Best Project Management Tools for Accountants

29-Jul 2022
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Kit Lewis CONTENT MANAGER

Running a successful accounting firm can leave you feeling like you’re drowning in details with limited time to focus on the big picture. Even if you can juggle multiple clients and projects without missing a beat now, overwhelm can set in over time if you’re missing the proper tools to manage your client work.

Embracing tech solutions to assist with project management can streamline your existing business processes, boosting efficiency, reducing human error and supporting your business’s growth. 

Benefits of Project Management Software for Accountants 

Your client work is the crux of your accounting business, and you’ve been managing client projects since day one. But as your business grows and your client list expands, that work can become too daunting to do manually — especially in the accounting world, where even the smallest details are crucial. 

Whether you’re seeking a better way to manage mounting tasks, improve collaboration across dispersed teams or gain insight into the work your team is doing, project management software can help. With the right tool in place, you can maximize efficiency, improve visibility and gain valuable information about time, costs and profitability.

If you’re ready to transform your accounting firm, here are some of the best project management platforms to consider adding to your tech stack.

Top Accounting Project Management Tools

  1. Accelo
  2. Asana
  3. ClickUp
  4. Sage Intacct
  5. Trello

1. Accelo

Accelo is a cloud-based client work management platform designed to help professional services firms manage client relationships from prospect to payment. The platform provides customizable solutions to expand visibility, improve collaboration and increase profits.

Features

  • Custom workflows to automate business processes
  • A centralized client database 
  • Project management tools, including time tracking, project templates and resource management
  • Retainer tools, including contract management and recurring work automation

Pros

Cons

  • The robust platform may not be ideal for businesses looking solely for a project management solution
  • Accelo works best for teams of five or more, so it won’t be the best fit for smaller teams or solopreneurs

2. Asana 

Asana is a work management platform built to help teams organize, assign and track projects. With its templates, automation and reporting tools, team members can use the platform to manage their individual tasks, collaborate across projects and improve visibility into project progress. 

Features

  • Multiple project views, including list, calendar, timelines and Kanban board
  • Project and task templates to simplify recurring work
  • Goal tracking for company, team and individual levels
  • Reporting dashboards to track progress

Pros

  • The platform is adaptable to meet the needs of multiple industries and project types
  • Asana offers a free version with limited capabilities

Cons

  • No time-tracking solutions to capture employees’ billable hours
  • The platform is solely project management, so businesses looking to manage client work would need to find additional tools to round out their tech stack

3. ClickUp

ClickUp is an all-in-one productivity platform where teams can plan, organize and collaborate on work using tasks, Docs, Chat, Goals, Whiteboards and more. The customizable platform can fit the needs of teams of all types and sizes.

Features

  • Multiple views, including list, box, Gantt, board and calendar
  • Dashboards to track tasks, time tracking, sprints, status and team members
  • Time tracking using a global timer that works from desktop, mobile and Chrome
  • Goal tracking to measure project goals by tasks, monetary values and more

Pros

  • Intuitive and easy-to-navigate user interface
  • ClickUp offers a free version with limited capabilities 

Cons

  • ClickUp does not have a built-in CRM, so connecting projects to their respective clients can be challenging
  • Users share that the platform can be “buggy” and support can be slow

READ NEXT: Stop Your Accounting Firm From Being Replaced by Software

4. Sage Intacct 

Sage Intacct is a cloud-based accounting software with planning and automation tools to streamline your business processes. The platform helps businesses manage projects, resources and budgets and increase visibility over the factors of profitability.

Features

  • Custom project accounting to understand costs, revenue and billing for projects
  • Resource management with insight into team utilization and efficiency
  • Financial reporting and dashboards offer one centralized, accurate data source
  • Automated revenue and expense reallocation to simplify revenue management

Pros

  • The Project Accounting module works with other modules in the platform to reduce the need to integrate with other tools
  • Sage Intacct’s Web Services API offers users the ability to customize their tech stack

Cons

5. Trello

Trello is a visual collaboration tool based on the Kanban framework that offers teams a shared platform to manage work, build projects and track progress. The platform’s flexibility can meet the needs of multiple industries and work styles, and it offers more than 200 integrations to connect to other tools.

Features

  • Multiple project views, including board, timeline, table, calendar, dashboard and map views
  • Custom fields to help define tasks
  • Automation to simplify repetitive tasks 
  • Library of customizable project templates to choose from 

Pros

  • A free version is available with limited capabilities
  • Users share the platform is simple and easy to learn

Cons

  • No reporting options to track project progress
  • Users share that more complex projects can be hard to manage with Trello

Which Platform Is Best for Your Accounting Firm?

Finding the best project management software for your firm will depend on the unique needs of your team. Take time now to decide what problems you need to solve and consider how each platform can help.

If you determine your accounting firm needs a tool to streamline your client journey from prospect to payment, Accelo’s client work management software could be a great choice. 

See what Accelo’s software can do for you by requesting a demo.

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