Practice Management
Do the right work - do the work right!
Good practice management gives you the benefit of consistent, high quality of service and ressource optimization
Organize and Control
The heart and soul of good practice management is well defined processes and good organization of work. Processes rule your practice, and without the ability to define and control work, client engagements will suffer.
We provide a powerful yet simple approach to handling processes, with a centralized way of defining them, combined with high flexibility and tailoring at many levels.
Library of processes
Initially, create a central library of the services your practice provide. This is done once for your practice.
Tailor to clients
Connect your services with clients, and tailor them to fit the individual client if needed.
Tailor to engagements
If needed, further tailor to fit a single engagement, without affecting other engagements
Setting up a process
Working with forms
Schedule and Automate
With processes clearly defined and ready to execute, it is time to schedule, automate and remove repetitive work. Make sure accountants can focus on accounting.
Yearly Cycle
Set up a yearly cycle of tasks, that are executed at specific times during the year.
Notifications
Receive notification when something needs to be done. We will notify you when activites are started and when deadlines approach.
Automate
Automate repetitive work and save time
Monitoring
Have the complete overview of ongoing engagements, and easily spot engagements that are moving behind
Scheduling a service
Cases created from a schedule
Document Management
Get a cool file system that is online and secure, high performing and scalable.
Secure document exchange
Don't use risky e-mails to exchange files with clients. Use pragmeo instead, and avoid compliance and security risk.
Unlimited storage space
With every paid subscription comes an unlimited storage space
File Sync
Synchronize files with your PC and work with them locally
Access from anywhere
With an online file system, you always have everything you need, right with you
Online and secure file system
Online preview
Quality Assurance
The only form builder you will ever need. It combines the strength of online forms with an advanced Excel engine in one single product.
Built for accounting
Everything you need to handle quality assurance within accounting
The power of Excel
Everyone knows Excel, so we added an excel calculation engine to our forms. Write calculations in the well known Excel syntax or add spread sheets to forms
Flow data between forms
Link forms and flow data between them to create workflows.
Business logic
Control the flow of tasks or change forms, based on conditions
Working with forms
Excel formula in a calculated field