Practice Ignition Gives Your Firm a Kick in the Admin

Jay KimelmanCloud, How-To, Practice Management, Tax, WorkFlow

Practice Ignition adds efficiencies to client administration, leaving you the time to do what you love.

We have been using Practice Ignition for about 2 years now.  It was this years tax extension filing season when we seen that a-ha moment.  I have loved Practice Ignition from first sight, but once we got access to payments, it took it to the next level.

As accountants, bookkeepers and consultants, we should all be preparing and collecting signed engagement letters.  Practice Ignition makes this easy.  Add your base engagement letter as a template.  Set up your services, add the specifics of the service and then add the language to embed in the services section of the engagement letter.  Create the proposal, add your services, adjust the pricing and let it fly.  Within seconds the client gets the email, reviews the proposal and can accept.

Practice Ignition integrates with Xero and Xero Practice Manager (XPM) (and QBO).  If enabled, upon acceptance of a proposal, the invoice, is sent to Xero and a job is created in XPM. The later can get the onboarding process kicked off, ensuring a happy client. If this is a recurring job, PI will create the invoice each month.

If you enabled payments, upon acceptance and recurring, PI will process the client’s payment.

Practice Ignition is auto-pilot for your firm…….

Like I said above, we went all in on PI this fall as we completed all of the tax returns that we had on extension.  We sent the client the tax engagement, invoice and payment request in a matter of minutes.  We knew the invoice was paid and could proceed on.  Make sure you check back for lessons learned in my next blog……..

Last Wednesday I  had the pleasure of showing a little bit of Practice Ignition during an Ignitization Webinar, the recording is below.

 

Your can check out other Ignitization Webinars here.

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