Download the Practice Manager factsheet

Comprehensive practice management software for accountants that boosts efficiency and productivity.

Practice Manager is a client-centric practice management software for accountants, featuring a control centre that lets you manage all aspects of your client and team interactions with just a few mouse clicks. Access all your HandiSoft modules from within the Practice Manager console.

Key features & benefits

• Improve client relationships with client relationship management (CRM) and integrated electronic diary capability.
  
  
• Monitor your practice’s workflow by job, task, due date, staff member, manager, or partner.
  
  
• Practice Manager can identify resource bottlenecks and alert you so that you can set realistic target dates and, if necessary, take corrective action to ensure that tasks are completed on time.
  
  
• Enhanced security using the simple interface gives you precise control over the specific activities that staff members can perform with each HandiSoft module, and on which clients.