System Insights for Enhanced Understanding
Best Practice Recommendations for Client Life-Cycle Management
Process Review
Review specific processes in your firm to enable a standardized approach, especially after the disruption of the past few years with remote or hybrid working.
Automated Billing
Transform your firm to free up valuable Partner time by migrating to a centralized billing strategy thereby increasing realization and cash flow.
Full System Review
Professional evaluation on how the firm is utilizing the system. Review includes: Staff & Security, Prospect/Opportunity Tracking, Contact/Client Take-On, Time, Expense, Project Management & Workflow, Billing, Receipting, Credit Control, and Business Insights/Reporting.
Additional Services
Exclusive Opportunities Designed for your Success
Implementation Project Management
Advisement on best practices as you implement new practice management software. Consultative training to enhance understanding and increase productivity.
User Acceptance Testing (Upgrades/Updates)
Take the guesswork out of testing your upgrade and be confident that your customizations are properly documented.
Support Options
Join us for regular access to experienced solution advisors and product enhancements to help get the most out of your Practice Management system.
Solution Partners
Recommended Vendors with Integrated Enhancements
A client portal specifically for accounting firms that solves the Tax Organizer and Tax Delivery problem in a single system that ALREADY integrates with PE!
With Empire ATS, you’re able to match all of your active work steps with the best resource based upon several factors, including employee efficiency, prior client experience, workflow and deadline priority, and cost of available employees.
Some services may only be available for a limited number of practice management systems currently in the marketplace.