Digital Practice

Practice Management Software for Accountants & Bookkeepers
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Timesheets

A simple yet powerful time tracking solution that lets you and your team track work productivity, and billable hours for your projects. Managers have visibility of their team members’ workload which helps improve resource planning as projects progress.

Timesheets

Projects

Seamlessly manage your projects, tasks, meetings and documents all in one place. No more wasting time by switching between email, spreadsheets, and a million other tools to manage your projects.

Projects

HR Management

People are the heart of any service business, yet managing them can require a lot of administrative work. Digital Practice’s aim is to facilitate this process and give you the peace of mind you need with functions such as HR policy management, employee performance reviews, leave management, and many more.

HR Management

Finance

Digital Practice’s finance functionality is essential for your growth as it allows for seamless real-time measuring of project profitability at a resource at a consolidated level. This gives you the insights you need to determine whether the exceptional work that you are doing is yielding the benefits that you expect and if not, you are able to implement changes as the project progresses.

Finance

CRM & Pipeline

Maintaining relationships and positive client experiences is the bridge between your services and meeting your client's needs from the first point of contact to delivery - do this with ease on Digital Practice. Manage opportunities, deals, accounts, share files, collaborate on projects and sign contracts with clients all in one place.

CRM & Pipeline

Goal Tracking

An objective is a map that gives direction to everyone in the firm when you are not in the room, and each objective has actions that tell the story of how you get there and key performance indicators as the compass. In Digital Practice, your goals and objectives are visible to everyone in the firm in real-time, allowing your employees to connect their actions to what matters to the firm.

Goal Tracking

Meetings

Make every meeting count with Digital Practice. With embedded video conferencing capabilities, note taking, setting meeting goals, and actions, now you can ensure everyone is on the same page at a click of a button and everyone is held accountable for agreed actions.

Calendar Integration

Easily manage your day with our Google calendar integration to allow easy sync between Digital Practice and your calendar.

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