Synchronize contact information
Sync up with your Microsoft® Office contacts in real time, so you have the most current information in both applications.
Record every client interaction
Never miss an important detail — our client management software for accountants provides the option to record and save phone calls and notes for every client phone call, email, billing or face-to-face meeting. Display recorded messages on the staff dashboard for a digital record of all your interactions with a client.
Automatically track time on phone calls
Ensure you’re invoicing accurately by keeping track of time spent on phone calls with clients.
Read our DT Practice White Paper
Solving the most common pain points of Practice Management.
The powerful Client Management module provides CRM capabilities that let you tighten your relationships with your tax and accounting clients and prospects by tracking every activity detail. You always have the most updated information at your fingertips.
Because you communicate with your clients in many ways, including phone calls, emails, invoices, and face-to-face contact, you require a system that helps you effectively keep track of every interaction, monitor client activity, and securely transmit or receive documentation.
With this module, you gain the added ability to logically organize, store, and access all client interactions in a single location on your client dashboard for quick and efficient review.
Client Management allows you to:
- Synchronize contact information with Microsoft Outlook in real-time, giving you the most up-to-date information in both applications.
- Record notes of every client interaction, including phone calls, emails, billing, or face-to-face meetings.
- Automatically track time on phone calls, which can be invoiced with other billable time.
- Generate virtually any report grouped by referral source, giving you a complete picture of referral activity.
- View interactions by client, contact, or staff to stay apprised of all referral activity.
- Save recorded phone messages and display them on the staff dashboard for a digital record of all your interactions with a client.
- Send or receive files securely with the option to request an electronic signature from your client via the easy-to-use file transfer feature that connects directly to our client portals.
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.