Digital Practice

Digital Practice is a practice management software designed for accountants, bookkeepers, and professional service providers. According to the vendor, it offers a range of features to streamline project management, customer relationship management, HR management, finance management, OKR tracking, and timesheet management. The software is targeted at small to medium-sized firms in industries such as accounting, bookkeeping, financial consulting, and business consulting.

Key Features

Project Management App: According to the vendor, this feature allows users to seamlessly manage projects, tasks, meetings, and documents from a centralized platform. It enables task delegation, progress tracking, and deadline management.

CRM App: The vendor claims that this feature enables users to record and track sales and customer journey details. It provides real-time insight into sales initiatives, facilitates opportunity and account management, and supports client collaboration. Users can also generate professional invoices and track payment status.

HR Management App: According to the vendor, this feature helps users manage employee information, issue payslips, and maintain HR policies. It allows tracking of leave balances, approval or decline of leave requests, and efficient management of teams, attendance, and holidays. The feature also provides secure storage of employee records with access restrictions to comply with data retention requirements.

Finance App: The vendor states that this feature enables users to keep track of finances in real-time and eliminate outdated spreadsheets. It supports quoting, invoicing, and recording project expenses for improved profitability. Users can manage client invoices, quotes, expenses, and profitability, as well as track payment status.

OKR App: According to the vendor, this feature allows users to set agile, concise, and measurable objectives for teams. It aims to increase team engagement and accountability, achieve alignment between company and teams, and visualize company objectives and key results in real-time. The feature also simplifies goal task management and enhances performance.

Timesheet App: The vendor claims that this feature provides intuitive time tracking for multiple activities. It facilitates time approvals and the creation of invoices from approved timesheets. Users can track work productivity, billable hours, and resource planning. The feature also allows for the recording of weekly timesheets and efficient management of administration and project hours through a personalized dashboard.