Case Study: CPA Practice Advisor achieves streamlined practice management and billing with PracticePro 365

CPA Practice Advisor: 2020 Review of PracticePro 365

CPA Practice Advisor reviewed PracticePro 365 in 2020 after evaluating needs for a cloud-based, mobile-accessible practice management system to handle time and expense tracking, billing and invoicing, workflow automation, CRM and firm-wide reporting. The customer’s challenge was gaining better visibility and streamlined processes across devices and teams, which led them to assess PracticePro 365 as the vendor/product to address those gaps.

PracticePro 365, built on Microsoft Dynamics, provided real-time customizable dashboards, multiple time-entry options (including an automatic timer and timesheets), Quick Invoice and billing-review workflows, and flexible engagement-level task management. The vendor’s solution improved visibility into accounts and project progress, streamlined time capture and invoicing, and enabled manager review prior to billing; PracticePro 365 is offered at $75–$100 per user with free implementation assistance and tiered support.

CPA Practice Advisor

Mary Girsh-Bock