A Revolutionary Approach to Practice Management
Practice ES brings together all of the information and tools that you use daily into one
convenient location. The system is organized into four fully customizable digital
dashboards—Staff, Client, Firm, and Home—and each dashboard is a collection of
real-time portlets containing current information. Each dashboard is fully customizable, so you
and your staff can create the views that meet your unique needs.
- Staff Dashboard—Allow staff to access their own personal
information. This dashboard integrates with Microsoft® Outlook® email, calendar,
and tasks.
- Client Dashboard—You can access demographic data, billing
history, payment history, current balances, WIP, emails specific to the client you have
open, and other client-specific information. From the Solutions portlet, you can easily
access the rest of the Enterprise Suite programs, CS Professional Suite programs, and any
other programs that you use for each client.
- Firm Dashboard—Get an at-a-glance view of the state of your
firms receivables, billings, collections, profitability, staff productivity, and historical
information.
- Home Dashboard—Use the Home Dashboard to display multiple
portlets such as system information, RSS Feeds, Practice ES News Feed, Web Pages, and many
others.
Digital dashboards represent the next big step in advanced technology for the tax and
accounting profession. Using dashboards, you can further simplify workflow processes and
increase productivity by having all the information you need at a glance any time you need it.
Practice ES has customizable digital dashboards that enable you to
monitor key information specific to your staff, clients, and firm.
Comprehensive Time and Billing and Reporting Functionality
Practice ES enables you to quickly and automatically record time and expenses, create
customized invoices and statements, record and track accounts receivable transactions, and
create detailed reports and summaries.
Automated Timekeeping
A small and convenient desktop timer is available to use with any application. The timer
automatically records time spent on various projects. You can then easily transfer data into
the Time and Expense Entry.
Scalabillty and Standardization
Practice ES has the ability to scale from a small one-person office to a large multi-office
environment with ease. You can choose to utilize those features that apply to your firm, and
disable those that don't apply.
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