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Description

PracticePro 365 stands out as an exceptional software solution, meticulously crafted to elevate your business to its highest potential. This robust platform is committed to enhancing operational efficiency across enterprises, offering a comprehensive suite of integrated features that equip your team with vital resources necessary for thriving in a competitive landscape. With the advantage of cloud scalability, PracticePro 365 is designed to support your business now and anticipate its needs in the future. As the evolution of work shifts away from conventional office environments, PracticePro 365 empowers users to stay informed about ongoing projects, human resources, customer interactions, and overall company operations. Regardless of your location or mode of travel, you can effortlessly keep a finger on the pulse of your business, accessing crucial information when it matters most, ensuring that you are always in control and prepared for what lies ahead.

Description

Transforming the landscape of tax operations and compliance management, our top-tier platform offers unparalleled returns on investment along with quick and effortless deployment. Are you in search of a dependable and flexible tax compliance solution that caters to your current requirements and future growth, seamlessly fitting into your existing systems and workflows? Discover how our fully automated FATCA and CRS platform is adding significant value for businesses across various sizes. Ensure compliance while minimizing costs and risks through our scalable online customer portal and tax operations validation system, which integrates effortlessly with your existing infrastructure. Expand your user base and enhance the experience for investors with our automated onboarding process in the online customer and investor portal, all while keeping costs low and risks manageable. This innovative approach not only streamlines operations but also positions your business for sustained success in an ever-evolving regulatory environment.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 

Integrations

Microsoft 365 No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PracticePro 365

Founded

1990

Country

United States

Website

practicepro365.com

Vendor Details

Company Name

TAINA Technology

Founded

2016

Country

United Kingdom

Website

www.taina.tech/

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations No 
Interactive No 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards No 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

ERP

Accounting Integration No 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Resource Management

Capacity Management No 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop No 
Employee Scheduling No 
Filtered Search Yes 
Resource Allocation No 
Skills Tracking No 
Utilization Management Yes 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management No 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management Yes 

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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