Skip to content
Back to the index

PracticePro 365

practicepro365.comOther project management🇺🇸

PulseGate's liveness check found it on 3 Oct 2026; it has been in the index since 12 Aug 2026. How this is checked

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.

Inferred · not functionally tested

EnterpriseWebCloud-managed
PracticePro 365 preview
Visit practicepro365.com

Overview

6 features

Purpose: Managing accounting-firm clients, workflows, tasks, time, budgets, and reporting across disconnected systems.

Inferred · not functionally tested

Audience: CPA and tax firms

Inferred · not functionally tested

Functions: workflow_automation, scheduling, analytics

Inferred · not functionally tested

Interfaces: API: indicated (inferred, not tested) · MCP: unknown · CLI: unknown · Self-hosting: unknown

Recorded constraints: pricing: enterprise_only · license: Proprietary · platforms: API, WEB · deployment: browser, cloud_managed

Constraint provenance is unknown; confirm requirements with the publisher.

Record sources: practicepro365.com. These links do not verify the individual claims.

In the Other project management space, PracticePro 365 takes a focused approach. Inferred · not functionally tested: It focuses on managing accounting-firm clients, workflows, tasks, time, budgets, and reporting across disconnected systems. Inferred · not functionally tested: PracticePro 365 is a B2B product aimed at CPA and tax firms. Basis unknown · not verified: Pricing is enterprise-only. Basis unknown · not verified: It ships for the web.

Behind PracticePro 365 is Templeton Solutions, based in the United States. Inferred · not functionally tested: Among its 6 catalogued features are client management, project management, and task management. Inferred · not functionally tested: Catalogued interfaces include a public API.

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

Tasks: Inferred · not functionally tested

  • Client management
  • Project management
  • Task management
  • Workflow automation
  • Tax workflows
  • CAS workflows

Topics: Inferred · not functionally tested

Tags
accounting-practice-managementcpa-firm-workflowstax-workflow-automationclient-management

JSON profile · Text profile · Access guide

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

Public signals
HTTPSPrivacy Policy
Legal
Privacy Policy

Indexing history

1

What PulseGate has recorded for this listing

  1. Indexed12 Aug · 22:29 UTC
    Templeton Solutions seen via Saashub
    Source: Saashub · Open

Frequently asked questions about PracticePro 365

What does PracticePro 365 do?
Inferred · not functionally tested: PracticePro 365 focuses on managing accounting-firm clients, workflows, tasks, time, budgets, and reporting across disconnected systems. It is catalogued under Other project management on PulseGate.
Who should use PracticePro 365?
Inferred · not functionally tested: PracticePro 365 is a B2B product built for CPA and tax firms.
Does PracticePro 365 have a free plan?
Basis unknown · not verified: No — PracticePro 365 is sold on an enterprise-only basis.
What platforms does PracticePro 365 run on?
Basis unknown · not verified: PracticePro 365 runs on the web.
Is PracticePro 365 still active?
PulseGate's liveness check found it on 3 Oct 2026.
Who makes PracticePro 365?
PracticePro 365 is developed by Templeton Solutions, based in the United States.
Does PracticePro 365 have an API or integrations?
Inferred · not functionally tested: Yes — PracticePro 365 exposes a public API.

Similar projects

Closest matches by what these projects do