Visual Practice Management has been updated to stay current as technology has improved over the years. Time is easy to enter, and as would be expected in a serious practice management practice, it can be used remotely, when users are away from the office, or it can feed directly into the practice management system for users who are working online. Generating a bill is likewise easy, and a set of large buttons across the top of the entry screen makes it a snap to choose between the Quick, Partial or Progress billing methods. Visual Practice Management offers the usual capabilities in this area, and keeping track of client and revenue status is very intuitive. Invoices and statements are professional looking, and can be formatted to a large extent.
Reports are comprehensive, and present the information in a very useable matter.
Visual Practice Management also provides good basic contact management functions, but where it really does a nice job is in the project tracking area. This feature is very easy to use, and incorporates budgeting functions that make it truly useful. We also really like the program's tax tracking capabilities, which is a critical practice management issue in many firms. While you can monitor client and return status using other tools, the way that CPASoftware has broken it out as a separate function enhances its functionality. It would be easy to dismiss Visual Practice Management as a lightweight solution if you just gave it a cursory glance.