The Most Powerful Accounting
Practice Management Software
Everything your firm needs to scale, automate, and thrive -
on one unified, cloud-based platform.
Trusted by
CRM & Client Management
Win, keep, and deepen client relationships from first pitch to final invoice.
Track every interaction & engagement stage.
Automated follow-ups and onboarding journeys.
Pipeline dashboards fuel revenue forecasts.
Time Entry
Every billable minute captured — any device, any location.
One-tap mobile or desktop capture.
Real-time sync to billing & WIP.
Leak-proof timesheets lift profitability.
Billing & Collections
Convert work to cash in record time.
Release WIP instantly & invoice in-app.
Automated reminders accelerate collections.
Cash-flow visibility down to the project.
Tax Workflow
Smooth, visible, always on track.
Built-in task routing + due-date triggers.
Engagement visibility from start to finish.
Faster billing with fewer delays.
Scheduling
Productivity that plans ahead.
Outlook & Teams calendar integration.
Visibility across teams and deadlines.
Fewer clashes, more delivery confidence.
Project Management
See capacity, profit, and deadlines - all at a glance.
Real-time utilization & profitability KPIs.
Drag-and-drop resource allocation.
Alerts keep projects on target.
Budgeting & Forecasting
From static budgets to living forecasts.
Power BI scenario modeling.
Auto-pull actuals for variance analysis.
Board-ready visuals in seconds.
AI & Automation
Automation that does the heavy lifting.
Automate task routing, reminders, and due dates across engagements.
Generate engagement letters inside PracticePro 365 to reduce back-and-forth.
Connect time entry, WIP, and billing so work flows straight to cash.
Use Power BI dashboards to spot bottlenecks and keep teams in sync.
Enterprise Security
Enterprise-grade, Microsoft-native confidence.
SOC 2 Type 1 certified, secure cloud-based platform.
Built on Microsoft Dynamics 365 and the Power Platform.
Configurable roles and permissions aligned to your firm’s structure.
Centralized administration and visibility to support firm governance.
Built for Accountants by Accountants
PracticePro 365 was born from decades of experience inside accounting firms - designed not just to manage your operations, but to elevate them. Every feature reflects real-world needs, built by professionals who understand the pressure of closing books, satisfying clients, and scaling smart.
Custom-Fit
to Your Firm
Dashboards, workflows, and permissions are tailored to your exact structure. No clunky templates. No forced workarounds.
Scales as
You Grow
Whether you’re managing multiple offices, entities, or mergers, PracticePro 365 grows with you - without added complexity.
Deep Microsoft 365
Integration
Native connectivity with Teams, Outlook, SharePoint, and Power BI - so your firm works where it already lives.
All-in-One, Not Pieced
Together
Replace 3–5 disjointed tools with one fully integrated platform - CRM, billing, project management, reporting, and more.
Built-In AI Automation
Automate the workflows that drain your time. Focus your team on advisory, not admin.
Built by CPAs
Fast, Proven Implementation