Practice Pro 365 is an accounting practice management platform that helps CPA and tax firms manage clients, work, scheduling, billing, and reporting in a Microsoft-connected environment. It is designed to replace multiple disconnected tools with one cloud-based firm platform.
– CRM, client management, scheduling, time entry, and project management help teams coordinate work from prospect through delivery
– Billing, collections, budgeting, forecasting, and reporting tools connect operational activity with firm financial performance
– Microsoft 365, SharePoint, Outlook, Power BI, Power Automate, and security capabilities help firms work inside systems they already use
– Fits accounting firms that want an all-in-one practice management system with deep Microsoft ecosystem alignment and configurable workflows.