Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Discover a comprehensive and adaptable practice management tool designed to streamline your operations and accelerate productivity. By breaking workflows into manageable steps, you can significantly boost your team's efficiency. Clearly define responsibilities for each task, monitor different job phases, and keep an eye on progress via detailed reports. Initiate projects automatically based on crucial client dates, and utilize internal deadlines to guarantee that all tasks are completed well ahead of compliance requirements. Improve your standard operating procedures by incorporating training videos, useful links, checklists, and email templates directly into the system. Regardless of whether your team operates in an office or remotely, you can effortlessly train new employees and delegate tasks with greater effectiveness. Additionally, you can invite an unlimited number of team members at no additional cost, allowing everyone to collaborate on the same platform seamlessly. Leverage Pixie's automation features to establish recurring tasks, automatically assign responsibilities to team members, request client statements, or send reminders for important dates. This holistic approach not only enhances productivity but also fosters a more organized and efficient workflow for your entire practice.
Description
Praszo Practice is a robust on-premise practice management solution specifically designed for audit firms that cannot risk storing client data on external cloud services.
Unlike most practice management systems that operate solely as SaaS, where your engagement details and financial information reside on a provider's servers—potentially exposing firms to compliance issues—Praszo Practice ensures that every piece of client data is securely housed on-site, providing complete control without any third-party server involvement or uncertainty about data residency. In addition to its deployment advantages, the software effectively addresses inefficiencies that can detract from an audit firm's time and profitability. Engagement processes are streamlined through organized, traceable stages, eliminating reliance on cumbersome email threads. Time tracking is seamlessly integrated with budgets and billing, allowing for better visibility of work in progress and potential overruns before they impact the bottom line. The capacity dashboard equips partners with insights into team workloads, highlighting who is overburdened and who has availability. Moreover, every action taken within the system is meticulously recorded in a permanent audit trail, complemented by role-based access controls to ensure the firm remains prepared for any inspections. This comprehensive approach not only enhances operational efficiency but also reinforces trust with clients through transparent data management.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
OpenCost
No
Pricing Details
$69 per month
Free Trial
No
Free Version
No
Pricing Details
Contact sales for price
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
No
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Pixie
Founded
2019
Country
United Kingdom
Website
www.usepixie.com
Vendor Details
Company Name
Praszo
Founded
2023
Country
United Arab Emirates
Website
praszo.com/practice/
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
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