Practice Management
in the Cloud

GreatSoft Practice Management is a scalable solution designed for progressive accounting firms to improve efficiency and practice profitability. GreatSoft enables firms to manage staff, clients and jobs in one database, and uses APIs to integrate with your choice of compliance, document management, workflow, CRM and other cloud practice solutions, to provide a single view of the client and a single source of truth.

Practice Management Software for Progressive Accounting Firms

Client & Contact Management

Let GreatSoft Practice Management assist you to maintain your clients and contacts.

Time & Disbursement Management​

Need assistance managing your timesheets and tracking your profitability?

Billing & Processing

Want to bill your clients from anywhere and on any device?

Debtors & Lock Up​

Allow your firm to manage work in progress and accounts receivable easily.

Powerful Reporting

The report templates are developed using Microsoft SQL Server Reporting Services – this means that firms can customise reports to suit their needs.

Business Intelligence

Partners and management have access to key dashboards that will allow them to measure performance and make quick decisions using powerful BI Dashboards.

Process Automation

Automate your processes and create alerts to trigger early warning systems when jobs or processes are not aligned with expectations. Deliver reports to your Inbox.

GreatSoft PM

GreatSoft is designed for progressive accounting firms looking for a flexible and scalable cloud practice management solution.

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GreatSoft BI

GreatSoft Business Intelligence Dashboard for practice partners to help them manage their firm more effectively with deeper insight and access to information.

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SQL Server Reporting

GreatSoft provides standard reporting templates giving partners, management and staff easy access to the information they require.
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Client & Contact Management

A Practice Management system that is designed for the time based professional and not only considers the fact that you are a time based professional, but also that you do not have the time to sift through multiple systems and databases to access important client information.

Communicating with your clients is key, and offering new products and services (upselling) will ensure that any time based professional will survive. Having the ability to market out of one database to a targeted audience will ensure future business, or the lack thereof could mean other firms will simply target your clients…

Cross selling and upselling to your client base is critical to the growth and profitability of your firm.

The client management component is part of the Practice Management system so you have all your clients contact details on hand all the time. The real power is only ever capturing information once. The scalable central database makes it easy for all users of the system to share the same data, from anywhere at any time.

  • Single database shared across all Modules
  • Multi-User security
  • Client Notes and Automated Alerts/Reminders
  • All client Information stored in one place
  • Only have to make a single update for all departments in the Firm
  • Data integrity will never be compromised as all changes are restricted to the correct staff
  • Never miss another deadline with constant reminders
  • Easy access and retrieval of client records
  • Easy to use Timesheet and Expense capturing
  • Accessible on any device
  • Automated Staff Reminders to complete outstanding timesheets
  • Workflow and Approvals
  • Easily and quickly clear WIP and raise Invoices
  • Invoices can be reviewed before distribution
  • Bulk Billing saves time.

Time & Disbursement

In today’s age of fixed fees, this easy to use timesheet system can track the profitability of all tasks. If your firm continues to bill from timesheets then this system will reduce the complexity of capturing time against projects, whether they are in the same office, same service line, same branch, or even the same country.

You can record your time from anywhere on any device!

Clients claim savings of more than 15 minutes per person per week with this new Cloud based timesheet system.

Billing & Processing

GreatSoft Practice Management system makes it easy for you to bill your clients from anywhere and on any device. You no longer need to be in the office to manage this important process.

Use your firms standard invoice templates for any service line, branch or company, and electronically send the invoice for your services. The system is designed to handle multi-office, multi-currency and multiple service lines.

Producing invoices on demand has reduced lockup in some firms by more than 30 days, with a hugely positive impact on Cash Flow.

 

  • Bill Directly from WIP
  • Workflow and Approvals
  • Automated email Reminders for Approvals
  • Template / Fixed Fee Billing
  • Easily and quickly clear WIP and raise invoices
  • Review and approve invoices before distribution
  • Bulk billing saves time
  • Real Time reports of Debtors and Lockup
  • Security Accessible to all staff
  • Reports are accessible from any Device allowing you to see the most up-to-date figures at anytime
  • Easily allow selected staff to run their own reports

Debtors & Lock Up

Debtor Management provides one place where you can follow up outstanding debt, send and track bulk statements and invoices and record debtor collection notes.

Combine prebilling and work in progress tracking reports with alerts to provide job management on the go and prevent surprises and budget overruns.

GreatSoft Practice Management allows your firm to manage work in progress and accounts receivable easily and provides tools to help ensure that jobs and collections track according to budgets.

Like what you see? Have any questions?

We’d love to show you what we could do differently and the impact we could make to your practice.