Firm & Workflow Management Accounting Management Solutions for Your Practice
Add to Your Client List, Not to Your To-Do List
Whether you’re looking for simple workflow management or you need a practice management solution to serve as the hub of your practice, our accounting management software will help you manage your day-to-day activities with ease giving you peace of mind that you have the right people working on the right task, at all times.
Practice CS offers advanced, practice management software with valuable big-picture insight into your firm’s business, guaranteeing that your clients will enjoy a level of service unavailable elsewhere. It also provides customizable dashboards that give you a central hub for a real-time, up-to-the-minute look at staff workflow, client status, and firm information.
FirmFlow standardizes any business process through automated routing functionality, real-time tracking, custom reporting features and more. Advanced workflow management features ensure that you have the right people working on the right tasks and can quickly adjust workloads as needed. The completely digital process in FirmFlow lets you monitor activity from start to finish.