Tell us how you keep track today and we will talk it through, with no product to push. Call (604) 813-7881 and ask for Tony, or send us a note. Regular hours are Monday to Friday, 7am to 5pm MT, and a person answers emergency calls on the same number 24/7.
No practice management software: where is the list of what is due?
Where is the list of everything due this week?
Many firms run on spreadsheets, email and good memories, and it mostly works until it does not. Here is an honest, vendor neutral take.
Free consult with Tony. No pressure, no jargon.
The risk when status lives in many places
A firm keeps track of its work in a spreadsheet, a whiteboard and a lot of email. Each person knows their own clients well. Nobody has one view of everything that is due, who has it, and what is waiting on a client. On a Tuesday in the busy weeks the server goes down for part of the afternoon. The outage itself was manageable. Not knowing what it put at risk was the stressful part.
Good looks like knowing what is due, even on the day the server is not: a shared list or a tool that fits your size, with a copy that survives an outage.
Honestly, the answer is not always new software. We are independent IT support, not a practice management vendor, so we have nothing to sell you here. We help you work out what fits, and what it needs from the IT side to run well.
Start with the question, not the product
- What do you need to see each morning? Usually: what is due, who has it, what is waiting on a client, and where the documents are. A simple shared list can answer that for a small firm.
- If a tool would help, choose one that fits your size. Cloud or on your own server, either can be right. We will tell you what each needs from the network, the server and the sign in, and we will say so if you do not need one yet. We enjoy working with OfficeTools, Karbon, NetSuite and NextERP, and we will tell you honestly what each one needs from the IT side.
- A steady home for whatever you choose. For the shared stack (Hyper-V, RAID 10, Meraki, Huntress, MFA and backups), see the accounting IT support overview and why firms run servers on Hyper-V.
- Backups you can trust. So the list of what is due is not lost with the server. Server backups run on Veeam and follow the 3-2-1 rule, stay immutable for 30 days, keep an offsite copy in Vancouver, BC, and we test restores. If a server itself fails, we restore it in under 2 hours.
- A way to carry on during an outage. A printed or offsite copy of the week’s deadlines, kept somewhere that does not depend on the server. We help you decide what belongs on it.
Where your documents live matters too. See PDF sprawl, file names and versions.
Also see
Practice management questions we hear
Do we need practice management software?
Not necessarily. A very small firm can do well with a clear shared list and good habits. As the number of clients, staff and deadlines grows, a tool starts to earn its place. We will tell you honestly where you are.
Which product do you recommend?
We do not sell one, and we do not have a favourite to push. We enjoy working with OfficeTools, Karbon, NetSuite and NextERP. We can talk through what fits your size, your software and your budget, and what each choice needs from the IT side.
Can you set it up for us?
Ask us. We look after the IT around it: the network, sign in, access, backups and computers. The setup inside the product is often best done with the vendor or your adviser, and we work alongside them.