Practice CS Accounting Client Management Software
Collaborate and View Real-Time Client Activity from One Location with Client Management Software for Accountants
Strengthen your relationships with your tax and accounting clients and prospects thanks to the CRM capabilities of Practice CS, our CPA practice management software. With the powerful Client Management module, you gain the added ability to logically organize, store and access all client interactions in a single location on your client dashboard for quick and efficient review.
Synchronize contact information
Sync up with your Microsoft® Office contacts in real time, so you have the most current information in both applications.
Record every client interaction
Never miss an important detail — our client management software for accountants provides the option to record and save phone calls and notes for every client phone call, email, billing or face-to-face meeting. Display recorded messages on the staff dashboard for a digital record of all your interactions with a client.
Automatically track time on phone calls
Ensure you’re invoicing accurately by keeping track of time spent on phone calls with clients.
Send or receive files securely
Request an electronic signature from your client via the easy-to-use file transfer feature that connects directly to our NetClient CS portals.
Fact Sheet: Practice CS Client Management
Move Work More Efficiently
Read more about how Practice CS integrates with other products from the CS Professional Suite, like NetClient CS portals, to move work more efficiently through your firm.