Practice Management

Allocate jobs and tasks together with due dates across the practice. Set task deadlines and milestones, notify staff, and mark complete.

Record hours worked and convert them to invoices. Enter time on jobs by duration or by start and stop time and convert it into progress or final invoices.

Run standard reports or build your own. Create reports specific to each client including jobs, time, and costs. Include data visualization for faster interpretation.

Keep invoices, payments and clients in sync with your practice. Share invoices, key client details and more.