--- title: "Acounta Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Acounta Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more." source_url: "https://www.capterra.com/p/10002504/Acounta/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Acounta Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Acounta ## 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. ## What is Acounta used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Task Management](https://www.capterra.com/task-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $540 Per User, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Acounta?[Manage this product listing](https://www.g2.com/products/acounta/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Acounta 0.0 VS. [4.7 (208)](https://www.capterra.com/p/156181/Karbon/reviews/) Starting Price $540 Per User, Per Year Starting Price $59 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (7) Value For Money 0.0 (0) Value For Money 4.5 (7) Customer Service 0.0 (0) Customer Service 4.7 (7) ## Acounta alternatives [3.8 (61)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (272)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.6 (6,123)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about Acounta Overview ### What company size and specific industries is Acounta built for? Acounta is designed for CPA firms, enrolled agents, and tax, bookkeeping, and accounting firms of any size that need software for professional financial services work. Features and Usability ### What are the key features of Acounta? Acounta offers accounting and financial management, billing and invoicing, and invoice processing with electronic payments and credit card processing. It also includes client portals, document management, task and project management, time and expense tracking, approval workflow, reporting/analytics, and workflow automation for accountants, CPA firms, and tax practices. Pricing ### How much does it cost and what fees or limitations are included? Acounta starts at $45 per user/month on the Yearly (All Inclusive) plan, billed at $540 per user/year. The Monthly Plan (All Inclusive) costs $65 per user/month. Both include unlimited clients and workflows, CRM, project management, secure document management, e-signatures, integrations, and a free trial. Integrations ### Which third-party tools and platforms does Acounta integrate with? Acounta integrates with 6 third-party tools, including communication and productivity platforms like Gmail, Google Calendar, and Microsoft Outlook, plus business apps such as QuickBooks Online, Stripe, and Typeform. These catalog integrations cover email, scheduling, payments, and form capture. Getting Started and Support ### What training and onboarding options does Acounta offer? Acounta provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover scheduled learning sessions, videos offer visual walkthroughs, and documentation provides written reference material for setup and ongoing use. Getting Started and Support ### What customer support options does Acounta offer? Acounta provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback on support is available here, so support quality, response times, and common user frustrations cannot be described from the provided data. ## Features AI summary Based on 1,536 Accounting Practice Management reviews Capterra reviewers point to these as the top priorities when choosing accounting practice management software: - **Workflow Management** (**58%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Client Portal** (**59%**) Acounta supports all three of the features buyers rate most highly: **Workflow Management**, **Client Management**, and **Client Portal**. Together, these capabilities help accounting firms organize recurring work, keep client information in one place, and share documents and updates securely, allowing teams to manage deadlines more efficiently and maintain stronger client relationships. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Annotations Highlight content and/or make notations about parts of content Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Acounta 54 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - Credit Card Processing: Accept and process credit card transactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Document Capture: Scan, move or upload electronic files within the software's repository - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Payments: Electronically collect payments for goods or services - Email Management: Manage, store and organize emails within the system or via third-party apps - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - For Tax Practices: Designed for tax practices - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Messaging: Communicate using messages within the system - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Online Payments: Accept and process online payment transactions - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Time Tracking: Measure time to completion or hours worked for projects - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10002504/Acounta/pricing/) Yearly (All Inclusive) $540.00 Per User,Per Year It includes: - Unlimited Clients & Workflows - Comprehensive CRM - Advanced Project Management - Secure Document Management - E-Signatures - Seamless Integration Monthly Plan (All Inclusive) $65.00 Per User,Per Month It includes: - Unlimited Client Workflows - Comprehensive CRM - Advanced Project Management - Secure Document Management - E-Signatures - Seamless Integration ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Typeform](https://www.capterra.com/p/137289/Typeform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.