Powerful stories
directly from
PracticeERP users
See how PracticeERP is leading the charge in transforming work efficiency for teams and industries.
“Before Practice ERP, we used XCM, now CCH Access Workflow, and Practice Management for projects. It was clunky – no starting timers from projects, manual updates, and limited customization. Reporting was cumbersome; pulling multiple reports from different systems and manually updating them was time-consuming. With Practice ERP, it’s streamlined. We can do everything in one place, with quick updates and customizable options. During tax season, it saves us 4 to 5 hours a week, and off-season about 3 to 4 hours. It’s incredibly easy and efficient.”
Ally Carroll | MBE, Workflow Administrator
"Most traditional software is desktop-based, but this is 100% internet-based, in the cloud. I even approved invoices today on my cell phone - the flexibility is incredible. I'm genuinely excited to work with people who truly understand the software they're selling. Unlike other companies where responses can take days, Goal Offic's responses are immediate. They offer solutions promptly, and it seems like there's nothing they can't figure out a way to accomplish."
Jeff Taraboulos
Forbes America's Top 200 CPAs for 2024! and Top 400 Firm
"Practice ERP has transformed our firm's culture. We no longer need a micromanaging atmosphere; employees have access to tasks and hour budgets. This autonomy has improved our firm's culture significantly. With only 24 hours in a day, efficiency is crucial for work-life balance. Practice ERP provides quick access to reports and dashboards, streamlining processes. This focus on efficiency allows us to spend more time with clients and maintain a better work-life balance."
Frank Vinopal | CPA Partner, MBE CPA's
“As part of our push towards implementing an ERP system, we recognize the inevitability of a remote workforce. It’s not a question of ‘if,’ but ‘when.’ Ensuring we’re prepared to have employees in remote locations is crucial for us, anticipating this future need. Additionally, as our firm grows and ventures into new business lines, it’s vital to have software that can scale with us.”
Kevin Hubley | HPW, CPA
“Before Practice ERP, our workful administrator handled all the reports, often on their schedule. Now, I can run reports myself, like my deadline list, multiple times a week. This helps me manage my workload better, ensuring returns are on track. With Practice ERP, I know exactly what’s on my plate and can plan ahead. No more last-minute rush. Previously, pulling reports was unpredictable and complex. With Practice ERP, I can filter and customize reports for precise information. We’re now better at documenting client contacts and project progress. Monitoring projects is easier, and we’re completing them faster for better client service. I highly recommend it!”
Kali Burmester | MBE, Tax Manager
"One thing we always want to do is automate tasks where possible. PracticeERP offers a lot of automation, a primary reason we chose it over competitors. The implementation team has been awesome. Practice ERP increases accountability with dashboards, helping employees manage themselves more efficiently. Redesigning our processes for ERP has been positive. It promotes a 'one firm' mentality, bridging gaps between remote and office workers, and aligning processes across offices. Exciting for us and our clients!"
Rich Paulson | CMP, CPA
"Through Practice ERP, project management has become much easier firm-wide. As an individual user, everything I need is on one dashboard. I can prioritize tasks and complete them promptly. As a manager, I can oversee my team's tasks, their status, and ensure follow-ups. Practice ERP constantly updates based on user feedback, making it more versatile for all firms. Self-managing and managing my team has reduced missed projects, improved client and internal service, and ensures efficient timelines for all."
Jennifer Richards | MBE, Learning Coordinator
"Practice ERP has revolutionized our firm. We're no longer juggling multiple software; everything is in one place. Tracking projects from start to finish, with timers and billing, is seamless. The system provides a trail of project activity, something we've never had before. Customized reports are a breeze - I can quickly generate reports in Excel and share them with managers or partners. These features save us time and effort, making my day much more efficient with customized dashboards and reports."
Tammy Phetteplace | MBE, Document Manager
"The time entry feature in Practice ERP is a game-changer. Being able to start and stop timers directly from the project I'm working on, tracking time for each project, has been incredibly helpful. We used to juggle multiple systems - one for time entry, one for project workflow, another for reports and contacts. Now, it's all in one place, often on a single screen. I can log in from my phone or home without going through our Citrix environment, making it quick and easy to access information. If I need to look something up last-minute, it takes me 2 minutes on my phone instead of logging into a whole Citrix system."
Carmen Ladika | MBE, CAS Manager
"My transition to Practice ERP has brought significant time savings as a primary benefit. Previously, my practice management software lacked financial aspects, costing me approximately 3 hours a month just on firm financial statements. This new system has also saved my administrative staff a considerable amount of time on various administrative functions. The reports we now receive are consistently updated, current, and most importantly, they are up to date."
Troy Hilyard | E&H, CPA
“Reporting with Practice ERP is a breeze. Partners can get reports themselves 9 out of 10 times, a significant improvement. In the past, they’d email me, and it could take days. Now, they’re self-sufficient, making report generation much easier. Having everything in one system streamlines data access and updates, unlike our old software. We can now track complex items like 726s and MSAs, which wasn’t feasible before. With a cloud-based system, we can tap into remote talent across the US, enhancing our capabilities and excitement for future possibilities with Practice ERP.”
Chelsey Lamker | MBE
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70-90%
Reduced Time To Close Books
50-80%
Improved Production
20-35%
Improved Staff Utilization With All-In-One Solution
40-60%
Reduced Obsolete Software Costs
