# Practice Management Solution

**URL:** <https://www.protaxcommunity.com/t/practice-management-solution/7169>\
**Category:** Accounting and Bookkeeping\
**Created:** [July 5, 2023, 1:57pm UTC](https://www.protaxcommunity.com/t/practice-management-solution/7169 "2023-07-05T13:57:24Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![indiramajorm](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/indiramajorm/32/656_2.png) [@indiramajorm](https://www.protaxcommunity.com/u/indiramajorm)\
**Post date:** [July 5, 2023, 1:57pm UTC](https://www.protaxcommunity.com/t/practice-management-solution/7169/1 "2023-07-05T13:57:24Z")

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Hello, I am moving into an office space with 2 staff. I was working solo for a few years. I need a practice Management solution that will help me track clients interaction, billing hours, assigning task to employees, billings, etc.

What Practice management solutions do you use?

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**Author:** ![rachelavryl](https://avatars.discourse-cdn.com/v4/letter/r/ccd318/32.png) [@rachelavryl](https://www.protaxcommunity.com/u/rachelavryl)\
**Post date:** [July 5, 2023, 5:56pm UTC](https://www.protaxcommunity.com/t/practice-management-solution/7169/2 "2023-07-05T17:56:33Z")

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I love CLIENT TRACK… it works well as sole practionner by keeping me on top of deadli es and track whom should be , is in, and has a billing/time keeping ability but also ability to assign tasks to staff and is affordable!!!

They have wonderful training/setup.

Best of luck on your search

Rachel Parlee  
(506) 874-3093

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**Author:** ![TimParris](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/timparris/32/240_2.png) [@TimParris](https://www.protaxcommunity.com/u/TimParris)\
**Post date:** [July 6, 2023, 7:05pm UTC](https://www.protaxcommunity.com/t/practice-management-solution/7169/3 "2023-07-06T19:05:40Z")

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There are a variety out on the market.

Client Track was originally developed in Canada and I think that is still its main focus.

I have heard good things about Practice Ignition and you can always google Practice Ignition Alternatives for others.

If you are willing to go outside of the bookkeeping/tax prep specific relm, you would be looking for CSM or Client Service Management packages. The big elephant in the room for that is SalesForce.

I went to the generic CSM software and specifically with Podio. Since my background is IT, I learned the coding for Podio Automation. In my case, I have integrated Podio with the phone system, email, client portal and e-signature systems. I kept time tracking outside of Podio, since I have been using TOGGL since before that time and it is really flexible for time tracking. And billing is kept in my bookkeeping system, though we will be implementing a project costing solution by the end of September.

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**Author:** ![jglass](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/jglass/32/723_2.png) [@jglass](https://www.protaxcommunity.com/u/jglass)\
**Post date:** [July 12, 2023, 7:39pm UTC](https://www.protaxcommunity.com/t/practice-management-solution/7169/4 "2023-07-12T19:39:01Z")

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It doesn’t do time/billings (we value bill, so that doesn’t matter to us), but I really like PIXIE, it’s endlessly customisable and we can write out the procedures for each step in a job so anyone can fill in that for that step if they need to because of a staff absence.

> **[Practice Management Software for Accounting Firms - Pixie](https://www.usepixie.com/)**
>
> The Pixie platform is an all-in-one app for accounting and bookkeeping firms to manage clients, meet deadlines and simplify workflows. Book a demo today.