Practice management for accounting and tax firms.
Key Features
- Client database with assigned services and engagement details
- Recurring task calendar for returns, audits and filings
- Allocate work to staff and track completion
- Prepare quotations, invoices and payment reminders
- Dashboard for deadlines, client workload and fee receivables
Suitable For
Businesses, professionals and organizations seeking a configurable software solution in this category.
Implementation Notes
Hosting, domain, third-party subscriptions, API integrations, data migration, custom development and ongoing support are included only when explicitly stated in the quotation. Confirm the final scope, licensing and deployment requirements before purchase.
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