The Business Case for Practice Engine

The Technology
Business Case
CRM
Reporting
Time Billing
Integration
 Staff Dashboard
Portfolios
Fact Sheets
Where to see it
The Vendors
Why choose PE?
Reviews
Slideshow
Home

Client Webinars

Practice Management for growing
and innovative CPA firms.

  • a true enterprise level solution - multi-organization, multi-office, multi-department, multi-currency, multi-national.
  • comprehensive CRM capability with user defined attributes for contacts, clients, staff
  • outstanding reporting capability - comprehensive and very fast
  • time billing with a new perspective
  • easily integrated with tax, accounting, and document mangagement systems
  • customizable staff and client dashboards
  • on-screen key performance indicators
  • on-screen portfolios of WIP, A/R, billing, collection
  • digital invoicing (pdf via email)
  • multiple client (grouped or not) invoicing
  • supports CPE tracking, comp time, and other customizable "time sheet extenders"
  • outstanding workflow features - assignable tasks with due dates, target dates, budgets, actual time incurred
  • controlled client intake via "assurance" and user defined questionnaires
  • multi-currency and multi-national addressing

Are legacy client/server applications
limiting the future of your firm?

 

"Partners love the flexibility of
reporting and the portfolio views.
They also often take advantage of
billing from home or on the road.
Staff enjoy both the simplicity and
the ability to work with a solid
web-based system."

 

 

 

/p>