Practice Manager Plus: Collateral

Practice Manager Plus provides additional functionality to Practice Manager including advanced workflow and work management, dashboards and multiple offices. Within these three key areas of functionality there is plenty of flexibility to cater for the differing requirements in every practice.

We have collated all the information we think you'll need to get started on the setting up, using and reporting within the module so that you can get the most out of it for your practice.

Starting with Practice Manager Plus

Dashboards

These articles provide details on setting up and configuring dashboards and widgets and setting up multiple dashboards.
  1. Dashboards and Widgets KB
  2. How do I create a Dashboard? KB
  3. How can I use Multiple Dashboards? KB
  4. How to Create a Dashboard Video


Article ID: 3057
Last updated: 04 Nov, 2020
Revision: 63
Practice Manager -> Practice Manager Plus: Collateral
https://kb.taxcalc.com/index.php?View=entry&EntryID=3057