Practice management that flows
Sotech provides the technology and support to help your practice run smoothly - clients, planning, timesheets, invoicing, and client portal in one place.
Sotech provides the technology and support to help your practice run smoothly - clients, planning, timesheets, invoicing, and client portal in one place.
One system to manage clients, jobs, planning, time, and billing.
Keep client details, contacts, types, and groups in one place. Assign managers and directors, track notes and documents.
Schedule jobs and tasks with target dates. Track progress with status (overdue, active, future, complete) and Gantt-style views.
Log time against planning and jobs. Compare actuals to budgets and keep projects on track.
Generate invoices from planning and agreements. Pricelists, VAT, and payment terms in one workflow.
Give clients secure access to their planning, team contacts, documents, and agreements - all in one login.
Billing, timesheet, staff utilisation, and custom reports. Export and analyse how your practice performs.
Secure, supported, and built for professional firms.
We have better practice management and can see an overview of all our clients through one portal.Practice Manager, Accounting firm