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.
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.
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Solving the most common pain points of Practice Management.
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
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.