Practice management software you can count on
The intelligent choice for managing engagements
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Ensure teams are working efficiently to provide clients with the value they demand. Quickly understand engagement profitability, progress and identify issues.
Monitor all of your engagements in one central location - with easy access from anywhere so you can make course corrections quickly.
Leverage built-in roles for easy rights and access management or create permissions based on specific engagement needs with security on par with large banks.
Intelligent Processing
Easily track and review the engagement workflow, see tasks assigned to you, drill down into an engagement, explore and resolve issues.
Visualise your engagements with customisable dashboards to see your entire workload at a glance. Track your progress, monitor WIP, add your gadgets and share your dashboard with others.
See what your team and client is doing as it happens, with a Timeline view of the progress of engagements in real-time.
Time & Billing
Client Portal
Collaboration Tools
Increase project and staff productivity with our Time and Billing software - A powerful workflow tool enabling practices, agencies and consultancies to manage time recording, reporting, clients, project costs and invoicing.
Our client portal solution empowers accountants to manage and store engagement related communications accessible by the entire team, with all communications, activities, messages and files stored and viewed in one convenient online engagement file.
Collaboration tools to help accountants work together - collaborate remotely on real-time data with our intelligent cloud solutions to quickly improve practice efficiency whether remote working, at a client's site or in the office.
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