PracticePro 365

What Is PracticePro 365?

Overview

PracticePro 365 is an all-in-one enterprise business efficiency software, particularly built for accounting firms. Built upon the Microsoft Dynamics 365 and Power Platform framework, PracticePro 365 offers unified features to improve business operations. The unique software platform equips businesses with the essential tools to enhance resource utilization, optimize cash flow, and strategize for the future.

What Is PracticePro 365 Best For?

The unified features of PracticePro 365 are best for enhancing productivity, consolidating data into one platform to establish a single point of accuracy. This one-app approach eliminates data silos and the inconvenience of toggling between different software systems. Furthermore, PracticePro 365's essential tools include business reporting, enabling you to make decisions based on the data retrieved from one reliable source.

PracticePro 365 Pricing

The pricing of PracticePro 365 software may vary depending on different factors, such as:

• Extent of functionality required
• User licenses
• Customization
• Support and training

Interested customers can receive more PracticePro 365 cost details by clicking Get Pricing.

PracticePro 365 Integrations

PracticePro 365 can integrate with Microsoft 365.

How Does PracticePro 365 Work?

Here's how users can navigate the dashboard and use the PracticePro 365 project management tool:

• Log in to the PracticePro 365 software using your assigned credentials to access the main dashboard
• Start by entering your client details under the Clients menu
• Set up your chart of accounts under Settings > Chart of Accounts. Add account categories like Assets, Liabilities, Equity, Revenue and Expenses.
• Start entering timesheets for any billable work done under Time & Expenses > Timesheets
• Generate customizable invoices to your clients under Billing > Invoices. Select a client and billable time/expenses to include in the invoice
• Run financial reports like Profit and Loss, Cashflow Statement, Balance Sheet, Aged Receivables, etc. under Reports. These help to estimate project costs and monitor other financial health aspects of your accounting firm

Schedule a PracticePro 365 demo by clicking Watch Demo. You can also contact Software Finder for assistance.

Who Is PracticePro 365 For?

PracticePro 365 is particularly a good fit for accounting firms. It can cater to small businesses to large enterprises. Given its adaptability and cloud scalability, it can also work well for financial services other than accounting.

• PracticePro 365 Features

Users can benefit from the following core features offered by PracticePro 365 for boosting enterprise business efficiency:

• Cloud And Mobile Accessibility

Your team has the flexibility to operate from any location, thanks to the accessibility, security, and scalability of PracticePro 365 hosted on Microsoft Azure Cloud. This framework allows remote business management and ensures your data is accessible anytime, anywhere through your browser, tablet, or smartphone.

• Dashboards And Analytics

Obtain immediate insights into your accounts receivable, billing and collections, staff productivity, project realization, work-in-progress, project management, project forecasting, and business development.

• Time And Expenses

Timesheets offer a trove of information to aid leaders in more efficient team management. Empower your employees to log hours and generate invoices concurrently to expedite the cash collection process.

• Billing And Invoicing

Facilitate generating invoices and monitoring billing activities to expedite cash collection. Analyze billings based on service or revenue lines to evaluate their respective contributions toward the overall billings.

• Workflow Automation

Foster digital transformation by eliminating manual and paper-based processes with a digital solution. PracticePro 365 can reduce project risk by minimizing redundancies and errors, ensuring everyone adheres to uniform procedures and processes. The powerful platform dedicated to creating a single data source can reduce the time required to find information, arrange, and communicate among stakeholders.

• Planning, Forecasting And Projections

PracticePro 365 can enhance customer service by enabling you to stay attuned to their needs by planning projects and overseeing resources in real-time, facilitated by comprehensive dashboards.

• Resource Allocation And Scheduling

Allocate resources to tasks and locations based on client engagements to adhere to deadlines and budgets. Foster absolute transparency across your organization for scheduling, managing resource assignments, and forecasting future staffing requirements through tools such as date tracking, daily projects, resource management, etc.

• CRM And Customer Experience

Improve customer satisfaction rates and cultivate better client relationships by comprehensively understanding their business. Develop contact lists, execute marketing campaigns, and promote up-selling and cross-selling of services via a single dashboard. PracticePro 365 incorporates a complete set of CRM components in one location, seamlessly integrated with all our other features, including a connection with Microsoft Office.

Is PracticePro 365 Right For You?

PracticePro 365 is a unique software platform for boosting enterprise business efficiency, particularly in accounting firms. Consider choosing this software if you want your business to have better performance. The powerful platform unifies core features into a single system, which enables companies to work more productively.

The software vendor recently completed the System and Organization Controls (SOC) 2 Type 1 audit. This audit ensures that PracticePro 365 conforms to the security, availability, and confidentiality criteria outlined in SOC 2, as demonstrated by its information security practices, policies, procedures, and operations.

Discover the power of PracticePro 365 and take your skills to new heights. Call (661) 384-7070 now to find the perfect software and unlock your full potential with the help of our experts.

PracticePro 365 Pricing Plans

Several factors may influence the price of PracticePro 365 software. These factors may include the extent of functionality the user requires, the number of user licenses needed, the degree of customization desired, and the required level of support and training.