Practice Management
Your new all-inclusive software program for managing your accounting firm.
Meet your new best friend in the business world: an all-inclusive software program designed specifically for managing your accounting firm. Say goodbye to the chaos of juggling multiple tools and platforms. With Total Accounting Office, this powerhouse software has everything you need in one place—from client management and billing to financial reporting and compliance. It’s your one-stop-shop for elevating efficiency, accuracy, and productivity, so you can focus on what really matters: growing your firm and serving your clients better than ever before.
Your business, at a glance
Total Accounting Office’s practice management software is a place for:
Clocking in & out
- General staff overview lets you monitor your business at a glance, without needing to hover over everyone’s shoulders
Projects & Tasks
- Checklists and end-of-day reports make it easy to see what’s getting done and by whom, making your business more productive and profitable
Client Data
- Client information, like tax transcripts, is easily accessible so you don’t have to spend all day tracking down information
Software Features
Total Accounting Office’s practice management software has all your bases covered.
CRM
- Client Information Database
- Client Services
- Secure Portal for safe, hassle-free doc sharing
Human Resources
- Communication Center—never miss a message
- Smart Calendar, syncs across devices
- Employee Directory
Vendor Center
- Supplier & Vendor lists with contact info
- Supply Lists & Inventory Tracker—no more duplicate orders
- Purchase Orders, made by you or your staff, for the purchasing agent
Knowledge Base
- State & Federal—all the official docs and contacts
- Payroll Q&As
- Forms: printable, downloadable, and fill-out-able, even the rare ones
SUPPORT US
Help us make this suite a reality:
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