Running your accounting practice doesn't get easier, better and cost effective than this

Cone Practice Management Software elevates your practice with an all-in-one platform for CRM, proposals, projects, workflows, billing, invoicing, email management and more at a fraction of the cost compared to alternatives.

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One app to replace all

27%

more revenue

with impressive and automated proposals

50%

more productive

Saves 20 hrs a week per employee with automation

40 +

hrs saved / month

on invoicing, payments and reconciliation

>10k $

saved per year

for 20 member-team on software purchases

Everything you need to run your accounting practice - CRM, Proposals & Contracts, Projects & People, Billing & Invoicing, Client Portal and more.

Say goodbye to separate Proposal Software

Efficiently manage proposals, engagement letters, invoices, and client billing within a unified platform. Kick-off projects as soon as engagement is signed, without the need for manual intervention.

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Chasing clients for documents? It's over!

Send your clients forms, collect e-signatures and request files needed to move forward on projects. No need to nag them, either. Let Cone do the chasing for you - automatic client follow-ups keep your workflow on track.

Know who is doing what, when, and how

Gain crystal-clear visibility into your team's tasks, timelines, and project progress with comprehensive tracking and reporting features.

Automate workflows, no more manual work

Free yourself from time-consuming manual projects and workflow management - Cone automates your workflows so you can focus on what matters most.

Tame your email, collaborate better

Eliminate inbox overflow and constant distractions. Collaborate with your team, assign emails, create tasks, and organize messages by client, ensuring you never miss an important email.

Save at least 100$ per month/user

Discover significant savings for say, your 10-member team - over $12K annually. Boost your bottom line and maximize your ROI.

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Key features

CRM, Proposals & Engagement letters

Say goodbye to separate Proposal Software. Manage proposals, engagement letters, invoices, and client billing all in a single platform. Save additional 40+ hours per month and increase revenue by 27%.

Proposals

Create compelling, branded proposals that truly resonate with your clients. Leverage customizable templates to create proposals, engagement letters and save time.

Editor

Be creative and deliver your proposal the way you want. Move, edit or delete sections(like About us, Testimonials etc.) and customize the proposals.

Renewals

Renew expiring engagements now with a click. No more missed revenue due to manual renewals.

Sales Pipeline & Lead Management

Never miss acting on a lead. Prioritize leads, create proposals and close more deals.

Key features

Projects & People

Project management

Streamline your project and task management with templates, reminders, deadlines, lists, board views, and more.

Reports

Easily identify projects that need your immediate attention. Also, figure out your most and least profitable projects, and make informed decisions.

Time tracking

Improve the efficiency of your team by identifying and eliminating productivity bottlenecks. Ensure you are billing clients accurately for extra hours.

Automation

No more manually changing statuses or updating tasks. Automation can do it all for you, so you can focus on more important things.

Key features

Billing & Invoicing

Get paid faster. Automate billing and invoicing, save up to 40+ hrs a month.

Automated invoicing

Create invoices automatically from proposals. No more manual work.

Billing

Manage all of your client billing at one place. Save 40+ hours/month.

Payments

Supports multiple payment methods like direct debit, ACH debit, credit or debit cards. Charge payment on file automatically and no more hassles with collections.

Key features

Client Portal

Tasks

Effectively manage payment follow-ups to ensure timely collection and improve cash flow in your accounts receivable process.

Password-less logins

Secure and convenient password-less login for your customers so that it’s easier to collaborate.

Payments dashboard

Stop chasing clients for information. Let automation take care of it.

Chat

Stay connected and collaborate seamlessly with our chat feature, making communication a breeze.

Why choose Cone Practice Management over others?

No separate proposal Software

Send proposals from the same platform where you manage your projects. No more brittle integrations.

Includes automations, emails, billing

Manage everything you need in one place, for less.

White-glove support, free migration

We'll help you move from your old system to ours, for free.

Fraction the cost of other alternatives

Save up to 90% on software costs.

Security

We take data privacy and security seriously.

We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.

SOC-2 Type-1 Compliance

We have been independently audited and verified to meet the standards for Security, Availability, Processing Integrity, Confidentiality, and Privacy. This certification assures you that we have implemented the necessary controls and procedures to safeguard your data.

GDPR Compliance

The General Data Protection Regulation (GDPR) is a comprehensive data protection regulation that applies to all companies operating within the European Union (EU). As a data processor, Cone is committed to complying with GDPR requirements and ensuring the protection of your personal data.

Seamless integrations