Elephant is a practice management platform designed for small accounting and bookkeeping firms, covering workflow management, time tracking, billing, and a client portal within one tool.
Firms use the client portal to send and receive documents, communicate with clients via messaging, collect e-signatures, and issue invoices. Time entries can be associated with clients and converted to invoices, with recurring invoice support for firms on retainer arrangements. Payment processing is handled natively rather than requiring a separate integration.
The platform is notable for its user-feedback-driven development approach, with the product team actively incorporating requests from firms using the software. This tends to result in practical, practitioner-driven features rather than enterprise-focused complexity.
It is best suited for accounting and bookkeeping firms with 2–12 users, including administrative staff. Larger firms with more complex workflow or reporting requirements may find the feature set limiting.
Pricing
From $49.95 per user per month. 10% discount on annual billing. Free trial available (no credit card required).
Reviews
- G2: 4.4/5 (5 reviews)
- Capterra: 5.0/5 (4 reviews)
Features
Workflow Management
| Feature | Supported |
|---|
| List view | Yes |
| Kanban view | Yes |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | No |
| Task dependencies | No |
| Automations | Yes |
| Custom statuses | No |
| @Mentions | No |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | No |
| Custom fields | No |
| Tags | No |
| Notes | Yes |
| Leads | No |
| CRM sync (QBO) | No |
| CRM sync (Xero) | No |
Client Portal
| Feature | Supported |
|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Yes |
| Scheduling | No |
| E-signatures | Yes |
| White label/custom branding | Yes |
Email
| Feature | Supported |
|---|
| Outlook integration | No |
| Gmail integration | No |
| Shared inboxes | No |
| Email-to-task | No |
| Email templates | No |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | No |
Time Tracking & Billing
| Feature | Supported |
|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | Yes |
| Online payments | Yes |
| WIP tracking | No |
| Write up/down | Yes |
| Realization reporting | No |
| QBO invoice sync | No |
| Xero invoice sync | No |
Document Management
| Feature | Supported |
|---|
| Document storage | Yes |
| Folders | Yes |
| Folder templates | No |
| File sharing with clients | Yes |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | No |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | No |
Integrations
| Feature | Supported |
|---|
| QuickBooks Online | No |
| Xero | No |
| Outlook | No |
| Gmail | No |
| Zapier | No |
| Make | No |
| API | No |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|
| User roles | Yes |
| Custom permissions | No |
| 2FA/MFA | No |
| SSO | No |
| SOC 2 | No |
| Client access controls | No |
AI Features
| Feature | Supported |
|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | No |
| AI search | No |
Mobile
| Feature | Supported |
|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|
| Chat support | No |
| Email support | Yes |
| Phone support | Yes (immediate) |
| Dedicated rep | No |
| Onshore support | No |
| Free onboarding | No |
| Paid onboarding packages | No |
| Knowledge base/docs | Yes |