Practice Management Software vs. Ticketing Software For Firm Management

· How ticketing software can be used to manage the workflow of a firm.

· What is practice management software?

· What’s the difference between practice management software and project management software?

· The importance of tracking the history of client engagements – digitally!

· How these platforms can help you share information across the team

· Are we still using email or are we using one of these other systems?

· How does the month end close tie into the practice management system?

· What analytics are important to layer on a project/workflow management system?

· How does a CRM system fit into a firm management software ecosystem?

· How important is integrated data within a firm?