Top 24 Tools for Accounting Firms Building Offshore Teams

Top 24 Tools for Accounting Firms Building Offshore Teams

Working with remote or offshore accounting teams brings unique challenges, but modern times have tools for accounting firms to overcome them. In this blog, we will discuss top accounting software that you should know about to run your remote team smoothly. 


Recent global events have changed how we work. Working from home is now the norm, making offshore accounting even more attractive.  

To work remotely, you need better communication, collaboration, and document security. This is the first step for accounting firms looking to offshore accounting or build a remote team – get clarity on their tech stack.  

The market is flooded with accounting software, especially since the pandemic. Many tools claim to be one-stop solutions for all your collaboration needs. Choosing the right tech stack saves time and money, advances digital accounting, and improves internal workflows.  

You don’t need to research every tool available because I’ve done it for you. Here are the top 24 tools for accounting firms to run your remote operations effectively. 

Top 24 Tools for Offshore Accounting Teams

Top 24 Tools for Offshore Accounting Teams

1. Communication and Collaboration Tools for Accounting Firms working Remotely

Zoom is one of the top collaboration tools for remote accounting teams. It lets you talk virtually to your team face-to-face, no matter where you are in the world.

Use Zoom for client meetings and team building to keep everyone connected despite the distance. The great thing about Zoom is that the links are shareable, and to have a meeting you just need to share the link. Unlike Teams, the person you are inviting for a video call doesn’t need to be a part of your team which makes it the right choice for client calls. This virtual tool keeps your accounting team on the same page, boosts efficiency, and ensures secure communication.

If you need to give instructions or explain a standard process to your offshore accounting team, you usually write a long email or schedule a meeting. Loom eliminates the need for both with an alternative that gets the job done smarter.  

Instead of lengthy emails explaining complex accounting tasks or new software features, accountants can record screencasts with voiceovers. This visually guides remote teams step-by-step, saving time and ensuring everyone is on the same page. It’s like having a mini video library for your offshore team to access anytime.

The unique way has made Loom a trending collaboration tool for remote teams. Accountants can easily record videos showing how to use accounting software or explain standard processes for their offshore team to follow.

Your offshore accounting team wants to connect for a face-to-face meeting. First, they email you to ask about your availability. Then, you check your schedule and reply. It’s a lot of hassle just to schedule a meeting. And the solution is straightforward, making Calendly one of the must-have collaboration tools for remote teams.

Calendly makes collaboration easier. Remote accounting firms use Calendly to check open meeting slots and book a slot that suits both parties. This streamlines scheduling, improves communication, and keeps offshore accounting teams engaged by giving them more control over their schedules.

When you work in an office, you use a whiteboard for strategic meetings and brainstorming sessions. Miro is that whiteboard, but virtual. Offshore accounting teams can share ideas, create flowcharts of complex processes, and collaborate in real-time. Miro makes it easy for your team to brainstorm and plan together, no matter where they are. 

If you have ever felt that you are not able to brainstorm at its best with your remote accounting firm, give a shot to Miro. It will become one of your favorite tools for accounting firm. 

Slack is a communication app, but it offers much more with its wide variety of API integrations which makes it one of the most amazing collaboration tools for remote teams. Let me explain. Slack notifies you of every single activity if you integrate it with your platform. So, if you want to stay up-to-date at lightning speed, use Slack. 

Here’s an example: Accounting workflows can become much more efficient with Slack integrations. When a new client record is created in your accounting software, Slack can trigger a flow to streamline onboarding. This flow automatically creates a dedicated Slack channel named after the client (e.g., #clientname_2024). This channel centralizes communication and documents, making it easy to keep everything organized. It also sends a welcome message introducing the team and outlining the next steps. This ensures a smooth and organized client experience from the very beginning. 

Offshore accounting teams can use Microsoft Teams to chat, share files, and video chat with colleagues or clients. It allows you to work together on documents like tax returns, assign tasks, and track deadlines all in one place.  

For clients, Teams provides secure access to submit documents on One Drive and stay informed about their progress. This tool streamlines collaboration, keeping everyone on the same page and ensures that tasks and deadlines are managed efficiently.

Google Workspace is a collection of Google tools perfect for small remote accounting firms not looking for a complex collaboration tool: 

  • Gmail: Streamlines communication with an easy-to-use email service. 
  • Docs, Sheets, and Slides: Enable real-time collaboration on financial reports and tax returns. 
  • Shared Drives: Keep client information organized and easily accessible. 
  • Calendar: Ensures everyone stays on top of deadlines and meetings. 
  • Security: Offers robust features to protect sensitive financial data. 

The tool enhances communication, collaboration, and organization, making it easier to manage your workload and keep your team coordinated. 

Is Microsoft Teams better than Slack for Accounting Firms?

On the surface, communication tools like Slack, Teams, and G Suite may seem similar, but there are key differences that set them apart. Understanding these differences is crucial when choosing tools for accounting firm. 

Make better decision with this detailed analysis - Slack vs. Teams vs. GSuite




G Suite 

Primary Function 

Communication & Collaboration Platform 

All-in-One Collaboration Suite 

Cloud-Based Productivity & File Sharing 


* User-friendly interface * Integrations with many tools * Strong for informal communication & team building 

* Integrates seamlessly with Office 365 * Strong file sharing & co-authoring features * Built-in video conferencing & calling 

* Secure cloud storage * Excellent document editing & creation tools * Familiar interface for Gmail users 


* Limited file sharing & co-authoring capabilities * Can become cluttered with many channels & integrations * Lacks built-in video conferencing 

* May require additional licensing for advanced features * Less customizable interface compared to Slack * Tighter integration with Office 365 products 

* Limited communication features compared to Slack & Teams * Not ideal for real-time collaboration 

Ideal For 

* Teams looking for a communication hub with integrations * Remote teams & project-based work * Companies with a casual work culture 

* Businesses using Office 365 heavily * Teams needing strong file collaboration & video conferencing 

* Businesses & individuals needing secure cloud storage & document editing 


Freemium (limited features), Paid plans based on users 

Freemium (limited features), Paid plans based on users & storage 

Free (limited storage), Paid plans based on storage & features 

2. Document Management Tools for Accounting Firms

SuiteFiles is a digital workspace designed specifically for accounting firms. It centralizes all client documents, financial records, tax returns, and internal files, ensuring secure and organized storage. When working in remote setting, DMS such as SuiteFiles become a one of must have tools for accounting firms. 

Key Features:

  • Centralized Document Storage: Store all documents securely in one place. 
  • Integration with Accounting Software: Seamlessly integrates with Xero and QuickBooks, eliminating double data entry. 
  • Workflow Automation: Automate tasks like document routing and reminder emails. 
  • Client Portal: Securely share documents and communicate with clients. 

FolderIt is a document management system (DMS) specialized for accountants and professional service firms. It helps accounting firms manage documents efficiently and securely. While offshoring accounting, you share data with your extended team and having a secure platform lets you manage your accounting firm operations efficiently. 

Key Features for Accountants: 

  • Document Version Control: Track different document versions to ensure everyone has the latest update. 
  • Permission-Based Access Control: Restrict access to sensitive documents based on user roles to minimize unauthorized access. 
  • Audit Trails: Maintain detailed records of document activity, essential for audits. 
  • Optical Character Recognition (OCR): Make scanned documents and PDFs searchable by extracting text. 

SmartVault is a tool designed to enhance document management for accounting firms. It streamlines processes, improves security, and boosts client collaboration. Here are its key features: 

  • Secure Document Storage: Cloud-based storage for tax returns, financial statements, and client records, reducing the need for physical storage. 
  • Automated Workflows: Automates repetitive tasks like document requests during onboarding or tax deadlines. 
  • Client Portals: Secure portals for sharing specific documents with clients. 
  • Integration with Accounting Software: Works seamlessly with QuickBooks and Xero. 
  • Compliance Features: Ensures compliance with data security regulations. 
  • Mobile Accessibility: Access documents from any device. 

3. Practice Management Software for Accounting Firms

Financial Cents is an accounting practice management software designed to eliminate the chaos of spreadsheets and sticky notes. Unlike generic project management tools, Financial Cents caters specifically to accounting firms, offering features that streamline workflows and boost communication. 

Here’s what sets Financial Cents apart: 

Centralized Hub: Manage everything from client tasks and internal communication to time tracking and files – all in one platform. 

Client Collaboration: Automate client data collection, share files securely, and assign tasks through a dedicated client portal. 

Focus on Efficiency: Free your team from repetitive tasks with automation features and gain real-time project insights through the workflow dashboard. 

Financial Cents offers a 14-day free trial, so you can experience the difference it can make in your accounting practice.

Just like Financial Cents, Karbon is an advanced work and communication platform designed specifically for accounting and professional services firms. It helps them deliver high-quality services through efficient planning, communication, and team collaboration. 

Here are Karbon’s key features: 

  • Advanced Collaboration: Offers a strong focus on team communication and collaboration with features like action-focused email management and centralized task views. 
  • Scalability and Customization: Provides more customization options for dashboards and workflows, potentially catering to larger firms with complex needs. 
  • Deeper Integrations: Integrates with a wider range of third-party tools like Zapier and Practice Ignition, offering greater flexibility for existing workflows. 

Karbon also offers a 14-day free trial.

Canopy is an all-in-one practice management system for accountants. Streamline workflows with bulk actions, AI-powered emails, and role-based task templates. Impress clients with a secure mobile portal for documents, e-signatures, and payments. Gain data-driven insights to optimize your firm’s efficiency. 

Canopy’s key features: 

  • Bulk Actions: Blast emails or assign tasks to multiple clients at once. 
  • Task Templates: Create standard tasks with deadlines and assign them by role (e.g., bookkeeping for tax season). 
  • Client Portal: Secure mobile app for document exchange, e-signatures, and payments. 
  • Flexible Billing: Set rates by client, service, or user for accurate invoices. 
  • Data Insights: Analyze firm data to track trends and identify areas for improvement. 

Canopy gives a 15-day free trial,

Jetpack Workflow focuses on simplifying task and deadline management for accounting firms, especially smaller ones. 

Key Features: 

  • Work Templates: You can create pre-defined workflows (templates) for common tasks. This eliminates the need to set up everything from scratch each time, saving you time and ensuring consistency in your processes. 
  • Automated Deadlines & Tracking: Jetpack Workflow helps you stay on top of deadlines by automatically assigning them to tasks. You can also track the progress of each task in real-time, giving you a clear picture of your workload and potential bottlenecks. 
  • Client Portal: It provides a secure online space for your clients. They can access documents you share, upload necessary information, and even monitor the progress of their work directly through the portal. This streamlines communication and keeps everyone informed. 

At its core, Jetpack Workflow is a workflow management platform and doesn’t provide buil-in invoicing feature.  

Jetpack Workflow also offers a 14-day free trial. 

Clickup is not particularly built for accountants but a good workflow management tool and cost effective too. ClickUp can be a helpful tool for your accounting practice, but it might not be a perfect replacement for dedicated accounting software. 

Key Features: 

  • Task Management: Organize and track tasks related to client engagements, tax deadlines, and internal projects. 
  • Automation Potential: Automate repetitive tasks to potentially increase efficiency. 
  • Communication Facilitation: Facilitate team communication through features like comments, chat, and document sharing. 
  • Customization Options: Customize ClickUp to potentially better suit the needs of your accounting practice. 

ClickUp gives a Freemium plan.

4. Automation Tools for Accounting Firms

Zapier is a powerful automation tool that connects different apps to streamline tasks for accounting firms. It helps automate repetitive processes, making your workflow more efficient. 

Key features for accounting firms include: 

  • Automating Data Entry: Automatically import weekly transaction data from your bank into accounting software like Xero or QuickBooks, saving hours of manual work. 
  • Client Reminders: Set up Zaps to automatically send reminder emails to clients about upcoming invoice or tax document deadlines, keeping everyone organized and avoiding late fees. 
  • Generating Reports: Automatically pull data from your accounting software to create up-to-date reports in Google Sheets, saving time and ensuring accuracy.

Make is a powerful tool for accounting firms that goes beyond traditional no-code workflow automation. Unlike linear and non-intuitive platforms, Make allows you to visually create, build, and automate complex tasks without limits. 

Key Features: 

  • Reconciling Accounts: Automate comparing bank statements with accounting records, highlighting discrepancies for review. This saves time and catches errors early. 
  • Custom Workflows: Create complex workflows combining multiple tasks. For example, when a new client signs up, Make can automatically create their account in your accounting software, send a welcome email, and add them to your project management system. 

5. Accounting Software

Quickbooks is known for its detailed and extensive feature set, which can be complex for beginners but is highly valued by professionals 

Key Points: 

  • Comprehensive accounting features, including payroll management, inventory tracking, and full financial reporting. 
  • Integrates with a multitude of third-party apps, enhancing its functionality. 
  • Offers both cloud-based solutions (QuickBooks Online) and desktop applications, giving flexibility in how it can be used. 
  • Pricing is more expensive than FreshBooks and Xero, especially as businesses scale and require more advanced features. 

Freshbooks is considered the most user-friendly for sole proprietors or small teams. It simplifies invoicing, time tracking, and project management, making it easy to manage finances without extensive accounting knowledge. 

Key Points: 

  • Strong invoicing capabilities, allowing easy client billing and budget management for projects. 
  • Includes time tracking and project management features. 
  • Simplifies expense tracking, making it user-friendly for those without an accounting background. 
  • Offers a lower starting price point but can become costly as additional features and clients are added.

Xero is for its clean, user-friendly interface and ease of use. However, it has a learning curve like QuickBooks when using more advanced features. 

Key Features: 

  • Strong inventory management features, more comprehensive than those offered by FreshBooks. 
  • Real-time financial reporting and easy integration with over 700 tools. 
  • Provides payroll solutions through a partnership with Gusto in the U.S. 
  • Competitive pricing that offers unlimited users across all plans, which is not typical for similar accounting software platforms. 

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      6. Tax Preparation Software

      Lacerte is a versatile tax software designed for all types of tax practices, excelling particularly in handling complex tax returns. It’s well-suited for accounting firms seeking comprehensive tax solutions. 

      Key Features: 

      • Over 5,700 forms and schedules, including specialized ones for complex scenarios like oil and gas depletion, consolidated corporations, and various IRS forms (1065, 1120, 706, 709, 990, 5500). 
      • Advanced diagnostics and a comprehensive set of tools for detailed tax case analysis. 
      • Cloud and desktop hosting options with QuickBooks integration. 
      • Features like e-signature and expanded e-file options. 

      UltraTax CS is designed for accounting firms focusing on automation and high efficiency, making it suitable for handling a variety of client types including individuals and corporations. 

      Key Features: 

      • Comprehensive federal, state, and local tax programs with advanced automation tools. 
      • Multi-state processing and advanced e-filing capabilities. 
      • Seamless integration with other Thomson Reuters solutions for an end-to-end workflow. 
      • High degree of customization and integration with other products. 

      Drake is a comprehensive tax software suitable for a variety of tax practices, from small to large firms. It’s known for its continuous innovation and cost-effectiveness. 

      Key Features: 

      • Combines tax preparation, accounting, and document management in one package. 
      • Cloud-based solutions for remote access and collaboration. 
      • Features like electronic filing, PDF storage, and an organizational system for a paperless office. 
      • High ratings for cost-effectiveness and value. 

      CCH ProSystem fx Tax is best suited for mid-size to large and international accounting firms that handle a high volume of complex returns. 

      Key Features: 

      • All-in-one solution with thousands of automatically calculating forms and schedules. 
      • Digital tax workflow capabilities to enhance user experience and productivity. 
      • Tools for electronic filing, data conversion, and integration with other Wolters Kluwer services. 
      • Comprehensive, integrated solution suitable for large-scale operations. 

      5 Steps for Solid Offshore Team Collaboration in an Accounting Firm

      5 Steps for Solid Offshore Team Collaboration in an Accounting Firm

      Ensuring successful collaboration with offshore teams is crucial for any accounting firm. Here are five essential steps to make this process smoother and more effective: 

      To simplify communication and keep everyone on the same page, use a common collaboration tool. A single platform for messaging, video calls, and project updates can significantly boost team synergy. Excellent tools include Zoom, Slack, Teams, and G Suite. These collaboration tools help maintain clear and consistent communication, fundamental for effective teamwork.

      When everyone follows the same processes, it reduces confusion and increases efficiency. Clear guidelines and standardized procedures are crucial for smooth operations. Establishing and enforcing standard operating procedures ensures all team members, whether onshore or offshore, are aligned and working cohesively. This uniformity helps maintain consistency in quality and productivity. 

      Effective communication is the backbone of successful offshore collaboration. Over-investing in communication means making a conscious effort to communicate more frequently and clearly than you might think is necessary. Regular check-ins, detailed updates, and transparent sharing of information can prevent misunderstandings and keep the entire team aligned with the project’s goals. Tools like Loom, Calendly, and Miro can facilitate enhanced communication.

      Secure document sharing protects sensitive information and ensures compliance with data protection regulations. It’s crucial for maintaining trust and integrity within the team. Using reliable document management tools like SuiteFiles, FolderIt, and Smart Vault can help in securely sharing documents. These tools ensure all team members have access to the latest versions of important documents while keeping data protected. 

      The right project management software helps manage projects effectively, track progress, and meet deadlines. It should be robust enough to handle the complexity of your projects and intuitive for all users. For accounting firms, some recommended tools include Financial Cents, Karbon, Canopy, Jetpack Workflow, and ClickUp. These project management tools are designed to streamline workflows and enhance productivity. 

      By using the right tools and processes, you can ensure that your team works seamlessly together, no matter where they are located.

      Concluding Thoughts

      Building a vast tech stack can seem overwhelming. Having the right tools at place can enhance productivity but also adding the wrong and unnecessary tools can over complicate things.  

      While picking out tools for your accounting firm, consider your requirements and scale of operations. Pick what streamlines operations and make collaboration easy.  


      1. How do you collaborate with an offshore team?

      To collaborate with an offshore accounting team, follow these tips –  

      • Use a Common Tool: Choose platforms like Zoom or Slack for communication. 
      • Standardize Steps: Create clear guidelines everyone follows. 
      • Communicate Often: Regular check-ins and updates keep everyone aligned. 
      • Share Documents Securely: Use tools like SuiteFiles to ensure access and security. 
      • Use Management Software: Select software like Financial Cents to manage projects efficiently. 
      2. How to track productivity and performance of remote accounting staff?

      To track the productivity and performance of remote accounting staff, start by assigning clear key performance indicators (KPIs) for each team member. Utilize project management tools such as Karbon, where you can assign tasks and keep track of progress effectively. For a simpler solution, consider using Jetpack Workflow, a straightforward practice management software designed for accounting firms. These tools help ensure that tasks are completed on time and that team members stay productive and accountable. 

      3. What tools do I need to manage remote accounting teams effectively?

      To manage remote accounting teams effectively, you need a basic tech stack including key tools: a project management platform like Karbon or Jetpack Workflow to assign tasks and track progress, communication tools like Zoom or Slack for seamless team interactions, document management tools like SuiteFiles for secure file sharing, and accounting software like QuickBooks for streamlined financial processes.

      4. How can I streamline communication between my onshore and offshore accounting staff?

      To streamline communication between onshore and offshore accounting staff: 

      Foster Cultural Exchange: Share cultural experiences to strengthen bonds and foster respect. 

      Utilize Effective Tools: Use collaboration tools for remote teams, such as: 

      • Teams: For seamless email and chat. 
      • Zoom: For video calls. 
      • Financial Cents: For project management. 

      Personalize Management: Adapt your management style to fit the cultural and individual preferences of your offshore team.

      Meet the author

      Author Image

      Namrata Jain

      EA, CA and Tax Lead at Credfino

      Namrata Jain is a Partner at Credfino, focusing on Tax for both Canadian and U.S. clients, including individuals and corporations. She's an Enrolled Agent (EA) and Chartered Accountant (CA) and brings over 12 years of experience in accounting and taxation.

      Author Image

      Namrata Jain

      EA, CA and Tax Lead at Credfino

      Namrata Jain is an Enrolled Agent (EA), Chartered Accountant (CA), and Partner at Credfino, focusing on Tax for both Canadian and U.S. clients, including individuals and corporations.

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