Engagement quality, profitability, and deadlines – accounting firms need to monitor every aspect of their practice to ensure teams are working efficiently to provide clients the value they demand.
Manage your practice more effectively while simplifying a number of administrative tasks so teams can focus more on client-facing activities. By putting smarter reporting tools into the hands of managers, they can quickly understand engagement profitability, progress, and identified issues. This leaves more time for what matters most: your clients.
Access engagement information (e.g. staff profitability, deliverables, budget utilization) from anywhere so you can make timely decisions.
Reduce administration overhead through automating draft timesheet creation based on calendar entries and time in specific engagement files.
Integrated Client Management
Simplify client relationship management by integrating all aspects of the client relationship within a single solution rather than managing standalone systems.
Practice Management - Cloud Benefit 1
Practice Management - Cloud Panel 1