Bonsai is an all-in-one business management platform for freelancers and service teams, covering CRM, proposals, contracts, invoicing, time tracking, and expenses.
from $9/user/mo
About Acounta
What is Acounta?
Acounta is a cloud-based practice management platform designed specifically for accounting firms, CPAs, and EAs. It replaces standalone tools with a single integrated solution, streamlining workflows from CRM and project management to document storage and e-signatures.
What problem does it solve?
Accounting firms often juggle multiple software solutions, leading to inefficiencies, redundant data entry, and wasted time. Acounta centralizes client management, documents, tasks, invoicing, and communication in one place, reducing manual work and improving productivity.
Who is it for?
Ideal for small to mid-sized accounting firms and tax professionals who want to streamline operations and enhance client collaboration. It is not suited for non-accounting businesses or those requiring industry-specific features outside of accounting practice management.
Real use cases
Use Acounta to manage client onboarding, track deadlines, send invoices, collect e-signatures, and communicate with clients via a secure portal—all from one dashboard. Its automation features help firms collect revenue 20% faster and save 15 hours per week per firm.
Key features
- AI-Powered CRM — Manage client relationships and track interactions in one place.
- Advanced Project Management — Organize tasks, deadlines, and workflows efficiently.
- Secure Document Management — Store and share sensitive files with bank-level security.
- E-Signatures — Collect legally binding signatures without leaving the platform.
- Invoicing & Billing — Streamline billing and get paid faster.
- Client Portal — Give clients 24/7 access to their documents and updates.
- Work Anywhere — Fully cloud-based with mobile app for on-the-go access.
SaaSpartout Score
7.1
/10
Editorial score from our review methodology — not user ratings.
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Why are you looking at Finance & Accounting tools today?
Acounta Pricing
Acounta pricing: from $65/mo.
For comparison: the median starting price in Finance & Accounting is $19/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Monthly Plan
$65 per user per month (introductory offer, 34% off regular $99). Includes unlimited clients & workflows, comprehensive CRM, advanced project management, secure document management, e-signatures, and seamless integrations. Additional users: $45/mo each (monthly).
Yearly Plan
$540 per user per year (equivalent to $45 per user per month, 20% off). Includes all features of the monthly plan. Additional users: $45/mo each (monthly).
Free 15-day trial, then auto-subscribes to monthly plan (cancel anytime). Taxes not included.
Frequently asked questions
How much does Acounta cost?
Acounta pricing starts at $65 per user per month (with a 34% introductory discount from $99). The yearly plan is $540 per user per year (equals $45/month). There is also a 15-day free trial.
Is Acounta free?
No, Acounta is not free, but it offers a 15-day free trial. After the trial, you automatically subscribe to the monthly plan unless you cancel.
What is Acounta used for?
Acounta is a practice management platform for accounting firms, helping with CRM, projects, documents, e-signatures, invoicing, and client portals.
Who is Acounta best for?
It is best for CPAs, EAs, and accounting firms that want to consolidate tools and streamline client-facing operations.
What are the top alternatives to Acounta?
Alternatives include Karbon, Canopy, and Jetpack Workflow, which offer similar practice management features for accounting professionals.
What is a key limitation of Acounta?
Acounta is tailored specifically for accounting practices; it may not suit general business management needs outside of that niche.
