Pratica

0 reviews

Pratica is practice management software for accounting firms, centralizing operations in one workspace. It manages the client lifecycle from prospecting to billing, tracking leads, proposals, and onboarding. Integrations with Google Drive and Slack automate folder creation and channel setup for new clients. Firms can customize entity types, jurisdictions, fiscal years, billing models, and currencies. The onboarding process collects documents and creates work items for services. Task management tracks progress, with recurring tasks auto-generated. Template edits affect future tasks without changing past work. Book review features include flags, sign-offs, and audit trails for quality control. Daily tools include drag-and-drop planning, calendar views, to-do lists, time tracking, and an embedded Gmail client. A client portal allows secure document uploads to Google Drive. Analytics dashboards provide insights into revenue, billable hours, and overdue work.