{"best_for":["CPA Firms","Tax Firms","Mid-to-large accounting practices","Microsoft 365 users"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/practicepro-365","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/practicepro-365.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-034.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: practicepro 365 (https://aitoolsforbusiness.ai/practicepro-365)"},"features":["CRM & Client Management: Supports tracking client relationships from the initial pitch through to the final invoice.","Billing & Collections: Tools for invoicing and managing the conversion of billable work to cash.","Project & Task Management: Includes task workflows and visibility into capacity and deadlines.","Time Entry & Scheduling: Allows users to capture billable time across various devices and locations.","Tax Workflow Automation: Designed to help keep tax-specific workflows visible and on track.","Microsoft Ecosystem Integration: Connectivity with Microsoft Teams, Outlook, SharePoint, and Power BI.","AI Automation: Includes AI-driven automation and support for Microsoft Copilot."],"freshness_status":"fresh","name":"practicepro 365","pricing_note":"Pricing is based on firm size and needs. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.","pricing_url":"https://practicepro365.com/pricing","primary_category":"Finance & Accounting","profile_last_verified":"2026-06-03T18:16:29.149Z","secondary_categories":[],"short_description":"PracticePro 365 is a cloud-based practice management platform for CPA and tax firms that integrates CRM, billing, and project management.","slug":"practicepro-365","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/practicepro-365","use_cases":["Centralizing Firm Operations: Consolidating CRM, billing, and project tracking into one platform to manage fragmented software.","Managing Tax Workflows: Using automated workflows to track the progress of tax engagements.","Multi-Location Coordination: Supporting collaboration and consolidated reporting across multiple office locations.","Performance Reporting: Using Power BI dashboards to monitor firm KPIs and performance in real time."],"website_url":"https://practicepro365.com/"}