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Practice Management Software
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PracticePro 365 Announces Engagement Letter Automation for Practice Management

Who We Are

PracticePro 365 is an all-inclusive practice management software with all the core features to run your firm in one platform.

SOC 2 Certified

Security is a top priority for PracticePro 365. That’s why we developed PracticePro 365 on the Microsoft platform that provides an exception level of security. Each year we undergo a SOC 2 audit verifying that PracticePro 365’s information security practices, policies, procedures, and operations meet the SOC 2 standards for security, availability, and confidentialty. 

As Said by Your Peers

Although we could tell you about the great things we can do for your business, our customers say it better.

“MGO was searching for an all-in-one practice management solution. This past year, we chose and implemented PracticePro 365, the secure, cloud-based platform, to seamlessly manage client relationships, unify disparate software, and drive our growing practice.”

Kevin O'Connell, CPA

CEO & Managing Partner

“We do not look for software. We look for solutions. Our decision to work with PracticePro 365 was in our alignment as a partnership. We are better together, and that is what stands at the foundation of any of the strategic relationships we work to create.”

Michael Miller

Director of Operations

“PracticePro 365 is loaded with features including real-time dashboards, time and expenses, billing and invoicing, workflow automation, and a complete CRM… The application also lets you view all active accounts from a single screen…”

Mary Girsch-Bock

Contributing Writer

Frequently Asked Questions

Q: How much does PracticePro 365 cost?
A:  Once you implement PracticePro 365, you will be able to stop using redundant software. Our clients tell us that PracticePro 365 typically replaces 3-5 legacy software packages, the net result is often a monthly cost savings.

Q: How long does it take to install PracticePro 365?
A: Our professionals have done installations over the course of a few weeks but generally 4-6 weeks. They work diligently to ensure an efficient and successful installation. Influencing factors include the number of users, volume of data, number of data sources and firm staff availability. Rest assured, once you have a discovery and demonstration, we can create a scope for your specific needs.

Q: Do you offer KPI’s and Dashboards?
A: A full complement of Practice Management Dashboards are standard. Customizable dashboards are available with PracticePro 365 as well. Our clients tell us that they value being able to tailor KPI’s and Dashboards for their specific needs, providing decision data to every level of the firm.

Q: How can I determine if PracticePro 365 is right for my firm?
A: PracticePro 365 is successfully being used by firms of various sizes and with varying needs. To determine a fit, the most important step is to schedule a discovery call with PracticePro 365. Once you see PracticePro 365 for yourself, you will be able to better understand the value PracticePro 365 has to offer to your firm.

Q: Who trains my team on how to use the software?
A: Professionals from PracticePro 365 will arrange implementation and training.

Q: When I implement PracticePro 365, will my data be lost?
A: No. Our team will work to transfer historical data if needed.