Digital Practice
Practice Management for Accountants & Bookkeepers
Digital Practice is cloud-based practice management software for accounting and bookkeeping firms, bringing team, client, project, and financial information into a single platform. It addresses the need to manage day-to-day firm activities, track who is doing what and when, and coordinate client service without switching between separate tools.
The platform includes Project Management with milestones and tasks, Timesheets for time tracking and billable hours, HR Management covering leave and employee records, Finance for quotations, invoicing, and expenses, an OKR module for goal setting and progress tracking, and a Sales CRM with pipeline management, reminders, and campaigns. Collaboration features include document management, company notes, meetings management, and a client access portal. It integrates natively with Sage and indirectly through Zapier, and offers a RESTful JSON API for developers.
Digital Practice is aimed at small and medium-sized accounting and bookkeeping firms and their partners, managers, and employees. It is offered on a monthly subscription billed in advance, with a 30-day free trial that requires no credit card and provides access to all features. There are no cancellation fees, and data is deleted from servers when a subscription is cancelled.
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