DT Practice Description

DT Practice provides a comprehensive overview that delivers essential insights for your business, guarantees exceptional client service, and maximizes your firm's efficiency. Beyond merely serving as invoicing software for accountants, DT Practice facilitates rapid accounts receivable turnover through efficient paperless billing features, allowing for straightforward client billing, the ability to design tailored electronic invoices and statements, online invoice publishing, and credit card payment acceptance. You can effortlessly and automatically log time and expenses while employing a variety of billing methods, such as fixed-fee, progress, and retainer billing. Additionally, DT Practice enables you to generate customized invoices and statements, meticulously track accounts receivable transactions, and produce detailed reports and summaries. In a further enhancement of client interaction, you can swiftly establish private and secure client portals within DT Practice, significantly improving client service and enhancing time management for your firm. This all-encompassing approach ensures that you are not only serving your clients better but also streamlining your internal processes for greater overall effectiveness.

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Company Details

Company:
Thomson Reuters
Year Founded:
2008
Headquarters:
Canada
Website:
www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html

Media

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Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support

DT Practice Features and Options

Accounting Practice Management Software

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

DT Practice User Reviews

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