Practice management - Integration

Pinacle practice management is fully integrated with other modules of Pinacle to save time in data entry: you only enter client data once. The integration also means that a client overview is possible showing all significant client data on a single screen, with drill-downs to the detail data below. For example, this option can show the client’s tax liability with drill-downs to the tax computation and the history of taxable earnings.

All applications are represented on the screen including WIP from time recording, debtor position from fees ledger, partner/director details, accounts profit and work status from client management.

Time is saved by:

• Single point of entry for client overview to each application’s data
• On-line access to previous years’ data.
• Ability to manage any type of client work.
• Ability to edit database transactions to correct mistakes without recourse to back-ups.