The ultimate accounting firm tech stack for 2025

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What to consider when building your accounting tech stack

Building out your tech stack to run and grow your accounting business is a big decision that shouldn’t be taken lightly. Because we are dealing with money and people’s financial livelihoods, you need to make sure that the tools you use make your clients feel safe, comfortable, and confident in your ability to help them.

Here are a few things to keep in mind when choosing your accounting tech stack:

• Security: Make sure that any cloud-based tools, that you are integrating bank transactions with, are secure. Also, make sure that any file-sharing tools you use to send documents with sensitive information, like your client’s SSN, use file encryption. The tools on this list should address both of these security concerns.
• Scalability: Depending on whether you’re a local CPA or a virtual accounting firm serving hundreds of clients, you’ll want to find tools that scale easily.
• Internal workflows: Make sure the tools you use support multiple internal users. From project management tools to practice management software, ensure they include team features.
• Client-facing workflows: Finding tools that make it easy for clients to download documents or interact with you is key to retaining your clients.
• Pricing: Depending on the size of your firm and your budget, pricing could be a concern. I included the price of each tool on this list so you can quickly see if it makes sense for you.
• Reviews from real customers: While online reviews should be taken with a grain of salt, they do give you some direction on whether or not a software company is reputable.

10 essentials tools for your accounting firm tech stack

Here are my top picks for the best tools to include in your accounting firm tech stack:

1. QuickBooks Online (best for bookkeeping businesses in the US)
2. Xero (best for bookkeeping outside of the US)
3. Keeper (best for bookkeeping reports)
4. Caseware (best for conducting audits)
5. Squarespace (best for building a website for local CPAs)
6. Webflow (best for building a website for virtual accounting firms)
7. Assembly (best for client portals and client experience)
8. Karbon (best for practice management)
9. ClickUp (best for internal project management)
10. Stripe (best for invoicing and payments)

1. QuickBooks Online

• Best for: Bookkeeping for US businesses
• Company founded in: 1983
• Price: 30-day free trial, then starts at $30 per month
• Reviews: G2: 4/5 star rating, Capterra: 4.3/5 star rating

2. Xero

• Best for: Bookkeeping for international companies
• Company founded in: 2006
• Price: 30-day free trial, then starts at $15 per month
• Reviews: G2: 4.3/5 star rating, Capterra: 4.4/5 star rating

3. Keeper

• Best for: Bookkeeping reports
• Company founded in: 2019
• Price: 7-day free trial, then starts at $8 per month
• Reviews: G2: 5/5 star rating

4. Caseware

• Best for: Conducting audits
• Company founded in: 1988
• Price: Not public information, need to book a demo
• Reviews: G2: 4.7/5 star rating, Capterra: 4.5/5 star rating

5. Squarespace

• Best for: Building a website for local CPAs
• Company founded in: 2004
• Price: 14-day free trial, then starts at $25 per month
• Reviews: G2: 4.4/5 star rating, Capterra: 4.6/5 star rating

6. Webflow

• Best for: Building a website for virtual accounting firms
• Company founded in: 2012
• Price: Free with Webflow domain, starts at $18/month with custom domain
• Reviews: G2: 4.4/5 star rating, Capterra: 4.6/5 star rating

7. Assembly

• Best for: Building client portals and client experience
• Company founded in: 2017
• Price: 14-day free trial, then starts at $59 per month ($39/month billed annually)
• Reviews: G2: 4.9/5 star rating, Capterra: 4.9/5 star rating

8. Karbon

• Best for: Internal practice management
• Company founded in: 2014
• Price: No free trial, starts at $59/month (billed annually)
• Reviews: G2: 4.8/5 star rating, Capterra: 4.7/5 star rating

9. ClickUp

• Best for: Internal project management
• Company founded in: 2017
• Price: Free, $7/member/month for teams
• Reviews: G2: 4.7/5 star rating, Capterra: 4.7/5 star rating

10. Stripe

• Best for: Invoicing and payments
• Company founded in: 2010
• Price: Free, 2.9% + 30 cent fee per transaction
• Reviews: G2: 4.3/5 star rating, Capterra: 4.7/5 star rating

How much is an accounting tech stack?

Service businesses are cash-flow businesses, and the tech costs can be surprisingly low compared to revenue. An average accounting tech stack might cost around $480/month, but it could be less depending on your specific needs.

Here's to building a world-class (and profitable) accounting practice!