PracticeFlo is a practice management, workflow and time and billing system which allows firms to streamline and accelerate the pace of work while automatically tracking time. The combination of features increases the productivity of every member of the firm while eliminating missed billing opportunities
Accelerating Workspaces and Customizable Workflow Templates
PracticeFlo provides an engagement based structure which organizes all the client files and information needed to complete an engagement and utilizes workflow tools to streamline collaboration on the work.
PracticeFlo takes task management to the next level with customizable templates to organize the tasks in your workflow by allowing you to set budgets and deadlines for each. PracticeFlo lets you know what work needs to be done, allows you to focus on that work and do it faster.
Automatic Time Tracking
Automatic time tracking allows you to save time tracking time while improving the accuracy of your timekeeping. You’ll eliminate missed billing opportunities; recover more for the work you already do and identify bottlenecks with staff and clients.
Embedded Document Management and Secure File Sharing
PracticeFlo includes a document management system with secure file sharing embedded into every engagement. Still using Windows Explorer or a standalone document management system? You will save 10-20 seconds every time you open, send or save a file. These time savings add up every day and can be converted into additional billable work.
Billing and Invoicing
Automatic time tracking leads to quick and easy billing. You’ll understand all the billing details for the engagement and ensure extra work is not missed, billing what’s fair to your firm for the services you provide. PracticeFlo includes receivables, allowing it to act like a complete receipt and receivable subledger.
Reports and Analytics
PracticeFlo’s customizable reporting and analytics let you streamline management of your firm and understand and improve the productivity of your staff and clients. With live data accumulating as you’ll have access to the information that you need in a format that works for you. PracticeFlo’s reports includes charts, pivot tables and the ability to add calculated values, streamlining the consumption and understanding of data in your firm.
The Best Technology meets Canadian Best Practices
PracticeFlo is a collaborative development from Canadian accountants to improve the their firm’s bottom line while enhancing the quality of service they provide. Designed as an evolution of the desktop software, VohCom Page, PracticeFlo combines the newest and best technology with 20 years of insights and feedback from best practices minded accounting practitioners across Canada.
“VohCom Page allowed me to grow my practice from a 9-person firm in a small town to a 55-person firm with 4 offices and a head office in Vancouver. PracticeFlo enhances the efficiencies already achieved with the newest technology while allowing my firm to save tens of thousands of dollars in server and IT management expenses.”
– Praveen Vohora, FCPA, CFA Vohora LLP