Get a perfect view of all your business activities on one single screen with Practice Ignition. Its Business Intelligence dashboards provides you with every information possible at just one single click. Get an oversight of where your business was in the past, where it is currently and also where it is heading. View your forecast growth with well defined charts and tables and make decisions accordingly. Track the performance of your sales team with the sales pipeline overview. Stay updated with all your unbilled projects and unpaid invoices and make timely reviews and follow up calls to all your clients.
|Support||Online||Customer Type||Medium Business Small Business|
|Deployment||SaaS/Web/Cloud||Category||Business Intelligence Software|
Up to 100 active clients
Up to 500 active clients
Up to 1000 active clients
For customized plans and volume licensing plans, contact sales department.
Disclaimer: The pricing details were last updated on 30/03/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Simple to make proposition, when the setup has been finished. It demonstrates to me how a lot of cash I have coming in consistently, and what amount is coming in for quite a long time to come. So it without any assistance handles our commitment, month to month invoicing and direct charge installment preparing.
Can take a short time to get it set up and to get comfortable with how it capacities.
I'd prescribe you draw in with a specialist in any case, to guarantee your inner procedures are adjusted in like manner and that on the off chance that you associate this with any of the incorporated programming arrangements, you comprehend the effect of the proposition creation and how this conveys solicitations and employments.
It assists with the initial introductions of the firm, and customers are stalled marking numerous agreements for various administrations. The usability for customers has been extraordinarily improved. Consistence and commitment, no more indebted individuals, work the board. The greatest advantage is getting commitment letters marked, getting programmed accumulations, and having everything brought together and sorted out.
We have hundreds of clients operating through Practice Ignition and with the new Client Acceptance Portal makes it very easy for us to manage the on boarding and fee collection of our clients especially those on monthly subscriptions.The program continues to develop and with a few more modifications is close to being perfect for a modern day Accounting/Advisory Firm.Thank you very much PI you are making our life so much easier!!!!
We've been able to streamline our proposal and renewal process, sending multiple letters of engagement (tax, advisory, implementation services) within one link. We like the ability to customize the templates and branding. This platform was recommended to us by several people in the accounting industry, and we're glad to have made the switch.
There is an inability to switch between different templates, so renewals get the same email that new clients get, which can be confusing.
The platform is much less cumbersome for clients than other solutions we've used in the past. It helps with the first impressions of the firm, and clients are bogged down signing multiple contracts for different services. The ease of use for clients has been greatly improved.
Practice Ignition not only saves me hours of work every month, it also shows me how much money I have coming in every month, and how much is coming in for months to come.
Accepting ACH payments via Practice Ignition only costs $1.00, but it takes more time to receive the payment than I would like. Still, the automatic collection from customers, combined with the fact that I no longer need to generate monthly Invoices, makes it worth the wait.
The tech support is amazing. Let them help you set it up.
I no longer need to generate invoices to clients, or collect payments from them. I know how long my engagements are and how much money I have coming in from all of my combined engagements. I have saved many hours of tedious work, and my clients have a very clear understanding of the scope and length of our engagement. Renewing the engagement each year is a simple click.
PI allows me to collect payment information upfront from clients - when they sign the engagement letter - so I am able to automatically collect our fees instead of waiting for a check.
Saves us a lot of time in sending out proposals since we have set up our standard services and can add them to proposals with one click.
It still takes a little while to receive the funds after collecting from the client.
I would love the ability to create quarterly recurring services (instead of only monthly).
Makes me better about collecting engagement letters - which were always hit or miss in the past. Now we are at 100% compliance.
We no longer spend any time chasing receivables.
It's the start and the end of the client lifecycle process. It's my number one pic for any service based industry that needs to engage with a client, get a quote & contract accepted, along with payments upfront or upon completion. You're compliant with every client and there's no more debtors with the payment feature. Best software around!
It's in development, but more options around the presentation and information, prior to seeing the acceptance page, to help introduce the client to your services and who you are.
Don't hesitate, use it! I'd recommend you engage with an expert however, to ensure your internal processes are adapted accordingly and that if you connect this with any of the integrated software solutions, you understand the impact of the proposal creation and how this deploys invoices and jobs etc. for best practice internal management in future.
Compliance and engagements, no more debtors, job management.
Solved the age-old issue of detailing a well-written engagement in an efficient manner. Also enabled us to start offering fixed monthly fee packages which our clients love - it's great for their cash flow and ours. So it single handedly handles our engagements, monthly invoicing and direct debit payment processing.
I'd like it to keep growing and become more of a business intelligence tool. However, this is not really a dislike as through my interactions with Guy and his team I know they are looking to expand on the features which PI currently has.
If you handle monthly payments, retainer work, fixed invoices, or simply just require a more strict application of engagement protocols then you need this software. It's revolutionised our business and I am always thinking to myself 'what would we do without it'. I know it's targeted at accountants but I can't see why other professional service businesses couldn't use it too.
Engagements - stop the scope creep in work carried, be more transparent with clients on pricing, and fulfil professional association obligations all in one hit.
Payment processing - a cost-effective way to collect direct debits each month. The software also handles the bookkeeping entries which could make 50 direct debit payments monthly a nightmare to handle in the books.
No more chasing for money
No more paying credit card fees
The Engagement Letter is in the Proposal, so we don't need to send separately, wait for signed copy returned
Easy to create proposals, once the setup has been done
Year end renewal process is a gem
PI's link to Xero makes accounting for receipt of income automatic, and nothing for us to do since PI takes care of this
We have converted all but one client to accepting PI, and our 18 month experience has been awesome
I'd like PI to pull new client contacts in Xero into PI, or push from PI to Xero, so we don't have to duplicate this
PI requires a substantial investment in time to learn; I wish the step by step process was more user-friendly, and point out pitfalls
I no longer have to keep a close eye on receivables
Proposals are consistent, clear and concise, and easy to prepare for clients using the Services feature
Save on credit card fees
We have been using Practice Ignition since May 2016 (going on a year and a half as of this review) and it has streamlined so many tasks. I used to use (and Pay for) multiple programs; when I found PI through Xerocon 2015, I was hesitant because of the monthly subscription. After an analysis, I saw I would not only be saving money, but time, and we all know what that means: more money savings. I was using Adobe eSign for online contracts and accepting payments through a myriad of processors: Bill.com, Stripe, PayPal, Intuit, checks... Practice Ignition wiped all that away. I love that there are templates for terms and services that are easy to update and customize per client. All of the payment options are great too: recurring, upon completion (with or without a down payment), estimates (hourly or price range), and clients can setup autopay with their bank or CC and easily update their info themselves. Another best thing: PI integrates with Xero, so the invoices are automatically created each month in Xero and maps the jobs to clients in Practice Manager - another huge plus for our time tracking. The ACH fees and CC discounts are good.
The initial setup of products and templates was a monster; so set that time aside (why we switched in May/June after tax season). I adore being able to easily customize a proposal now in a few clicks. The setup of the templates was worth it, and so easy to add new ones and modify existing ones now on the fly. In contrast to the things I love about PI, the downsides are that the auto created invoices, don't automatically get emailed to clients, so that has to be done (can be sent in batch from Xero), but I would prefer an auto sent email reminder be sent letting clients know, instead of us having to send and have customized emails to let people know NOT TO PAY, because it's already being collected. This isn't a deal breaker compared to all the advantages, but I would like to see this feature one day. The integration with Practice Manager (workflowmax) can duplicate client names; this may be an error on Xero's side, but easy enough to archive the wrong one. I wish the deposits were 1 or 2 day instead of 3-10 days.
Don't wait. My only regret using Practice Ignition is that I didn't switch to it when I first heard about it.
Billing, Proposals, Job Creation, Lead Management, Renewals
Once set up its so straightforward to use and the impression it gives clients is first class and presents us as leading edge.
Can take a little while to get it set up and to become familiar with how it functions but there was guidance provided and help at the end of the phone - but doesn't all software need that time investing!
If you want to look ahead of the game in your industry then you need to implement this.
Much slicker on-boarding of clients, with clear terms and pricing set out from the outset coupled with integrated payments that match the job - monthly or one off, up front, or on completion... (or a mix)