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."
While Practice CS is powerful, many firms face common challenges that slow down operations and limit growth.
Hours spent pulling reports, tweaking data, and manual entry work that could be automated
Delayed billing cycles and time-consuming report generation that impacts cash flow
Lack of real-time insights and flexible reporting to make informed business decisions
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.
Hours spent pulling reports, manual data entry, and repetitive tasks
Delayed reports and manual updates that slow down decision making
Full-time admin salary plus overhead costs for manual processes
Practice Dashboard Interface Examples
Join growing firms that have transformed their practice management with real results
Per week on manual reporting
In admin overhead expenses
With real-time insights
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
Transform your practice management with intelligent automation and real-time insights
Automatically generates and customizes reports from Practice CS
Practice Dashboard isn't a replacement for Practice CS—it's the perfect add-on.
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.
Gain real-time insights into time capturing discipline and Credit Memo issues, enabling swift and informed decisions for C-level users.
Struggling with slow and complicated billing and reporting in Practice CS? Wish your Practice CS reports were more flexible?
Track client profitability, engagement health, and relationship trends to optimize your firm's growth strategy.
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
Practice Dashboard seamlessly integrates with your existing Practice CS environment, providing the modern insights you need without disrupting your workflow.