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SmartPractice Step-by-step Setup


PlanSmart allows you to have a bird’s eye view of what needs to be done, when it must be done and who within your practice is responsible for rendering the service.

During the initial setup you will create and allocate staff to perform compilations, reviews and/or assured engagements, you are also able to assign a deadline to these engagements. This increases your ability to track which Annual Financial Statement related service have been rendered and if not, who was responsible for rendering said service.

We also have a “Who Does What” function under reporting which enables you to easily view what needs to be done and by who.