Speed client payment with electronic billing
You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments.
Comprehensive time and billing
Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries.
Dashboards for efficiency
Offering firm, staff, and client dashboards with real-time functionality, this accounting management software serves as a central hub, where you can get up-to-the-second data on firm operations, staff projects, and client status—all in one place. With this knowledge, you can confidently make critical operational and financial decisions based on key performance indicators.
Increase profits with advanced technology
Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time. You can share files with clients, create new portals on the fly, and offer clients the option to provide electronic signatures.
“I strongly recommend DT Practice to anyone with time and billing requirements. It really can make a tremendous difference to the firm’s bottom line. It pays for itself with huge dividends, probably more than any other software we use. Highly recommend. ”
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Solving the most common pain points of Practice Management.
Products fact sheets
This easy-to-use, comprehensive project management system lets you manage and track your firm’s projects and tasks right from your desktop.
The Client Management module meets all of your CRM needs and is one of the most powerful workflow tools within DT Practice.
You can track comp time, accruable benefits, and holidays for your staff, set target work hours and billable amounts for each staff member.
Discover our tax and accounting software. View our short videos designed to provide a quick overview of our products and learn more about DT Practice.