The user interface is fairly simple and straightforward and doesn’t currently utilize a dashboard view or snapshot of activity for firm management. However, management reports include options for clients, staff or firm, providing general staff performance indicators and valuable analysis for identifying the firm’s most profitable clients and projects. Reports are generated as PDFs and can be saved, printed or emailed. Also available is the option to launch a scheduler for scheduling and managing appointments, with the ability to set automatic email reminders to send to clients prior to appointments.
During the initial setup of the firm, the system administrator will create roles, which are then assigned to users (timekeepers) with permission levels and security rights.
INTEGRATION & DATA MANAGEMENT:
Practice Relief’s integration is limited to built-in integration with the rest of AccountantsWorld’s suite of products. Reports and invoices may be exported in formats readable by common word processing and spreadsheet programs.
Every page includes a link to a relatively basic online Help system, organized in the familiar format of Contents, Index and Search. Also available online at the vendor’s website is a demo and tutorial. Directly on the utilities menu is the support request screen, which generates a message to AccountantsWorld’s support staff. A support phone number and hours of availability are also displayed, and free technical support is offered at no additional cost. AccountantsWorld also provides free education and training in the form of web-based seminars. Because it’s a web-based system, there is no software or updates to install.
SUMMARY & PRICING
As a web-based system, Practice Relief requires no up-front investment. Pricing is $395/year or $40/month per user. The product is ideally suited for smaller firms with staff who spend a lot of time at client sites, and who need a simple and straightforward time and billing program.