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Software for the Accounting Profession

CPAPractice Manager

The award winning CPAPractice Manager software (formerly Visual Practice Management) offers professionals a comprehensive system for managing every aspect of their firm or practice.  Using a powerful Microsoft SQL database, CPAPractice Manager helps capture, in one database, all billable time; bill quickly on-screen; generate flexible invoices; track information on clients and client contacts; and schedule and track due dates, projects and employees. The flexibility of CPAPractice Manager makes it an excellent choice for any size accounting firm. Discover why small, medium and large accounting firms across the United States and Canada rely on CPAPractice Manager for the daily operations of their firm.

The modules of CPAPractice Manager provide a complete management system including:

Time Entry
An intuitive time entry screen encourages on-screen, daily entry by employees. Simply start typing the first few letters of the client name or number and service code - the system will find the match. Update the status of a project and use timers to automatically track and record time as it is being spent on a client. An Appointments Calendar and In/Out Status are also available. Client notes displays an ongoing list of notes to file made on this client by any employee in your firm. You can sort, filter and print client notes from most any module of VPM.

Contact Management
When communicating with a client, you can quickly access all their information including:

On-screen billing has never been easier, however traditional billing worksheets are also available. Bill by category, sub-category or detail service code. Additionally you can bill by employee or by project. Want to see what you billed the client last year for the same services? - view prior invoices directly from the billing screen.

A fully editable WYSIWYG invoice screen within VPM allows you to customize invoices for each client without using a third-party application such as MS Word. Start with default or custom formats, add your company's logo, decide if you want dollar amounts by each line item or summarized billing and choose from the numerous display format options, or simply type directly onto the invoice screen. Once completed, save this invoice format for future use.

Project Management
View and track all client projects as they move through your firm towards completion. With the Project Management module you can:

Hundreds of management reports are available categorized by: Employees, Service Codes, Marketing, Due Dates, Budgets, Schedules and Project Management. Additionally, VPM uses a Microsoft SQL database allowing unlimited SQL reporting capabilities.