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Finance and Accounting software
Practice Management software
Accounting practice management software runs the workflow of an accounting or bookkeeping firm.
Overview
What it does
It tracks client work, deadlines, documents, and billing in one system. Firms use it to see the status of every job and keep work from slipping. Client portals collect documents and signatures securely.
How to choose
Map your recurring work first. The right tool mirrors how your firm runs monthly bookkeeping and tax season.
Features
Key features to look for
Workflow tracking
Recurring jobs and tasks with due dates and owners.
Client portal
Secure document exchange and e-signatures.
Time and billing
Time capture and invoicing for client work.
Client communication
Email and requests tied to each client record.
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