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Accounting firms, CPA practices, tax consultants, and financial advisory businesses looking to optimize their practice management.
This software organizes client records, tracks billable hours, automates invoicing, and monitors task progress. It often integrates with accounting tools to sync financial data and provides dashboards to oversee team performance and deadlines.
Yeah, it focuses more on managing firm operations rather than just bookkeeping or finances.
Definitely, time tracking is one of the main features.
Most solutions offer secure portals or document management for easy sharing.
Yep, many are scalable and cater to small and mid-sized firms.
Usually, yes, so data can flow smoothly between systems.
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