# Elephant Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Elephant Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more.

Source: https://www.capterra.com/p/249874/Elephant/reviews

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# 

 Elephant Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/)

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$49.95

Per User, Per Month

Free trial  
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 Elephant?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.getelephantcpa.com&name=Elephant)

## 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 (3,587)](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 (3,587)

Value For Money

5.0 (4)

Value For Money

4.6 (2,996)

Customer Service

5.0 (4)

Customer Service

4.6 (2,894)

## Elephant alternatives

[4.5 (285)](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 (73)](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

[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

[4.7 (400)](https://www.capterra.com/p/148032/Suralink/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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!

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)