DT Practice Client Management

Collaborate & View Real-Time Client Activity from One Location with Client Management Software for Accountants

DT Practice Client Management

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.

View DT Practice Client Management Brochure (PDF)

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DT Practice Modules

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.

View DT Practice White Paper (PDF)

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Managing accounting clients with the DT Practice Client Management module

Easily review all client interactions in the Manage Clients screen to ensure you always have an up-to-the-minute view of client activity.

Benefits

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.