Practice Management
in the Cloud

GreatSoft Practice Management is designed for the auditing and accounting firm to improve practice profitability. GreatSoft enables firms to manage staff, clients and jobs in one database, using APIs to integrate with your choice of compliance, document management, workflow and other cloud practice solutions, to provide a Single View of the Client.

Choose GreatSoft and Integration Partner Solutions

We give you the freedom and flexibility to create a truly integrated cloud based ecosystem. We achieve this by partnering and integrating with some of the best in class practice solutions available. Choose from the solutions below that best address your needs.

GreatSoft PM

GreatSoft Cloud Practice Management is designed for the auditing and accounting firm to improve practice profitability.

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GreatSoft BI

GreatSoft Business Intelligence Dashboard for practice partners to help them manage their firm more effectively with deeper insight and access to information.

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SQL Server Reporting

GreatSoft provides standard reporting templates giving partners, management and staff easy access to the information they require.
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GreatSoft Practice Management Modules

Client & Contact Management

Let GreatSoft Practice Management Suite assist you maintaining your clients.

Time & Expenses

Need assistance managing your timesheets and tracking your profitability?

Billing & Processing

Want to bill your clients from anywhere and on any device?

Powerful Reporting

The report templates are developed using Microsoft SQL Server reporting services Report Definition Language – this means that firms can customise reports to suit their needs.

Business Intelligence

Partners and management have access to key dashboards that will allow them to measure performance and make quick decisions using powerful BI Dashboards.

Process Automation

Automate your processes and create alerts to trigger early warning systems when jobs or processes are not aligned with expectations.

Deliver reports to your Inbox.

Client & Contact Management

A Practice Management system that is designed for the time based professional and not only considers the fact that you are a time based professional, but also that you do not have the time to sift through multiple systems and databases for important client information.

Communicating with your clients is key, and offering new products and services (upselling) will ensure that any time based professional will survive. Having the ability to market out of one database to a targeted audience will ensure future business, or the lack thereof could mean other firms will simply target your clients…

Cross selling and upselling to your client base is critical to the growth and profitability of your firm.

The client management component is part of the Practice Management system so you have all your clients contact details on hand all the time. The real power is only ever capturing information once. The scalable central database makes it easy for all users of the system to share the same data, from anywhere at any time.

Time & Expense Management

In today’s age of fixed fees, this easy to use timesheet system can track the profitability of all tasks. If your firm continues to bill from timesheets then this system will reduce the complexity of capturing time against projects, whether they are in the same office, same service line, same branch, or even the same country.

You can record your time from anywhere on any device!

Clients claim savings of more than 15 minutes per person per week with this new Cloud based timesheet system.

More about Mobility

Billing & Processing

GreatSoft Practice Management system makes it easy for you to bill your clients from anywhere and on any device. You no longer need to be in the office to manage this important process.

Use your firms standard invoice templates for any service line, branch or company, and electronically send the invoice for your services. The system is designed to handle multi-office, multi-currency and multiple service lines.

Producing invoices on demand has reduced lockup in some firms by more than 30 days, with a hugely positive impact on Cash Flow.


Debtors & Lock Up

Debtor Management provides one place where you can follow up outstanding debt, send and track bulk statements and invoices and record debtor collection notes.

Combine prebilling and work in progress tracking reports with alerts to provide job management on the go and prevent surprises and budget overruns.

GreatSoft Practice Management allows your firm to manage work in progress and accounts receivable easily and provides tools to help ensure that jobs and collections track according to budgets.

GreatSoft BI Reporting

Six reasons why you & your partners need this tool!

A picture really is worth a thousand words! You look at numbers all day – now experience how powerful it can be to see them from a different angle. Our powerful visuals & graphs make it easier to identify trends, spot underperformance and improve understanding and information.

The numbers don’t ever lie, but it’s not always easy to spot them! Make sure that you see everything and never overlook important data, figures or anomalies. Seeing the whole picture means that you can take fact-based decisions. You will notice things about your business you never even knew were there.


Use a live, interactive tool to drive your meetings! No more static presentations – no more Excel or Power Point – instead you have an interactive meeting tool that gives a live view of all your performance metrics. Simply talk around live facts & figures, and visual graphs. It is honest and accurate and there is nowhere to hide. Meeting preparation becomes obsolete, because you are looking at live metrics.

Instantly view all aspects of your firm’s performance in a series of customised Snapshots! Whether you need an instant snapshot view of Debtors, Work in Progress, Partners or Managers – it is all now just a click away.

Get a singular birds-eye-view of your entire practice! Compare & measure the performance of different departments or regions in one consolidated view. Our easy to understand single-screen “dashboard” brings together all your critical facts & figures in a way that is easy to read and understand.

When you can identify the root cause of recurring issues your business will start to grow! Our BI Dashboard allows you to drill down into figures, regions, departments or red flags. Easily compare past vs. current performance on hours, billings and collections. Uncover detail you never knew you could.

Like what you see? Have any questions?

We’d love to show you what we could do differently and the impact we could make to your practice.