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Practice Management Software

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#1
smtcpa  
Posts:
191
Joined:
28-Jul-2014 5:16am
Location:
Colorado
I am on the search again for Practice Management software. I don't think I am asking for the world, but feel like it sometimes. I just want it to be cloud-based/SaaS, have a client database, integrate with QBO, provide time and billing and have due date tracking and recurring tasks. And I don't want to have to pay for 10 users when I only need 2-3, like Karbon.

I've used Practice CS, OfficeTools Pro, JetPack and now Smartsheet. There has to be something out there. Anyone?
 

#2
Posts:
244
Joined:
7-May-2014 1:13pm
Location:
DC Metro
I heard jetflo integrates with Qbo.others don't. I highly suggest using xcm. We have been using it for 6 years, and would not be here today without it based on our growth. It does not integrate with Qbo. We're willing to forego this. Because it's reporting and task management and budgeting forecasting tools are exceptional. Good luck.
 

#3
smtcpa  
Posts:
191
Joined:
28-Jul-2014 5:16am
Location:
Colorado
Companies that don't post prices online tend to turn me off. Can I ask you what pricing looks like for xcm?

wwwcpa1biz wrote:I heard jetflo integrates with Qbo.others don't. I highly suggest using xcm. We have been using it for 6 years, and would not be here today without it based on our growth. It does not integrate with Qbo. We're willing to forego this. Because it's reporting and task management and budgeting forecasting tools are exceptional. Good luck.
 

#4
Posts:
244
Joined:
7-May-2014 1:13pm
Location:
DC Metro
Smt, we pay 600 a month and have around 20 users. We probably started paying 300 a month when we first started. Tell them Brian Wendroff with wendroff cpa referred you and see if you can get a discount. Trust me, the software works well and in the cloud. Good luck
 

#5
Posts:
66
Joined:
2-Mar-2015 6:13pm
Location:
CALIFORNIA (CA)
Do you use XCM for Document Management? I am looking for a document management and work flow management (not very critical). More information on XCM functionality will be helpful.
 

#6
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244
Joined:
7-May-2014 1:13pm
Location:
DC Metro
Tax, we use efile cabinet for document management. They have both a cloud and server option to store the docs. We really like it. I suggest you call up XCM and ask for a demo, and look at their videos on the website.
 

#7
Posts:
1301
Joined:
21-Apr-2014 11:24am
Location:
North Carolina
My last employer used XCM this last season. We primarily used it to outsource bookkeeping to India, but we also tried to use it to track extensions etc. It is not user-friendly. Producing reports is not intuitive. Unless there is a module my former employer did not let me see, I do not see how one could use it for document management.
 

#8
BeckyG  
Posts:
2
Joined:
29-May-2019 12:14pm
Location:
New York
I am also researching new Practice Management software. Have you looked at Clarity or Avii? Both are new to the market. I had a demo for Clarity and seems like a great product. I have Avii on the calendar next week.
 

#9
smtcpa  
Posts:
191
Joined:
28-Jul-2014 5:16am
Location:
Colorado
I finally settled on ClickUp. Almost went with Aero and Asana, but Clickup seems incredibly flexible and that is before their big new version 2.0 release coming soon.
 

#10
BeckyG  
Posts:
2
Joined:
29-May-2019 12:14pm
Location:
New York
We're opting for Doc.It suite. Impressive product, affordable and ties document management/portal with workflow.
 

#11
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399
Joined:
30-May-2014 7:38am
Location:
USA
We’ve been using Doc.It for many years. It’s a nice program with excellent tech support and has allowed us to become paperless.

Some partners in the firm are starting to suggest that we leave Doc.It and go all in on the Thomson Reuters suite. We already use their Practice CS for time & billing, which evidently does a lot more than we realize, and we use their ACS program. Supposedly if you get all their programs and have them properly set up, you can become very efficient via the integration.

Wondering if anyone out there has gone from a patch-work set up to the TR suite and experienced positive results.
 

#12
smtcpa  
Posts:
191
Joined:
28-Jul-2014 5:16am
Location:
Colorado
Tax Me Up wrote:Wondering if anyone out there has gone from a patch-work set up to the TR suite and experienced positive results.


I went the other way, from using the entire suite to just UT. Once you realize how archaic the TR technology is, you’ll realize what you’ve been missing.
 

#13
Posts:
598
Joined:
21-May-2018 7:50am
Location:
Hilton Head Island, SC
Has anyone found something decent, especially for small firms/sole practitioners? It's sad that so far, the best one I have found for minimizing integrations is Quickbooks Online Accountant Practice Manager. Aero looks decent but a bit complicated for my tastes, and I do not need all of the time tracking crap. I just want to track projects and and tasks by due date, by client, while minimizing redundant client data entry.

Came across a few others I like, but they lack integrations so I am not having to enter the same client information in multiple areas. I would just continue using tasks in Outlook, but I want to be able to track the individual components of each project, too.
 


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