The conversations are still going strong at AICPA ENGAGE! Our team has had a great time connecting with firm leaders here in Las Vegas — and there’s still time to stop by and see us! Visit Booth #903 to meet the team and learn more about PracticePro 365! See you at the booth!

Hello from Las Vegas! 👋 PracticePro 365 is proud to sponsor #AICPAENGAGE and we’re ready for a great week of conversations. Heading to the exhibit hall? Stop by Booth #903 to meet our team and see PP365 in action. #PracticePro365 #PracticeManagement

Able to work on adding an AI Practice Planner to my iOS app PracticePro Volleyball Able to build out the different screens I’m going to use to get information from users, the screens look pretty nice so far imo

Continued working on adding AI to my iOS app, PracticePro Volleyball Today I was able to: ✅ Create a Next.js API ✅ Send data to it and get responses back Going to provide more frequent updates this month and share my progress

PracticePro Volleyball keeps looking up, working on new updates to add features, like: ✅Adding AI to generate practice plans ✅Apple Watch capability for timers during practice ✅Pre-made practice templates for coaches Excited to keep building and growing the app

136 apps for accounting firms, 90% of which aren't worth touching Here's a breakdown of the only apps worthy of your consideration, by category: 🏆 Leaders: The most happily used platforms 💪 Contenders: Those that still make sense in certain situations 👁️ Watching: They're new, tomorrow's leaders start here 👎 Laggards: There's a better alternative If you want to go even deeper, I share more specifics about each platform in the app guide linked in my bio ⚠️ All of these ratings are my opinion, as informed by working with over 2,000 accounting firms // Practice Management (PM) 🏆 Leaders: Karbon Keeper Canopy TaxDome Financial Cents 💪 Contenders: Uku Qount Firm360 Client Hub ClickUp, Monday, Notion, Trello 👁️ Watching: Cone Levvy Aiwyn Xennett Acounta Zoho Practice 👎 Laggards: XCM Onvio Senta Accelo Mango TaxTree TaxFlow BQE Core Practice CS taxWorkFlow Practice ERP Elephant CPA Aero Workflow Axcess Practice PracticePro 365 Pascal Workflow Jetpack Workflow OfficeTools Cloud OfficeTools Workspace Xero Practice Manager iFirm Practice Manager TPS Software Cloud Axis IRIS Practice Management Automated Tax Office Manager // Tax Preparation Software 🏆 Leaders: Drake Tax ProConnect UltraTax (use Verito, Rightworks or Ace for hosting) 💪 Contenders: ATX Lacerte ProSeries Axcess Tax ProSystem FX TaxAct Professional 👎 Laggards: OLT Pro TaxWise UltimateTax TaxSlayer Pro GoSystem Tax RS CrossLink Professional // Ledger Software 🏆 Leaders: Xero QuickBooks Online 💪 Contenders: Puzzle NetSuite Campfire QuickBooks Enterprise 👁️ Watching: Rillet Digits SoftLedger Zoho Books 👎 Laggards: Wave Intacct FreeAgent FreshBooks Accounting CS Odoo Accounting Accounting Power Patriot Accounting QuickBooks Desktop Sage Business Cloud Accounting / Sage 50cloud // Tax Workflow 🏆 Leaders: Truss Soraban StanfordTax 💪 Contenders: Liscio SafeSend SurePrep SPBinder 👁️ Watching: Filed Juno HubSync Black Ore 👎 Laggards: TaxCaddy GruntWorx 1040SCAN // Close Automation 🏆 Leader: Keeper 💪 Contenders: Xbert Xennett 👁️ Watching: Numeric Truewind // Engagement 🏆 Leaders: Anchor Ignition 💪 Contenders: Aiwyn Knuula 👁️ Watching: Cone AccountGroove 👎 Laggard: GoProposal // Payroll 🏆 Leaders: Gusto OnPay Rippling Rippling PEO Justworks PEO ADP Refer & Earn 💪 Contenders: Patriot Payroll Justworks Payroll ADP RUN For Partners QuickBooks Payroll Core 👎 Laggards: Oasis SurePayroll Paychex Flex myPay Solutions Paychex Flex Pro Accounting CS Payroll QuickBooks Payroll Elite QuickBooks Payroll Premium Don't make the same mistake I did! Use the tech that's validated by your peers! P.S. Happy to share any more targeted thoughts, just drop a comment 🙂 P.P.S. Got a testimonial? If you're a happy user of one of these, drop a comment to support the rad companies building our future ❤️

This is the most important tech decision your accounting firm will make 7 years ago cloud PMs kinda sucked But in 2025 there's a shortlist of PMs that are really, really good And I know the pain of getting this wrong I spent 14 months, and well over $100k changing to the wrong PM... only to then have to change PMs again. This was a 40 person, 1,600 client firm 🤡 Because as it turns out Your software reps are incentivized to sell you software, and by extension, not the most trustworthy place to get your info Myself, I don't make money by sending you to software co's In fact this graphic gives my GM palpitations and costs me a lot of money in sponsorship dollars 🫠 I think I can reasonably say I've talked with more small (<$10M) firms in the last 3 years than anyone else in the world, so I've seen some things 👀 But if you don't want to take my word for it, here's every US PM, for your consideration: Uku XCM Cone Senta Levvy Qount Accelo Mango Keeper Karbon TaxTree Canopy Xennett TaxFlow Acounta Firm360 TR Onvio TaxDome BQE Core Client Hub Practice ERP Elephant CPA Zoho Practice Aero Workflow TR Practice CS Financial Cents PracticePro 365 Pascal Workflow OfficeTools Cloud Jetpack Workflow CCH Axcess Practice Xero Practice Manager OfficeTools Workspace TPS Software Cloud Axis IRIS Practice Management CCH iFirm Practice Manager Automated Tax Office Manager If you WILL take my word for it, kindly Retweet ♻️ to get one more firm off of Practice CS

Who else is looking for free December CPD? Claimed my spot for tomorrow's Real Estate Due Diligence webinar that gets you a $50 lawpro credit in addition: practicepro.ca/cpd @practicePRO

Great exchange of knowledge happening at today's Thursday Tips @TLAvoice @practicePRO @mounahanna @JStrawczynski @RayLeclair #bevigilant

20 innovation tips to help you plan for the future of your practice: ow.ly/LF6I50JLvJO via @practicepro

Register now to join speakers @JStrawczynski of @practicePRO, Chris Stankiewicz of @LAWPRO, Rebecca Fisch of RSF Law, and Pia Hundal of @MillerThomson for the @LAWPRO and @TLAvoice Tips for Wills and Estates Lawyers #CPD on June 9th practicepro.ca/2022/03/tips-…

.@JStrawczynski @practicePRO is speaking at this @CBA_News event today

Join speakers @JStrawczynski of @practicePRO, Katie James of @LAWPRO, Jordan Nichols of @LAWPRO, @SeanBawden of @KellySantiniLaw, Lucas E. Lung, of @LernersLLP & @JackieSwaisland of @LandingsLaw for the @LAWPRO @TLAvoice Tips for Advocates #CPD on May 12th practicepro.ca/2022/03/tips-…

.@JStrawczynski @practicePRO will be speaking about "Technology Competence: What You Need to Know and Do" tomorrow at this @LSOCPD event

.@JStrawczynski Director, @practicePRO is speaking at the @OBAlawyers Young Lawyers Division Program "Practice Primer for New Lawyers: Critical Insights on File Management" today

Yes! And posted at practicePRO.ca/cpd

Director of @practicepro, @LAWPRO claims prevention and risk management program

.@JStrawczynski, Director, @practicePRO is speaking at the @OBAlawyers Assessing Incapacity in a Digital World” - Taking Instructions from Your Client CPD event today ow.ly/EJya50IBeo9

I recently spoke about delegation. My tips came from noted expert Vanilla Ice: 1. Stop: do you need to be doing this? 2. Collaborate: Don't assign dive. 3. Listen: Make sure you your team are aligned. @practicePRO has actual expert tips below. #Delegation #lawyers

Join speakers @JStrawczynski of @practicePRO, Yvonne Bernstein of @LAWPRO, Jennifer Gold of @WoodGoldLLP, Michael Zalev of @EpsteinColeLLP, Kelly D. Jordan of Kelly D. Jordan Family Law Firm for the @LAWPRO @TLAvoice Family Law Tips #freeCPD on April 14th ow.ly/ySH550IkSVq