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description: Page 2 - Discover the best Actuarial Software for your organisation. Compare top Actuarial Software tools with customer reviews, pricing and free demos.
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title: Page 2 - Best Actuarial Software - 2026 Reviews, Pricing & Demos
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# Actuarial Software

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## Products

1. [Firm360](https://www.softwareadvice.co.uk/software/355244/firm360) — 4.7/5 (159 reviews) — Firm360 is the all-in-one platform built for accountants by accountants to eliminate the chaos of juggling disconnect...
2. [Ignition](https://www.softwareadvice.co.uk/software/270172/practice-ignition) — 4.7/5 (151 reviews) — Ignition automates proposals, billing, payments and workflows in a single AI-powered platform – empowering firms and ...
3. [MYOB Business](https://www.softwareadvice.co.uk/software/33458/myob-essentials) — 3.9/5 (147 reviews) — MYOB Business accounting software is designed to help businesses of any size across Australia and New Zealand take ca...
4. [FloQast](https://www.softwareadvice.co.uk/software/162466/floqast) — 4.9/5 (105 reviews) — FloQast, an Accounting Automation Platform created by accountants for accountants, enables organizations to automate ...
5. [Actionstep Legal Accounting](https://www.softwareadvice.co.uk/software/95324/soluno) — 4.5/5 (104 reviews) — Soluno is a cloud-based time, billing, and accounting solution designed for law firms of all sizes. It streamlines ba...
6. [HandiSoft](https://www.softwareadvice.co.uk/software/196408/sage-handisoft) — 4.4/5 (100 reviews) — Optimise your practice with HandiSoft, built specifically for Australian accountants and tax agents of all sizes. It'...
7. [IRS Solutions Software](https://www.softwareadvice.co.uk/software/180385/irs-solutions-software) — 4.8/5 (99 reviews) — IRS Solutions® is an easy-to-use, fully-integrated tax resolution and IRS monitoring/alert platform that helps CPAs, ...
8. [InfoFlo](https://www.softwareadvice.co.uk/software/138010/infoflo) — 4.5/5 (96 reviews) — InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help or...
9. [uLawPractice](https://www.softwareadvice.co.uk/software/263585/ulawpractice) — 4.6/5 (87 reviews) — uLawPractice is a practice management and legal accounting solution for sole practitioners, paralegals, and small law...
10. [Uku](https://www.softwareadvice.co.uk/software/410895/uku) — 4.8/5 (80 reviews) — Uku is a powerful, beautifully designed, and remarkably easy-to-use accounting practice management solution built for...
11. [MYOB Acumatica](https://www.softwareadvice.co.uk/software/261933/myob-advanced) — 4.1/5 (77 reviews) — MYOB Acumatica is Australia \& New Zealand's \#1 all-in-one cloud enterprise resource planning (ERP) solution. This...
12. [Basil](https://www.softwareadvice.co.uk/software/450600/Basil) — 4.6/5 (73 reviews) — Basil is a comprehensive management software designed for accounting and CPA firms. It offers a wide range of feature...
13. [Mango Practice Management](https://www.softwareadvice.co.uk/software/367762/mangobilling) — 3.8/5 (60 reviews) — Mango Practice Management is a cloud-based, all-in-one practice management solution that is a game-changer for profes...
14. [Fatture in Cloud](https://www.softwareadvice.co.uk/software/243987/fatture-in-cloud) — 3.7/5 (59 reviews) — Fatture in Cloud is the invoicing software that helps you manage your business. In a few minutes, you can create and ...
15. [Jetpack Workflow](https://www.softwareadvice.co.uk/software/267987/jetpack-workflow) — 4.8/5 (53 reviews) — Jetpack Workflow is a cloud-based accounting workflow management solution that accelerates and automates bookkeeping ...
16. [QuickBooks Online Accountant](https://www.softwareadvice.co.uk/software/233578/quickbooks-online-accountant) — 4.5/5 (51 reviews) — Quickbooks Online Accountant is a Quickbooks-based accounting practice management solution designed for accounting fi...
17. [SuiteFiles](https://www.softwareadvice.co.uk/software/250960/suitefiles) — 4.8/5 (49 reviews) — Who is SuiteFiles for? SuiteFiles is built for accounting and professional services firms — typically 5 to 100+ staff...
18. [Request Finance](https://www.softwareadvice.co.uk/software/384515/request-finance) — 4.7/5 (47 reviews) — A suite of financial tools to make life easier - crypto organizations \& freelancers use Request for invoices, exp...
19. [Datamolino](https://www.softwareadvice.co.uk/software/320530/datamolino) — 4.9/5 (42 reviews) — Datamolino is a cloud-based data entry and invoice processing solution. It caters to small businesses and accounting ...
20. [Fieldguide](https://www.softwareadvice.co.uk/software/256333/fieldguide) — 4.7/5 (42 reviews) — Fieldguide is an AI-powered engagement software platform for audit and advisory firms. It streamlines the entire life...
21. [CS Professional Suite](https://www.softwareadvice.co.uk/software/130519/cs-professional-suite) — 3.8/5 (41 reviews) — CS Professional Suite is on-premise and cloud tax and accounting solutions that help streamline workflows and enhance...
22. [Client Hub](https://www.softwareadvice.co.uk/software/462149/Client-Hub) — 4.7/5 (40 reviews) — Client Hub is accounting practice management software designed to help accounting and bookkeeping firms manage daily ...
23. [Jamku](https://www.softwareadvice.co.uk/software/349446/jamku) — 4.5/5 (36 reviews) — Jamku is an Online Practice Management Software for Certified Public Accountants, Chartered Accountants, Company Secr...
24. [Caseware](https://www.softwareadvice.co.uk/software/71779/caseware-idea) — 4.5/5 (35 reviews) — Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our u...
25. [Assembly](https://www.softwareadvice.co.uk/software/187576/Assembly) — 4.8/5 (35 reviews) — Create remarkable client experiences. CRM, portal, payments, tasks, contracts \& more — with an AI Assistant that ...

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## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)
- [Expense Report Software](https://www.softwareadvice.co.uk/directory/427/expense-management/software)
- [Tax Practice Management Software](https://www.softwareadvice.co.uk/directory/4237/tax-practice-management/software)
- [Collaboration Software](https://www.softwareadvice.co.uk/directory/4138/collaboration/software)
- [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software)

## Links

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- [All Categories](https://www.softwareadvice.co.uk/directory)

-----

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We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. \n\nFrom project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place. \n\nFirms use Firm360 to save hours each week, improve team collaboration, and deliver a better client experience. \n\nMore than 3,000 accounting professionals trust Firm360 to operate with clarity, not complexity — supported by tailored onboarding, ongoing training, and a responsive team that’s always ready to help.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8837dc41-09a2-4b66-8100-75272ad58851.png","url":"https://www.softwareadvice.co.uk/software/355244/firm360","@type":"ListItem"},{"name":"Ignition","position":2,"description":"Ignition automates proposals, billing, payments and workflows in a single AI-powered platform – empowering firms and agencies to sell, bill and get paid faster.\n\nMore than 8,500 businesses worldwide - from solopreneurs to Top 100 firms - trust Ignition to accelerate cash flow, reduce accounts receivable and grow revenue. \n\nIgnition helps you:\n*Capture leads and manage your sales pipeline.\n*Fast track revenue with branded online proposals.\n*Get paid on time with automated invoicing and payments.\n*Reduce business risk with templated contracts.\n*Automate data collection with online forms.\n*Centralize and manage client billing in one place.\n*Keep track of projected revenue and cash flow.\n*Connect apps to automate workflows.\n\nIgnition powers over 2.4 million client relationships and has helped firms generate more than $13 billion in revenue to date. 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Say goodbye to cashflow headaches with time saving features to help take care of the day-to-day bookworm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3bbbd22-f59e-4c96-adf4-1024b60c2ea1.png","url":"https://www.softwareadvice.co.uk/software/33458/myob-essentials","@type":"ListItem"},{"name":"FloQast","position":4,"description":"FloQast, an Accounting Automation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 2,800 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59059025-227d-4a19-871c-42844e19ac78.png","url":"https://www.softwareadvice.co.uk/software/162466/floqast","@type":"ListItem"},{"name":"Actionstep Legal Accounting","position":5,"description":"Soluno is a cloud-based time, billing, and accounting solution designed for law firms of all sizes. It streamlines back-office processes, from time and expense entry, to receiving payments, to financial reports while remaining fully compliant with local regulatory requirements and maintaining a full audit trail.\n\nSoluno’s time and expense capture is comprehensive and features both single and multiple timers, quick time and expense entry and optimized time and expense sheets for efficient recording. It offers built-in trust compliance and can support multiple trust accounts, produce trust checks and receipts; and perform trust bank reconciliations\n\nThe software supports cash, modified cash, and accrual accounting methods. Hard and soft costs can be tracked separately, and financial statements can be produced. Users are able to generate deposit slips, process bank feeds, and create custom productivity reports. Accounts payable, batch check printing, and bulk cost recovery imports are also included in Soluno’s suite of accounting features.\n\nSoluno supports task-based and time-based billing. Firms can run custom arrangements such as pre-billing, split-billing, consolidated billing, e-billing, and more. Bill displays are customizable. Additionally, payment disbursements such as rainmaker allocations can be implemented.\n\nSoluno integrates with other products such as Microsoft Office 365, NetDocuments, LawPay, and more so that law firms can take advantage of a fully integrated workflow.\n\nIf firms desire an on-premise solution, Soluno can accommodate.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b28a055-beb5-49c3-ae71-1af74f66bd29.jpeg","url":"https://www.softwareadvice.co.uk/software/95324/soluno","@type":"ListItem"},{"name":"HandiSoft","position":6,"description":"Optimise your practice with HandiSoft, built specifically for Australian accountants and tax agents of all sizes. It's a powerful integrated suite built to boost productivity, streamline compliance workflows, and effectively track jobs to maximise utilisation.\n\nTransform client engagements with instant access to client information from a centralised database anywhere, anytime. A simple to use, open platform, enables you to tailor and extend capability as your practice grows.\n\nYou are in safe hands with HandiSoft, with 30 years of a rich heritage of accounting practice solutions that’s trusted by over 7,000 Australian practices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/18edfb79-1e72-4d7b-bb75-6b9338c25a4d.png","url":"https://www.softwareadvice.co.uk/software/196408/sage-handisoft","@type":"ListItem"},{"name":"IRS Solutions Software","position":7,"description":"IRS Solutions® is an easy-to-use, fully-integrated tax resolution and IRS monitoring/alert platform that helps CPAs, Enrolled Agents, and other tax pros transform their practices and enjoy steady year-round revenue.  Earn more in fewer hours and become more efficient when you calculate and submit Offers in Compromise and Installment Agreements, manage IRS collection cases, respond to notices, submit forms and reports, communicate with and invoice clients, and process payments - all within a single system. Everything's updated regularly to reflect the latest regulations, forms, and notices. Grow your practice with other members-only benefits such as marketing tools, free continuing education, onboarding support, and online community.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/25e9b60a-5b61-4c7a-b4b2-0b1f65b75c8f.png","url":"https://www.softwareadvice.co.uk/software/180385/irs-solutions-software","@type":"ListItem"},{"name":"InfoFlo","position":8,"description":"InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard.\n\nSeamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV.\n\nWith InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06dc248a-f5da-4a6a-ac4b-25dbfaadb6b7.png","url":"https://www.softwareadvice.co.uk/software/138010/infoflo","@type":"ListItem"},{"name":"uLawPractice","position":9,"description":"uLawPractice is a practice management and legal accounting solution for sole practitioners, paralegals, and small law firms.\n\nWith the aim of assisting law professionals with day-to-day tasks, uLawPractice provides seamless trust and general accounting features, generates invoices, and handles just about all clerical tasks that a law office encounters.\n\nWith compliance at its core, uLawPractice simplifies the work of a law office by automating most activities. Whether it’s the tracking of billable time, the generation of invoices, disbursements, ledgers and journals, court forms and more, uLawPractice does it all.\n\nThe best part, the entire software ecosystem is tailor-made to be in compliance with law societies and the Canada Revenue Agency, meaning it forces users to maintain the correct records necessary to remain in good standing with regulators.\n\nuLawPractice works as a digital legal assistant. For every keystroke of data inputted to the system, the software cuts down on future work, because it repurposes the information to produce accurate and detailed documents and books.\n\nWith the click of a button, users can generate a wide selection of automated court forms, such as Ontario Small Claims Court, POA, Landlord & Tenant, family law, and more.\n\nuLaw is matter-driven, meaning users can process the clerical duties of their law firm simply by processing a legal matter.\n\nThrough powerful algorithms and analytics, uLawPractice also transforms data into meaningful business insights within the customizable dashboard. Users can gain an overview of recently modified matters, upcoming events, contacts, and real-time law news relating to the business’ area of interest.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6d570952-dd70-4742-a2f5-b8147956493e.png","url":"https://www.softwareadvice.co.uk/software/263585/ulawpractice","@type":"ListItem"},{"name":"Uku","position":10,"description":"Uku is a powerful, beautifully designed, and remarkably easy-to-use accounting practice management solution built for ambitious firms that want to grow, not just get by.\n\nBorn in Scandinavia and also trusted by accounting teams across the UK, USA, and Canada, Uku redefines what’s possible for practice management - making your firm more efficient, more profitable, and more client-focused.\n\n# What Makes Uku Unique?\nUku is engineered for simplicity and speed. Every task, deadline, and client interaction is automatically tracked and managed, so nothing slips through the cracks. Your team spends less time on admin and more time on meaningful work, with workflows that just make sense - no steep learning curve, no clutter, and no wasted time.\n\nUku’s automated billing is a game-changer. What once took days now takes just 30 minutes - freeing up your team and accelerating your cash flow. Whether you bill by the hour, by project, or by service, Uku adapts to your needs and integrates seamlessly with leading accounting software like QuickBooks, Xero, and e-conomic.\n\nAutomated reminders and transparent billing ensure you never miss an invoice and always get paid on time.\n\nUku brings every essential tool for modern accounting practice into one intuitive platform:\n\n# Advanced CRM: Keep all client data, agreements, and communication organized and accessible.\n\n# Task Management & Automated Workflows: Assign, track, and automate recurring tasks so your team never misses a beat.\n\n# Time Tracking: Capture every billable hour with ease—manually, via stopwatch, or browser extension.\n\n# Automated Billing & Invoicing: Create and send invoices in minutes, not days, with flexible billing models.\n\n# Email Automation: Send reminders, updates, and requests automatically, reducing manual follow-up and keeping clients informed.\n\n# Secure Client Portal: Collaborate and share documents with clients in a branded, secure environment.\n\n# E-signature: Get documents signed quickly and securely, speeding up client onboarding and approvals.\n\n# Performance Analysis & Reporting: Instantly see team productivity, client profitability, and business trends—so you can make smarter decisions.\n\n# Integrations: Connect Uku with QuickBooks, Xero, e-conomic, Microsoft 365, and more for a seamless workflow.\n\n# Mobile & Browser Extension: Manage your work anywhere, anytime.\n\n# Why Firms Choose Uku\nUku isn’t just a collection of features - it’s a smarter, more supportive way to run your firm. Our passionate team is dedicated to your success, offering hands-on onboarding and responsive support that helps you get real results from day one.\n\nFirms using Uku report saving ~12 hours every week, reducing errors, and increasing profitability by over 20% in their first year.\n\nExperience the difference with Uku - where powerful automation, seamless collaboration, and real results come together to elevate your accounting practice.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e35ccb9d-7774-4671-924e-4da939886b4f.png","url":"https://www.softwareadvice.co.uk/software/410895/uku","@type":"ListItem"},{"name":"MYOB Acumatica","position":11,"description":"MYOB Acumatica is Australia & New Zealand's #1 all-in-one cloud enterprise resource planning (ERP) solution. This customizable ERP system provides real-time visibility and control over all aspects of the business. This includes financials, inventory, customer relationships, and project management. It caters to a range of industries, such as manufacturing, construction, distribution, and professional services. It offers industry-specific capabilities to meet the unique needs of each organization.\n\nMYOB Acumatica assists with accounts payable and cash management. The system offers reporting and analysis tools. This allows businesses to maintain a view of their financial operations and make informed, data-driven decisions. Additionally, the platform integrates all business processes into a single, all-in-one system. This enables seamless management of financials, customers, projects, and reporting.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/121f5721-b308-43d4-8f01-42a64eccb7f5.png","url":"https://www.softwareadvice.co.uk/software/261933/myob-advanced","@type":"ListItem"},{"name":"Basil","position":12,"description":"Basil is a comprehensive management software designed for accounting and CPA firms. It offers a wide range of features to streamline operations and enhance client service. It caters to professionals in public practice, bookkeeping, and tax preparation.\n\nThe software presents an intuitive user interface that simplifies daily tasks. It includes a client portal for secure document sharing, unlimited eSignatures, time tracking and billing, CRM, document editing, and a calendar feature. It also offers mobile app access for convenience. Basil centralizes client data and communications, making firm management more efficient. Collaboration tools such as chat and task management aid in team coordination.\n\nBasil ensures data security by storing all information on Amazon Web Services with high-level encryption. This gives firms the confidence that their data is private. Basil also offers round-the-clock customer support and complimentary onboarding services to help users maximize the platform's potential. The mobile application enables access to files and document signing on the go.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/669902e8-ddf5-42e9-b3f8-8999e111b03c.webp","url":"https://www.softwareadvice.co.uk/software/450600/Basil","@type":"ListItem"},{"name":"Mango Practice Management","position":13,"description":"Mango Practice Management is a cloud-based, all-in-one practice management solution that is a game-changer for professional service firms to automate processes for Time & Expense Tracking, Invoicing, Scheduling and Payments Processing.  Key features include Due Date Management, Document Management System, Online Payments to include Credit Card and ACH Processing, a Practice Management Reports Center and other feature to streamline the management of your firm.\n\nMango Practice Management works with CPA Accounting Firms, Bookkeeping Agencies, Consulting Firms, Legal Firms and any other business that needs to track and manage time effectively. It provides a complete 360-degree view of all Client information to include Invoice History, Payment History, Contacts, Note History, Email History, Engagement Management and more. The Appointments calendar integrates with Google Calendar letting you access appointments on any mobile device.  Our Dashboards provide key information at a glance.\n\nMango Practice Management is complete with a Client Portal to facilitate online payments handling all Credit Cards and ACH transactions. Documents can be shared in the Document Management System and are available to clients in the Portal. Clients can upload documents with customizable email notifications.  All data is secure with full encryption during transfer and at rest. \n\nPricing is available with a monthly subscription.  We can import Clients, Open Invoices and Open Time Records (WIP) from your existing solution.  Big and small firms are up and running in a half day or less.  Our implementation and training is so streamlined, we don't charge extra for this service.  Support is available via Phone, Email, Virtual Meetings and Live Chat.\n\nMango’s all-in-one solution for accountants includes:  \n\n- Time & Billing  \n- Project, Task, and Workflow Management  \n- Document Management  \n- Engagement Letters  \n- Secure File Sharing & eSignature  \n- Payments & Online Invoicing  \n- Client Collaboration Portal \n- Integrated Email & Communication\n- Capacity Planning & Workload Insights\n- Reporting and Analytics \n- Role-Based Permissions & Security Controls","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c8622c46-e455-4e7b-abb4-b3f2d7d68516.png","url":"https://www.softwareadvice.co.uk/software/367762/mangobilling","@type":"ListItem"},{"name":"Fatture in Cloud","position":14,"description":"Fatture in Cloud is the invoicing software that helps you manage your business.\n\nIn a few minutes, you can create and send e-invoices to another business, to your private customers or to the government administration. \n\nYou can also create and send quotes, keep real-time control of your business performance and more.\n\nWith Fatture in Cloud, you can also give access to your bookkeeper to manage your invoice and F24.\n\nFatture in Cloud is available as web software or mobile app.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4798daa4-a865-428b-b3a1-9c425c33100b.png","url":"https://www.softwareadvice.co.uk/software/243987/fatture-in-cloud","@type":"ListItem"},{"name":"Jetpack Workflow","position":15,"description":"Jetpack Workflow is a cloud-based accounting workflow management solution that accelerates and automates bookkeeping operations for accounting firms. With over 70 workflow templates available and an integrated template builder on hand for custom workflows, Jetpack workflow allows professionals to focus on every step of the bookkeeping process,  ensuring that no task gets left behind. For critical deadlines, users can set jobs to automatically reoccur on a daily, weekly, or monthly basis with powerful scheduling capabilities. \n\nJetpack Workflow can keep up with how much work is completed and identify which task needs to be completed next, helping teams stay on top of any project. To streamline team collaboration, Jetpack centralizes all documents, notes, and messaging in one centralized location for quick access. \n\nJetPack Workflow can easily sync with Quickbooks Online to seamlessly integrate billing and payroll.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2f0cf1c5-4956-493e-9748-53be9758a515.png","url":"https://www.softwareadvice.co.uk/software/267987/jetpack-workflow","@type":"ListItem"},{"name":"QuickBooks Online Accountant","position":16,"description":"Quickbooks Online Accountant is a Quickbooks-based accounting practice management solution designed for accounting firms to grow their business, manage all their clients and projects, and work and access their clients’ QuickBooks Online data. Quickbooks Online Advanced allows businesses to attract clients through the Find-a-ProAdvisor network, which enables businesses to list their firm in Quickbooks' OA ProAdvisor directory.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8ccfa249-a813-4c5f-9ecf-95a64f4ceca2.png","url":"https://www.softwareadvice.co.uk/software/233578/quickbooks-online-accountant","@type":"ListItem"},{"name":"SuiteFiles","position":17,"description":"Who is SuiteFiles for?\n\nSuiteFiles is built for accounting and professional services firms — typically 5 to 100+ staff — who are tired of managing disconnected tools just to get client work done. If you're a practice manager, firm owner, or operations lead juggling SharePoint, Dropbox, DocuSign, a separate client portal, and email — SuiteFiles was designed for exactly your situation.\n\nWhat does SuiteFiles do?\n\nSuiteFiles is an intelligent workspace that brings documents, email, client collaboration, and workflows into one system built on Microsoft 365. Instead of switching between apps, your team works in a single platform where everything is connected:\n\n• Document management — Centralized cloud storage with version control, full-text search, metadata tagging, and templated folder creation. • Email management — Save and organize Outlook emails and attachments directly into client folders. • Client portal — A branded, secure space where clients upload, download, review, and sign documents — no app download required. • Unlimited e-signatures — Built-in digital signing with no per-envelope fees for engagement letters, tax returns, and compliance docs. • PDF tools — Convert, annotate, and merge documents natively. • Workflow automation — Auto-create folders, generate documents from templates, assign tasks, and manage approvals. • Integrations — Deep connections with Microsoft 365, Xero Practice Manager, MYOB, IRIS, Karbon, QuickBooks, and HubSpot.\n\nOur approach to AI\n\nAI in SuiteFiles is built with intention — embedded into the workspace to reduce admin and cognitive load, not bolted on as a buzzword. We focus on practical, purposeful AI that helps your team work smarter without adding complexity to your day.\n\nWhat makes SuiteFiles different?\n\nMost firms aren't using one bad tool — they're using five decent ones that don't talk to each other. SuiteFiles replaces the fragmented stack with one workspace where work moves from start to finish without getting stuck between systems.\n\nBecause SuiteFiles is built on Microsoft 365 (SharePoint and OneDrive), your data stays in your Microsoft environment. You retain full ownership, benefit from enterprise-grade security (ISO 27001, GDPR, SOC 2), and your team keeps working in the Microsoft apps they already know — Word, Excel, PowerPoint, and Outlook — with real-time co-authoring built in.\n\nGetting started\n\nSetup takes 1–3 weeks with guided migration and zero downtime. SuiteFiles handles data migration from local servers, Dropbox, Google Drive, or existing SharePoint setups — typically over a weekend. Your team receives live training and tailored onboarding so adoption is immediate, not months away.\n\nTrusted by accounting and professional services firms across Australia, New Zealand, the UK, and North America.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e198bc29-9ebb-47dc-9d6f-dd975a648551.png","url":"https://www.softwareadvice.co.uk/software/250960/suitefiles","@type":"ListItem"},{"name":"Request Finance","position":18,"description":"A suite of financial tools to make life easier - crypto organizations & freelancers use Request for invoices, expenses, payroll and accounting.\n\nTrusted by 2300+ businesses\nWe work together with leading organizations in DeFi to create a seamless financial experience.\n\nUsers can pay their grantees, employees, vendors and contractors with cryptocurrencies in a compliant, secured and professional way.\n\nUseres can get their invoices paid in Crypto\nIt just takes a few minutes to send a compliant and professional invoice in fiat or crypto currency.\n\nSuite of Tools:\n\n1. Invoice Management for companies\n-Manages crypto bills each month with smooth process, professional design, compliance, multiple integrations (like Gnosis or Metamask), security and great customer support. \n\n\n2. Invoicing for Freelancers\n- All-in-one platform to manage invoices.\n-Create a professional crypto invoice in minutes or pay it a few clicks in local currency or cryptocurrency. \n-Get the best user experience with features such as real-time status update, payer reputation, escrow, and more.\n\n3. Payroll\n-Simplify and automate payroll management using crypto.\n-In just a few minutes users can generate compliant payslips & pay them in crypto.\n\n\n4. Expenses\n-Reporting and paying expenses are quite an issue for companies. \n\n\n5. Accounting\n-Connect Request to an accounting software like Cryptio, Xero or Quickbooks.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a03a16ab-4204-4cec-908e-dc6db49366cd.jpeg","url":"https://www.softwareadvice.co.uk/software/384515/request-finance","@type":"ListItem"},{"name":"Datamolino","position":19,"description":"Datamolino is a cloud-based data entry and invoice processing solution. It caters to small businesses and accounting firms. Datamolino uses optical character recognition (OCR) technology to extract data from invoices and receipts automatically. It can capture details like vendor names, invoice numbers, line item descriptions, quantities, and amounts. The data is then exported to accounting software like Xero, QuickBooks, and Sage. This eliminates the need for manual data entry and ensures accurate records.  \n\nUsers simply upload or email their invoices and receipts to Datamolino and the data is extracted and exported automatically. Datamolino offers customer support to help users set up and configure the software. Support is available via email, phone, and live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59c61463-3fa7-4384-9912-1f646a830b32.png","url":"https://www.softwareadvice.co.uk/software/320530/datamolino","@type":"ListItem"},{"name":"Fieldguide","position":20,"description":"Fieldguide is an AI-powered engagement software platform for audit and advisory firms. It streamlines the entire lifecycle of any engagement including SOC 2, PCI, HITRUST, ISO and more. Fieldguide caters to professionals at audit and advisory firms who manage security, compliance and risk assessments.  \n\nThe platform provides end-to-end automation for visibility, consistency and control across clients, engagements and frameworks. This ranges from readiness assessment to the final audit report. Fieldguide's modern engagement features increase efficiency and reduce manual work and errors. It does this by keeping staff happy and reducing tedious tasks. Fieldguide improves the client experience through first-class collaboration. This reduces miscommunications and boosts client satisfaction. The software has an intuitive and flexible approach that works for a single practice or an entire firm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/342e7891-a7fc-47f0-8acd-6df4a2b32b1d.png","url":"https://www.softwareadvice.co.uk/software/256333/fieldguide","@type":"ListItem"},{"name":"CS Professional Suite","position":21,"description":"CS Professional Suite is on-premise and cloud tax and accounting solutions that help streamline workflows and enhance profitability across all organizational operations. Designed for small to large businesses, it provides several modules that help automate a variety of tasks inside and outside the businesses.\n\n\nKey features of CS Professional Suite include modules for accounting, auditing, taxation, payroll, document management, website design and online client services. Additionally, it provides advisory services to transform business growth via consulting and content strategies.\n\n\nCS Professional Suite provides native mobile applications for iOS and Android devices. The prices of the product are available upon request. Customer support is provided over the phone and via online methods.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5daca85e-da07-41b6-a719-871662322378.png","url":"https://www.softwareadvice.co.uk/software/130519/cs-professional-suite","@type":"ListItem"},{"name":"Client Hub","position":22,"description":"Client Hub is accounting practice management software designed to help accounting and bookkeeping firms manage daily work with more consistency and fewer bottlenecks. The cloud based platform provides a centralized environment where teams can coordinate tasks, communicate with clients, and manage documents without relying on fragmented tools.\n\nRather than tracking work across email threads and disconnected systems, Client Hub gives you a clear operational view of client work. You can organize responsibilities by client and service type, monitor progress across engagements, and quickly identify items that are stalled due to missing information. This visibility helps teams stay aligned, reduce rework, and maintain predictable workflows.\n\nClient Hub also simplifies client interaction. Requests for information, questions, and file uploads are delivered through a secure client portal and mobile app, giving clients a clear and consistent way to respond. Because communication is tied directly to the related work, conversations remain easy to follow and less likely to be missed, improving response times and overall client experience.\n\nDocument handling is built directly into the workflow. Files are collected and stored in one system with structured internal and client facing organization, reducing time spent searching for information and supporting cleaner handoffs between team members.\n\nThe platform integrates with QuickBooks Online and Xero to support accounting workflows by identifying uncategorized transactions and prompting follow up through structured client requests. This connection helps firms act on accounting data faster and keep work moving without unnecessary delays.\n\nCore capabilities include tools to organize and monitor client work across multiple engagements, workflow support for repeat services and ongoing accounting responsibilities, client messaging that stays connected to tasks and related documents, secure client access through a web portal and mobile app, automated prompts that remind clients when action is required, centralized document collection with clear internal and client access controls, QuickBooks Online connectivity to surface missing or unclear transactions and built in methods for converting accounting activity into client follow up","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9daf0b06-acf9-4bb0-9f01-b0fcec5d4b1a.png","url":"https://www.softwareadvice.co.uk/software/462149/Client-Hub","@type":"ListItem"},{"name":"Jamku","position":23,"description":"Jamku is an Online Practice Management Software for Certified Public Accountants, Chartered Accountants, Company Secretaries, Tax Consultants & Advocates.\n\nBeing a software for Practice Management, Jamku has all the features needed to manage an office, right from Compliance, Tasks, Clients, Password, Digital Signature, File Upload, Attendance, Inward Outward, Expense, Bulk Email & SMS to so much more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4ff1bf51-61d2-4e73-84c3-e524adda9fa7.png","url":"https://www.softwareadvice.co.uk/software/349446/jamku","@type":"ListItem"},{"name":"Caseware","position":24,"description":"Caseware delivers a complete, secure audit and assurance platform trusted by accounting firms around the world. Our unified platform connects every stage of the engagement—from planning and risk assessment to review and completion—so teams can collaborate seamlessly and deliver work with confidence. With 30+ years of industry partnership and a deep commitment to audit quality, Caseware helps firms achieve faster turnaround, stronger client relationships, and greater peace of mind knowing their data is protected.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4223121b-1c31-404b-ba19-4ff8f748cb84.jpeg","url":"https://www.softwareadvice.co.uk/software/71779/caseware-idea","@type":"ListItem"},{"name":"Assembly","position":25,"description":"Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. \n\nAssembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. \n\nAssembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/23ec8283-c9be-4b46-a87c-268d5f835522.png","url":"https://www.softwareadvice.co.uk/software/187576/Assembly","@type":"ListItem"}],"numberOfItems":25}
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