The Most Powerful 

Accounting Practice

Management Software

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Everything your firm needs to scale, automate, 
and thrive - on one unified, cloud-based platform.

Built for Accountants by Accountants

PracticePro 365 was built from decades of experience inside accounting firms. Every workflow, dashboard, permission structure, and automation is designed around the way firms actually operate — from tax and CAS, to billing, reporting, and firm-wide growth.

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Custom-Fit
to Your Firm

Dashboards, workflows, and permissions are tailored to your exact structure. No clunky templates. No forced workarounds.

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Scales as
You Grow

Whether you’re managing multiple offices, entities, or mergers, PracticePro 365 grows with you - without added complexity.

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Deep Microsoft 365
Integration

Native connectivity with Teams, Outlook, SharePoint, and Power BI - so your firm works where it already lives.

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All-in-One, Not Pieced
Together

Replace 3–5 disjointed tools with one fully integrated platform - CRM, billing, project management, reporting, and more.

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Built-In AI Automation

Automate the workflows that drain your time. Focus your team on advisory, not admin.

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CAS-Workflow Ready

Manage monthly, quarterly, and recurring
client service work with clear ownership, standardized processes, and real-time
status updates.

SOC Non-CPA compliance badge

PracticePro 365 is built on secure cloud infrastructure and is SOC 2 Type 1 certified — delivering the governance, control, and compliance standards your firm requires. With Microsoft-native architecture and enterprise-grade security protocols, your data stays protected, connected, and in your control.

Trusted by

Trusted by Top 100 Firms. 

Designed for those ready to lead.

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Kevin O’Connell, CPA
CEO & Managing Partner
MGO accounting firm logo

“MGO was searching for an all-in-one practice management solution. We chose and implemented PracticePro 365, the secure, cloud-based platform, to seamlessly manage client relationships, unify disparate software, and drive our growing practice. PracticePro 365 is a big part of our story”

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Carla Riestenberg
EVP, Solutions Delivery
Aldrich CPAs and Advisors logo

“We’ve truly enjoyed working with the PracticePro 365 team and appreciate the strength of their product. PracticePro 365 brings both technical expertise and a deep understanding of our needs as a growing CPA firm, making them a trusted partner in driving efficiency and better outcomes.”