Curiosity | Innovation | Result

Getting Started


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! We're not going to lie to you, it is going to take some time, but we have developed a setup plan that will ease the process, creating an easy schedule format for quick installation, no matter which software integration option you require.

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 practice differs, so there is no one-size-fits-all approach to our software implementation and the effective use of the SmartPractice.

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


Setting up software can be tedious and time-consuming. That is why at SmartPractice we assist you all the way through the process until the installation is completed.


Our installation team completes your setup to ensure data integrity and optimal functionality once your setup is done correctly. If your setup is done correctly, you will be able to make use of the system fully.


Setups are implemented for all integration types and custom profiles. Our team will complete the following:


Software Integration

The right technology can give you invaluable insight into your business, help control your business and improve performance. Accredited Sage and Xero Independent Software Vendors with full integration to their products.

We are accredited Sage and Xero Independent Software Vendors with full integration to their products. Software integration is a great way to combine all those databases with your billing database and use it to perform functions not catered for in specific Accounting software. We also have access to other vendors and are able to perform conversions from QuickBooks and other mainstream software as well. Depending on the Accounting software package you use and the completeness of your client information, installation time will vary. Request a profile for more information about our installation process.