Manage your Practice, Projects, and People

Practice Management for Professionals™

The Templeton Suite enables CPAs and other professional services firms to manage their practice, projects, and people in the cloud. The unitized Suite combines CRM and Practice Management to track sales opportunities, plan engagements,   streamline billing cycles and improve cash flow with integrated time and billing, project reporting, real-time analytics, and resource planning all accessible via a single sign-on with built in industry best practices.

•Grow your practice through proven business development processes.
•Drive profitability and gain valuable insights.
•Streamline billing cycles and accelerate cash collections with integrated time and billing.

•Quickly create engagement delivery plans using standard templates.
•Increase project efficiency and maximize profits with real-time budget/actual data.
•Manage engagement profitability with pinpoint accuracy.

•Easily schedule and coordinate staff to maximize productivity.
•Forecast future resource requirements and availability.
•Create accountability by providing individualized and group metrics.

Make the case for CRM in your firm. 

Get a complimentary "Build Your Business Case" session with one of our experts.