# AccountantOS Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about AccountantOS Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more. Source: https://www.capterra.com/p/10047175/AccountantOS --- # AccountantOS Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 25, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) AccountantOS ## What is AccountantOS? AccountantOS is practice management software that consolidates accounting firm operations into a secure, branded platform. The software enables firms to create customized client portals for document uploads, e-signatures, and communication. It integrates with tools like Gmail, Outlook, Xero, MYOB, SharePoint, Dropbox, DocuSign, and Adobe Sign to streamline workflows. Native e-signature capabilities comply with Australian Tax Office standards, removing the need for separate tools. Features include automated document requests, internal collaboration with task assignments, and AI-powered document management for categorization, search, and version control. Firms can white-label the platform for a tailored experience. Real-time job tracking, work-in-progress management, invoicing, and an immutable audit log support compliance and operational efficiency. Intelligent notifications alert users when action is required, reducing unnecessary communication. ## What is AccountantOS used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price A$39 Flat Rate, Per Year Free trial not available 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 AccountantOS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://accountantos.com.au/&name=AccountantOS) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling AccountantOS 48 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage various aspects of appointments including booking, rescheduling, canceling Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Configure existing workflows to meet your organization's needs Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Electronically collect payments for goods or services Manage, store and organize emails within the system or via third-party apps Monitor and record expenses such as purchases or charges incurred Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Use AI to generate content in the form of text, images, videos, etc. Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Communicate using messages within the system Accept and process online payment transactions Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Schedule shifts for staff/employees, track hours worked, and manage staff payroll Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Starter Plan A$39.00 Flat Rate,Per Year It includes: - Includes 1 team member - Additional team members: + A$10/month each (auto-deducted from Wallet) - 20 GB secure document storage - Includes 50 active clients - Additional clients: + 50¢/month each (auto-deducted from Wallet) - Client Portal with AccountantOS branding (not white-labeled) - Pre-paid Ecosystem Wallet (non-refundable) - Standard Email Support Core Stack Plan A$79.00 Flat Rate,Per Year It includes: - Includes up to 3 team members - Additional team members: + A$10/month each (auto-deducted from Wallet) - 100 GB secure document storage - Includes 150 active clients - Additional clients: + 20¢/month each (auto-deducted from Wallet) - Automated SMS & Email Client Reminders - Pre-paid Ecosystem Wallet (non-refundable) - Live Chat Support Professional Plan A$129.00 Flat Rate,Per Year It includes: - Includes up to 5 team members - Additional team members: + A$10/month each (auto-deducted from Wallet) - 250 GB secure document storage - Unlimited active clients & portal access - 100% White-labeled (No Watermarks) - Pre-paid Ecosystem Wallet (non-refundable) - Invoicing & Profit Center tools (Stripe Connect) Infrastructure Plan A$199.00 Flat Rate,Per Year It includes: - Includes up to 15 team members - Additional team members: + A$10/month each (auto-deducted from Wallet) - 500 GB secure document storage - Unlimited active clients & portal access - Wholesale Bookkeeping Ledger access (Basiq) - Automated Work Reassignment & Offboarding - Pre-paid Ecosystem Wallet (non-refundable) - 1-Click Xero / XPM Migration Engine - Dedicated Technical Solution Architect ## Integrations [ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) 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.