DT Practice Project Management

DT Practice Project Management

Easily Track Projects and Tasks from One Location

DT Practice Project Management

With this accounting project management module, you can monitor every detail of your firm’s projects and tasks in real time - keeping you fully informed and offering complete control over your workflow.

Display staff projects and tasks

Configure your staff dashboard, so staff members will always know what to work on next, ensuring timely service and delivery to clients.

DT Practice Projet - Thomson Reuters DT Tax and Accounting
DT Practice Project - Thomson Reuters DT Tax and Accounting

Monitor staff availability

A quick glance ensures the right people are working on the right projects.

Monitor staff performance

Maintain a close watch on operational efficiencies no matter how many projects are flowing through your office, to ensure peak productivity.

DT Practice Project - Thomson Reuters DT Tax and Accounting

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Solving the most common pain points of Practice Management.

Managing accounting projects with the DT Practice Project Management module

The Manage Projects screen gives you control over the workflow of your entire firm.

Benefits

This project management workflow software uses dashboards to monitor every detail of your firm's projects and tasks in real time - keeping you fully informed and offering complete control over your workflow.

With Project Management, you can:

  • Track project due dates and progress with ease to ensure timely service and delivery to clients.
  • Monitor staff availability at a glance to ensure the right people are working on the right projects.
  • Capture every billable minute so no time is unaccounted for.
  • Monitor staff performance and maintain a close watch on operational efficiencies.
  • Maintain complete control over workflow, no matter how many projects are flowing through your office, to ensure peak productivity.
  • Display each staff members' projects and tasks by configuring the staff dashboard, so they'll always know what to work on next.
  • Optionally integrate projects with workflow items in WorkFlow Manager, so you can centralize and manage all client and internal processes across the firm.

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Software for Accounting Firms & Tax Professionals

The DT Professional Suite provides tax and accounting solutions designed to increase your firm’s efficiency and profitability. It’s everything you need to power smoother workflows, make more informed decisions, improve client service and achieve better results.