Simply enter company number, Practice Manager is smart enough to fetch all data from companies house, saving you time and minimizing errors at the same time.
Practice Manager allows you to access accurate information regarding clients, anytime and anywhere. A consolidated client list ensures that shared documents, notes, and client data are always accessible.
Practice Manager is equipped to send emails and SMS through numerous email addresses. It also stores email and SMS history. You can even schedule emails to multiple clients as well as individual clients.
Create large-scale projects or jobs, divide them into manageable tasks, and allocate them to yourself or your team. It made accountants' lives easier by creating jobs with one click and recurring jobs automatically.
Spend less time on new clients' login and more time getting to know your clients. Clients can join by filling simple form. Then clients can send documents, update information, and check deadlines on a free web portal.
Practice Manager, uploading documents is straightforward. Clients can upload or view their documents by logging into their accounts on the website. It also allows users to create folders and subfolders and upload documents.
You will receive regular alerts of your due jobs, you never miss a thing. You will also receive an alert anytime a client uploads a document, complete a form or updates their information.
Invoicing is a breeze with Practice Manager. You can set invoice templates, send and pay invoices in minutes. It also maintains a payment history and accepts individual invoice payments.
See what's due, when, and monitor progress in real-time. To better assign jobs and projects, filter your view by client or assignee. Also dashboard offers project details and clients.
I am a professional accountant in the UK and I started using Practice Manager just over a year ago. I would recommend this software for accountants and bookkeepers working in private practice.
Practice Manager lets you manage clients' finances and stay on top of their accounts. It offers consulting, accounting, tax calculation, VAT filing, and more. It's powerful for managing clients' finances.
Practice Manager has been a welcome addition to my practice, providing valuable income by increasing the efficiency of my business.
I highly recommend Practice Manager as it is the most advanced software that unifies all accounting professional activities. It manages clients, jobs, invoicing, due tasks, and more.