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Software Status:Active

About ProCharted

ProCharted is a practice management software from ProCharted designed for accounting firms. It provides workflow management, client management, time tracking, billing, and a notification center so firms can efficiently manage operations. Users can manage due dates and workflows across the firm while keeping centralized client records. Additionally, the software allows tracking and recording of time on work items, enabling accurate billing through branded invoices. Automatic notifications and @ mentions help keep teams informed about important updates. Key capabilities: Workflow Management Client Management Time Tracking Billing Notification Center Best for: accounting firms that need to manage their practice effectively.

ProCharted Details

Vendor
ProCharted
Year Launched
2021
Location
4170 Still Creek drive, Suite 200 Burnaby BC, V5C 6C6
Deployment
cloud
Training Options
documentation, live online
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese
Users
Accountants CPA's Bookkeepers
Industries Served
Healthcare, Education, Finance, Retail
Tags
Accounting, Practice Management, ProMarketing Solutions

ProCharted's In-App Market Place

Does ProCharted have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr.), CNY (¥), INR (₹), RUB (₽)

Pros & Cons

  • Comprehensive platform: Offers a wide range of features to manage various aspects of your accounting practice, including workflow management, client management, time tracking, billing, and more.
  • Cloud-based: Provides flexibility and accessibility, allowing you to access the software from anywhere with an internet connection.
  • Scalability: Can accommodate businesses of all sizes, from small firms to large enterprises.
  • Customization options: Allows you to tailor the software to your specific needs and workflows.
  • Security: Prioritizes data security with bank-grade encryption and compliance with industry-leading standards.
  • Pricing: May be higher compared to other options, especially for larger firms or those with complex requirements.
  • Learning curve: May have a steep learning curve, especially for users who are new to practice management software.
  • Limited integrations: May have fewer integrations with other software applications compared to some competitors.
  • Vendor support: The quality and responsiveness of vendor support can vary.

ProCharted's Support Options

ProCharted's Alternatives