--- 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 September 4, 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 September 2026 AI summary Elephant offers small businesses a cloud-based solution for accounting practice management, combining tools for billing and invoicing, client management, document handling, and workflow coordination. It includes features like approval workflows, due date tracking, and integration with accounting systems, with optional capabilities for CPA firms, online payments, staff management, and internal messaging, accessible across major operating systems. ## 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. [4.7 (3,621)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $49.95 Per User, Per Month Starting Price $800 Per User, Per Year 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 4.6 (97) Customer Service 5.0 (4) Customer Service 4.6 (93) ## Elephant alternatives [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 [4.6 (83)](https://www.capterra.com/p/10009476/Basil/reviews/) Starting price $45.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.8 (270)](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 100% of reviewers rated it above 4 stars ## 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 handling client transactions. It also includes project management, task management, time tracking, and time & expense tracking, plus approval workflow, audit trail, client portal, document management, customizable reports, and third-party integrations. Integrations ### Which third-party tools and platforms does Elephant integrate with? Elephant integrates with 2 third-party tools: Stripe and Twilio. These catalog integrations cover payment processing and communication, giving Elephant direct connections to common business systems. Getting Started and Support ### What training and onboarding options does Elephant offer? Elephant provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and direct instruction, documentation offers written reference material for checking steps, and videos provide visual walkthroughs for learning product functions at a self-paced pace. Getting Started and Support ### What customer support options does Elephant offer? Elephant provides email/help desk, FAQ/forum, knowledge base, and phone support. These channels give users several ways to get assistance, find answers, and speak with support staff directly. No reviewer feedback about support experience is available here, so no conclusions can be drawn about response times or helpfulness. ## Features AI summary Based on 1,536 Accounting Practice Management reviews Capterra data shows that buyers of accounting practice management software rank the following features as their top priorities: - **Workflow Management** (**58%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Client Portal** (**59%**) Elephant supports all three features that reviewers rate most highly: **Workflow Management**, **Client Management**, and **Client Portal**. Together, these capabilities help accounting firms organize internal processes, keep client information in one place, and give clients a secure way to share documents and communicate, allowing teams to work more efficiently and deliver a better client experience. 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 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 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 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 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 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 Accept and process credit card transactions 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 Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals 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 Accept, record, and reconcile financial 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 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. 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.