Integration that eliminates double-entry will transform your firm
The flexible design of Practice Management enables users to painlessly share contact information between other programs and allow for endless integrations - a necessity for today's office management environments.
Included Integrations
Practice Management 2012 has several integrations that come standard to help you. Printing from Dymo Label printers is quick and easy. Select a contact and with one click you'll have an individual label in your hands. Need directions and a map to client's office or home? It's simple with one click to with out Google Maps integration.
Practice Management integrates with the Microsoft Office programs Word, Excel and Outlook. Most reports can be exported directly to Word and Excel. Our new Microsoft Office Add-On tool bar saves Microsoft Office files directly into Practice Management. You can also create time cards for payroll or billing inside of Microsoft Office.
Your Tax Programs Integrated
Import your data from your tax software or sync it with your existing contacts. Enter new contacts into your tax software and import them with any changed contacts into Practice Management 2012. Any changes to a contacts' information can be sent from Practice Management to your tax software. Choose which method works best. You can also transfer spouse, dependents, partners and other related records. No more double entry! Enter data in only once.
Create any contact information in a Microsoft Excel file and import your data directly into Practice Management. Match up each cell with the fields on the contacts tab and import contacts name, address, phone number and more. Laser App, a widely accepted forms tool for Financial Planners providing over 10,000 fund forms in fillable PDF format. Simply maintain your contact and financial data in Practice Management and the press the Laser App button. Laser App will populate all forms with the selected clients information.
Quickbooks Sync
The sharing of critical data like customers, employees, vendors and item codes, enables users to save time and resources by reducing the chance of data entry errors and eliminating duplicate entries between these programs. The export time cards option allows you to create payroll for your staff and bill your clients. Utilize all of our workflow benefits including billing and tracking A/R in Practice Management, taking advantage of incredible reporting and metrics, and then export invoices and payments to Quickbooks.
Practice Management 2012 integrates with Intuit's QuickBooks® 2007 - 2012 products--including QuickBooks: Pro, Premier and Premier Accountant Edition.
Microsoft® Outlook™
Integrate Microsoft Outlook calendars, contacts and tasks from Practice Management 2012 schedules, contacts and tasks. Sync all information in real-time. Bring in Outlook email for review, reading and storing in the document management system. Outlook sync is done easily and securely. This feature works with Outlook and Exchange.
Practice Management 2012 integrates with Microsoft Outlook 2007 and 2010
Client Web Portal
Practice Management 2012 provides Client Portal and Client Portal Lite. The full power of portals including document transfer, email campaigns, project status, messaging and invoice paymnet can be found in the complet web portal. Client Portal Lite offers simple confidential document transfer only. You can transfer documents to and from your clients securely, reliably, and quickly. No longer do you need to email "Confidential Information" through the internet. DropFolder uses SSL encryption and one of the most recognized companies in the industry to store and transfer your data, Rackspace Cloud.
Your client receives an email with a link and easy to understand instructions. They can also send you documents and you will be notified by email. Their documents will then appear in your Document Manager ready for you and your staff. Your client doesn't need any extra software to use the Client Portal, only an internet browser. No client management is necessary, Client Portal uses available client information in Practice Management to send documents.
