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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.
DT Practice Modules
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.
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.
Read our DT Practice White Paper
Solving the most common pain points of Practice Management.
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.
Products fact sheets
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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.