Workflow Automation
Standardize recurring work, automate handoffs, and give every team clearer visibility from kickoff to delivery. PracticePro 365 helps firms manage Tax, CAS, and Engagement Letter workflows inside one Microsoft-powered practice management platform.
Connected workflows. Enterprise-grade security. Your data, your control.
Tax Workflow
Keep every return moving with greater insight, accountability, and operational control.
Tax work depends on timing, ownership, and visibility at every stage. PracticePro 365 helps firms organize tax workflows from intake through preparation, review, routing, and completion, giving managers and partners a clearer view of status, deadlines, workload, and next steps.
- Standardize tax workflows with configurable templates, due dates, assignments, and review steps.
- Give preparers, managers, and partners role-based workspaces to manage returns more efficiently.
- Track return status, ownership, deadline proximity, and open items from one centralized view.
- Reduce manual follow-up with connected notifications, workflow triggers, and real-time dashboard visibility.
- Surface bottlenecks earlier so leaders can better manage workload, turnaround, and team capacity.
Client Accounting Services (CAS)
Keep monthly close, payroll, reporting, and advisory work moving without the manual chase.
CAS teams manage high-volume, recurring work where timing, accuracy, and accountability matter. PracticePro 365 helps firms
standardize CAS delivery by automating recurring workflows, organizing client-specific requirements, and giving managers a clearer
view of what is due, what is delayed, and where teams need support.
Built for Recurring CAS Delivery
Monthly Close & Bookkeeping
Standardize recurring close tasks, assignments, review steps, due dates, and client-specific requirements so teams can deliver consistently across every account.
Payroll & Approval Cycles
Automate payroll-related tasks, reminders, approvals, and status updates to keep time-sensitive work moving without constant manual follow-up.
Client Reporting Deliverables
Track reporting steps, review cycles, and recurring deliverables so client-facing teams can stay aligned and deliver a more consistent client experience.
Team Capacity & Accountability
Give partners and managers real-time visibility into workload, ownership, bottlenecks, and open items across CAS clients.
With PracticePro 365, firms can turn CAS from a manual, people-dependent process into a repeatable service model built for growth.
Engagement Letters
Move from opportunity to signed engagement
with less friction.
PracticePro 365 helps firms streamline engagement letter management by connecting client data, service line templates, approval workflows, document storage, and e-signature readiness inside one Microsoft-powered platform.
Instead of manually assembling letters from scattered data, teams can generate accurate, professional engagement letters with greater speed, consistency, and process control.
- Generate engagement letters using firm-approved Microsoft Word templates and
PracticePro 365 merge fields. - Automatically populate client, engagement, service, fee, date, contact, and signatory
details from a centralized source of truth. - Configure templates by professional service line so the right language, terms, and
structure are applied to each engagement. - Create letters individually or in bulk for annual renewals, recurring engagements, and
high-volume client cycles. - Route letters through review, approval, SharePoint storage, status tracking, and
e-signature workflows with tools such as DocuSign and Adobe Acrobat Sign.
Stop Chasing Data. Start Managing Progress.
PracticePro 365 helps firms automate handoffs, standardize recurring work, and keep Tax, CAS, and Engagement Letter workflows moving inside one enterprise-level, Microsoft-powered practice management platform.