Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance your productivity and operational efficiency with AdminPulse, allowing your accounting firm to expand while seamlessly adhering to legal requirements. Explore a flexible and intuitive online office management solution specifically designed for your organization. Gain a comprehensive understanding of your clients and tasks within the accounting sector, as every detail regarding your customers is meticulously recorded. With essential tools like task management, payment tracking, and document organization, you will maintain clarity over your office's documentation. Consequently, your administrative tasks will always be streamlined, keeping everything organized and manageable. You can monitor and analyze your productivity over time, utilizing reports to refine your workflows as necessary. With current insights at your fingertips, you will be able to enhance your accounting firm's efficiency further, ultimately saving valuable time. This newfound efficiency empowers you to deliver greater value to your clients, elevating both your practice and customer satisfaction to unprecedented heights. Consequently, your firm is poised for continued growth and success.
Description
DT Practice provides a comprehensive overview that delivers essential insights for your business, guarantees exceptional client service, and maximizes your firm's efficiency. Beyond merely serving as invoicing software for accountants, DT Practice facilitates rapid accounts receivable turnover through efficient paperless billing features, allowing for straightforward client billing, the ability to design tailored electronic invoices and statements, online invoice publishing, and credit card payment acceptance. You can effortlessly and automatically log time and expenses while employing a variety of billing methods, such as fixed-fee, progress, and retainer billing. Additionally, DT Practice enables you to generate customized invoices and statements, meticulously track accounts receivable transactions, and produce detailed reports and summaries. In a further enhancement of client interaction, you can swiftly establish private and secure client portals within DT Practice, significantly improving client service and enhancing time management for your firm. This all-encompassing approach ensures that you are not only serving your clients better but also streamlining your internal processes for greater overall effectiveness.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Acrobat Sign
Yes
Axis LMS
Yes
Billit
Yes
ClockAssist
Yes
Docusign
Yes
Exact Online
Yes
Gmail
Yes
Leexi
Yes
LexPI
Yes
Microsoft 365
Yes
Integrations
Adobe Acrobat Sign
No
Axis LMS
No
Billit
No
ClockAssist
No
Docusign
No
Exact Online
No
Gmail
No
Leexi
No
LexPI
No
Microsoft 365
No
Pricing Details
€163 per month
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AdminPulse
Country
Netherlands
Website
adminpulse.eu/
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
No
Document Management
No
Due Date Tracking
Yes
For CPA Firms
No
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
Yes
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes