Last Updated
Overview
PracticePro 365 enhances business efficiency with features like time tracking, billing, and workflow automation tailored for accounting firms. While beginners may face a learning curve, its cloud-based accessibility and comprehensive dashboards make it a reliable choice for improving productivity.
Overall Rating
Based on 2 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
PracticePro 365 Specifications
- Time Tracking
- Task Management
- Reporting
- Budget Management
What Is PracticePro 365?
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 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, and 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
PracticePro 365 Integrations
The software has not disclosed its third-party integrations.
How Does PracticePro 365 Work?
Here is how to start with the software:
- Log into the software using the credentials
- 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.
Who Is PracticePro 365 For?
PracticePro 365 is designed for accounting firms of all sizes, from small to medium-sized businesses to large corporations. The software is used by:
- Tax consultant
- Auditor
- Financial Advisor
- Accounting firm
Is PracticePro 365 Right For You?
Are you seeking a comprehensive, all-in-one practice management solution to streamline your accounting firm’s operations and improve productivity? If so, PracticePro 365 might be the perfect fit for you.
The software is a secure and scalable solution. It has achieved SOC 2 certification, demonstrating its commitment to security and reliability. Its cloud-based platform ensures accessibility from anywhere, making it a scalable solution for accounting firms of all sizes.
Still unsure if the software is right for you based on the PracticePro 365 review? Contact our customer support team at (661)-384-7070, who will help you make the best decision.
PracticePro 365 Features
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 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.
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 meet 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.
Pros And Cons of PracticePro 365
Pros
Cloud-based accessibility
Real-time dashboards
Efficient time tracking
Streamlined billing process according to some PracticePro 365 reviews
Workflow automation
Cons
Learning curve for beginners
Some users may find it difficult to navigate, according to some reviews
PracticePro 365 Reviews
Total 2 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Accounting Firm, 1-10 employees
Free Trial
“PracticePro 365 review”
Pros
I have been using PracticePro 365 on a free trial for a few months now. The user interface is clean and simple, making it easy to navigate through different modules. The billing and invoicing features are especially handy, saving us a lot of time and reducing errors.
Cons
One downside I have encountered is the limited customer support options available during the trial period
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
8
Functionality
8
Legal Consultancy, 51-100 employees
Less than a year
“Comprehensive software”
Pros
I can say its a powerful tool for managing projects and client communications. The automated reminders and task assignments have been particularly useful in keeping our team organized. The data analytics features provide valuable insights into our operations, helping us make informed decisions.
Cons
The software can be a bit slow at times, especially when handling large amounts of data
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
9
Frequently Asked Questions
Does PracticePro 365 offer an API?
Yes, PracticePro 365 has an API available for use.
What language does PracticePro 365 support?
PracticePro 365 project management software supports the English.
What other apps does PracticePro 365 integrate with?
PracticePro 365 software has not revealed its integrations.
Does PracticePro 365 support mobile devices?
The software supports mobile devices.
What types of pricing plans does PracticePro 365 offer?
The software offers a variety of pricing plans that are tailored to the needs of different organizations. Request a custom PracticePro 365 pricing.
Who are the typical users of PracticePro 365?
PracticePro 365 is designed for all sizes of accounting firms from small, mid size business and large, including auditors, tax consultants, financial advisors, and accounting firms.
What level of support does PracticePro 365 offer?
Support for PracticePro 365 is available through phone assistance and a dedicated email/help desk.
How can PracticePro 365 help in boosting enterprise business efficiency?
PracticePro 365, with its all-in-one platform and cloud scalability, streamlines processes and improves productivity, thereby boosting enterprise business efficiency.
Can PracticePro 365 estimate project costs?
Yes, PracticePro 365’s planning and forecasting capability aids in budgeting and estimating project costs.
How does PracticePro 365 improve customer satisfaction and client relationships?
PracticePro 365’s robust CRM feature helps manage client relationships, improve customer satisfaction, and grow your business, making it ideal for mid-size businesses.