--- title: "Elephant Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Elephant Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more." source_url: "https://www.capterra.com/p/249874/Elephant/" page_type: "product" language: "en" --- # Elephant Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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)[Reviews](#reviews) Elephant ## What is Elephant? Elephant is a cloud based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction. ## What is Elephant used for? [Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Accounting](https://www.capterra.com/accounting-software/)[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49.95 Per User, Per Month 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 Elephant?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.getelephantcpa.com&name=Elephant) ## Elephant Overview Updated August 2026 AI summary Elephant is cloud-based accounting practice management software for small businesses, offering tools for workflow, client, and task management alongside billing, invoicing, and document handling. It supports accountants and CPA firms with features like approval workflows, time tracking, client portals, and online payments, while integrating with services such as SendGrid, Stripe, and Twilio for messaging and billing needs. ## 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. ### Elephant 5.0 (4) VS. [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting Price $49.95 Per User, Per Month Starting Price $22 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (4) Ease Of Use 4.5 (99) Value For Money 5.0 (4) Value For Money 4.2 (97) Customer Service 5.0 (4) Customer Service 4.5 (93) ## Elephant alternatives [4.6 (83)](https://www.capterra.com/p/10009476/Basil/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [IRS Solutions Software](https://www.capterra.com/p/176134/IRS-Solutions-Software/) [4.8 (99)](https://www.capterra.com/p/176134/IRS-Solutions-Software/reviews/) Starting price $159.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176134/IRS-Solutions-Software/) [TaxDome](https://www.capterra.com/p/186749/TaxDome/) [4.7 (3,619)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/186749/TaxDome/) [MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/) [3.9 (148)](https://www.capterra.com/p/183867/MYOB-Business/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 70% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/183867/MYOB-Business/) ## FAQs about Elephant Features and Usability ### What are the key features of Elephant? Elephant offers payment processing, billing & invoicing, invoice management, and online payments for financial workflows. It also includes project management, task management, time tracking, and time & expense tracking, plus approval workflow, audit trail, client portal, document management, and customizable reports for accounting and client operations. Integrations ### Which third-party tools and platforms does Elephant integrate with? Elephant integrates with 3 third-party tools: SendGrid, Stripe, and Twilio. These catalog integrations cover email delivery, payments, and communications, giving Elephant connections to core services used for messaging, billing, and customer contact. Getting Started and Support ### What training and onboarding options does Elephant offer? Elephant provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and direct instruction, documentation offers written reference for features and steps, and videos provide visual walkthroughs for self-paced learning and review. Getting Started and Support ### What customer support options does Elephant offer? Elephant provides email/help desk support, a FAQ/forum, a knowledge base, and phone support. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## Features AI summary Based on 1,519 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%**) - **Task Management** (**55%**) Elephant supports all three features that reviewers rank highest: **Workflow Management**, **Client Management**, and **Task Management**. Together, these capabilities help accounting firms organize recurring processes, keep client information in one place, and stay on top of deadlines and assignments, allowing teams to manage daily work more efficiently and deliver more consistent client service. Workflow Management 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Client Management 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Task Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Client Portal 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Document Management 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Billing & Invoicing 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Elephant 37 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 - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - 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 - Credit Card Processing: Accept and process credit card transactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - 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 - 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 - 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 - Online Payments: Accept and process online payment transactions - Payment Processing: Accept, record, and reconcile financial 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 Time Tracking: Measure time to completion or hours worked for projects - 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 - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - 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 Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (4) 4.8 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Trial Basic $49.95 Per User,Per Month Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/) 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 Customer Service 5.0 (4) 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 Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 5.0 Based on 4 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JB John B. Tax Partner Accounting ### "Great solution for small and midsize CPA firms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 23, 2023 Pros Amazing product support team. If my clients or I had any issues, the Elephant CPA team would resolve same day, very responsive. The navigation is intuitive and improvements are being added based on user feedback. Cons Features such as e-sign were difficult to use this past tax season, but the Elephant CPA team is working to refine for next year. Alternatives considered [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) [Drake Tax](https://www.capterra.com/p/176133/Drake-Tax/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 27, 2023 Thank you for your review! As we continue to build Elephant, you're feedback provided is critical to the success of Elephant and our users! KM Kyle M. General manager Accounting ### "Elephant " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 17, 2022 Great team support, I enjoyed level of service I received. Pros Easy to use, great User interface, uncomplicated. Cons We didn't need the invoicing integration, would be good to turn it off. Reasons for choosing Elephant Ease of use, best UI and service level of support. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor November 22, 2022 Thank you for your review Kyle! We will continue to update Elephant to match our customers needs. EM Elias M. Partner Accounting ### "Great Company" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 9, 2022 Pros The dashboard is easy to view and navigate. Saves me time and keeps me informed. Cons I would like to see premade task templates. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 12, 2022 Thank you Elias for the feedback. We are happy you are enjoying using Elephant thus far! We will soon be integrating premade task templates for all accounting firms to use. Stay tuned! RI Rudy I. Owner Accounting ### "The Elephant Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 27, 2022 Pros The ease of using the software along with all the features available make the software an attractive option for my business. Cons I believe all features available worked well but any software created will require improvements and efficiency upgrades. None at the time of writing this come to mind. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 28, 2022 Thank you Rudy for your review! Feel free to reach out to us at anytime for improvements or help. We are glad you are enjoying Elephant! ## 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.