Project Management
PracticePro 365 gives accounting firms a connected way to plan work, coordinate teams, manage deadlines, and monitor project performance from one all-inclusive platform.
Bring tasks, workflows, budgets, timelines, and engagement data together so teams know what needs to happen next and firm leaders have greater visibility into how work is progressing.
Bring Every Engagement Into Focus
Managing a project requires more than knowing whether a task is complete. Firms need to understand who owns the work, what comes next, whether deadlines are at risk, how actual effort compares with the plan, and where attention is needed across hundreds or thousands of active engagements.
PracticePro 365 connects those moving pieces within one interconnected professional services automation (PSA) platform, helping firms move from scattered project tracking to a more structured, visible way of managing work.
- Organize projects, tasks, responsibilities, and deadlines in one connected system
- Give staff clear visibility into assigned work and upcoming priorities
- Track engagement progress without relying on spreadsheets or disconnected status updates
- Standardize repeatable processes across teams, offices, and service lines
- Compare project budgets with actual performance as work progresses
- Connect project activity with the broader client, workflow, billing, and reporting process
One place to understand the work, the people behind it, and how engagements are performing.
From Planning to Performance
Give staff and managers greater clarity around ownership, workload, priorities, and what needs attention next.
Plan the Work
Structure engagements around defined tasks, responsibilities, deadlines, and project expectations from the beginning.
Coordinate the Team
Give staff and managers greater clarity around ownership, workload, priorities, and what needs attention next.
Standardize Execution
Create repeatable task workflows that help teams follow consistent processes while still supporting the way your firm operates.
Monitor Progress
Keep project status and deadlines visible as work moves forward, making it easier to identify delays and bottlenecks earlier.
Manage the Budget
Compare planned performance with actual activity so managers can see when an engagement begins moving outside expectations.
Improve Firmwide Visibility
Bring project information into the same connected environment as clients, time, billing, workflows, and reporting data.
Task Management
Make Ownership and Priorities Clear
When work is spread across inboxes, spreadsheets, conversations, and individual tracking methods, even simple questions can take too long to answer: Who owns this? What is due next? What is holding the project up?
PracticePro 365 brings task activity into a centralized PSA system so teams can organize work around clear ownership, priorities, and deadlines.
- Assign and track tasks across multiple projects and engagements
- Prioritize work based on deadlines and current responsibilities
- Keep upcoming tasks and engagement milestones visible to the people responsible for them
- Use reminders and escalation workflows to help keep work moving
- Improve visibility into workloads and deadlines across the team
- Give managers a clearer view of outstanding work without chasing individual status updates
Less time tracking down the work. More clarity around getting it done
Task Workflows
Turn Repeatable Work Into Repeatable Processes
When recurring work is managed differently from one engagement, team, or office to the next, consistency becomes harder to maintain and important steps are easier to miss.
PracticePro 365 helps firms create structured task workflows that reflect the way their engagements move from one stage to the next. Workflows can be built around your firm’s engagement lifecycle, helping create a more consistent approach while supporting the processes your firm already has in place.
- Build structured workflows around your firm’s engagement lifecycle
- Automate repetitive steps such as onboarding, document collection, and review cycles
- Create greater consistency across departments, offices, and service lines
- Use approval gates to add structure and oversight at key stages
- Reduce reliance on manual reminders and disconnected processes
- Give teams a clearer, more repeatable path from kickoff through completion
By bringing task workflows into one all-inclusive platform, firms can manage recurring processes alongside the projects and engagement activity they support, creating a more connected approach to getting work done.
Structure the process. Keep the work moving.
Budgeting & Forecasting
Protect Profitability While the Engagement Is Still in Motion
Knowing an engagement has gone over budget after the work is complete does little to protect your margin.
PracticePro 365 helps firms connect project planning with ongoing performance so managers can compare expectations with actual activity while there is still time to respond.
- Establish project budgets around expected effort, timelines, and billing cycles
- Monitor budget versus actual performance as work progresses
- Gain earlier visibility into engagements moving outside expectations
- Incorporate capacity and workload considerations into project planning
- Support forecasting and scenario planning with connected firm data
- Give partners and managers better information for operational and financial decisions
With project, time, billing, and reporting information connected in one all-inclusive PSA practice management platform, budgeting becomes part of managing the engagement rather than a disconnected planning exercise.
See where the engagement is heading, not just where it has already been.
More Than Standalone Project Management
Most project-management tools can assign a task and mark it complete. Accounting firms need more context.
The project is connected to a client. The work affects staff capacity. Time affects the budget. Performance affects billing and profitability. Workflow affects deadlines. And all of it ultimately affects the decisions that firm leaders need to make.
PracticePro 365 brings those relationships together as part of one connected practice management platform.
Client + Project
Connect the work being performed with the broader client relationship and engagement history.
Project + Workflow
Move work through structured processes instead of managing every handoff manually.
Project + Time
Understand the effort being invested as an engagement progresses.
Project + Budget
Compare expected performance with actual activity throughout the life of the engagement.
Project + Reporting
Turn project data into broader operational and leadership visibility.
Project + Microsoft
Extend your practice management environment through Microsoft technologies including Power BI, Power Automate, Outlook, Teams, and SharePoint.
Instead of managing projects in isolation, manage them as part of the firm.
Clarity on Every Project. Control Over Every Outcome.
Stop managing projects through scattered updates and after-the-fact reporting. Bring project progress, responsibilities, budgets, and performance together in one all-inclusive platform so your firm can stay ahead of the work.