Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Star stands out as a reputable global supplier, drawing on its extensive experience and keen insight into the needs of businesses, which enables it to deliver tailored services to medium and large professional firms across the globe. The practice management system offered by Star is unrivaled in its depth and capabilities, specifically designed for accounting firms. With mobile apps available for recording time and expenses, the workflow remains uninterrupted no matter your location. Additionally, client payments are seamlessly processed through the Apxium payment portal, streamlining the billing process for both you and your clients, making it faster and more efficient. Star's system encompasses a wide array of robust features that ensure complete oversight and management of resources, allowing you to effectively oversee your most critical asset: your people. This comprehensive approach not only enhances operational efficiency but also strengthens client relationships through improved service delivery.
API Access
Has API
API Access
Has API
Integrations
Doc.It by IRIS
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html
Vendor Details
Company Name
PS Financials
Founded
1993
Country
United States
Website
www.irisglobal.com/products/accounting-practice-management/iris-star-practice-management/
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking