Practice Management

THE CORE

Practice Management

The centralized nerve center for modern accounting and financial firms. Unify your operations, compliance tracking, and client intelligence into a single, high-performance ecosystem.

CRM & Client Management

Beyond Standard CRM: Built for Financial Advisory

Standard CRM tools fail accounting firms because they lack awareness of complex corporate structures, multi-entity holdings, and recurring compliance lifecycles. Sliq360 CRM maps every nuance of your client relationships, from individual sole traders to multi-tier corporate conglomerates.

Multi-Entity Hierarchies

Link parent companies, subsidiary accounts, directors, and beneficiaries in an intuitive relational map for complete context during advisory sessions.

Engagement & Proposal Tracking

Manage prospective clients from initial discovery call to signed engagement letter with automated proposal generation and fee structuring.

Communication History Sync

Automatic bidirectional email, call log, and document interaction synchronization so any team member has instant context on client discussions.

Client Health & Risk Scoring

Proactive algorithms that assess profitability, responsiveness, and compliance risk to help you optimize your client portfolio.

The Result

Foster deeper client trust and increase advisory cross-selling by having every financial detail, tax history, and communication record at your fingertips.

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Workflows & Tasks

Accounting is repetitive by nature… Sliq360 turns these repetitive processes into intelligent, repeatable workflows.

Visual Kanban & Gantt Execution

Track job progress across custom stages with drag-and-drop simplicity, strict dependency enforcement, and deadline color coding.

Recurring Job Automation

Set up recurring compliance jobs once. The system automatically spawns tasks, assigns reviewers, and sets schedules for the entire financial year.

DASHBOARDS

Executive Dashboards: Total Visibility

Stop waiting for monthly spreadsheets to understand your firm’s financial health. Sliq360’s executive dashboards deliver live operational intelligence across four key dimensions:

Practice Health

Metrics: WIP value, realization rate, unbilled revenue, cash flow forecast.

Benefit: Maximize firm profitability and ensure healthy cash inflows.

Team Performance

Metrics: Task completion velocity, billable vs. non-billable hours, bottlenecks.

Benefit: Optimize team capacity and identify professional development needs.

Compliance Rada

Metrics: Upcoming statutory deadlines, overdue filings, missing client files.

Benefit: Eliminate compliance penalties and maintain 100% standing.

The Sliq360 Promise: Empower your team to focus on high-value advisory work while automation handles the heavy lifting of practice coordination.