Connect to your clients
Seamless data sharing between Practice Manager and your client’s accounting system means information is always up-to-date. And always at your fingertips.
From contact details, WIP and debtors to custom fields. All in one place, always up to date because Practice Manager pulls information in from Xero.
Invoicing is a breeze with data sharing between Practice Manager and Xero. Invoices are automatically synced between the two, along with any key client details.
Do your work
Powerful workflow management tools let you complete everyday tasks quickly, efficiently and with less stress all around.
Record as you go. Time is saved to both the job and the person in the time increments chosen by your practice.
See all your active jobs, tasks and milestones from anywhere. Your overdue and over-budget jobs are automatically highlighted.
All your invoices. All in one place. Chase up those that are overdue and approve ones that are still drafted.
Prepare detailed quotes outlining exactly what you’ll offer and related costings. When they’re accepted, they’ll automatically turn into jobs.
Manage your information
Don’t wait around for the answers. Find out what you need to know instantly so you can make decisions faster. And work smarter.
Search instantly from anywhere - without having to leave the page you’re on. One keyword gets you into all your clients’ details, jobs, invoices and quotes.
Focus on specifics. Filter out the noise. Choose the criteria you want to drill into from anywhere in the system for faster decision making.
Turn client information that you’ve written down or kept on a hard drive into data that can be stored, tracked and reported on.
Tap into information super quickly. Store all relevant documents (including ones in Box, Dropbox and Google Drive) against jobs and clients.