Tasks and projects

7 Best Project Task Management Software for Accountants

7 Best Project Task Management Software for Accountants
Ekaterina Ryzhikova
March 30, 2021
Last updated: April 15, 2021

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Bitrix24

This is one of the most well-known brands in the project management sphere. It is powerful and versatile. For reasons of safety and confidentiality, large enterprises opt for its on-premise version. Small organizations generally prefer the cloud version. It easily integrates with Gmail inbox, Mailchimp and many other solutions.

In Bitrix24, you can arrange your data on a Kanban board.

Pros

●      A vast range of tools

●      Access to a large ecosystem of solutions

Cons

●      A steep learning curve

●      A slightly outdated interface

Free of Charge Plans

●      5 GB storage memory and up to 1000 emails from the CRM per month

Pricing

●      Starting from $19 per month for a maximum of 2 users


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Asana

This piece of project management software is equally efficient for handling projects and stand-alone tasks. It is famous for its sleek design, intuitive interface, and the extensive capabilities of its basic, free plan. Asana enables its customers to view and manage their projects, use custom templates, assign tasks to different users and set timelines for them, establish dependencies, attach and share files and track the process of reaching the milestones.

Those who purchase a paid plan can enjoy a 30-day trial period.

Pros

●      A cool mobile app

●      Drag-and-drop file sharing

●      Excellent timelines

Cons

●      Limited calendar functionality

●      No chat for private messages

Free of Charge Plans

●      Up to 15 team members, with unlimited tasks, projects and messages

Pricing

●      Starting from $10.99 per individual per month


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Basecamp

This solution enjoys the greatest demand not among accountants but in creative industries. It lacks client profiles and thus might not be the most obvious option for accounting. However, it enables you to add an unlimited number of clients and projects, create to-do lists, exchange messages and use time-tracking tools.

If you are a student, get in touch with the Basecamp team. You might get a free account!

Pros

●      Affordable pricing

●      An easy learning curve

●      Opportunities to handily manage several projects simultaneously

Cons

●      Not the best solution for time-tracking and resources allocation

Free of Charge Plans

●      Up to 20 users, 3 projects and 1GB of storage space

Pricing

●      $99 per month flat for the whole team, with a free 30-day trial period


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Zoho Projects

Just like Basecamp, this project management software lacks client profiles. Yet it relies on an extensive ecosystem of Zoho products, from a CRM to a billing system. Not all the product range might be immediately relevant for accountants. Still, it is nice to realize that the developer offers multiple tools for team collaboration, task automation, reporting and so on. And you can easily integrate them into your workflow once you need them. Zoho Projects enables you to use Gantt charts, timesheets, a chat and a forum.

Zoho Projects features a worthy bug tracker.

Pros

●      Affordable pricing

●      Easy integration with other Zoho solutions, Google Apps and Dropbox

Cons

●      A high learning curve

●      Mediocre task search capabilities

Free of Charge Plans

●      Up to 3 users, 2 projects, 10MB attached files

Pricing

●      Starting from $5 per individual per month


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Clickup

This project management software is so powerful and functional that newbies need to spend a lot of time figuring out how it operates. For accountants, a large part of Clickup's capabilities would be excessive. Nevertheless, you should be impressed by custom statuses, hierarchy, drag-and-drop reordering, recurring checklists and draft tasks. The other prominent features that deserve to be mentioned are the workload chart, multitask toolbar, bulk rescheduling, team templates and task mentions. Users can switch between 4 viewing modes.

For newbies, there is a comprehensive Wiki.

Pros

●      Equally efficient for both teams and solo workers

●      A nice dashboard view

Cons

●      A weird interface

Free of Charge Plans

●      Unlimited tasks and members, 100MB storage

Pricing

●      Starting from $5 per individual per month


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Monday.com

Originally, this project was known as DaPulse but underwent a rebranding later. While it cannot be characterized as client-centric, it allows you to use Gantt charts, create an unlimited number of boards, customize the forms and conveniently track deadlines. Users get access to over 20 varieties of columns, custom tags and private boards.

You can share your boards with guests who are not registered in the system.

Pros

●      Amazing visualization

●      Extensive functionality

Cons

●      Lack of powerful task dependencies

●      Lack of an opportunity to assign comments to team members

Free of Charge Plans

●      A free plan is available only to students and non-profit organizations

Pricing

●      Starting with $8 per individual per month, with a 14-day trial period


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Wrike

Back in 2003, this project management solution was among the first ones to switch to cloud format. Today, it is popular predominantly among large enterprises. Yet if you are a solo worker, you might still want to try it because its functionality is rather impressive. Wrike allows you to manage tasks and subtasks, work with Gantt charts, and share dashboards and real-time reports with scheduled notifications. You can assign collaborators to your tasks and fine-tune permissions for groups and individuals.

Wrike easily integrates with RSS, Excel, Salesforce and MS Project.

Pros

●      Good time-tracking tools

●      Nice and useful graphical analytics

Cons

●      A perplexing interface

●      Limited functionality of the mobile app

Free of Charge Plans

●      Up to 5 users, 2GB storage space

Pricing

●      Starting from $9.80 per individual per month


All the solutions mentioned in this article are cloud-based. You will not need to buy their full license or attend costly training to start using them. Besides, all of them have mobile versions, which comes especially handy for freelance and remote accountants. Try the solutions from this review at no cost first and then select the one that suits you best.

Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
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