Best Project Management Software For Accounting Firms | Expert Recommendations

Photo by Tima Miroshnichenko
1 year ago
This article showcases our top picks for the Best Project Management Software For Accounting Firms. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below). We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.

Odoo Accounting

This product was recommended by Jon Torres from JonTorres

When searching for the best accounting software, most firms now remain cost-conscious because things have been crazy since the COVID pandemic. They also want a software that they can easily customize while paying only for the features they are using. I recommend Odoo because, along with being affordable, it features an accounting system that connects directly to banks and PayPal. The Odoo accounting system synchronizes transactions on an hourly basis, thus creating a flawless business flow. What’s more interesting is customers can pay online with just a click, and you can create and send invoices in seconds and send them via email. Lastly and most exciting, Odoo itself is an open-source platform with a growing community, so finding accounting hacks and fixes is no problem. In addition, it gives users a choice to use Odoo Online (the cloud version) or Odoo on-premises, self-service, or with local support when you hit 50 users.

PlanYard

This product was recommended by Ekke Uustalu from Planyard OU

For accountants in construction companies, it is difficult to keep track of the costs of individual jobs or track the profitability of projects. With Planyard, they can easily track the costs on these levels without having to provide information to the project and site teams. Oftentimes, project managers and estimators want to know what the cost of a job in a project is. In many companies, it is the task of the finance team to provide this information. The problem is that G/L accounting software (QB, FreshBooks, Xero, etc) is not really helping with this.

QuickBooks

This product was recommended by Maria A. McDowell from EasySearchPeople

QuickBooks is an accounting software that caters to the needs of small, medium, and large businesses. It enables Accountants to manage income and expenses and keep track of the financial health of a business. As an account invoicing software, QuickBooks allows an accountant to set up auto payment schedules for regular and one-time clients, create custom-made invoice templates, and manage the inflow and outflow of assets in a business.

Smartsheet

This product was recommended by Molly Beran from Projects By Molly, LLC

When I think about accounting firms, I think of places where employees are spreadsheet power-users. Additionally, I think about cultures where I imagine people are accustomed to using email to communicate. Smartsheet combines these two tools flawlessly, which makes it my pick for accounting firms. The fact that you can send communications about tasks and projects within each line item in a project plan makes it ideal for detail-oriented workforces, and it’s even better that the system automatically saves and backs-up your work. Finally, Smartsheet has enterprise tools that allow a rollout to a large number of users, which would be ideal for a large accounting firm, and it offers full integration with G-suite, Salesforce, and a number of other large-platform business apps.

Basecamp

This product was recommended by Madilyn Hill from TruePersonFinder Inc.

This all-in-one project management tool to helps accounting firms manage their project efficiently. This easy-to-use project management tool keeps things organized. Basecamp is accessible from anywhere on the web, android, and Ios. It includes message boards, to-dos, schedules, docs, real-time group chat, automatic check questions, and file storage all in one place. Basecamp features hill charts that give you the idea of missing context and let spot problems. Basecamp keeps everyone in a loop for day-to-day work.

Monday

This product was recommended by Michael Jan Baldicana from Pyramid Credit Repair

Monday.com is the best project management software for accounting firms. It has a lot of features that help accountants manage their projects, including task management, time tracking and invoicing. Monday also has a chatbot which can answer basic questions about the software. This project management software that is designed for the needs of small and medium sized accounting firms. The software is used to manage projects, tasks, and clients. Monday.com also offers a project management tool for partners that allows them to see all of their projects in one place. It has been specifically designed for accountants and bookkeepers, with features such as invoicing, timesheets and expense reports that are tailored to these professionals.

Trello

This product was recommended by Nirav Dholariya from AcquireMore

Trello’s wheelhouse is its tried-and-true, card-based approach to project management. It uses “lists” which are essentially columns that define a card’s place within a project timeline. It uses a visual approach that those familiar with the agile development methodology will be familiar with. In the context of accounting, Trello users would move cards between lists along a board in the same way post-it notes would be used to illustrate the progress of a project on a whiteboard.

LiquidPlanner

This product was recommended by Lyle Florez from EasyPeopleSearch

In LiquidPlanner, teams can plan and prioritize projects. This solution allows you to track changes across all active projects while analyzing risks and resources. On the LiquidPlanner dashboard, you can see pending, approved, and active projects and access to historical ones. It simplifies task prioritization. It also helps you estimate how long it will take you to finish your work.

Asana

This product was recommended by Steven Walker from Spylix

This project management software can handle both projects and tasks. It is renowned for its elegant design, user-friendly interface, and robust free plan. Customers can use Asana to view and manage projects, create custom templates, assign tasks to users, set deadlines, create dependencies, attach and share files, and track milestones.

ClickUp

This product was recommended by Steven Walker from Spylix

This Project management software is so powerful and versatile that new users must spend a lot of time learning how it works. Many of Clickup’s features are overkill for accountants. Custom statuses, hierarchy, drag-and-drop reordering, recurring checklists, and draft tasks should impress you. The workload chart, multitask toolbar, bulk rescheduling, team templates, and task mentions are notable features. There are four viewing modes..

Zoho Projects

This product was recommended by Luke Lee from Palaleather

Zoho Projects is among the best project management software that I can recommend especially when it comes to value for money. Our team has tried their interface and I can see that they have all the necessary tools Project Managers look for. All in all, its capabilities and reasonable price go hand in hand! Firms and SMEs will greatly benefit from this software.

BigTime

This product was recommended by Chirag Dhawan from Incrementors

BigTime is a system that assists accountants with project planning, as well as budgeting, tracking, and billing. Users may manage project teams, work in progress, and profitability per project or even each employee. With the Quickbooks interface provided by this project management tool, accounting businesses can quickly optimize their process.

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