Sage Practice Management (formerly Sage HandsOn) offers workflow automation, client portals, time‑tracking and billing for accounting firms. Below is a curated list of 20 comparable practice‑management platforms that help accountants streamline engagements, improve collaboration, and boost profitability.
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Intuit’s cloud‑based solution combines practice management, client collaboration tools, and integrated bookkeeping features.
A full‑featured practice management suite built on Xero’s accounting platform, offering job costing, time‑tracking and client portals.
Collaborative workflow hub for accountants with email integration, task management, and real‑time client visibility.
Automation‑first practice management tool that streamlines client onboarding, task routing, and deadline tracking.
All‑in‑one practice management platform featuring document management, client portal, time‑billing and tax workflow automation.
Practice management software designed for accounting firms with workflow automation, time‑entry, and integrated billing.
Engagement‑driven platform that handles proposals, contracts, invoicing, and client onboarding in one place.
Business management suite offering practice management, CRM, marketing automation, and online scheduling for accountants.
Cloud accounting with built‑in practice management features such as client portals, time‑tracking, and automated reminders.
User‑friendly invoicing and time‑tracking tool that also provides client collaboration and simple practice management workflows.
Desktop‑first accounting software with integrated practice management, job costing, and time‑billing modules.
Robust cloud financial management platform with practice‑management add‑ons for workflow, billing, and client reporting.
UK‑focused accounting solution offering practice management tools like client portals, automated reminders, and time‑tracking.
Free accounting suite that includes invoicing, receipt scanning, and basic practice‑management capabilities for small firms.
Cloud‑based practice management platform with job tracking, document storage, and integrated billing.
All‑in‑one practice management solution featuring workflow automation, time‑entry, and client communication tools.
Centralised dashboard for accountants to manage engagements, track time, and generate client reports.
Thomson Reuters’ practice management suite offering workflow, document management, and billing integration.
Professional services automation platform with robust practice management, time‑tracking, and invoicing for accountants.
Practice management tool focused on client onboarding, workflow, and compliance tracking for accounting firms.