PracticePro 365: Accounting Practice Management Software
PracticePro 365 helps CPA and tax firms manage client lifecycles and firm operations. It is designed for firms with 50 to 1,000+ users that use the Microsoft ecosystem.
At a glance
- Category
- Finance & Accounting
- Best for
- 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.
- 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
- practicepro365.com
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
Supports tracking client relationships from the initial pitch through to the final invoice.
Tools for invoicing and managing the conversion of billable work to cash.
Includes task workflows and visibility into capacity and deadlines.
Allows users to capture billable time across various devices and locations.
Designed to help keep tax-specific workflows visible and on track.
Connectivity with Microsoft Teams, Outlook, SharePoint, and Power BI.
Includes AI-driven automation and support for Microsoft Copilot.
Use Cases
Consolidating CRM, billing, and project tracking into one platform to manage fragmented software.
Using automated workflows to track the progress of tax engagements.
Supporting collaboration and consolidated reporting across multiple office locations.
Using Power BI dashboards to monitor firm KPIs and performance in real time.
Best For
Integrations
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.
FAQ
It is purpose-built for CPA and tax firms, specifically supporting those with 50 users up to large enterprises with over 1,000 users.
Yes, it has native integration with the Microsoft ecosystem, including Teams, Outlook, SharePoint, and Power BI.
PracticePro 365 is SOC 2 Type 1 certified and built on secure cloud infrastructure with enterprise-grade security protocols.
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
