PracticePro 365

Additional features

Centralized client database

Store and manage all client information in one place.

Contact management

Track interactions with clients and potential clients.

Communication history

View all communication with clients, including emails, phone calls, and meetings.

Document management

Store and organize important client documents.

Opportunity tracking

Manage sales pipelines and track the progress of potential clients.

Flexible time tracking options

Track time using timesheets, timers, or manual entry.

Project-based tracking

Assign time to specific projects and tasks.

Activity tracking

Track non-billable activities, such as administrative tasks.

Timesheet approvals

Implement a workflow for approving timesheets.

Integration with payroll

Export time data to your payroll system.

Automated billing

Create and send invoices automatically based on time entries and project rates.

Flexible billing options

Choose from different billing methods, such as hourly, fixed fee, or retainer.

Payment tracking

Track invoice payments and send reminders to clients.

Online payments

Accept online payments from clients.

Integration with accounting software

Export billing data to your accounting software.

Tax engagement letters

Generate tax engagement letters automatically.

Tax return preparation

Organize and manage tax return data.

Tax filing

Electronically file tax returns.

Tax compliance

Stay up-to-date on tax laws and regulations.

Calendar management

Schedule appointments, meetings, and deadlines.

Resource management

Allocate resources to projects and tasks.

Conflict resolution

Avoid scheduling conflicts by checking availability.

Integration with Outlook and Google Calendar

Sync your calendar with other scheduling tools.

Budget creation

Create budgets for projects, departments, and the entire firm.

Expense tracking

Track expenses against budget.

Revenue forecasting

Forecast future revenue based on historical data and projections.

Variance analysis

Identify variances between budgeted and actual amounts.

Project planning

Create project plans with tasks, deadlines, and resources.

Task management

Assign tasks to team members and track progress.

Collaboration tools

Facilitate collaboration among team members.

Time tracking

Track time spent on projects.

Reporting

Generate reports on project status and performance.

Expense tracking

Capture and categorize expenses.

Expense reports

Create expense reports for reimbursement.

Integration with credit cards

Import credit card transactions automatically.

Policy compliance

Ensure compliance with expense policies.

Customizable dashboards

Create dashboards to visualize key metrics.

Real-time data

Access real-time data on your firm's performance.

Key performance indicators (KPIs)

Track important KPIs, such as revenue, profitability, and utilization.

Reporting

Generate custom reports to analyze your firm's data.

Template library

Create and store templates for common engagement letters.

Variable data

Populate engagement letters with client-specific information.

E-signature

Allow clients to sign engagement letters electronically.

Automated delivery

Send engagement letters automatically to clients.