cloud-based Work Operating System that enables teams to create custom workflows for project management, task tracking, and collaboration. It offers tools to organize financial tasks, manage projects, and streamline communication to enhance efficiency within teams.

"We have tried a variety of project and task management solutions — some highly complex and involved, some we built ourselves on low code platforms, and some that were simple and straightforward. We couldn't find the perfect marriage between simplicity and power until we adopted Monday.com. Key benefits are the simplicity and intuitive nature of the user experience and the sizable ecosystem of integrated applications (including MS 365, which is the foundational operating system for Woodard) and HubSpot (another key technology here at Woodard)." — Joe Woodard
Calendly top app

Calendly

Category: Organization and productivity tools
Calendly is an online scheduling tool that streamlines the process of setting up meetings by allowing users to share their availability and let others book appointments directly.

"Calendly.com has been a lifesaver as it lets me schedule across three different Microsoft Exchange email accounts and different calendars." — Geni Whitehouse
Todoist

Todoist.com

Category: Organization and productivity tools
Todoist is a task management application that helps individuals and teams organize and prioritize their tasks and projects. For accountants, it offers tools to manage deadlines, track project progress, and coordinate tasks to improve workflow efficiency.

"Todoist.com helps me  and my team keep track of everything that I need to do across different projects." — Geni Whitehouse
Loom top app

Loom

Category: Communication and presentation tools
For certain people it can sometimes be easier to just say something than write it: Loom lets you record, edit and send video messages to teammates or clients. But if you want something to read, it can also turn your video into text.

"There are so many different screen recording apps, but I love Loom because it is designed for quick capture with even quicker sharing. I use typed text for communications when I can (email for third parties and Microsoft Teams for team members), I send Loom videos when text just isn't enough and you need the body language part of the communication process, and then I schedule a web meeting when Loom is not enough. The solution is also a fantastic way to manage team member training and SOPs; less writing, and more doing with the recorder on. It is more effective and faster than typing all the steps by hand, and coupled with a solution like Scribe (optionally run subsequently through a gen AI solution to thicken it up), you can combine the written steps with the recording and log a process that takes 10-15 minutes to complete in as little as … wait for it …10-15 minutes!" — Joe Woodard
DeScript

Descript

Category: Communication and presentation tools
Descript is an AI-powered video editor for scripting and storyboarding, recording and transcribing, plus reviewing and publishing — all in one place. Create professional videos on your own or collaboratively. Making videos is described to be as easy as editing text.
Canva

Canva

Category: Communication and presentation tools
Canva lets you make documents, whiteboards, presentation decks, videos, social media posts, website content and more.

Jotform

Jotform

Category: Communication and presentation tools
JotForm is an online form builder that allows users to create custom forms, surveys, and collect data efficiently. It also provides tools to gather client information, financial details, and streamline data collection processes through customizable forms and integrations.

"Jotform manages any type of online form you might want to use (e.g., surveys, contact capture, etc.), while handling very complex contractual processes with e-signature and incorporation of contractual language — all with the simplicity for the third party of clicking a link (or taking snapping a QR code). As with Monday.com, the integrations are the real powerful under the hood on Jotform. Jotform can capture and process payment information at the time of contract signing (e.g., through Stripe), can update a third party's contact record in the CRM (e.g., HubSpot) and spin up one or more tasks or workflows for team member follow up (e.g., Monday), while placing the signed documents directly into a folder in solutions like Box, DropBox and OneDrive." — Joe Woodard
SuraLink top app

SuraLink

Category: Communication and presentation tools
Suralink is a secure document management platform designed to streamline the process of requesting and exchanging files between accounting firms and their clients. It provides accountants with tools to manage PBC lists, track document statuses, and facilitate collaboration while maintaining data security.

"SuraLink [is] best modern portal for collaboration between firm/client." — Roman Kepczyk
Adobe Cloud

Adobe Cloud

Category: Communication and presentation tools
Adobe Cloud has many features, among which is the ability to securely send files to clients. 

"I use Adobe Cloud Storage solutions to securely send files to my clients." — Renata Serban
Ignition top app

Ignition

Category: Practice management tools
Ignition automates proposals, billing, payments and workflows in a single platform. Its Engagement Letters feature enables accountants and professional services firms to create, send, and manage digital engagement letters and proposals to streamline the client onboarding process. 

Canopy top app

Canopy

Category: Practice management tools
Touted as a firmwide operating system, it has capacities for client engagement, document management, workflows, time and billing, engagements and proposals and, through AI, data-driven insights. It can also be used to let AI write your emails. 

Liscio

Liscio

Category: Practice management tools
Automatically gather all your client communication in a single place. See emails, secure messages, files, and client requests on a single screen. It also has two-way texting so you don't have to give people your actual phone number. 
Financial Cents

Financial Cents

Category: Practice management tools
Accounting practice management for small and midsized firms. It has workflow management, time tracking and invoicing, client relationship management, client requests and auto reminders, email integration, and capacity management.
SmartVault

SmartVault

Category: Practice management tools
SmartVault is a cloud-based document management and client portal solution that provides secure file storage, sharing, and collaboration features. It offers tools to manage financial documents, integrate with accounting software, and streamline workflows while maintaining data security and compliance.

Gusto Wallet

Gusto Wallet

Category: Personal apps
Gusto is an online platform that offers payroll and financial management services. Its Gusto Wallet app provides access to personal pay stubs, tax documents, and benefits information, helping users manage their employment-related finances and documents.
Frameo

Frameo

Category: Personal apps
Frameo is a digital photo frame application that allows users to send photos and videos directly from their smartphones to connected digital frames. It enables seamless sharing of moments with friends and family by instantly displaying shared media on the recipient's photo frame.
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