SmartPractice logo



Getting Started

Becoming a SmartPractice Client

Changing your practice management software (or implementing it from scratch) is much like changing your bank, it seems a bit daunting; the hassle, the paperwork, the time! Don't let that thought stand between you and a compliant practice! And yes, it is going to take some time, we're not going to lie to you, but we have developed a quick setup system that will ease the process, creating an easy schedule format for quick installation.

The initial stages of a relationship, like any, require time spent getting to know you and your practice. We want a better understanding of how it ticks and to meet some of the key people in your business. We believe that the workflow for every accounting and auditing practice differs, so there is no one-size-fits-all approach to our software implementation and the effective use of the SmartPractice toolkit.

A dedicated director-led team will steer you through the setup and the implementation process and from thereon, you will have access to a team with a wealth of experience and specialised knowledge of the software.

Take the first step

There are three ways you can start enjoying the benefits of our software:


Follow this link, provide us with basic information, synchronise your clients, work through the step by step setup and you're good to go! Our support team will be available every step of the way.

Setup a trial version

By following the link and providing us with your basic information you will gain quick access to our software, you can create demo clients or synchronise your own clients and use live reporting. Our step by step setup will guide you and you will also have support from our team throughout.

Request a one-on-one demo

You can fill out our contact form to allow us to set up an informal, no-obligation free meeting with a member of our senior management team. Throughout this meeting, we can find out more about your practice, your staff complement, current software and what we can provide as alternative whilst demonstrating our capabilities, using online tools.

Handling all the paperwork

Once you have decided you want to start working with SmartPractice (trial or full implementation), we will arrange that all paperwork including a confidentiality declaration and our terms of business are compiled and communicated.

Step by Step Setup

We are consistently chasing new integration opportunities but currently our preferred choice is unashamedly Sage One and Sage Pastel, as we are an accredited SAGE Independent Software Vendor, however we have performed conversions from other mainstream software’s such as QuickBooks, Xero, Palladium and more. Integration and synchronisation with these products’ databases are effortless and easy.

Don’t fear the unknown, contact us and request your trial today.

Watch the SmartPractice
Intro video

Watch now