DT Practice is a mobile application that enables you to access DT Practice firm, staff, and client data on your Apple iOS or Android devices. With DT Practice, you can review DT Practice content such as staff availability, client interactions, project status, key totals, and more.

This topic provides a brief overview of how to configure DT Practice to work with DT Practice, enable DT Practice for your staff, and obtain the DT Practice app. For more information about DT Practice, please visit the Products section of our website at Tax.ThomsonReuters.com.

Configure DT Practice using Practice Link

Use Practice Link to set up a data storage area for DT Practice and to create a DT Practice password. To obtain Practice Link, visit the My Product Downloads section of our website at Tax.ThomsonReuters.com and follow the instructions provided.

See the Practice Link help for details on configuring your DT Practice database for DT Practice.

Enable DT Practice for staff members

After your firm has set up your database and password for DT Practice, your firm administrator must enable DT Practice for each staff member who will use it.

1. In DT Practice, choose Setup > Staff.
2. In the Staff screen, select the staff member and click the Edit button.
3. Click the Contact Info tab.
4. In the Portal field, select the staff member’s portal from the drop-down list.
5. Click the Actions button and choose Enable DT Practice for <name of portal> from the drop-down list.
6. Click Enter.

Download the DT Practice app

To download the DT Practice app, visit the DT Practice page in the App Store or in Google Play.

Was this article helpful?

Yes No

Submit