Powerful Practice Management Features for Accounting Firms

infinityONE CRM

Manage all client interactions, notes, contacts and communications in one place. Track every touchpoint to build better client relationships and automate follow-ups for higher engagement.

• Client profile management
• Automated follow-up reminders
• Email and calendar integration
• Interaction logging and reporting

infinityONE Jobs Management

A centralized workspace to manage all client engagements from start to finish. Track every job's status, deadlines, assigned team members and deliverables in real time with full visibility.

• Simplify job creation and assignment
• Monitor job milestones and due dates
• Enhance accountability with transparent task tracking
• Generate reports on job performance and turnaround times

infinityONE Timesheets Management

Makes it easy for your team to log, review and manage work hours across all client jobs. Ensure accurate tracking of billable and non-billable hours with intuitive time entry and approval workflows.

• Simplify time entry with user-friendly interfaces
• Track time by job, client, or task for precise reporting
• Streamline approvals with built-in workflows
• Analyze time data to optimize resource utilization

infinityONE Bulk Emails Management

Communicate efficiently with clients by sending personalized, professional emails at scale. Integrated with your client database, it ensures accurate targeting and effortless follow-up tracking.

• Send tailored emails to multiple clients with ease
• Automate recurring communications and reminders
• Track delivery, opens, and responses for better follow-up
• Maintain a professional, branded appearance across all communications

Disbursements & Expenses Management

A centralized way to record, track and manage all firm-related expenses and client disbursements. Integrates with your workflow to reduce manual errors and provide real-time cost recovery visibility.

• Easily record disbursements and out-of-pocket expenses
• Allocate expenses directly to jobs and clients
• Generate reports to monitor spending and cost recovery
• Seamlessly integrate reimbursable expenses into client invoices

infinityONE Leave Management

Simplify leave requests and balances for your team. Employees submit applications easily, managers approve them quickly and gains full visibility into team availability ensuring smooth workload planning with minimal disruptions.

• Allow employees to apply for leave online with real-time status updates
• Enable managers to review and approve requests with ease
• Automatically track leave balances and entitlements
• Integrate leave data with resource scheduling and job assignments