PracticePro 365

Store and manage all client information in one place.

Track interactions with clients and potential clients.

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

Store and organize important client documents.

Manage sales pipelines and track the progress of potential clients.

Track time using timesheets, timers, or manual entry.

Assign time to specific projects and tasks.

Track non-billable activities, such as administrative tasks.

Implement a workflow for approving timesheets.

Export time data to your payroll system.

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

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

Track invoice payments and send reminders to clients.

Accept online payments from clients.

Export billing data to your accounting software.

Generate tax engagement letters automatically.

Organize and manage tax return data.

Electronically file tax returns.

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

Schedule appointments, meetings, and deadlines.

Allocate resources to projects and tasks.

Avoid scheduling conflicts by checking availability.

Sync your calendar with other scheduling tools.

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

Track expenses against budget.

Forecast future revenue based on historical data and projections.

Identify variances between budgeted and actual amounts.

Create project plans with tasks, deadlines, and resources.

Assign tasks to team members and track progress.

Facilitate collaboration among team members.

Track time spent on projects.

Generate reports on project status and performance.

Capture and categorize expenses.

Create expense reports for reimbursement.

Import credit card transactions automatically.

Ensure compliance with expense policies.

Create dashboards to visualize key metrics.

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

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

Generate custom reports to analyze your firm's data.

Create and store templates for common engagement letters.

Populate engagement letters with client-specific information.

Allow clients to sign engagement letters electronically.

Send engagement letters automatically to clients.