Justin98
Level 2

Can anyone give advice regarding what they use for practice management software.  I was hoping for a all in one solution (Billing, Time, document management, calendar, contact manager, workflow, etc.).  There is only two that I am aware of that does all of this in one program which is Canopy and Mango Billing.  I love what I see from the Intuit practice management but it does not include some of the features like billing and document management.  I am primarily tired of having some many different programs.  I love Lacerte and have no plan on making any change in tax software but I am sort of jealous regarding how thomson reuters and  CCH Axcess suite all works together to provide one solution for all aspects of the firm.

Just to say it again - I have no plan on moving from Lacerte because I love this tax program

Thanks

Justin

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