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CLI Offers Comprehensive Practice Management Solution


Commercial Logic, Inc. — Advance Practice Management


APS Advance Practice Management, offered in the U.S. by Commercial Logic, Inc., is a widely used practice management system, and is part of the broader APS Suite, which includes document management, CRM, resource planning, online business intelligence and business process automation.

The system is designed to integrate and share data with professional tax compliance programs, financial management and accounting systems, and payroll applications, and offers total integration with Microsoft Office and SQL Server databases. This allows client data from across all areas of firm services into the APS system, which offers dashboard views and extensive drilldown functionality for effectively managing the processes of one or multiple professional practices or other organizations.

The system includes features for managing timesheets and expenses, including web-based timesheets, Outlook calendar integration, expense approval/sign-off processes and workflow and resource planning. APS’ engagement/project management functions offer WIP tracking, support for multi-currency/multi-entity needs, milestone budgeting and assignment, and status and statistical reporting.

Other system modules include billing and invoicing, budgeting and planning capabilities, integrated tools for document and email management, and a flexible, extendable database that is the key to its ability to integrate with other business and compliance programs and databases. APS programs have been used in accounting practices across Europe, Australia and New Zealand for more than 20 years, and have been honored by the British accounting publication Accountancy Age.

See inside August 2011

TaskTracker Keeps an Eye on Due Dates

ACI Systems Inc. — TaskTracker 800-749-3554 ACI TaskTracker is a simple due-date tracking program developed for accounting and tax firms, offering tools for monitoring federal and state compliance due dates. While the system is primarily focused on income and franchise tax returns, and includes more than 150 predefined reports for those items, it also […]


Practice Management Products Play Part in Promising Future

Practice management software has evolved over the years from programs that did little more than time and billing to completely integrated technologies providing firm partners and managers with real-time data related to productivity and financial performance. As comprehensive systems, they give firm owners tools to perform a detailed analysis in their practices in terms of […]