Acclipse Practice Manager
"Workflow, email & resource driven practice management"
| |
Acclipse Practice Manager is a convenient and safe browser-based solution that gives you a clear, open picture of exactly what is happening in your firm.
Through its unique workflow-driven process, your staff are forced to take action and are more accountable as communication is kept open.
Job Focused and Workflow-Driven 
Acclipse Practice Manager takes quite a different approach in terms of how time is charged out in your firm. Instead of the traditional method of placing time against a client in general, with Acclipse Practice Manager, time is charged against a specific job.
By focusing on jobs and the resources (time/people) allocated to those specific jobs your firm can become even more profitable by successfully managing your workflow.
Another key to Acclipse Practice Manager is the automation of your firm's workflow through quick and easy job allocation, communication, monitoring and reporting. Through transparent and dynamic reporting throughout your firm, you can easily monitor the progress of all jobs and resources.
Just imagine being able to instantly see up-to-date information on what jobs are being worked on (and at what stage they are at), what jobs are not yet in, how much time is left on each job, as well as the firm's or individual team member's efficiency.
Detailed & Transparent Reporting is Key 
Acclipse Practice Manager enables you to run a wide range of reports to help you measure the performance of team members, see how your firm is performing, and much more.
All the reports include various filtering options and most reports also include the ability to “drill down” within the report to view the details making up the specific line within the report. While these reports have been designed to be viewed and used online, you can also choose to print the reports or export to Microsoft Excel.
The reports are divided into five categories:
1. Primary KPIs
2. Workflow
3. Employee Reports
4. Client Profitability
5. Billing
Open & Automated Communications
Communication is key when it comes to managing workflow and monitoring performance. With Acclipse Practice Manager you can automatically email team members as you see fit.
There are a number of different types of automated emails Acclipse Practice Manager sends, from Resourcing Changes, Client Information Reminders, Daily Tasks, Status Reminders, Job Variance Notices and more.
Green Accountants / Blue Clients
Many firms have been pleasantly surprised to discover the extent of the Acclipse/Xero partnership.
We are collaborating on design ideas so Xero and Acclipse Practice Manager work seamlessly together with a similar interface.
To make it easier for you to distinguish between the two systems, when you are working on the Accountants side (managing jobs, staff resourcing, work in progress etc) you are using green screens and when you’re working on your Clients data, you are using blue screens.
“Acclipse Practice Manager is one of the best decisions we have made. We assess capacity levels and needs using highly accurate and accessible information. Our staff efficiency has improved as has the control of all operations within the practice. We can’t imagine running our practice without it” - Directors - Cooper Aitken & Partners Chartered Accountants
“Acclipse Practice Manager is one of the best decisions we have made. We assess capacity levels and needs using highly accurate and accessible information. Our staff efficiency has improved as has the control of all operations within the practice. We can’t imagine running our practice without it” -
