Office Tools Information

Our newest generation of Practice Management software, including our client portal, has been completely redesigned and rewritten in 2011. In addition, we have added integrations to many other programs including Outlook, QuickBooks, Lacerte and Adobe. These new versions continue to revolutionize small and mid-size accounting and tax firms by offering one application to manage their entire firm. Using the latest technologies and graphics design, we have updated our single screen interface to work in concert with a firm’s management, workflow and the way it serves clients. Firms find incredible efficiencies in their day-to-day duties by having all information in one place, from basic tasks of tracking phone call and appointments to due date tracking and billings. This eliminates the need for multiple applications, screens and databases. Offices can track their tax and accounting workflow and its related time whether billing by the hour or value billing. Our software combines these important elements together instead of using separate applications. We continue this type of integration by including features that track the related phone calls, documents and emails in this same environment. It is no longer necessary to manage and maintain multiple applications to run your firm let alone multiple screens. This type of innovation is not only what sets the newest version of Practice Management apart from all other office systems, but makes it the best natural choice.