Why Breeze
●Why choose Breeze
Find out why Breeze is the best project management software
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How Breeze stacks up against other project management tools
For teams
●Marketing
Launch campaigns, track conversions, align team.
●Creative
One creative hub, track progress, better collaboration
 
●Sales
Boost sales, better engagement, close more deals
●Remote work
Help your remote team connect and work together.
 
●Managers
Plan projects, track progress, and centralize work
●Developers
Ship faster with agile planning & smooth workflows.
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Key features
●Project management
Manage projects from start to finish
●Task management
Organize tasks, collaborate, prioritize, and analyze
●Kanban tool
Use Kanban boards to track your work and manage projects
●Time tracking
Track time and fill out timesheets effortlessly
 
●Project reporting
Keep track of your work and stay on top of your team's progress
●Project calendars
Get your whole team together on one shared calendar
●Project timeline
See deadlines and how tasks connect across projects
●Team workload
Manage workloads fairly and effectively
 
●Project automation
Automate routine tasks and focus on important work
●Project customization
Do your best work in your own style
●Chat
Real-time chat in projects and teams
●Web forms
Build forms and collect feedback
 
●Project roadmap
Create roadmaps for products, projects, marketing, and more.
●AI
Ask questions about your projects.
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Learn
●What's new
Learn what's new in Breeze and get the latest updates
●Articles & guides
Hub for project management, productivity, planning, and more
●Help center
Find answers in our guides or talk to our support team.
Getting started
●Breeze overview
Learn more about Breeze, main features, and benefits
●Video tour
A short video to guide you through Breeze
●Sample project boards
See how Breeze can help your team get organized
Discover
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Breeze on the go with your mobile device
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  • Teams |
  • Project management for accountants

Project management for accountants

Run month-end close, client deliverables, and audit prep in one place. Use templates and checklists, assign work, track deadlines on a calendar, and share read-only updates with clients and auditors.

Accounting project board with close, filings, and audits

Teams of all sizes use Breeze to manage their projects and get work done.

Everything you need for month-end close and client deliverables

Close checklists and templates

Standardize month-end and tax work

Use templates for month-end close, quarterly filings, and tax prep. Create checklists once and reuse them across clients. Assign owners, set due dates, and track progress from not started to done.

Accounting project board with close checklists
Deadlines and workload

Hit every filing date

See all deadlines on a calendar and timeline: VAT/GST, payroll, corporate tax, audits, and reviews. Balance workload across the team so nothing slips during busy season.

Accounting team workload and calendar
Documents and versions

Keep files with the tasks that move them

Attach P&Ls, trial balances, bank recs, and workpapers directly to tasks. Track versions and comments, @mention teammates, and keep an audit trail of changes.

Accounting task with documents, versions, and comments
Share updates with clients and auditors

Clarity without extra logins

Send read-only links for boards, tasks, or calendars so clients and auditors can see status and dates without accounts. Keep communication in one place.

Accounting reporting charts and read-only dashboards

Breeze features accountants actually use

Reduce close stress, keep client work organized, and never miss a deadline. Templates, timelines, and sharing built for accounting teams.

  Breeze Others
Recurring close checklists and filings V X Manual lists create errors and drift
Client folders and documents V X Files scattered across email and drives
Calendar and timeline for deadlines V X Missed filings and date clashes
Read-only links for clients and auditors V X No extra accounts to manage
Exports and roll-up reports V X Hard to share status with stakeholders

Why accounting teams choose Breeze

Firms and in-house teams run close and client work as projects. Stay organized, communicate clearly, and hit every deadline.

Rating on G2 4.2 out of 5 *
4.2/5 on G2
Rating on Capterra 4.5 out of 5 *
4.5/5 on Capterra
Rating on Getapp 4.5 out of 5 *
4.5/5 on Getapp

A special shout out to @BreezeTeam for having not only a great #projectmanagement tool, but for also having exceptional customer service!! Thanks!!

Kim Atkinson avatar Kim Atkinson, Foundery
See more customers

Common questions

How do we run month-end close across clients?

v

Create a close board with templates for journals, reconciliations, reviews, and sign-off. Assign owners and due dates, then track items from not started to done.

Can I automate recurring filings and reminders?

v

Yes. Set monthly, quarterly, and annual tasks for payroll, VAT/GST, corporate tax, and reports. Breeze sends reminders so deadlines are not missed.

Where do workpapers and reconciliations live?

v

Attach P&Ls, trial balances, bank reconciliations, and workpapers to tasks. Track versions and comments so the latest file is always clear.

How do we collaborate with clients and auditors?

v

Share read-only links to boards, tasks, calendars, or reports. Clients and auditors see status and dates without creating accounts.

Can I see deadlines on a calendar and balance workload?

v

Yes. Use calendar and timeline views to visualize filings and reviews, and use workload to spread assignments during busy season.

Do you support review and approval steps?

v

Model reviews as checklist steps. @mention reviewers, record comments, and keep a clear audit trail of changes and sign-off.

Is setup fast, and what does it cost?

v

Start from a close template, add your steps, invite your team, and begin in minutes. Pricing is $9 per user per month with a free trial.