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SmartPractice

4.5 out of 5 stars
Practice Management System Designed for Accountants, by Accountants Software developed with a unique knowledge of what is needed and a dedicated focus to address the challenges faced by Accountants and Auditors everywhere.

Overview

All-in-one Practice Management Manage your whole practice on one system. From planning to reporting, invoicing and more.

No More Billable Hours Lost Project timers as well as incidental timers: for all those "Just a quick question" situations. From Timesheet to Work In Progress to Invoice.

Xero Integration Integrate your client data directly from Xero to your SmartPractice profile. We have a full Xero integration option.

Cloud-based Software Have a hybrid working environment? No problem, manage and access the system from anywhere.

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SmartPractice
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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.

Reviews & ratings

4.5 out of 5 stars
2 Reviews
5 star(50%)
4 star(50%)
3 star(0%)
2 star(0%)
1 star(0%)
PP
Peter Pappas
Posted
5 out of 5 stars

The accountants tool

SmartPractice is the tool you need (not want) to grow and sustain an efficient practice - be "SMART" about it!
JV
Jan van Zyl
Posted
4 out of 5 stars

Very good

Definitely a must have for all accountants who want to gear their practice for growth.

Additional info

Shared data

Xero
SmartPractice
Tracking Categoriesshared from Xero to SmartPractice
Tax Ratesshared from Xero to SmartPractice
Itemsshared from Xero to SmartPractice and from SmartPractice to Xero
Invoicesshared from SmartPractice to Xero
Contactsshared from Xero to SmartPractice and from SmartPractice to Xero

App details

Added in 2022
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.