Create projects, and assign tasks to yourself or teammates. Track progress to see what's due, when, and next. Filter by client or assignee to track status in real-time.Smart Alerts For You & Clients
You will get regular notifications of important jobs and due dates. Not only this, but you can also automatically chase clients for missing information by email or text.Manage All Types of Jobs
Create, assign and monitor jobs in most convenient way. Whether it is a self-assessment, VAT filing or annual accounts management you can track its status by reports.Client Onboarding and Agreements
Automate client onboarding with simple login process. Send built-in “Letter of Engagement or Agreements” get their e-sign in minutes without leaving your workflow.
Maintain Clients Timeline
Send Emails & SMS
Assign Jobs To Team
Manage Agreement Service
Explicit Jobs’ Reporting
Client’s Related Reports
Track Projects seamlessly
Practice Manager’s smart dashboard offers complete whole business overview from total clients to due jobs. Monitor team performance, projects status and upcoming task from anywhere, anytime right on your phone or PC.