Advantages of Being
Powered & Secured by Microsoft
Excel by bringing your firm operations, data, automation, reporting, security, and collaboration together in one connected ecosystem. PracticePro 365’s enterprise solution is natively built on Microsoft’s Power Platform and Dataverse, providing a tailored all-inclusive practice management platform that lives where your firm already works.
STOP RELYING ON INEFFICIENT DISCONNECTED SYSTEMS.
THE FUTURE IS CONNECTION, FLEXIBILITY, AND CONTROL.
Beyond Just a Microsoft Integration
Many platforms connect to Microsoft applications while continuing to operate as separate, run of the mill vendor-controlled systems.
PracticePro 365 takes it to the next level and beyond.
The PracticePro 365 platform is built natively within the Microsoft ecosystem and deployed to the firm’s own Microsoft tenant. This enables
PracticePro 365’s practice management capabilities to share a common data foundation, allowing information, applications, reporting, security, and workflows to operate as part of one connected environment—not as separate products held together by surface-level integrations.
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Connect practice management with familiar Microsoft applications efficiently
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Bring CRM, engagement, workflow, time, billing, resource, and performance data together into one centralized solution
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Create tailored cross-platform workflows through Microsoft Power Automate
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Turn operational data into real-time firmwide intelligence with Power BI
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Support secure access through Microsoft identity and single sign-on protocols
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Scale the platform as your firm’s processes and technology needs evolve
PracticePro 365 is not simply connected to Microsoft, it’s designed to take advantage of the full ecosystem
and support the way your firm works and operates.
One Inter-Connected Ecosystem
Microsoft Outlook
Keep communication closer to your clients, engagements, and the work it supports. Outlook connectivity helps teams associate emails, appointments, tasks, and activity with the appropriate records—reducing confusing communications and creating a clearer history of the client relationship.
Microsoft Teams
Bring important updates and approvals into a collaboration environment your teams already understand. PracticePro 365 supports Teams-based notifications and workflow actions, helping to keep work flowing without requiring employees to constantly monitor separate systems.
Microsoft SharePoint
Connect documents to clients, projects, and workflows. SharePoint provides secure document storage, sharing, version history, and permission management while helping firms maintain a clearer relationship between their operational records and supporting files.
Microsoft Power Automate
Keep information and actions moving across the firm with configurable, event-driven workflows. Power Automate can route approvals, trigger notifications, update connected records, and coordinate recurring processes across Microsoft and many connected services.
Microsoft Power BI and Fabric
Turn firm data into a deeper source of business intelligence. Native connectivity with Power BI and Microsoft Fabric allows firms to build interactive dashboards, reports, and analytical models without moving core operational information into a separate third-party reporting environment.
Microsoft Dataverse
Dataverse provides the shared data foundation upon which PracticePro 365 operates. Client, engagement, workflow, billing, resource, and reporting information can operate from a common data model, reducing the reconciliation problems created when critical functions live in separate systems.
Microsoft Copilot and AI Capabilities
PracticePro 365 takes advantage of Microsoft’s expanding AI capabilities to help firms interact with information more naturally, summarize activity, support routine tasks, and identify areas requiring attention. Because these capabilities operate within a connected data environment, firms have a stronger foundation for pursuing practical, governed AI use cases as they evolve.
APIs and Connected Applications
Open APIs, webhooks, Power Automate connectors, and the broader Power Platform help firms connect additional business applications around their practice management environment. The firm gains an invaluable unified foundation without being restricted to a closed technology stack.
Your Data. Your Control.
Keep Control of the Information That Powers Your Firm
Operational data is one of your most valuable assets — access to it should never depend entirely on the direction, ownership,
or longevity of a single software vendor.
Unlike conventional SaaS platforms that store customer information within a vendor-controlled database, PracticePro 365 is deployed to your firm’s own Microsoft tenant. This allows your firm to maintain ownership and governance of its data within its Microsoft environment, providing greater control over access, reporting, integrations, development, and long-term technology decisions.
- Maintain ownership and governance of firm and client data
- Keep core operational information within the firm’s Microsoft environment
- Control user access, roles, permissions, and data policies
- Preserve access to and transferability of the firm’s information
- Reduce dependence on a closed, vendor-controlled database
- Connect additional applications without abandoning a shared data foundation
- Adapt reporting, workflows, and integrations as firm requirements change
- Retain greater flexibility when evaluating vendors or future technology strategies
With PracticePro 365 firms gain the connection of an enterprise practice management platform without surrendering control
of the information populating it.
YOUR TECHNOLOGY WILL EVOLVE. ACCESS TO YOUR DATA SHOULD NEVER BE IN QUESTION.
A Tailored Platform That Evolves With Your Firm
Growth exposes the limits of rigid technology. New offices, acquired practices, expanding service lines, and changing client expectations all create operational requirements that disconnected systems simply can’t support efficiently.
PracticePro 365 gives firms a configurable Microsoft-powered foundation that evolves as those requirements become more complex. Workflows, dashboards, permissions, reporting models, integrations, and connected processes can be adapted around how your firm operates.
- Configure workflows around firm-specific processes
- Create dashboards for different roles, offices, and business units
- Expand connected workflows across service lines
- Introduce new applications and integrations as needs change
- Adapt governance and access controls as the organization grows
- Support multi-office, enterprise, and acquired firm structures
- Benefit from and build on Microsoft’s continued investment in cloud, data, analytics, and AI
PracticePro 365’s Microsoft-powered practice management platform helps firms improve what works today while
preparing for what comes next.
Decades of Microsoft Experience
PracticePro 365’s Microsoft foundation reflects more than 20 years of experience working within the Microsoft ecosystem,
including early involvement as an alpha tester for Microsoft CRM.
Our hands-on experience provides a deeper understanding of how Microsoft’s technologies can be applied to real business operations, not simply connected at the application level. It has helped shape PracticePro 365 into an enterprise platform that brings together practice management, shared data, security, reporting, workflow connectivity, and extensibility for the specific demands of growing accounting firms.
As Microsoft’s ecosystem continues to advance across cloud infrastructure, business intelligence, governance, automation, and AI, PracticePro 365 provides an all-inclusive practice management platform positioned to advance alongside it.
DECADES OF MICROSOFT EXPERIENCE, APPLIED TO THE WAY MODERN ACCOUNTING FIRMS OPERATE.
Choose a Foundation That Keeps Your Firm Connected and in Control
Practice management should do more than organize work. It should connect the firm’s operations, strengthen its intelligence, protect its most valuable information, and provide room to evolve.
PracticePro 365 brings the reach of the Microsoft ecosystem together with enterprise security, flexible connectivity, and
firm-controlled data all within one platform designed for the demands of a modern accounting firm.
SEE WHAT YOUR FIRM CAN ACCOMPLISH WITH PRACTICEPRO 365’S ENTERPRISE-LEVEL, ALL-INCLUSIVE
MICROSOFT-POWERED PRACTICE MANAGEMENT SOLUTION.
Microsoft-Powered Practice Management FAQs
Find clear answers to common questions about PracticePro 365’s Microsoft-powered foundation, security, data control, and flexibility.
No. PracticePro 365 is not a Microsoft product, nor is it developed or sold by Microsoft.
PracticePro 365 is an independently developed accounting practice management platform designed specifically for mid-size and larger CPA and accounting firms. It is built natively within the Microsoft ecosystem and uses technologies such as Microsoft Dataverse, Power Platform, Azure, Power BI, SharePoint, and Microsoft 365 to provide a connected, secure, and extensible practice management environment.
Not at all. PracticePro 365’s Microsoft foundation gives firms flexibility to connect and adopt capabilities based on their existing environment, operational priorities, and long-term technology strategy. Firms do not need to use every Microsoft application to benefit from the platform.
A conventional integration connects two otherwise separate systems, often with different databases, permissions, and reporting structures. PracticePro 365 operates within the Microsoft ecosystem and uses a shared data foundation, allowing identity, information, applications, reporting, and workflows to function as part of a unified environment under your control.
Yes. PracticePro 365 is deployed to your firm’s own Microsoft tenant, allowing the firm to maintain ownership and governance of its data. This gives firms greater control over access, reporting, integration, transferability, and long-term technology decisions.
PracticePro 365 is designed to reduce dependence on a closed, vendor-controlled environment. Firms retain control of their underlying data and can use Microsoft tools, APIs, webhooks, and Power Platform connectors to extend their environment and connect other applications as their strategy changes.
PracticePro 365 combines SOC 2-compliant operational practices with Microsoft identity, role-based permissions, encryption, audit trails, recovery protocols, Microsoft Purview capabilities, and data governance controls. Firms can manage access according to role, responsibility, office, or other organizational requirements.
Yes. Open APIs, webhooks, Power Automate, and more than 1,500 available connectors help firms connect other business applications while maintaining Microsoft as the shared foundation for practice management data and processes.
Yes. PracticePro 365 can support evolving workflows, reporting requirements, permissions, integrations, offices, service lines, and organizational structures. Its Microsoft foundation allows the platform to be configured and extended as the firm grows and its operational needs become more complex.