SmartPractice can help your business
Manage operations
- Maintain client contact details
Tasks for Accountants and Bookkeepers
- Manage data and documents
- Keep records up to date
File taxes
- Filing tax returns
Reporting for Accountants and Bookkeepers
- Internal reporting (not for compliance)
Overview
An array of modules to help you manage your practice better. Keep your tasks organised, bill your time correctly and make sure staff know who is doing what.
A secure client portal which gives your clients access to an online filing cabinet for their documents. Let them save important personal documents and share files with you.
Reports can be produced to make sure you are managing your practice properly, completing all services required, staying compliant, staff efficiency and so much more.
Have a hybrid working environment? No problem, manage and access the system from anywhere.
SmartPractice + Xero
SmartPractice integrates with your Xero accounting system by sending and receiving certain data regarding your practice and its clients. During the setup process your client information in Xero will be populated in SmartPractice for ease of setup and a data cleansing process will follow. After this step a service assignment process will be done and users will be assigned to the services. If need be, projects will be created. From here you are ready to proceed and log time through a specific user to a specific client on a specific project. Now, you're ready to use the full system.
Getting started
Changing your practice management software (or implementing it from scratch) is much like changing your bank, it seems a bit daunting, the hassle, the paperwork, the time! Don't let that thought stand between you and a compliant practice! We're not going to lie to you, it is going to take some time, but we have developed a setup plan that will ease the process, creating an easy schedule format for quick installation, no matter which software integration option you require.
The initial stages of a relationship, like any, require time spent getting to know you and your practice. We want a better understanding of how it ticks and to meet some of the key people in your business. We believe that the workflow for every accounting practice differs, so there is no one-size-fits-all approach to our software implementation and the effective use of SmartPractice.
A dedicated director-led team will ensure the setup and implementation process is completed correctly and from thereon, you will have access to a team with a wealth of experience and specialised knowledge of the software.
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