{"best_for":["CPA firms","Enrolled Agents","Bookkeeping services","Small to medium accounting practices"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/acounta","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/acounta.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-000.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: acounta (https://aitoolsforbusiness.ai/acounta)"},"features":["Client Portal: A branded interface where clients can upload documents, track status, and engage with the firm.","AI Document Handling: Uses AI to read and tag documents collected via the portal, email, or text.","Workflow Automation: Supports the creation of customized workflows to manage priorities and automate task assignments.","E-Signatures: An integrated system for sending and collecting digital signatures on documents.","Document Management: Secure cloud storage for firm files with a dedicated sync app for Windows.","Invoicing and Billing: Tools for creating, sending, and tracking client invoices.","Calendar Scheduling: Automated meeting scheduling that syncs with calendars and sends links to clients."],"freshness_status":"fresh","name":"acounta","pricing_note":"Standard pricing is $99 per user per month. An introductory offer is available at $65 for the first user and $45 for each additional user. Annual plans are available at $540 per user per year.","pricing_url":"https://acounta.com/pricing","primary_category":"Finance & Accounting","profile_last_verified":"2026-06-05T12:06:41.098Z","secondary_categories":[],"short_description":"Acounta is a cloud-based practice management platform for accounting firms that integrates document management, client portals, and workflow automation.","slug":"acounta","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/acounta","use_cases":["Tax Season Coordination: Using automated workflows and AI document tagging to manage client data during tax deadlines.","Client Communication Management: Centralizing client interactions, emails, and texts in one dashboard.","Digital Document Collection: Allowing clients to upload files directly to a secure portal instead of using email attachments.","Practice Time Tracking: Monitoring hours spent on specific projects to support client billing."],"website_url":"https://acounta.com/"}