AI TOOL PROFILE
PracticePro 365: Accounting Practice Management Software
- Finance and Accounting
- Accounting Practice Management
- CPA Firms
- Tax Firms
- Mid-to-large accounting practices
- Microsoft 365 users
Pricing
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.
At a glance
- Best for
- CPA Firms, Tax Firms, Mid-to-large accounting practices, Microsoft 365 users
- Key use cases
- Centralizing Firm Operations, Managing Tax Workflows, Multi-Location Coordination, Performance Reporting
- Integrations
- Microsoft Teams, Microsoft Outlook, Microsoft SharePoint, Microsoft Power BI, Microsoft Copilot
- Official website
- Visit practicepro 365 official website
How AI is used
PracticePro 365 is a cloud-based practice management tool designed for accounting and tax professionals. It combines core business functions—including CRM, time tracking, and billing—into a single platform to help firms manage disparate tools.
The software supports various firm sizes, from 50 users to over 1,000 seats. It is designed for multi-location firms and is SOC 2 Type 1 certified for security and compliance.
Buyers should note that the platform is integrated with Microsoft 365, utilizing Teams, Outlook, and Power BI. Those already using these tools may find the transition more straightforward, while those on different ecosystems should confirm how the integrations fit their current workflow.
Key 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.
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.
Integrations
- Microsoft Teams
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Power BI
- Microsoft Copilot
FAQ
Who is PracticePro 365 designed for?
- It is purpose-built for CPA and tax firms, specifically supporting those with 50 users up to large enterprises with over 1,000 users.
Does PracticePro 365 integrate with other tools?
- Yes, it has native integration with the Microsoft ecosystem, including Teams, Outlook, SharePoint, and Power BI.
Is the software secure for sensitive financial data?
- PracticePro 365 is SOC 2 Type 1 certified and built on secure cloud infrastructure with enterprise-grade security protocols.
How is PracticePro 365 priced?
- Pricing is based on firm size and needs. Interested buyers are encouraged to book a demo for a tailored quote.
Source category: Finance & Accounting
Source subcategory: Accounting Practice Management
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