Who should use PracticePro 365?

PracticePro 365 is a B2B product built for CPA and tax firms.

Does PracticePro 365 have a free plan?

No — PracticePro 365 is sold on an enterprise-only basis.

What platforms does PracticePro 365 run on?

PracticePro 365 runs on the web.

Is PracticePro 365 still maintained?

Unverified. PracticePro 365 has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.

Who makes PracticePro 365?

PracticePro 365 is developed by Templeton Solutions, based in the United States.

Does PracticePro 365 have an API or integrations?

Yes — PracticePro 365 exposes a public API.

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PracticePro 365

Name: PracticePro 365
Author: Templeton Solutions

practicepro365.comProject management🇺🇸

PracticePro 365 is a cloud-based practice management platform for CPA and tax firms. It provides client, project, task, tax and CAS workflow management, engagement letters, time tracking, budgeting, automation, reporting, and Microsoft ecosystem integration.

EnterpriseWebCloud-managed

Visit practicepro365.com

Overview

10 features

In the Project management space, PracticePro 365 takes a focused approach. It focuses on managing accounting-firm clients, workflows, tasks, time, budgets, and reporting across disconnected systems. PracticePro 365 is a B2B product aimed at CPA and tax firms. Pricing is enterprise-only. It ships for the web.

Behind PracticePro 365 is Templeton Solutions, based in the United States. Among its 10 catalogued features are client management, project management, and task management. It exposes integrations via a public API.

Summary written by a language model from the project’s public pages.

Client management
Project management
Task management
Workflow automation
Tax workflows
CAS workflows
Engagement letters
Time tracking
Budgeting
Reporting analytics

Built with & integrations

Framework

WordPress

Hosting

Cloudflare

Connectors

API

Runs on

BrowserCloud-managed

Detected from

WordPress: /wp-content/ in the HTML · /wp-json/ in the HTML · /wp-includes/ in the HTML
Cloudflare: cf-ray header · cf-cache-status header

Trust & compliance

Verified signals

HTTPSPrivacy Policy

Legal

Indexing history

What PulseGate has recorded for this listing

Indexed12 Aug · 22:29 UTC
Templeton Solutions verified against its public source
Source: PulseGate · Open

Frequently asked questions about PracticePro 365

What does PracticePro 365 do?: PracticePro 365 focuses on managing accounting-firm clients, workflows, tasks, time, budgets, and reporting across disconnected systems. It is catalogued under Project management on PulseGate.
Who should use PracticePro 365?: PracticePro 365 is a B2B product built for CPA and tax firms.
Does PracticePro 365 have a free plan?: No — PracticePro 365 is sold on an enterprise-only basis.
What platforms does PracticePro 365 run on?: PracticePro 365 runs on the web.
Is PracticePro 365 still maintained?: Unverified. PracticePro 365 has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.
Who makes PracticePro 365?: PracticePro 365 is developed by Templeton Solutions, based in the United States.
Does PracticePro 365 have an API or integrations?: Yes — PracticePro 365 exposes a public API.

At a glance

Pricing: Enterprise · pricing page detected
Platforms: Api · Web
Languages: English
First seen: 12 Aug 2026
Built for: CPA and tax firms
Model: B2B
Solves: Managing accounting-firm clients, workflows, tasks, time, budgets, and reporting across disconnected systems.

Developer

🇺🇸Templeton Solutions

Index record

Identity confidence: High · 98.4
Indexed: 12 Aug 2026
Lifecycle: Alive
First seen: Aug 2026
Last seen: 12 Aug 2026

Identity audit (13)

Slug: templeton-solutions-practicepro365-com
Lifecycle state recorded: 12 Aug 2026
Verification state: Indexed for public listing
Listing state: Listed: yes
Index status: Included in index
Latest evidence snapshot: 12 Aug 2026
Timeline basis: Indexed-at chronology (no inferred launch/funding milestones).
Name from: Written by a language model from the project's public pages.
Category from: Assigned by a language model.
Summary from: Written by a language model from public pages.
Languages from: Detected by a language model, checked against the page's own declaration.
Last updated: 12 Aug 2026
Canonical URL: https://practicepro365.com/

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