Acounta
Complete practice management platform tailored for tax, accounting, and bookkeeping firms, including CPA's and EA's.
What is Acounta?
Acounta is a cloud-based practice management platform designed for tax, bookkeeping, and accounting firms, including CPA's and EA's. It centralizes client onboarding, document management, invoicing, and communication to streamline firm operations. Available on desktop and mobile. Acounta supports Workflow Automation, CRM, Document Storage, Project Management, Task management, Billing & Invoicing. Track projects, manage deadlines, and handle client communications in one place with customizable or prebuilt workflows for tax, bookkeeping, and payroll tasks. Acounta s user-friendly tools let you track projects, meet deadlines, and manage client communications seamlessly in one place. Teams can easily annotate, highlight, and rotate PDFs, as well as update fillable forms. Easy communication tools for teams to cross collaborate. Integrates with QuickBooks, Microsoft Outlook, Google Workspace, Stripe, and more. Support provided via phone, email, text, chat & online resource center.
Screenshots
Categories
Features
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Project Management
Task Management
Time Tracking
Workflow Management
Collaboration Tools
Data Import/Export
Document Storage
Search/Filter
Secure Data Storage
Status Tracking
FAQ
The official website of Acounta is http://www.acounta.com/
Acounta belongs to the Accounting Practice Management, Document Management, Tax Practice Management category.
Acounta offers features such as Billing & Invoicing, Client Management, Client Portal, Document Management, Due Date Tracking, Project Management, Task Management, Time Tracking, Workflow Management, Collaboration Tools, Data Import/Export, Document Storage, Search/Filter, Secure Data Storage, Status Tracking.
No, Acounta does not offer a free trial.
Pricing
Starting at:
$45/per month
Free Trial Available