See your practice with fresh eyes

GreatSoft Practice Management Platform

Your one integrated cloud-based
practice management system

GreatSoft provides the perfect solution for progressive mid-tier accounting firms that need a scalable and integrated
cloud-based practice management solution. Create your own practice ecosystem, build a 360° unified view
of your customer, streamline manual processes, get real time job performance and powerful reporting.

Six ways to see, scale and support your
practice performance and growth.

1. Scalable cloud based practice management

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A full cloud-based practice management ecosystem with multi-level security.

2. Workflow that works

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Open platform that creates a central database and single source of truth.

3. Customer engagement

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Connect your practice ecosystem and use APIs to build a single view of your customer.

4. Best in class applications

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Capacity planning, job management, workflow, project scheduling and timesheet integration from one system.

Clearly identify activities across your practice, track budgets, configure project boards per division, team and department.

5. Edit once, sync everywhere

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Sophisticated customer, group and contact management can integrate with world-class CRM solutions to track opportunities, sales pipelines and customer communications.

Customer account management is easy with advanced billing, WIP and debtor management.

6. Single view of your customer

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Choose best-in-class applications and create a truly integrated platform for your practice using the integration management dashboard.

Why choose GreatSoft?

Give your practice
the freedom and flexibility
of an integrated
cloud-based practice
management ecosystem.

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1

Start with scalable cloud practice management

Choose the core GreatSoft practice applications to manage the firm and monitor performance

  • Practice management
  • Business process automation
  • Mobility
  • Business intelligence
  • Reporting dashboard
2

Build your eco-system

Use API’s to integrate with a wide range of third-party software tools

  • Accounts
  • Corporate compliance and superannuation
  • CRM
  • Document management
  • Tax
  • Workflow
3

Get a single view of your clients and your practice

Run an open platform with a central database so you can edit once, sync everywhere

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with an expert?

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