Connect to customers, streamline processes, unify data, and improve profitability.


Our Why

“PracticePro 365 was created by veteran entrepreneurs with over 30 years of experience in the professional services industry. Like many of our customers, we have and continue to face the unique challenges that come with scaling a successful business in an ever-changing industry landscape. For the last decade, we’ve been on a journey developing technology with a single goal in mind—to help you serve your clients better and be more profitable,”
Steve Templeton (Founder)

PracticePro 365 was originally developed over 10 years ago as a first of its kind, cloud-based, all-in-one unified financial, people, project and customer management tool, which was non-existent at the time. The system was developed to take advantage of the Microsoft Dynamics 365 and Power Platform on Azure which is a cloud-based platform with unrestricted data capacity and scalability.

PracticePro 365 was tested and used daily to replace a multitude of tools & point (vertical) software. The software remained in the development phase for 10 years and was utilized daily by our primary investor and 1st customer; a successful multi-office accounting firm. During this period, ongoing user studies were conducted, new features and functionality were added while performance, security, and stability were tested and verified. The official product launched only after this testing environment was finalized and companies were asking (begging) us to release the product for their own use. 

Today, PracticePro 365 is used by thousands of users and we are continually expanding our customer base, and industry’s served, while adding new features and relevant innovations to the product. 

Latest news and updates

Be part of the innovation

We’re on a mission to make managing people, projects and practice simpler and more productive — for all professional services firms. Come join our team!

Our Values

Deliver comprehensive
business solutions with integrity
and professionalism.

Demonstrate a passion for
clients and their success.

Listen to and understand
our clients.

Respect and care for
each other and our clients.

Commit to teamwork
and personal growth.