Digital Practice
Digital Practice - Practice Management Software for Accountants and Bookkeepers
Digital Practice is a cloud based collaborative practice management software that enables accountants and bookkeepers to provide seamless client service and allows teams to manage their day to day operations and activities all in one place.
With powerful integrations to Sage Business Cloud and Zapier, Digital Practice will help your firm automate and run efficient and effective firm operations at scale.
Benefits
Client Collaboration
Clients have access to their unique portal to collaborate with your firm on projects, tasks, documents, and access quotes, invoices, and other important data.
Clients have access to their unique portal to collaborate with your firm on projects, tasks, documents, and access quotes, invoices, and other important data.
Team Collaboration
Collaborate with your team on projects to deliver results for your clients. Managers can allocate projects to teams, and tasks to individuals and have real time visibility of team workloads.
Collaborate with your team on projects to deliver results for your clients. Managers can allocate projects to teams, and tasks to individuals and have real time visibility of team workloads.
Business Strategy & Goals
Define your strategy and easily set business objectives and goals with easy tracking and hold employees and leaders accountable for what their commitments with our OKR goal setting capabilities.
Define your strategy and easily set business objectives and goals with easy tracking and hold employees and leaders accountable for what their commitments with our OKR goal setting capabilities.
People Performance Management
HR & Payroll capability allows firms to link objectives to performance. Agree on a check-in cadence to management performance and implement improvement plans where necessary to ensure peak performance... show more
HR & Payroll capability allows firms to link objectives to performance. Agree on a check-in cadence to management performance and implement improvement plans where necessary to ensure peak performance is sustained. show less
Details
- Industries
- Products
- Additional Categories
- Developer
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