Love the Product
This product is one of my first apps when I opened up my own practice. It takes the headache and stress out of onboarding new clients. It also saves me a lot of awkward conversations around payment of fees, it reconciles my invoicing in Xero and takes payment and puts it in the bank. Cashflow is king in small businesses and mine is no exception.
First Accounts Pty Ltd
This product is fantastic. They have thought of everything and give the client a 5 start experience through professional proposals. My onboarding with Matthew has been superb. He has gone above and beyond in all the help he has given me to get my first few proposals out. The customer service is amazing, and you won't regret signing up!
The app functions exceptionally well, and any questions I've got are answered very promptly. As our app-stack develops this is one piece that is going to stay put!
This helped me scale my business x 10 as It was all organised and easy for me to focus on more MRR
Have used Practice Ignition in my accounting practice for the last three years. Extremely happy with how much time it saves me in both creating standardised engagement letters for my clients as well as collecting payment from them so I don't need to waste productive time chasing debtors. Well worth the 5 stars.
PI = Gamechanger
Could rave for days but in short, I'm building out my accounting practice and quite focussed on putting in place great technology infrastructure from day one to minimise growth teething pains later on. Practice Ignition is clever software that on the accountant's side of the desk provides a quick and easy way to invoice in a very presentable way. It can work great as a credit-screening tool for new clients or bad-payers as at the proposal-level, you can specify terms, which may include an upfront deposit for example. It also reduces a lot of admin in terms of creating and sending out invoices, chasing up payments etc. The terms are all put in place upfront so once the client signs on, a lot of the admin side of things becomes very automated. I had hesitations around being able to raise scope-creep conversations with clients (since you've had them agree to an engagement previously), but find that PI is actually educating my clients on what services they are requesting and their inclusions. So long as you put the time into clarifying scope in your service line items, everything becomes very transparent for both parties and it's actually gotten easier to have scope-creep conversations without clients thinking that you're just trying to take advantage. Client experience is very smooth. You can toggle proposals to give them an element of choice in what services they wish to include and what payment schedules/timelines suit them best. And brochures, help videos and branding all make proposals very salesy and sexy. Onboarding was great. They give you a few months of attention with a dedicated member of the team to make sure that you're familiar and confident in using PI and even did things on my behalf like creating a custom sales brochure and configuring some of my templates. It's a great platform to scale and I say honestly that it would be difficult to go back from here.