Best project management software for accountants in 2025

Accountants need project management software that helps them organize client work, track tax season deadlines, and manage compliance projects efficiently. Whether you're handling multiple clients during tax season, coordinating audit preparation, or managing year-end close processes, the right tool keeps everything organized and moving forward. Instead of juggling spreadsheets, emails, and sticky notes, these tools bring structure and visibility to accounting workflows.

With effective project management software, accountants can organize client projects, track deadlines, manage document workflows, and coordinate with team members—all in one place. These tools are especially valuable during busy seasons when you need to manage multiple clients simultaneously, ensure nothing falls through the cracks, and keep clients informed without overwhelming them with details.

Best project management software for accountants in 2025

Here are the top project management software solutions that help accountants manage client work, track tax season deadlines, and organize compliance projects efficiently:

• Breeze
• Asana
• Monday.com
• ClickUp
• Smartsheet
• Trello
• Wrike
• Airtable
• Basecamp
• Notion

1. Breeze

• Pricing: Starts at $9 per user/month with all features included.
• Rating: 4.4/5 on Capterra

Breeze is simple yet powerful project management software that lets you manage accounting workflows and client projects effectively. Instead of juggling spreadsheets and emails, many accountants use Breeze to organize client work, track tax season deadlines, manage compliance projects, and coordinate with team members. It gives you a clear workflow for accounting needs, replacing scattered documents and email chaos with organized boards and task assignments. There's no steep learning curve—just the essential tools you need to keep client work organized and moving forward.

If you want to learn more about how Breeze supports accounting workflows, visit our detailed overview.

Accounting project management key features:

• Client project organization: Organize each client's work as a project with clear stages, deadlines, and owners.
• Tax season deadline tracking: Track tax deadlines, filing dates, and extension deadlines with clear visibility.
• Document management: Keep tax documents, financial statements, and compliance files organized with related projects.
• Compliance project tracking: Track audit preparation, compliance reviews, and regulatory requirements.
• Client communication: Share read-only status updates with clients without giving them full system access.
• Team coordination: Assign tasks, track progress, and coordinate with team members during busy seasons.

Why Breeze is a great choice for accounting project management:

• Flexible project management: Use Breeze's project management features to organize accounting workflows your way.
• Client-focused organization: Treat each client as a project with clear stages, deadlines, and deliverables.
• Deadline management: Never miss a tax deadline or compliance requirement with clear visibility.
• Document organization: Keep all client documents, tax forms, and compliance files in one organized place.

What people think about Breeze:

"I love the email notifications for comments on important tasks + email reminders on projects and tasks. The time tracking functionality is great. I can analyze my team's performance and identify opportunities for improvements to efficiency."

Source: Capterra

2. Asana

• Pricing: Free for basic use, premium features start at $10.99 per user/month
• Rating: 4.5/5 on Capterra

Asana provides a flexible platform for task and project management, allowing accountants to organize client work, assign tasks, and monitor progress. Its collaboration features are particularly useful for accounting teams working on multiple client projects, and the free plan makes it accessible for smaller firms.

Why Asana is a good choice for accounting project management:

• Client project organization: Organize work into projects for each client with clear hierarchies.
• Deadline tracking: Set due dates and track tax season deadlines with calendar views.
• Task assignment: Assign tasks to team members and track progress across multiple clients.
• Document sharing: Attach tax documents, financial statements, and compliance files to tasks.
• Timeline view: Visual timeline to plan tax season and see how client work connects over time.
• Mobile access: Manage projects and tasks from mobile devices during busy seasons.

If you're interested in tools similar to Asana then we have made a list of Asana alternatives.

What people think about Asana:

"I like how notifications are set up, and it constantly keeps me in the loop. I especially been saved a few times when it notifies me that I left a comment but forgot to post it."

Source: G2

3. Monday.com

• Pricing: Starts at $8 per user/month
• Rating: 4.6/5 on G2

Monday.com offers customizable workflows and automation features that can be tailored to accounting needs, from tax season management to client onboarding. Its visual interface and automation capabilities help accounting teams manage complex client projects more efficiently.

Why Monday.com is a good choice for accounting project management:

• Customizable workflows: Build workflows that match your accounting firm's specific processes.
• Client management: Track multiple clients with custom boards and status columns.
• Automation: Automate repetitive tasks like deadline reminders and status updates.
• Visual dashboards: Create dashboards to track tax season progress and client status.
• Document integration: Connect with document storage tools to keep files organized.
• Multiple views: Switch between board, timeline, calendar, and other views.

If you're interested in tools similar to Monday.com then we have made a list of Monday.com alternatives.

What people think about Monday.com:

"The visual layout allows me to quickly see where everything stands at a glance for me and my team. I also appreciate that it is sortable, customisable, and very easy to use so onboarding new staff is uncomplicated for the basic features. I use monday every single day to keep track of projects, tasks and my team."

Source: G2

4. ClickUp

• Pricing: Free for basic use, with premium plans starting at $9 per user/month
• Rating: 4.6/5 on Capterra

ClickUp is an all-in-one project management tool that offers features like task management, document sharing, and goal tracking, making it suitable for accounting firms aiming to streamline their operations. Its free plan and comprehensive feature set make it a strong option for accounting teams of various sizes.

Why ClickUp is a good choice for accounting project management:

• All-in-one platform: Task management, documents, goals, and time tracking in one place.
• Client workspaces: Create separate workspaces for different clients or project types.
• Customizable views: Switch between list, board, calendar, and timeline views.
• Deadline tracking: Set and track tax deadlines and compliance requirements.
• Document management: Store and organize tax documents, financial statements, and compliance files.
• Automation: Automate workflows to reduce manual work during busy seasons.

If you're interested in tools similar to ClickUp then we have made a list of ClickUp alternatives.

What people think about ClickUp:

"ClickUp has everything we need to manage our projects. The free plan is great, and the all-in-one approach means we don't need multiple tools."

Source: Capterra

5. Smartsheet

• Pricing: Starts at $7 per user/month
• Rating: 4.4/5 on G2

Smartsheet provides a spreadsheet-like interface with project management features, including Gantt charts and collaboration tools, ideal for accountants who need to track client deadlines and compliance requirements. Its familiar spreadsheet format makes it accessible for accounting teams comfortable with Excel.

Why Smartsheet is a good choice for accounting project management:

• Spreadsheet interface: Familiar Excel-like interface that's easy for accountants to learn.
• Client tracking: Track multiple clients and their deadlines in spreadsheet format.
• Gantt charts: Visual timeline view for planning tax season and tracking deadlines.
• Compliance tracking: Track compliance requirements, audit preparation, and regulatory deadlines.
• Collaboration tools: Share sheets, add comments, and collaborate in real-time with team members.
• Automation: Automate workflows and notifications to save time during busy seasons.

What people think about Smartsheet:

"The collaboration within the team has improved significantly. I also find the filters to be very useful. We moved our trackers from Excel to Smartsheet, and it works much better now, even in terms of how it feels to use. I have to say, the forms have made things a lot easier for us. I really like the tick boxes - something soo simple, but makes a bit difference."

Source: G2

6. Trello

• Pricing: Free plan available, paid plans start at $5 per user/month
• Rating: 4.8/5 on Capterra

Trello's board and card system offers a visual approach to project management, making it easy for accountants to track client work and deadlines. Its simplicity and adaptability make it a popular choice for accounting teams that want something easy to learn and use, especially during busy tax seasons.

Why Trello is a good choice for accounting project management:

• Visual boards: Simple card-based interface that's easy for accounting teams to understand and use.
• Client organization: Create boards for each client or use lists to organize by project type.
• Free plan: Basic features available at no cost for small accounting firms.
• Deadline tracking: Set due dates on cards and use calendar view to see all deadlines.
• Easy collaboration: Assign tasks, add comments, and share files directly on cards.
• Mobile apps: Access boards and manage tasks from mobile devices.

If you're interested in tools similar to Trello then we have made a list of Trello alternatives.

What people think about Trello:

"Trello is perfect for our accounting firm. It's simple enough for everyone to use, and the visual boards help us track client work and tax season deadlines."

Source: Capterra

7. Wrike

• Pricing: Free plan available, paid plans start at $9.80 per user/month
• Rating: 4.2/5 on G2

Wrike is a collaborative work management platform that helps accounting teams plan projects, track progress, and collaborate effectively. Its robust features and free plan make it suitable for accounting firms that need advanced project management capabilities.

Why Wrike is a good choice for accounting project management:

• Project planning: Advanced planning tools with Gantt charts and task dependencies.
• Client management: Organize client work into projects with clear workflows.
• Custom workflows: Create workflows that match your accounting firm's processes.
• Reporting and analytics: Track project progress and team performance with reports.
• Free plan: Basic features available at no cost.
• Integration capabilities: Connect with other tools your accounting firm uses.

If you're interested in tools similar to Wrike then we have made a list of Wrike alternatives.

What people think about Wrike:

"I appreciate Wrike because it allows us to customize our workflow and adjust it over time to create the ideal platform. Over time it feels like it we designed it ourselves. The customer care team was helpful when we were starting out."

Source: G2

8. Airtable

• Pricing: Free plan available, paid plans start at $10 per user/month
• Rating: 4.6/5 on G2

Airtable combines the familiarity of spreadsheets with the power of a database, making it ideal for accountants who need to track client information, manage deadlines, and organize compliance data. Its flexible structure works well for accounting firms with diverse data management needs.

Why Airtable is a good choice for accounting project management:

• Spreadsheet-like interface: Familiar spreadsheet view that's easy for accountants to use.
• Client database: Organize client information, deadlines, and project status in one place.
• Multiple views: Switch between grid, calendar, kanban, and gallery views.
• Deadline tracking: Track tax deadlines, filing dates, and compliance requirements.
• Document organization: Attach tax documents and financial statements to client records.
• Free plan: Basic features available at no cost for small teams.

If you're interested in tools similar to Airtable then we have made a list of Airtable alternatives.

What people think about Airtable:

"I like the fact that Airtable can be used as the central foundation for storing data coming in from different sources and manage them in different tables."

Source: G2

9. Basecamp

• Pricing: Personal plan is free, Business plan starts at $99/month flat rate
• Rating: 4.1/5 on G2

Basecamp is simple project management software that helps accounting teams keep track of what needs to be done without getting lost in unnecessary complexity. Its flat-rate pricing and simple interface make it a good choice for accounting firms that want straightforward project management with built-in communication.

Why Basecamp is a good choice for accounting project management:

• Simple task lists: Create, assign, and check off tasks with to-do lists that are easy to manage.
• Client projects: Create separate projects for each client or project type.
• Centralized workspace: Tasks, messages, files, and schedules live together so nothing gets lost.
• Real-time communication: Built-in messaging and comment threads keep everyone on the same page.
• Flat-rate pricing: Predictable monthly cost regardless of team size.
• Client access: Share specific projects with clients without giving them full access.

If you're interested in tools similar to Basecamp then we have made a list of Basecamp alternatives.

What people think about Basecamp:

"Basecamp's simplicity is perfect for our accounting firm. The flat-rate pricing works well for our budget, and everyone finds it easy to use."

Source: G2

10. Notion

• Pricing: Free plan available, Team plan starts at $8 per user/month
• Rating: 4.5/5 on G2

Notion is flexible project management software that combines to-do lists, calendars, and documentation in one clean workspace. It gives accounting teams a simple way to create tasks, organize client work, and stay on top of deadlines, while also serving as a knowledge base for accounting procedures and compliance requirements.

Why Notion is a good choice for accounting project management:

• All-in-one workspace: Tasks, documents, wikis, and notes in one organized space.
• Client databases: Create databases to track client information, deadlines, and project status.
• Knowledge base: Build a knowledge base for accounting procedures and compliance requirements.
• Task management: Create tasks in lists, boards, or calendars.
• Document organization: Store and organize tax documents, financial statements, and compliance files.
• Free plan: Basic features available at no cost for small teams.

If you're interested in tools similar to Notion then we have made a list of Notion alternatives.

What people think about Notion:

"Notion helps our accounting firm keep everything in one place. We use it for project management, client tracking, and as a knowledge base for accounting procedures."

Source: G2

Takeaway

The best project management software for accountants goes beyond basic task tracking. It helps you organize client work, track tax season deadlines, manage compliance projects, and coordinate with team members—all in one place. Whether you're a solo practitioner or part of a larger firm, project management tools bring structure to accounting workflows, improve client communication, and help you stay on top of deadlines. Look for software that fits your workflow, integrates with your existing tools, and provides the right balance of features for your specific needs. With the right project management tool, you can keep client work organized, deadlines tracked, and compliance projects moving forward—all while staying focused on delivering excellent service to your clients.