What is Huskey Practice Manager?
Huskey Practice Manager is a practice management software specifically designed for accounting firms to enhance profitability through efficient workflow management. It provides tools for tracking time, managing clients, handling recurring jobs like payroll and sales tax, and streamlining tax return processes with a user-friendly interface.
The software includes features such as workflow management with task lists for employee onboarding, time sheets with client name auto-completion, tax return tracking with step-by-step monitoring, and a client manager for centralized contact information. It offers a dashboard for quick overviews of upcoming jobs and tax returns, along with additional utilities like phone message input and label printing.
Features
- Workflow Manager: Track recurring jobs like payroll and sales tax with task lists for workflow management and employee onboarding
- Time Keeping: Easy time sheets with client name auto-completion, work type setup, and time reports for billing confidence
- Tax Return Tracking: Monitor tax returns through steps like Prepared and Checked with automatic recording of completion details
- Client Manager: Centralized database for client contact info with search functionality and linking capabilities
- Dashboard: Quick view of upcoming jobs, to-do's, and tax return stats for efficient management
Use Cases
- Managing time tracking and billing for accounting services
- Streamlining tax return preparation and status monitoring
- Organizing client information and contact details in one place
- Handling recurring accounting jobs such as payroll and sales tax
- Improving workflow efficiency with task lists and employee onboarding
