Practice Management

Venture-backed US practice-management leader; $66M Series B and Aider acquisition bring native AI close.

Bootstrapped, compliance-heavy practice management used by 15,000+ US and international tax-and-bookkeeping firms.

NYC-based agentic platform deploying AI preparer agents inside US accounting firms.

Wolters Kluwer's cloud suite for Swedish accounting, audit, and tax firms — Bokslut, Skatt, Revision, Practice Management.

US practice-management incumbent adding a native AI Bookkeeping module for summer 2026.

AI-native audit and advisory engagement platform, co-engineered with KPMG.

Vienna-HQ DACH AP/bookkeeping automation deployed at ~50,000 companies and 900+ tax firms; Visma-owned.

Fortnox's firm-side add-on — client collaboration, time reporting, and engagement management inside Sweden's dominant ledger.

The pragmatic mid-market Kanzleisoftware for German tax practices, strong on day-to-day Steuerberater workflow.

Thomson Reuters' CS Professional Suite tax engine — the most-used US tax-prep software at the nation's largest firms.

The UK's incumbent compliance suite for accountancy firms — accounts production, tax, and practice on one cloud platform.

The cloud-native Kanzleisoftware challenger — Stollfuß's web-first suite for modern German tax practices.

Visma's practice suite for Swedish accounting firms — project, time, invoicing, and client handling across the Visma customer base.

UK-native, HMRC-and-Companies-House-aware practice management, built for small and mid practices.

Wolters Kluwer's integrated cloud suite for UK accountancy firms — practice, tax, accounts production, and AML.

Swedish family-owned software group with a specialised byråprogram for accounting, tax, and payroll firms.