Practice Manager

Practice Manager

Docusoft Practice Manager brings your practice's administration and operations into a single system, connecting time recording, billing, client management and compliance in one place. Staff can record time against tasks and clients as work is completed, with time automatically available for invoicing through built in integration with Xero, QuickBooks and FreeAgent.

Built in accountancy process templates let you create, manage and track workflows across the practice, while Microsoft 365 email triage allows staff to view, file and action emails directly against CRM tasks, so nothing gets lost in a crowded inbox. The client onboarding tools guide new clients through risk assessment and document collection, linking directly into AML/KYC checks, and the proposals module lets you create and send engagement letters for approval and e-signature.

Every client's documents, emails, tasks, time and billing history sit together on a single client card, giving your team a complete view without switching between systems. Reporting and automation tools help you track performance and reduce repetitive admin, and Practice Manager integrates with the accounting, payroll and AML tools you already rely on. Contact us today to book your demo.