Praktize believes that software can empower firms and practices to become more fun, profitable, and productive. Instead of getting lost in legacy technology, Praktize was built using leading technology and was designed for usability for the firm owner and the team.

Praktize a comprehensive, yet easy to use cloud based practice management software

Nothing falls through

Automated email digest, simple automation, and easy tracking help you find out what’s overdue, due today, this week, and more.

01
Regain Control Over Your Firm

With Praktize, you’ll always have a complete view of what’s going on. No more guessing, no more tracking down projects, or emailing staff updates.

02
Reduce Non Billable Time

We keep track of your work so you don’t have to. Organize, filter, or sort to find the exact project or task you need to be working on in seconds.

03
Highly configurable

Our workflow engine is built for practice firms, with our highly configurable approach you can be sure we'll fit to you business process, not vice verse.

04
Standardise your procedures

Our profession is risky, ensure procedures are adhered to at all times. Offering flexibility where needed Praktize ensures that no key steps are missed.

05
Automatic job creation

Most of our work is recurring so don't rely on a human to identify and start a workflow, with Praktize this is fully automated.


06

Features

Workflow

Do away with multiple tools like email and spreadsheets. Track and manage you projects in one place - with Praktize.

  • Workflow Templates - Now you can set up workflows for your compliance or checklist for your audit plans.
  • Compliance calendar - Set up a compliance calendar for all you clients compliance dates.
  • Generate jobs automatically - Jobs can be created manually or generated automatically using compliance calendar.
  • Mobility - Gives resources flexibility to report job status on the move and managers to track tasks and get status update.
  • Reduce data entry - Set up work templates and generate and assign tasks automatically.
  • Improve Job tracking - Check progress of each job assigned and keep check on the ones that are overdue or ready to be invoiced.

Timesheet

Keep track of what you’re working on, no matter the device or location.

  • Multiple ways to track time- Track time on tasks or projects. View and enter timesheets by day or week.
  • Differentiate between billable and non-billable hours- Not all hours are equal. Enter both billable and non billable hours on each project
  • Assign cost rates for each Project - Enter different cost rates for each person within a project. Gain insights into your project costs and profitability.
  • Easy Review of submitted timesheet - Assign timesheet approvers on each project. Bulk approve/reject timesheet entries

Audit

Simplify audit processes, enhance collaboration, and increase the value of your team.

  • Centralize your organization's audit data - Store and manage all of your organization’s audit related data in a secure, centralized system and maintain a 100% audit-ready archive of all your data year-round.
  • Streamline audit-related tasks and drive results - Easily assign follow up tasks related to audit findings with automated email notifications sent to employees and their supervisors for upcoming, pending and overdue tasks, ensuring nothing falls through the cracks.
  • Standardize your audit reporting process - Web-based functionality allows users from across departments, facilities and locations to access standard online reporting forms, ensuring audit data is recorded organization-wide.
  • Get complete mobile functionality - Access your audit forms and checklists remotely from any location, perform audits directly from the floor or from the field on your mobile device and see audit results in real-time.

Invoicing

Design beautiful invoices, automatically send payment reminders and get paid faster online.

  • GST Compliant Invoices - Send GST-ready invoices in minutes and ensure that your business is tax compliant.
  • Easy Time tracking - Not all hours are equal. Enter both billable and non billable hours on each project
  • Effortless expense management - Record all business expenses and know how much you're spending.
  • Automated reminders - Send friendly payment reminders to your customers and get paid on time.

Expense Claims

Add expenses in any currency, from any device, or email receipts to your account.

  • Automate expense recording - Turn receipts into expense entries ​automatically. Group them together and submit an online voucher with a single click.
  • Send expense reports on the go - Record expenses wherever you are and submit a complete report using your smartphone.
  • Simplify the approval process - Jobs can be created manually or generated automatically using compliance calendar.
  • Get complete mobile functionality - Access your audit forms and checklists remotely from any location, perform audits directly from the floor or from the field on your mobile device and see audit results in real-time.