Why use OptimPractice?
OptimPractice is an online platform to help you easily manage your accounting practice or professional services firm.
Maybe some of your processes or tracking are still done using paper, spreadsheets or obsolete tools. OptimPractice will make your life and the life of your team members much easier.
Team members will see in their personalised dashboard all the tasks they have to do with their deadlines. They can easily submit tasks done for approval when required, and get feedback. They can also track all hours spent, billable or not.
Managers can create tasks lists, clients profiles and workflows for approval. They can review tasks done as well as time sheets and access actionable reports to improve profitability or bill customers.