How many times have you made failed attempts to use accounting software? Attaining a new project is easy but the maintenance of the record of finances, all numbers, is somewhat challenging. If you are an accountant you will agree that clients often complain about their books not being straight. A frequent complaint from professional clients (firms) can ruin your reputation as titters if you are unable to maintain the financial accounts right?
Using project and task management software is an easier way out, you can handle the project’s outflow and inflow in an efficient way. Some clients may however feel that the project and task management software is not client-centric. Keeping this in mind down below we have prepared the list of some of the generic management software that fits all industrial niches and can be easily used by the accountants.
1. My CPA Dashboard
Accounting firms looking for project and task management software can rely on the My CPA Dashboard. It’s easy to use and manage the software that helps regulate daily financial activities like bookkeeping, calculating tax deduction, and so on. For a more organized accounting practice using My CPA Dashboard will be beneficial in the long run for the accountants. The information is securely uploaded without any intervention and therefore CPA management software will remove the requirement of paper works.
Main features: the main features include;
Billing and plans
Online document storage
Client portal
Secure file sharing
Easily assign tasks
Bank account integration
E-signature
Free trial: 30-days free trial
Cloud storage: Unlimited storage available
Website: https://mycpadashboard.com/
2. Basecamp
A long-standing project management tool that helps the creative to streamline their projects in unison. Basecamp comes with an amazing track record for various project management but like any other software, it also has its limitations. In terms of professional services and accounting firms, the lack of a client profile is the biggest drawback. But if you need a useful project management tool it Basecamp covers all the basic performance features.
Main features: the major features of the tool includes;
Projects
To-Do Lists
Calendar
File Sharing
Messages
Milestones & Time Tracking
Discussions
Free trial: a 60-day free trial is available
Cloud storage: Yes
Website: https://basecamp.com
3. Asana
If you are interested to use a simple, easy and free task management tool (in some cases) then use Asana. It is one of the most common task management tools for first-timers and was developed by keeping the enterprise features and pricing in mind. Several small companies use Asana to maintain the client-centric approach and the workflow system.
Main features: some of the quality features include;
Boards
List
Timeline
Calendar
Custom fields
Task assignees
Sections etc.
Free trial: a 30-day free trial for paid plans/ free (but limited) features can be used without any pay
Cloud storage: Yes
Website: https://asana.com/
4. ClickUp
Why not aim for a task management tool that brings the documents, chat time, and every project closer? For a one-stop solution, ClickUp aims to cover all your management needs with its robust features. Project management for accounting firms becomes easier with the right approach. However, one drawback is prominent similar to Basecamp i.e., not a client-centric approach. However, you can still use various quality features in the long run.
Main features: some of the key features include;
Custom statuses
Multiple assignees
Recurring checklist
Checklist templates
Bulk rescheduling
Subtasks
Inbox etc.
Free trial: A 30-days paid plan trial is available
Cloud storage: Yes
Website: https://clickup.com/
5. Monday.com
As an accountant, you can “enjoy the working platform that adapts to your needs” and thus is the motto of Monday.com.
Also known as the DaPulse, is a project and task management tool that helps to visualize the work. It also hosts a number of features and limited options that let you customize the work view. For this purpose, you do not require a client profile or even a client-centric project.
Main features: some of the main features include;
Unlimited free viewers
iOS and Android apps
File storage
Map view
Unlimited board
Formula column
Custom tags etc.
Free trial: A 14-days free trial is available
Cloud storage: Yes
Website: https://monday.com/
Well, at the end of the day, we can recommend a demonstration to you by visiting their official websites but you have the power to decide for yourself, so best of luck!