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Description
A comprehensive solution designed to enhance the management of your clients' accounts. Automated journal entries for sales and purchases are generated along with their related documents. Take advantage of an advanced and insightful accounting review tool to effectively track the status of your financial statements. Ensure compliance with all tax responsibilities, including VAT returns, tax packages, and brochure management. Pennylane serves as an integrated accounting software and a holistic financial management system for your clients. Through Pennylane, your clients can oversee and settle their purchases, handle invoicing, connect their sales platforms, and keep an eye on their cash flow. Every action they complete on the platform contributes to your data input. Simplify your communication with clients and colleagues by engaging directly within Pennylane, allowing for chat and comments on invoices and transactions, while also tracking activities and deadlines associated with each task. This interconnected approach fosters a more organized workflow and enhances collaboration.
Description
Practice CS is a top-tier practice management solution designed specifically for accountants, aimed at helping firms minimize time wastage, eliminate redundant tasks, and enhance operational oversight and control. Beyond just time-and-billing functionalities, Practice CS enables accounting firms to seamlessly onboard new employees, issue invoices more swiftly and accurately, assess long-term service profitability, and increase revenue without imposing additional burdens on staff. This tool transitions the firm from a reactive stance to a proactive approach in practice management, ensuring teams are well-prepared to address client needs and compliance obligations as they arise. It provides real-time access to vital information regarding the firm, clients, and employees, empowering the entire practice to function at its highest level of efficiency. Furthermore, Practice CS is adaptable to the size of the firm, accommodating both large and small entities, and allows users to select only the features they require for their specific needs. Ultimately, this flexibility ensures that firms can optimize their operations effectively.
API Access
Has API
API Access
Has API
Integrations
Axis LMS
Chift
Defacto
Fleece AI
GoCardless
Hyperline
Karmen
Microsoft OneDrive
Najar
Nango
Integrations
Axis LMS
Chift
Defacto
Fleece AI
GoCardless
Hyperline
Karmen
Microsoft OneDrive
Najar
Nango
Pricing Details
€19 per month
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
Pennylane
Country
France
Website
www.pennylane.com/expert-comptable
Vendor Details
Company Name
Thomson Reuters
Founded
2008
Country
Canada
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs
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
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