Run Your Entire CPA Firm From One Platform.
PracticeERP replaces the patchwork of disconnected tools with one system for clients, time, billing and firm financials, so your team walks into busy season ready.
Trusted by leading
IPA 500 CPA firms
NetSuite Micro-Vertical
Partner of the Year
CPAmerica Preferred
Provider
Your tools shouldn't expose the cracks in your back office.
Most firms run on a stack that grew one fix at a time: CRM here, time tracking there, billing in spreadsheets, financials somewhere else. Every handoff costs hours. Every report takes another round of manual work.
Partners can’t see real-time revenue by client or service line.
Staff re-key the same data across multiple systems.
Manual invoice requests delay billing and cash flow.
Growing the firm means adding administrative work, not advisory capacity.
One platform. Everything your firm needs.
Purpose-built for CPA firms on NetSuite, PracticeERP brings your front office and back office together. Client information, operations and firm financials work as one, so every team member sees the information they need.
01
Connect every client
Relationships, engagements and opportunities in one place.
02
Streamline every handoff
Time, projects and billing connected from start to finish.
03
See the full picture
Real-time financials and role-specific insights for your firm.
From first lead to final payment.
Keep everything connected.
PracticeERP connects the work behind your CPA firm—client relationships, engagements, time, billing, documents, and the numbers partners need to make decisions.
CRM & CLIENT GROWTH
See the full client journey
Keep client details, sales opportunities and engagement history connected—from first conversation to long-term relationship.
TASKFLOW & TIME
Keep every engagement on track
Organize tasks and deadlines, capture time and expenses, and compare budgeted versus actual hours in My Workspace.
WIP, BILLING & AR
Turn billable work into cash
Track work in progress, simplify bulk invoicing, send invoices electronically and give clients an easier way to pay.
DASHBOARDS BY ROLE
Give every role its own clear view
Partners, managers, staff and billing teams can focus on their projects, performance, time, revenue and receivables.
CLOUD DOCUMENT MANAGEMENT
Keep client documents connected
Through the Workiro integration, securely share files, collaborate on documents and manage communications across devices.
AI-ASSISTED INSIGHTS
Make your firm data more useful
Centralized contracts, billing and engagement data support AI-assisted summaries, revenue-risk analysis and clearer decisions.
FIRM FINANCIALS
Financials with full visibility
Comprehensive NetSuite ERP and accounting for your own firm, including online payment capabilities.
TIME & EXPENSES
Capture every billable minute
streamlined timekeeping, project visibility and resource planning with less manual entry.
INTEGRATIONS
Ready for what’s next
Works with numerous partners such as Workiro and helps centralize reliable data for future AI use cases.
Designed around how CPA firms work
See how your clients, people and financials connect—using your own firm workflows as the starting point.
Less busywork. More room to grow.
Scale without adding headcount
Make room for more clients and revenue without growing administrative overhead at the same pace.
One source of truth
Connect the numbers behind the reports so everyone makes decisions from the same data.
Less burnout
Reduce manual steps and the late-night reporting scrambles that define too many filing seasons.
A better firm starts with clarity.
A few things firms ask before their first conversation with us.
No. It’s built for CPA firms of different sizes, from growing regional practices to Top 500 firms that want a more connected way to operate.
No. PracticeERP runs on NetSuite and can extend your existing platform. We’ll discuss how your current setup would fit during the walkthrough.
Timelines depend on your firm’s size, scope and existing systems. A PracticeERP specialist can outline a realistic implementation plan during the demo.
PracticeERP works with document management partner Workiro and supports integration with the wider firm tech stack. Bring your current tool list so your specialist can confirm specific connections and requirements.
Don't spend 2027 patching the same tools.
Book a personalized walkthrough. We’ll look at how your firm runs today, show you PracticeERP with your workflows in mind, and map out what switching could look like before 2027 budgets close.
- See how your client, billing and finance workflows connect.
- Ask questions specific to your firm's size and systems.
- Leave with a clearer picture of next steps.
Let’s see what’s possible.
Tell us a little about your firm. Five fields, and you’re done.
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