Tired of slow and outdated TS Practice CS software?
Practice Dashboard isn't a replacement for Practice CS—it's the perfect add-on to fill in the gaps, giving your firm the speed, flexibility, and quality you've been missing. Keep an eye on critical metrics for your firm, staff, and clients—all in one place.
"It's the perfect solution for firms that want to modernize their practice management tool—without the cost of migrating to an entirely new system."
Still Struggling with Practice CS Limitations?
While Practice CS is powerful, many firms face common challenges that slow down operations and limit growth.
Manual Report Generation
Hours spent pulling reports, tweaking data, and manual entry work that could be automated
Slow Billing Process
Delayed billing cycles and time-consuming report generation that impacts cash flow
Limited Analytics
Lack of real-time insights and flexible reporting to make informed business decisions
Practice Dashboard: Add-On That Replaces 1 Full-Time Admin Employee
You likely have an admin pulling and tweaking reports from Practice CS—or maybe you're doing it yourself. Practice Dashboard automates that workload, helping you escape this trap.
Manual Admin Work
Hours spent pulling reports, manual data entry, and repetitive tasks
Time Consuming
Delayed reports and manual updates that slow down decision making
High Cost
Full-time admin salary plus overhead costs for manual processes
Practice Dashboard Solution
Practice Dashboard Interface Examples
Trusted by 10+ CPA Firms
Join growing firms that have transformed their practice management with real results
Hours Saved
Per week on manual reporting
Cost Reduction
In admin overhead expenses
Faster Decisions
With real-time insights
Proven Results
Quick Setup
1-2 week implementation
Secure Integration
Data stays within your infrastructure
No Disruption
Works with existing Practice CS
Dedicated Support
Personal onboarding and training
Powerful Features for Modern CPA Firms
Transform your practice management with intelligent automation and real-time insights
Automated Admin Agent
Automatically generates and customizes reports from Practice CS
- Real-time data refreshes — no more waiting for manual updates
- Saves time and eliminates repetitive work
- Frees up resources for higher-value tasks
Simpler and More Efficient
Practice Dashboard isn't a replacement for Practice CS—it's the perfect add-on.
- Track critical metrics for your firm, staff, and clients—all in one place
- More speed, flexibility, and insight than native tools
- Seamless integration with existing workflows
Timesheet Insights
Stay informed with real-time updates on work in progress and staff stress levels. Enjoy automatic, always up-to-date data at your fingertips. Make manual timesheet tracking a thing of the past.
- Real-time work progress tracking
- Staff stress level monitoring
- Automatic data updates at your fingertips
Proactive Red Flag Alerts
Gain real-time insights into time capturing discipline and Credit Memo issues, enabling swift and informed decisions for C-level users.
- Real-time insights into time capturing discipline
- Credit Memo issue detection
- Swift and informed decision-making for C-level users
Advanced Reporting
Struggling with slow and complicated billing and reporting in Practice CS? Wish your Practice CS reports were more flexible?
- Pull reports that meet your exact needs
- Detailed billing summaries to staff performance metrics
- Effortlessly drill down into production analysis by staff and project
- Access billing analysis reports in seconds
- No hassle of generating and exporting data from Practice CS
Client Performance Analytics
Track client profitability, engagement health, and relationship trends to optimize your firm's growth strategy.
- Client profitability analysis and trending
- Engagement health monitoring and alerts
- Revenue per client and growth tracking
- Service utilization patterns by client type
"Practice Dashboard plugs directly into your existing Practice CS environment. This means there's no need to switch systems or disrupt your workflow—just add Practice Dashboard and enhance the features you rely on every day."
What CPA Firms Are Saying
Join growing firms that have transformed their practice management
"We have integrated Practice Dashboard into our weekly management meetings, and it has transformed how we review our performance. Before that, pulling together our key data points was a time-consuming process that often delayed our decision-making. Now, it's available instantly during our meetings. This is a game-changer for me."
Happy CPA firm founder
Mid-size CPA Firm
"The reporting capabilities are exactly what we needed. No more manual exports."
Sarah M.
Partner at Mid-Size CPA Firm
"Implementation was smooth and the time savings are incredible."
Mike R.
Operations Manager
"Finally, real-time insights that actually help us make decisions."
Jennifer L.
Managing Partner
Built to Enhance, Not Replace.
Practice Dashboard seamlessly integrates with your existing Practice CS environment, providing the modern insights you need without disrupting your workflow.