Practice management

Practice managementPinacle practice management software utilises a powerful, flexible database to give control of WIP, fees and work monitoring within the practice.

The practice management suite consists of the following applications:

  • Time recording
  • Fees ledger
  • Client management

All client data is stored in a comprehensive database which can be used to extract and filter reports for management and control purposes.

The integration of practice management with other modules of Pinacle saves time in data entry and eliminates transcription errors. Time and fees ledger may be integrated through common invoicing routines or kept separate as required. Client management allows monitoring of client work in the office eg: tax work, but can also produce reports accessing other client data stored in the database eg: all company clients with year ends in December.

Key Sample reports Sample screen shots