Firm Management & Workflows
Collaborate with clients instantly and securely through the cloud, delivering information from anywhere, at any time. Enable mobility to drive effectiveness and efficiencies in your firm. Reduce hard copy communication costs and increase your firm's bottom line.
Organize communication, digitize tax returns, emails and records. Save time and money with a digital document management solution that provides effortless searching and integration with the ProSystem fx® Suite.
Transform your billing process, track billable and nonbillable time, analyze productivity and more – all with one a practice management solution designed to work seamlessly with the ProSystem fx® Suite.
“Effectively manage your firm and quickly make changes to improve your processes and profitability with tools such as: time and expense entry, billing and invoicing, accounts receivable, project management, contact management, and reporting. You’ll even give your marketing a boost with the ability to generate mass emails, labels and letters.
Get rapid answers so you can make critical business decisions with a business intelligence solution that eliminates the need to compile data and provides a return on your investment in as little as six months.
Going well beyond meeting your firm’s basic time and billing needs, ProSystem fx Practice (SaaS) is a full-featured solution designed to help you efficiently manage your firm. Using the latest cloud technology, Practice (SaaS) provides anytime,anywhere access to your vital information and improved leverage though integration with the entire suite of ProSystem fx® cloud-based products.
No matter how complex your projects, our interactive work-tracking tool helps you stay on top of projects and focus on producing billable work instead of managing projects.
Harvest intellectual knowledge and expertise, driving firm efficiencies and encouraging team collaboration through a searchable database designed to reduce repetitive questions, easily identify subject-matter experts, and share information.
Establish a professional website with helpful tools, emarketing functions, and relevant, up-to-date resources that will improve client collaboration and attract new clients. Add dynamic to your existing website or utilize our team of custom graphic designers to build your firm's image online. Click here for a FREE test drive.