Top 7 Accounting Project Management Software for 2024

Karbon: the best for customer management

Karbon is a great option for companies that prioritize customer service but still need feature-packed project management software. It has tools for collaboration, alert automation and workflow improvement. The app is ideal for accounting firms that share files with clients and offers onboarding services to get your team started.

Prices

Available subscriptions include:

• Equipment: $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.
• Company: It has custom pricing to suit your specific needs.

Characteristics

• Work views such as Kanban and schedules.
• Team collaboration with easy communication from the inbox.
• Task management and client management.
• Workflow templates to get started with tasks and scheduling.
• Customer management and contact management capabilities.
• Time tracking built into Karbon or with QuickBooks Time integration.
• Storage for documents, from 2GB to 100GB.
• Karbon AI to simplify communication with customers.
• Filtered by clients and tasks.

Top Karbon Integrations

• Email in the cloud (Gmail and Office 365).
• Microsoft Exchange.
• Ecosystem applications such as QuickBooks Online, GoProposal and Ignition.
• Zapier.

Advantages

• Built-in features to connect with customers and improve daily workloads.
• Time estimates and budgets to relieve financial stress.
• Integrated tutorials for faster learning.
• Automation to facilitate task assignment, scheduling and notifications.

Cons

• Expensive for small or new equipment.
• Minimum support for all plans except Enterprise.

Why we choose Karbon

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

ClickUp – Best for getting more features on a limited budget

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

Although ClickUp is not designed specifically for accounting, it proves to be an excellent accounting project management solution due to its highly customizable features. The software offers functionalities such as time tracking, task prioritization, budget management, and workflow automation to manage accounting projects.

Prices

In addition to the free plan, the 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.
• Company: Customized prices.

Characteristics

• Multiple work views such as Gantt chart, timeline, calendar and more.
• Unlimited storage and unlimited equipment for your workspace.
• Track project time on multiple devices.
• Workload and template management.
• ClickUp AI to improve writing with prompts, text generation and editing.

Top ClickUp Integrations

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

• GitHub.
• Loose.
• HubSpot.
• Zoho Flow.

Advantages

• It has a large number of features.
• Affordable with a variety of plans for teams at different stages of growth.
• Task dependencies and time tracking at all levels of the plan.
• Creation of custom roles and permissions.
• Two-factor authentication available on all plans.

Cons

• Sprint Reports are only offered on the Business plan and above.
• Automations have monthly limits.
• It has limited export in the Free and Unlimited plans.
• Priority support is only offered on Business Plus and Enterprise.
• Onboarding is only available on Enterprise.

Why we choose ClickUp

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

You can learn more in our full ClickUp review.

Jetpack Workflow – Ideal 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 work notes, it streamlines and systematizes workflow, tasks and processes, thereby improving productivity. Teams can collaborate and work together on the platform, ensuring project completion and avoiding missed deadlines. Provides easy integration with popular accounting tools like Quickbooks.

Prices

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 purchases.

Characteristics

• Multiple work views including dashboard, calendar and clients.
• Seamless email workflow for creating jobs.
• More than 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 enhance your workspace.
• Unlimited documents, clients and storage.

Top Jetpack Integrations

• Zapier.
• Switched on.
• Quick books.

Advantages

• Support included in all plans and onboarding configuration available.
• Billing synchronization with QuickBooks Online.
• Automation of tasks by days, weeks or months.
• In-app team messaging and active progress reports.

Cons

• Quite expensive for teams and freelancers who are just starting out.
• Not as many features as other competing programs.

Why we choose Jetpack

Jetpack Workflow is business software designed to optimize the workflow of accounting teams. While it may be more expensive, it is designed to keep you on track with your priorities through automation, reporting, and custom work views.

For more information, check out the Jetpack Workflow YouTube channel.