Access Practice Management
Enhance your practice with our comprehensive practice management solution. It empowers you to elevate client engagement, efficiently manage tasks, track time and optimize practice resources to capitalise on present and future opportunities.
Complete visibility over practice performance
Build closer client relationships
Communicate and collaborate with clients and elevate client experience. Connect your team with clients from anywhere.
Centralised client management
Effortlessly access all client information in one centralised location, enabling you to connect with clients in ways you never thought possible.
Manage jobs and track time
Create jobs with pre-defined activities and have time automatically tracked and billed based on your preferred method, whether it's a fixed fee or time and materials.
Built to scale
Powered by the world's most trusted CRM platform - Salesforce, it delivers enterprise capabilities that you'll never outgrow.
A scalable practice management solution
Powerful practice management software tailored specifically for accountants in public practice. This comprehensive solution comes equipped with integrated features designed to streamline all facets of your practice, ultimately enhancing client experience and boosting productivity. By addressing administrative overheads and providing effective tools to manage your practice, we ensure that your day-to-day tasks are executed with ease.
Our client-centric practice management software boasts a centralised control center, simplifying the oversight of client and team interactions through intuitive clicks. With access to all client information from a single location, efficiency is maximised. Built on the robust Salesforce platform, our solution offers enterprise capabilities, guaranteeing scalability as your practice grows.
Integrated compliance and practice management
Enjoy the benefits of integrated compliance and practice management, seamless time and billing processes, optimised workflows, automated processes, client relationship management, and robust reporting functionalities - all within one comprehensive package.
Our solution is not only scalable and configurable but also purpose-built with accountants in mind, reflecting the expertise of our experienced team. Work the way you want with a practice management software that caters to your unique needs and aspirations.
Built on the world's #1 customer relationship platform
Built on Salesforce, Access Practice Management gives you a complete client-centric platform to transform your client relationships and practice operations. Access thousands of applications and tools through the Salesforce AppExchange extend as needed.
Access Practice Management Features
Home page dashboard
Access Practice Management comes with pre-configured dashboard with several widgets giving you quick access to important practice information including outstanding tasks and jobs by employee, revenue by partner and important client and practice information. These dashboards can be easily customised per user.
Client management
Store, manage and analyse client information and key attributes, maintain both client and prospect information to ensure you always have the most up to date information for meaningful conversations.
Contacts and relationships
Store and management multiple client contacts and relationships across multiple client records.
Job management
Track jobs to completion in record time with automated workflows that ensure each task is allocated and commenced on time with auto population of timesheets.
Monitor all job activity by job, job tasks, employee, or manager.
This feature is not available with Standard Edition
Billing
Create invoices based on completed jobs, WIP, time and materials, fixed fee or recurring.
Integrations
Combine Access Tax solution with our Practice Management, Ledger and data collection software for the seamless compliance workflow.
Built on the Salesforce platform, it allows you to address any practice challenge through access to an open ecosystem with over 3,000 business apps via the Salesforce AppExchange.
Client space and document portal
Create a practice branded client space with client portal* and deliver a superior client experience.
The community add-on for Access Practice Management allows you to collaborate and communicate with clients in a seamless way – whether you want to share documents and news updates, allow them to book appointments or get them to sign documents electronically.
*Requires Access Document Portal available December 2023
Access Practice Management vs. MYOB Practice Management
Find out more about Access Practice Management
Run your entire practice with best-in-class powerful tax, compliance and practice management software to help optimise compliance workflows and advance every aspect of your accounting practice.
Our solutions offer powerful, automated workflows, out of the box dashboards and easily customised reporting, enhancing productivity and providing you with instant access to data-driven insights.
