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Unit4 PSA Project & Practice Management for Accountants

Pivot from traditional accountancy to be a Connected Trusted Advisor. Strengthen your business with best in class practice management and Accelerate your growth.

 

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Your Partner for Delightful People Experience

Experience a new way of working, with a solution tailor-made for your business, and amplify your business and people success

  • Delight customers, by effectively managing priorities and delivering valuable advice

  • Optimize your business with control on budgets & project plans, ensuring no leakage of billable hours

  • Reduce time on administrative tasks with templatized project setup, automated time tracking and e-Invoicing

  • Purposeful, experience backed solution tailored for your business right out of the box

  • Cloud native solution, built within Microsoft platform, unlocking true platform value

  • Seamless people experience, with a single solution for end-to-end business flow, and native integrations into O365 & collaboration apps

Achieve Tangible Business Value

Win More Business

Improve customer engagement with projects connected to accounts. Manage your pipeline better and focus on winning the right business

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Optimize Resources

Resource for success with our skill-based matching engine. Improve utilization with direct access to people schedules and project backlog 

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Improve Profitability

Align project plans directly to allocated budgets. Stay on top of engagement health with built in performance reports on actuals Vs. budget 

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Bill with precision

Never miss an invoice with eInvoicing and multiple contract types. Reduce WIP with a holistic view of time and fees linked directly to project activity

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Tiered solution that scales with you

We understand that all businesses are not the same and different business maturities come with different challenges. Choose the right starting point 4U
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Free Trial

No Strings Attached

Try a basic standard setup for Unit4 PSA out of the box completely free. You will not want to go back! 

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Starter

A Quick Business Start

Get your core business setup, and benefit from full visibility of your pipeline, projects, people and success 

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Advanced

Step into Practice Management

Access full suite of PSA functionality. Gain visibility and control over each aspect of your practice and step into the future

Got Your Attention!

Let's talk about what Unit4 PSA can do for you. Request a personal demo with one of our industry experts!