Choose the all-in-one platform
built for accounting firms — by accountants.
Power growth, profitability, and firm-wide visibility with PracticePro 365 — the Microsoft-native practice management platform unifying your data, dashboards, and workflows.
Trusted by Top 100 Firms
Why PracticePro 365 outperforms
Karbon.
Replace 4–5 disconnected tools with one Microsoft-native system that unifies CRM, time, billing, workflow, and analytics — all powered by a single source of truth.
Deep integration with Teams, Outlook, Power BI, and Power Automate ensures seamless collaboration, automated reminders, and real-time dashboards for true operational control.
Every KPI — from WIP to realization — updates live. Drill into engagements, invoices, or staffing forecasts instantly. No manual reports or data delays.
Proven in complex environments with hundreds of users and multi-entity consolidation. PracticePro 365 scales effortlessly as your firm grows.
Input data once, use it everywhere. PracticePro cleans, maps, and connects your firm's data so every dashboard, workflow, and forecast runs from a single, trusted source.
Designed inside a working CPA firm, PracticePro 365 mirrors real-world workflows — engagements, budgets, billing, realization, and accountability.
PracticePro 365 vs. Karbon
A direct comparison across the dimensions that matter most to firms scaling past 50 users.
The Microsoft-native, all-in-one practice management platform.
-
PlatformAll-in-one, Microsoft-native system replacing 3–5 tools
-
Microsoft IntegrationDeep integration: Teams, Outlook, Power BI, Power Automate
-
Workflow / AutomationAI-driven workflows, task routing, and collections nudges
-
Dashboards / AnalyticsReal-time, drillable Power BI dashboards for WIP, AR, realization
-
ScalabilityMulti-office, M&A-ready, enterprise-grade
-
Data ManagementSingle source of truth via Data-First Unification
-
SupportStructured onboarding, break-fix support, fast response
-
SecurityMicrosoft SLA-backed, SOC 2 compliant
-
DifferentiatorBuilt by accountants, Microsoft-native, proven at 500+ scale
Collaboration-focused practice management for small-to-mid firms.
-
PlatformCollaboration-focused platform
-
Microsoft IntegrationPartial integration
-
Workflow / AutomationTask & onboarding automation
-
Dashboards / AnalyticsTeam visibility dashboards
-
ScalabilityMedium-to-large firms
-
Data ManagementCentralized knowledge, limited unification
-
SupportGuided onboarding
-
SecurityStandard SaaS security
-
DifferentiatorSleek collaboration interface
See how PracticePro 365 stacks up
against every major option.
Why accounting firms
choose PracticePro 365.
PracticePro 365 unifies your firm's operations on one Microsoft-native platform — replacing 4–5 tools with a single source of truth.
-
01All-in-One PlatformCRM, time, billing, workflow, and analytics run off one dataset.
-
02Microsoft-PoweredEmbedded Power BI and Power Automate for secure, scalable operations.
-
03Real-Time DashboardsLeaders see WIP, AR, and realization instantly — not at month-end.
-
04Built by Accountants for AccountantsHandles multi-office, multi-phase jobs with role-based ownership.
-
05Proven at Scale500+ firm implementations, 15% annual revenue growth, and measurable productivity gains.
See PracticePro 365
in action
Experience a live, dashboard-first demo tailored to your firm. See today's WIP, AR, and realization in real time, drill into engagements, and draft invoices in under 90 seconds.