Full practice management for a mid-tier accounting firm.

The challenge

Client work, staff workflows and internal operations each lived in a different subscription, and the gaps between them were filled by hand.

One system that runs the firm's clients, staff and internal flows, shaped around how the firm works, and a website with a knowledge hub.

A new client is entered once and exists everywhere: files, tasks and billing read the same record.

The subscriptions collapsed into one system the firm owns.

Real code, a database the firm owns, hosted in Australia.

Same service or sector

The same modules would suit

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