Manage your firm from anywhere.
Exclusively for tax and accounting professionals – the DT Practice mobile app gives you on-the-go access to important firm, staff, and client data 24/7, from anywhere. And now, you can enter time and expenses on the go! The information automatically flows directly into DT Practice where you can view it and other important DT Practice data to help you make smart business decisions on the spot. Stay connected and in control of your bottom line with key features, such as:
• Staff Availability – Check staff work load, phone messages, contact information, and notifications.
• Firm Financials – Monitor your firm’s finances and your investment in individual clients through WIP Recap, A/R Recap, Key Totals, and Five-Year History.
• Staff Active Timers - See exactly what your staff is working on.
• Time Recap, assigned Projects and Tasks, and Notifications - Stay on top of your responsibilities and productivity.
• Kilometre Tracking - Track kilometres in real time using iPhone GPS or after-the-fact by mapping a route between two addresses and use that distance to calculate an expense entry.
• Receipt Tracking - Automatically link iPhone photos of receipts to expense entries that flow to DT Practice and let firm members or administrators view receipts directly from time and expense entry.
• Call Timer - Time outgoing iPhone calls and use the dialed number to create a time entry.
Please note: Continued use of GPS running in the background can dramatically decrease battery life.
