The next generation of accounting deserves a better class of business tools
In uncertain times, in an industry of maintaining the status quo, mediocrity has met its demise. Finally you can rise and take control of your business and your bottom line. Productivity will reign once and for all.
Retire your rolodex
All of your client's info, projects and tasks are in one place.
Micro-management is a thing of the past
Keeping track of your staff is made simple.
Recapture billing opportunities
All the tools you need to make more money.
Keep track of everything
Never lose a document again.
Never miss a deadline
All tasks for your office are maximized for optimal workflow.Retire your rolodex
Tracking projects, assignments and deadlines wonʼt keep you up at night anymore. Increased awareness through detailed summaries makes managing your business effortless. With Practice Management thereʼs no need to re-enter all your contact info to get started. Syncing with Microsoft Outlook and QuickBooks is simple, it allows you to track multiple contacts for any client. Everyone is at your fingertips. Practice Management helps you track, respond, and delegate every call that comes in. Pick up the phone and know exactly what you or your staff discussed on the last call with your client. You can now get rid of the pad of paper on your desk when you use our digital note pad. If you need to scribble down some thoughts, an idea for a client, or have something that's not quite a project or to-do. Keep as many notes as you want. Maintaining order and structure to your firm is no longer a dream.
Micro-management is a thing of the past
Delegation doesnʼt have to be stacks of sticky notes, lists and daily meetings. With Practice Management everyone will be on the same page with instant access to vital information. Now you can ensure your staff is effective by real time assignment review. Your calendar, their calendar, the firms' calendar, all together or separate. See as much detail as you want, when you want, with a click of your mouse. Practice Management prioritizes items that need to get completed, simply create a task and delegate it to anyone. Understand what needs to be addressed and when, whether for you or your entire office. Imagine how smooth your office will run with better delegation and fewer interruptions.
Recapture billing opportunities
With Practice Management built-in features ensure all time is recorded, so you won't waste time. Record time worked for payroll, billing or both. Track mileage and expenses too. Say goodbye to expense spreadsheets and cumbersome invoicing. No need to spend countless time compiling and changing invoices, just send it. We know you want to know everything about billing: your time, invoices, and payments. Sometimes you need to dig a little deeper, investigate client questions or staff billing concerns. Practice Management gives you the power. With over 80 reports to help you understand every aspect of your billing, you will be pleased with the results. Select, view, and print every report customized how you want it.
Keep track of everything
Make your business more secure and more transparent with Practice Management. Going paperless is easier now than ever before. Don't worry about having your documents locked away in a format you can't access. We use your existing document structure and are proud to be non-proprietary. You can import any document you have or simply create a new document from Word™ template. Once you have all your documents in the system, you can send documents for review to staff members via the activity list. Forget the dozen emails with twelve different attachments and mix ups, one document and no wasted emails. You can also update the status for a project from here as well, allowing you to change statuses as you work, how you work. To further that concept, we are proud to announce a Microsoft® Add-in which allows you to create timecards directly from Word™, Excel™, PowerPoint™, Outlook™, and any other Microsoft™ supported program. Practice Management makes your life and workflow easier and more fluid, allowing you to work more and manage software less.
Never miss a deadline
The activity list functions like an inbox for all open items to be completed. Be it a phone call that needs to be made, a project that needs to be worked on, or an approaching scheduled appointment. As you click on an item in your activity list, Practice Management will take you to the relevant section and contact. At any given time you will always have three items selected, a contact, a section tab, and a staff member. Each selection is interconnected with the other and allows the user to always have all the necessary information within just a few clicks as they move through the work that needs to be done. As you work on the things that you need to get done, Practice Management will constantly surround you with anything else you may need.
