Practice Management 2012 Pricing
Includes online user guides, technical support and upgrades for (1) ONE calendar year from purchase date. DOES NOT include training. Prices are based on the number of concurrent users. Add 35% for Multi-Offices. Tax season licenses available for $100, license valid from January 1 - April 30. Groups larger than 20, contact a sales representative for pricing.
Client Portal Lite - File Transfer Only
Each package includes 30 days retention of files on the web servers. $3.00 per GB for additional storage per month. Unlimited Clients and Users. Additional Storage will be added to every package. Calculated per gigabyte of storage space per month. Fees for overages will be charged at the end of each month/quarter. Yearly Package must match total amount stored.
- 5GB Package - $360
- 15GB Package - $480
- 35GB Package - $840
- 365 Day File Retention - $100
Client Portal
Manage client projects, invoicing, payments, messaging and secured transfer of documents all from the online portal. Branded as your site with direct login from your web page. Multiple client entity and folder support, Messaging, Email Marketing and Bill Pay. Can be used stand alone or completely integrated into Practice Management.
- 5GB Package - $720
- 15GB Package - $960
- 35GB Package - $1,200
- 365 Day File Retention - $100
Productivity Tools
Purchase any 2 Productivity Tools for $400, 3 Productivity Tools for $500 and 4 Productivity Tools for $600
For details on each productivity tool check our web site integrations page. Each tool can be used to import contact information. Use the excel importer to bring in contact information from your tax program.
- QuickBooks Sync - $250
- Microsoft Outlook Sync - $250
- Lacerte Sync - $250
- Microsoft Excel Importer - $250
Credit Card Processing
Required for Merchant Services processing within Practice Management or the Client Portal. This is a one-time fee.
- Credit Card Processing - $150
- Credit Card Reader - $90/ea
Access to Live Webinars and\or Online Training Video's
- Basic: How to Use Practice Management 2012
- Administrator: Step by Step Configuration & Setup
- Advanced: Management, Billing, Workflow & Documents.
- Live Webinar Access for 1 year - $500.
- Access to 3 Online Training Videos - $240
- Complete Training Packages
Live Webinar Access for 1 year and 2 hours Personal Web Training - $700
Access to 3 Online Training Video's and 2 hours Personal Web Training - $450
On-Site Professional Consultation
Consultation, Installation & Training. Services provided by the hour at $170/hour with a one day minimum. Travel fees and expenses charged separately, a detailed list can be provided upon request. Additional hours will be charged at $170/hour plus any additional expenses above the estimate below upon departure.
Personal Web Consultation
Installation / Configuration / Training on any given subject. 2 hour minimum. Each additional hour is billed at $120/hr. Remote Administration $120/hr. Monthly/Quarterly Contracts Available
Looking for more information? Download the Price Form and Licensing Agreement or contact one of ours sales representatives.
Renewal Fees Apply. Yearly, Semi-Annual, or Monthly License renewal subscription is required for all continuing customers. Renewal Fee is based upon the software price at the time of renewal, price is subject to change. IMPORTANT: Technical Support for Practice Management is limited to technical issues or errors that are directly related to installing or operating the Practice Management software only. Best practices, methods, processes are considered consultive training and are available for purchase. Information on features and how to operate our software is available for free only on our website in our User Guides section. and not available through tech support. OTP is not responsible for maintaining or troubleshooting your network, computer equipment, or other software. Technical Support does not include training, setup or configuration questions. Comprehensive training for Practice Management is available on an hourly basis or in a training package. You must possess basic computer skills (e.g. browsing directories and copying files from one place to another) and meet all Minimum hardware specifications to obtain support.
