Frequently Asked Questions

What is PracticePro 365?

  • PracticePro365 is a comprehensive cloud-based platform for managing professional firms, integrating CRM, billing, project management, and analytics.

Who is PracticePro365 designed for?

  • It is ideal for professional service firms such as accounting, legal, consulting, and engineering firms.

Why should firms consider PracticePro365 over other platforms?

  • It’s an all-in-one solution that eliminates the need for multiple software tools, simplifying operations and reducing costs.

What sets PracticePro365 apart from competitors?

  • PracticePro365 seamlessly integrates financial, operational, and client management tools into one unified system with robust analytics and automation.

Is PracticePro365 customizable?

  • Yes, dashboards, workflows, and permissions can be tailored to your firm’s needs.

Can PracticePro365 support firms with multiple locations?

  • Absolutely, it’s designed for scalability and multi-location collaboration.

How does PracticePro365 improve overall firm efficiency?

  • By automating repetitive tasks, centralizing data, and offering real-time insights.

How long does it take to implement PracticePro 365?

  • Implementation typically takes a few weeks, depending on firm size and complexity. Our team works 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.

When I implement PracticePro 365, will my data be lost?

  • No. our team will work to transfer historical data if needed.

Does PracticePro 365 provide training for new users?

  • Yes, onboarding sessions and user guides are provided to ensure a smooth transition.

How often are updates released?

  • Updates are release regularly, including new features and improvements.

How secure is PracticePro365?

  • It uses industry-standard encryption, two-factor authentication, and role-based access control.

Does it comply with data protection regulations like GDPR?

  • Yes, PracticePro365 is fully compliant with GDPR and other industry standards.

Can I control access to sensitive data?

  • Yes, role-based permissions ensure data is only accessible to authorized users.

What happens if data is accidentally deleted?

  • Backup and recovery systems ensure data can be restored quickly.

Does PracticePro365 track user activity?

  • Yes, an audit trail logs all changes made within the platform.