Practice Manager
All-in-one practice management for accountancy and professional service firms
The hub for your entire practice
Practice Manager brings together everything you need to run a modern practice — CRM, DMS, Secure Portal, Proposals, Time Recording, and Email Triage in one integrated platform. Built specifically for accountancy firms.
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Six core tools, one platform
Practice Manager replaces multiple standalone systems with a fully integrated suite designed for accountancy workflows.
Purpose-built for accountancy practices
Every feature in Practice Manager is designed to streamline how your practice operates — from first contact to final invoice.
Structured, Automated Workflows
PM includes out-of-the-box accountancy processes broken into clear stages — fully editable and customisable. Each stage can: Assign work based on roles, Request documents or portal uploads, Send templated emails or SMS, Trigger forms or automated reminders
Time Recording That Feeds Billing
Record time directly on tasks, activities, or client calls. Role-based charge rates, Start timers from anywhere, Push time straight into Xero or QuickBooks, Invoice for time or add to existing invoices
Email Triage (Properly Integrated)
PM uses real Microsoft 365, not a copied inbox. View and action Outlook emails inside PM, Turn emails into CRM tasks, File emails straight into the DMS, No double deleting or sync issues
Onboarding, Proposals & Payments — End to End
From prospect to live client in one flow: Risk assessments & document collection, AML checks via integrated providers, Digital proposals with multiple packages, Engagement letter signing via the portal, Capture payment details, Auto-create invoices
One Client Card. Total Visibility.
Every client has a single source of truth: Documents, emails, tasks, time records, Portal messages & requests, Companies House data, Billing, invoices, credits, Email, SMS, WhatsApp communication
Reporting & Automation
Create reports on process tasks, timing records, CRM tasks. Automated processes start based on key critical dates, auto chase on portal, automated reminders
Connect with the tools you already use
Practice Manager integrates with the leading platforms in accountancy, payments, and compliance.
One platform for your entire practice workflow
From prospect to payment, Practice Manager connects every stage of the client lifecycle.
1. Onboard
Capture prospect details, run AML checks, send proposals, collect e-signatures and payment details.
2. Manage
Track documents, emails, tasks and time from a single client card with full visibility.
3. Record Time
Start timers from any task or activity. role-based rates, and push time to Xero or QuickBooks.
4. Invoice
Convert time to invoices, add to existing bills, or create new ones — all within Practice Manager.
Ready to bring your practice together?
Replace disconnected tools with one integrated platform purpose-built for accountancy and professional service firms.