DT Practice Staff Management

DT Practice Staff Management

Manage Staff Benefits, Targets and Schedules from One Location with DT Practice Accounting Staff Management for Accountants

DT Practice Staff Management

As part of DT Practice, our practice management module for accountants, the award-winning Staff Management module quickly and easily helps you manage and track accounting staff benefits and comp time, staff budgeting and targets, staff scheduling and much more - with total control.

Track staff benefits, billable hours and projects

You can track staff benefits; track and compare target billable hours to actual hours worked; schedule projects, tasks and other important accounting staff management details.

DT Practice Staff - Thomson Reuters DT Tax and Accounting
DT Practice Staff - Thomson Reuters DT Tax and Accounting

View and manage staff schedules

You can monitor individual workload and view and compare calendars for multiple staff simultaneously, including data from both DT Practice and Microsoft Outlook™.

Assign work to staff

Assign schedule items to work queues based on your staff's qualifications and rank items in order of importance using drag and drop.

DT Practice Staff - Thomson Reuters DT Tax and Accounting

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Solving the most common pain points of Practice Management.

Managing accounting staff with the DT Practice Staff Management module

The scheduling portion of the Staff Management module lets you assign and manage staff based on various.

Benefits

The award-winning Staff Management module quickly and easily helps you manage and track accounting staff benefits and comp time, staff budgeting and targets, staff scheduling, and much more - with total control.

The scheduling portion of the Staff Management module lets you assign and manage staff based on various data, including skill areas of expertise, skill ratings, skill sets, and real-time availability.

 

Staff Management allows you to:

  • Track staff benefits including accruable benefits, comp time, and observed holidays.
  • Track and compare staff target billable hours to actual hours worked.
  • Track and schedule projects, tasks, to dos, scheduled phone calls, scheduled benefits, and meetings.
  • Assign work to staff and "rank" items in order of importance for staff using drag and drop.
  • Set up reminders for all of your scheduled items.
  • View and manage staff schedules and monitor individual workload.
  • View and compare calendars for multiple staff simultaneously, including data from both Practice CS and Microsoft Outlook, and use color coding for different categories.
  • Assign schedule items to work queues based on staff qualifications, then pull work from those queues based on their qualifications.

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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.