Videos
See It in Action
Gain quick insight into the many advanced practice management features within this system. In just a few minutes, you'll see into how our digital dashboards for staff, client, and project management can be customized to help you simplify workflow processes, give you an ongoing real-time snapshot of your firm status, and ensure you capture every billable minute.
Use the links below to watch videos on the following topics:
1. Project Management
Create an organized workflow for staff and firm with the Project Management module. Length: 2:58
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2. Digital Dashboards
Keep real time information for managing the business, clients, and staff at your fingertips with digital dashboards. Length: 2:07
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3. Client Management
Strengthen relationships with clients by tracking each interaction, referral and
portal communication. Length: 2:49
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4. Staff Management
Manage and track benefits, set targets, schedule staff, and more with total control.
Length: 3:53
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5. Time & Expense Entry
Track your time with easy-to-use time and expense entry features.
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6. Billing
Cut the time needed for clients to complete their billing process with customizable and flexible billing options.
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7. Accounts Receivable
Maintain accurate accounts receivables for the firm and ensure an efficient AR process.
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8. Reporting
Provide detailed analysis of firm data with comprehensive reporting options.
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9. Online Invoicing
See how you can use Practice CS to streamline the process for delivery of invoices
and online bill payment. Length: 3:15
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Video Testimonials
Diane Siriani, CPA
Diane describes how Practice CS brings together every piece of information about her firm's operations into one central hub.
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Sign up for an in-depth look at Practice CS in our live demo, conducted by our technical product specialists.
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