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Description
All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.
Description
QX PracticePro frees accountants from the hassle of managing various software systems by offering a unified, cloud-based platform designed for collaboration. This comprehensive solution allows accountants to swiftly onboard clients, ensure adherence to regulatory standards, transfer data between different applications with ease, and manage compliance tasks effortlessly. Tailored specifically for CPAs and accounting professionals, QX PracticePro enhances your workflow, boosts productivity, and enables you to deliver superior service to your clients. We also conduct thorough research to identify and suggest the most effective application stack that aligns with your practice objectives. With an array of features designed to simplify your tasks, QX PracticePro ensures that your job is more efficient than ever, allowing you to focus on what truly matters—serving your clients with excellence. Embracing this innovative platform could transform the way you manage your accounting practice in the digital age.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Desktop Pro
QuickBooks Online
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FirmTamer
Founded
2020
Country
United States
Website
www.firmtamer.com
Vendor Details
Company Name
QX Global
Country
United Kingdom
Website
qxglobalgroup.com/product/qx-practicepro/
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking