ONLINE SOFTWARE FOR ACCOUNTING FIRMS
WORKFLOW-DRIVEN PRACTICE MANAGEMENT
Designed by accountants, for accountants.
(You'll notice the difference immediately)
Change the way you charge out, and transform your firm's profitability.
Allocate time to specific jobs, and jobs to staff.
Create new jobs on the fly, in bulk, or automatically.
Keep staff focussed by setting the order in which each job is created.
View the progress of each job in a glance, and keep an eye on which are overdue, completed or ready to invoice.
Receive automated emails from Practice Manager informing you and your staff of their progress.
Keep up-to-date with resource allocation, job status, overdue jobs and more.
Know how your team is performing, with instant efficiency reports.
Track other KPIs, and drill down to job, team member and invoice item to identify anything that needs changing.
The 'My Timesheets' page in Practice Manager makes recording time spent on jobs easy.
Enter units or start/end time, and view daily, weekly and monthly summaries.
With Practice Manager it's easy to price your jobs up-front, and track your write-ons.
Choose specific jobs you want to apply an agreed fee to, or run your entire firm this way.
Because every job is different, Practice Manager lets you edit each invoice as you see fit.
You can also see at a glance WIP vs. write-ons and write-offs, budget or minimum fee for the job as well as the value of all recent invoices for client.
Online software is truly revolutionising the way the world does business.
Access all the tools you need to run your firm from anywhere, at anytime.
