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Community > App Reviews >

Practice Ignition

Started by Xero API -   in App Reviews |Accountant tools

4.9 out of 5 stars
 
Based on 131 user ratings
If you are a user of Xero and Practice Ignition, tell us how you are getting on and your experience so far. Any tips?

About Practice Ignition


Scalable modern practice with Xero + WFM. Streamline engagements, billing and workflows starting from your website + collaborate with your clients. Check out Practice Ignition.

Tip

Remember if you have questions or need assistance with Practice Ignition, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, contact Practice Ignition.

Great app overall, I use this to charge all my clients and never worry about collections
 

Yarik Yarosh  

We were spending a lot of time on engagements, especially as a growing practice. We also were making mistakes (as using word) and PI has proved invaluable. We started using it in 2017 and would highly recommend to businesses who need to engage clients / send terms of business etc.
We link with XPM and Xero, and I think we need to iron out a few issues (mostly XPM related!), but could not be without it. What used to take a few hours and not look great, now takes 5 minutes and creates a great first impression. We attach our brochure and kick of the process of engagement / job set up / invoicing etc.
Also better control over changes in terms etc - just one place to keep up to date.
 

Diane de Garis  

Our business has been using Practice Ignition since the beginning of the 2019 Finacial year. . . it took us a little while to get it set up and operating (only due to time restrictions on our behalf), but once we had it up and running WOW - we can see exactly how much we are receiving each week, and saves us hours each month in invoicing! Thanks PI :)
 

Linda Hawkins  

I’ve been using Practice Ignition for 2 years now and it has increased our practice efficiency by 100%. Client engagements and compliance are now a breeze and cashflow is now no longer an issue. Before this we used Workflow Max and just struggled with the clunkyness of it all. Practice Ignition is definately the way to go.
 

Peta Smerdon  

Practice Ignition is a game changer - literally. We have been using Practice Ignition for almost 12 months now and the integration of our firm based Client Service Agreement, service offerings and direct debit payment plans are saving a mountain of time and admin work that we simply didn't have time to complete.

Not only are we using the platform to complete service agreements and quotes, but we are now using it for debt recovery as well!

Couldn't speak highly enough of the product. 5 stars.
 

Matt Schaefer  

We've loved the digital engagement letter experience for our customers for several year and we are excited to be finally moving all of our payments on board with Practice Ignition. Love the development of software over the years.
 

Scott Kregel  

Practice Ignition has streamlined our proposal preparation and sending, receipt of funds and preparation of invoice processes!
I love the easy to use functions and the fact that the company is always adding and improving.
 

Sarah Gillis  

Loving Practice Ignition so far. I am still in the set up phase. It's making me think of my pricing and value in a whole new way.
 

Leigh Ann Smith  

We have been using Practice Ignition for about a year. It is absolutely vital to our front end operations since it integrates with Xero and WorkflowMax. It automatically executes our client specific jobs and tasks every month to seamlessly manage one-time and recurring client projects, raise invoices, collect payments and reconciles invoices with very little effort. It saves a tremendous amount of administrative time.
 

John Boyle  

Practice Ignition makes it easy to send high quality, consistent proposals. I really like the new client interface and especially the ability to attach a pdf - a couple of clients have commented on how easy they found to navigate the proposal and the process. The capture of the electronically signed document is great.
 

Kirsten Forrester  

Coming out of a very paper intensive, central server based operation, PI has been a huge breath of fresh air for this forward-looking business reboot. Making proposals is fun!
 

John Platt  

The best way to issue a proposal quickly and efficiently!
 

Alexy Rollins  

This has made a huge difference for our cash flow and the ease of our client proposal process
 

Brian Goodridge  

Practice Ignition (PI) has elevated our team by allowing us to provide exceptional service to clients with clarity, precision, autonomy and efficiency. We have minimal issues with debtors as we are paid on time/before work is commenced, and our clients love the fact that there are no unexpected fees to negotiate. Simple is best, particularly when it is broken down into smaller chunks and the client knows exactly what they are paying for.
 

Justin Golds  

I have been using Practice Ignition for years. You never get sick of getting proposals accepted and paid straight away. So much time saved.
 

Katie Marshall  

We are 100% cloud based, and using PI with Xero has been great. It is seemless, we really dont need to think about anything when have clients sign up for recurring subscriptions. PI has streamlined our proposal process and we are turning them around quicker than ever. Our clients love them too since they can review, sign up and pay all in a matter of seconds. It has been great for our business.
 

Veronica Duckett  

PI Is a game changer for us! We are 100% cloud based, it's integration with WFM, Xero & Zapier have allowed us to integrate all our apps. From customer sign up to recurring invoicing and automated payment, our admin function has reduced by 60%. I wish we had joined years ago!
 

Bookkeeper Hub  

PI has provided a stress free solution to onboarding clients and ensuring all payments are received on time
 

Megan Sexton  

I love Practice Ignition. We migrated our clients across to it recently as part of our transition to the cloud. Getting proposals out quickly and efficiently and knowing that you'll paid on time is great. In addition to that the auto creation of all the jobs in XPM is a massive time saver and keeps me on top of the workflow within my practice. Not to mention the automatic monthly invoicing in Xero and reconciliation of payments!
 

Nicole Crean  

Practice Ignition is making a huge difference in our speed of quote generation, monitoring pipeline and receiving monthly installments against invoices raised in Xero. This is a massive project for us to migrate all of our clients onto PI but we are already seeing the benefits!
 

Katherine Robertson  

PI is making a significant impact in making our practice more streamlined and efficient. We strongly recommend it and clients love it too!
 

Lauren Wiggins  

PI is great because: Clients like it - and they sign up.

The new client view of proposals feels very professional, and lays out things (message --> summary --> detail --> payment schedule --> terms/engagement letter) in a way that means they don't miss anything and cannot later say: "I did not realise that ..."

The team at PI respond quickly & helpfully (eg lots of Loom video explanations) on the PI Facebook group.
 

Malcolm Veall  

Don't know what I would do without it. Love the built in payment processing and the reconciliation with Xero works perfectly, unlike some other integrations. If you are a cloud firm, you need PI. Full stop.
 

James Martin  

I love Practice Ignition - it has changed my world, and also improved our customer experience for the better. I've also received great support from the team - I wish we had jumped onboard earlier - Thank you
 

Clair Amery  

Practice Ignition has made the way we on-board clients so much easier. This has saved us a lot of time that we would have spent on administration that we can spend on turning out billable work.
 

Adam Cambrook  

Really decent system, and the support you receive is personal and responsive.
It used to be a hassle to keep track of our prospects and make sure they got the right paperwork, but PI has made the whole process hassle-free. The clients get a professional quote package that they can accept on the spot, and it all ties in nicely to invoicing and collecting the money.
Big time and hassle saver, and well worth the money.
 

Andy Hyland  

Practice Ignition is excellent as it automates my practice and makes my practice much more efficient during the on-boarding process, as well as management of my engagements.
 

Darren Yeo  

Practice Ignition has led to a massive improvement in how we engage new clients. Our old process was very clunky and manual but using PI has made the whole process more professional and much slicker. Clients are very impressed by the speed of turnaround.
 

Dave Wouldham  

Practice Ignition has made our process of issuing proposals and renewing fixed engagements so much simpler. So glad we signed up at the last XeroCon as it was on our list of things to do to make our practice more cloud based.
 

Kylie Jones  

PI made a HUGE difference in making my practice more efficient. I highly recommend it, even for small practices like mine.
 

Tom Gorczynski  

PI lies right at the heart of my practice together with Xero.
The two applications have streamlined my practice and has seriously improved the service delivery and also exceeded any ideal of corporate image I would have ever hoped for.

Thank you PI
 

Juan Conradie  

PI is a fantastic product and allows us to virtually automatically send proposals to pour clients and receive them while we sleep. It makes payments a breeze, legal T&C's a breeze and allows us to easily know the status of our proposals at any given time. Highly recommended!
 

Tony Rosier  

PI has not only given us a streamlined approach for WIP within the office, but it has killed our AR issues. The Admins have less duplicate work, we get paid faster and get a reduced merchant processing rate, and the clients have a clear cut expectation of work all wrapped up in a shiny format. Truly, PI has been an integral part of our path to office modernization.
 

Abby Miller  

Practice ignition has truly ignited growth in our business. When a client of ours mentioned they also need to streamline their proposal process I recommended PI and now they are also happy Ignitioneers.
 

Simon Birdsall  

We love PI in our practice, it has streamlines our engagements and direct debits saving us heaps of time. It syncs seemlessly with Xero. I've recently discovered the Zapier integration allowing me to explore even more ways to improve our processes. Practice Ignition allows me to concentrate on my business and our clients not the admin that used to bog down my time.
 

Sarah-Jane Bishop  

Great software with excellent backoffice support which you lack from other players. Practice ignition has the potential to revolutionise your practice by standardising the engagement and proposal processes.
 

Inty Ahmed  

Bringing Practice Ignition into my business has allowed me to be more accepted professionally as a cloud accountant. Thanks to the advice from the support team my current clients are signing up quicker and new clients are giving a positive response. I have now also incorporated additional work in PI which gives me security when dealing with those extra work clients ask me for.
 

Gary Deans  

Great bit of software! Its been a game changer for us. We have received great support on the set up too! It's a no brainer, do it!
 

Rhys Edwards  

We love! love! love! Practice Ignition

PI is so flexible and easy to use.
They listen to feedback and are constantly releasing enhancements.
PI has solved all of our engagement and billing issues.
We set agreed fees upfront with clients = happy clients :-)
Each proposal has an engagement letter = happy CAANZ :-)
Adding Jobs to workflow is automated with XPM = happy Admin :-)
No EOM billing crush = happy me :-)
We have virtually no debtors = happy cashflow :-)
We are not focussed on WIP and productivity = happy staff :-)
Our main KPI for the team is job turnaround = easy to manage :-)

Needless to say the bad old days of time based billing after job completion are a distant memory.

As far as I am concerned LOCKUP is just simply we do as we leave the office for the day.

Just do it - this one's a no brainer - especially if you use XERO & XPM
 

Leanne Walcott  

Fantastic software. Very user friendly from both ours and the client perspective. Greatly aids streamlining and adds greatly to our efficiency. Would highly recommend.
 

Ronan Gibbons  

What a way to streamline!!!! This is saving up a lot of admin time.

Highly recommended.
 

Belinda Minnaar  

PI has worked wonders in my Practise. Not only has its streamline payments but my overdue bills have been caught up dramatically.

My clients all know where they stand now with what they are paying for and its been DD'ed from there Credit Card so its once less bill they have to remember to pay.

Would highly recommend to anyone!
 

Simon Griggs  

Practice Ignition is the best thing to happen to me in 2018!!!
Simple to use, saves hours of time, saves even more brain time, not having to worry about remembering/checking and chasing bits of paper.
It is also quite addictive to use, viewing the cash reports and monthly forecasts.
The team are pretty awesome too - big shout out to my account manager Reid 👍🏻
 

Andy Smith  

PI has been a real eye opener in our practice, finally putting us in a position where we can integrate several manual processes into one ensuring not only time saved but also improved risk management and cash flow to the business.
 

Arnold Scholtz  

Practice Ignition has transformed the engagement and billing process for accounting firms. For us it means all clients will sign an engagement letter, all clients have agreed to a fee prior to the commencement of work and best of all is knowing we will receive payment within our terms via the direct debit facility.
 

John Barrett  

I can't imagine running my practice without PI. This helps us manage our forecast and projections with its dashboard.
 

Bryce Stewart  

Loving PI! The setup, help and automation of everything has saved us so much time! It's so easy to navigate and is making life much easier! It's great that PI is open to new ideas that we think would help in the future too is awesome.
 

Kayte Ratcliffe  

I first came across PI via my Xero Account Manager and a Futrli blog. Of course, I hesitated for a while because it could not be that good, surely not?!!!! When I started the working with Reid at PI, I was blow away, not jut the product and service and content that PI has accumulated. My meetings with prospects are just miles better and . I feel more comfortable, professional and confident to give a quote on the spot.
 

David Mahwe  

Saving me time, money and lots of headaches. I'm afraid to leave this review as the entire profession may latch onto this great idea but Practice Ignition deserves the credit for an amazing product.
 

Eric Killian  

Took me a while to actually make the decision to use Practice Ignition. Wish I hadn't procrastinated. My admin time as reduced immensely and the client on-boarding process is streamlined. Highly recommend this add-on for any practice.
 

Felicity Mathews  

Love love!
Practice Ignition sets up how we work with our clients - online and paperless!
So easy to prepare proposals from our library of packages and easy to price up too.
It's renewal time that it really shines - so easy to rollover (with a little increase) send out to all clients.
 

Nicole Lynch  

I have to say that I'm a little mad at myself for waiting so long to use Practice Ignition. I originally through it was too expensive. BUT after one billing dispute with a client I quickly realized how silly I had been. In addition to eliminating the collection issues, it has saved me HOURS in creating engagement letters and bills for clients. Before PI I was manually creating engagement letter sent for electronic signature then manually creating bills in Xero. Any cost is far outweighed by the time I save. The Xero integration is fabulous. The same information is in both PI and Xero without me having to do anything other than the initial integration. I highly recommend this app!
 

Bette Hochberger  

Great Product, It has reduced my quoting time down to 5 mins from 1 hour.
 

Eric Cheshire  

Practice Ignition has almost completely removed any rifts between my partner and I when doing pricing. It's so easy to complete the templates that we no longer fight over wording or how something should be presented. Even pricing a customer has been less combative.

It's also awesome to see MRR on the dashboard and projections in the pipeline. Keeps you cognizant of revenues so that you can plan better.
 

Brian Clare  

Brilliant product. Excellent and knowledgeable support team.
A timeline/pipeline of expected projects/updates/released/integrations would help. We have suggested a few features to help speed up the proposal process so it can be done in less clicks.
 

Tom Newton  

Practice Ignition is one of the greatest tools I've added to my practice. My jobs deploy seamlessly to Xero Practice Manager and clients love the proposal to engagement letter format! It's easy to keep up with and manage. I couldn't be happier. Also, if I have a question, support responds quickly and is right on top of it!
 

Robby Mathis  

We have been using PI for our third year now. We love how it streamlines our invoicing and payment collection process. We are always trying to automate our clients admin and we use PI as our example of how we have automated some of our processes. Now that we can use zapier I feel that PI is now even better. We now link our services provided to clients into Infusionsoft which is our CRM
 

Matt Sharwood  

Practice Ignition is now one of the most important pieces of kit we use in our firm. The ability to sign new clients up from anywhere and within seconds has made the onboarding process much quicker and simpler - plus clients love it!
 

Julian Day  

Practice Ignition is an integral part of my practice, and is the first crucial step to establishing work scope with my clients. This process seamlessly allows clients to negotiate within the proposals and once accepted by the client - the job is automatically created via integration with my work flow system. Provides great transparency for scope and can be easily modified if the engagement changes - avoiding scope creep. Invoice payments can also be managed through Practice Ignition. At the start of a new financial year I simply rollover prior year engagements and modify if required - another great time saving feature of Practice Ignition.

Support team is very responsive and provide excellent service.
 

Katie Kirkland  

very happy with this app. It was the first add on we chose for Xero. Helps us have negative debtor days and have had a client thank us for offering this service. Makes the engagement and billing process so much easier. At the end of the job we no longer need to have that awkward billing moment.
 

Richard Bull  

When I started my own practice I did feel overwhelmed with the various proposals that I needed to put together. Practice Ignition really has made this much easier for me. One of my new clients who received and accepted my proposal via Practice Ignition was so impressed that they have implemented Practice Ignition for their law firm.
 

Susan McCracken  

Easy, integrated and responsive. PI is great for our business.
 

Angus Ferguson  

I had tears of happiness when I found PI - now I'm jumping for joy with the new integrations!
 

Heather Moore  

I've been using Practice Ignition since I setup my accounting practice and can't rate it highly enough. Not only does it eliminate the need for chasing debtors but it streamlines my internal processes and cuts down on administration.
 

Ryan Maddock  

After a little bit of a rough start with PI, I finally got the hang of creating proposals. I love being able to create customized proposals using my templates. I can adjust the scope and pricing as necessary. The best part is that PI sends invoices to and processes payments from my clients. The downside to that is it takes 5-7 days for an ACH to be deposited into my account. I've recommended PI to other bookkeepers.
 

Judi Walker  

I have been using Practice Ignition for my engagements and invoicing/collections for three years now. Not only does it make it quick and easy for us to send a proposal, it makes it even easier for a potential client to except it making them a client, no longer potential!

The payment feature is the only way to go, no worries about invoicing or collecting from clients. It’s like adding a staff member to your firm without all the overhead.

Their support is just as good, have a question on how do use the software, just post the question to them and you will get an answer quickly.

I highly recommend PI to anybody running an accounting firm today!
 

Jay Kimelman  

Really worth while for our practice... we don't use XPM or similar, we use Wrike for task deployment and team management, but we use this as an acceptance page for our proposals and scopes... it's perfect for that 'final step' and provides an easy 'checkout' for detailed and customised engagements. Can't wait for the Zappier integration so we can hook it up with our practice and project platforms, web and marketing platforms and GSuite! Cool Beans!
 

Cate @ SBFO  

I love working with PI- the app and the people! I recommend it highly, as I know many accounting professionals need to be sending engagement letters and don't. It sets such a great impression with the client, and also makes sure you are paid up front for recurring work. The process is easy, and roll-over to the new year is awesome. Every client, every time has an engagement letter with Practice Ignition.
 

Carla Caldwell  

Practice Ignition is great at improving the efficiency and can really help you maintain a regular cash flow. They have a fantastic support team and any issue is always solved quickly. With easy integration with Xero I would recommend this to anyone!
 

CATS Accountants  

I had looked at PI on a number of occaisons but held off, not being entirely convicned the cost would justify the purchase. I was very wrong! We have now been using PI for several months and every month we have paid for the subscription several times over by reducing scope creep and invoicing for all those small items clients request.

Add to this the ease of creating proposals and letters of engagement and it forms an essential part of our practice.

The only missing piece is the ability to collect via direct debit as well as card.

Overall great add in.
 

Rob Mollan  

Practice Ignition is more than just a nice plugin that automates recurring revenue collection for your clients. It's an entire platform for managing your client onboarding AND billing. The integration with Xero is seamless and the thought that has gone into this software translates into a tool that encourages businesses on a service model to really think through and hone their service offerings. More than a nice-to-have, consider PI an essential part of your service toolkit because it will quickly become that!
 

Matt Wilmot  

Practice ignition has totally professionalised our client engagement. We are now being paid for all the work we do for our clients and it is the sole creator of our jobs in WFM (xero practice manager) for business clients. Within three months it has reduced our debtors by more than 35%. We are loving the streamlined payment process and the continuing improvements that come on a regular basis. All in all 100 out of 100
 

Robert Schammer  

I have been using Practice Ignition since day one of starting my practice. Even though cash flow was tight at that stage I knew it was going to be an extremely valuable tool to my business.

I did most of the setup myself (my one tip if you are going to DIY, is to set aside a day or so to really work out your services and get it setup with your engagement letter etc), but got great support from the PI team, they are always happy to jump on a call and give updates on the product, or advise on some best practice methods.
 

Adam Grigsby  

Practice Ignition is incredible. I can't (and don't want to) remember my practice management and proposal writing process before PI. It's simple, affordable and yet powerful and scalable. PI is the foundation for any cloud based firm and I highly recommend it!

P.S. They listen to your suggestions and complaints.
 

Darius Tullis  

Practice Ignition (PI) closes the loop between leads generated from our website and invoicing via Xero. Clients love the electronic signing of our engagement letters and with PI we never forget to invoice. We preach the importance of fully integrated systems to our clients - PI allows us to practice what we preach in our own business.
 

Adriaan Basson  

We like Practice Ignition a lot! Everything online and in one place so different members of the team can see the client info as and when needed - and payments has helped to establish clear rules of engagement with clients about payment terms.
 

Alex Harvey  

Practice Ignition has streamlined the client engagement process for us. Getting the 'Services' fleshed out, priced and ready to drop in to a proposal was the key to make the on boarding process efficient. I love the flexibility of how client's can pay, recurring charges, etc.
 

Mary-Clare Switz  

Practice ignition is the 1st and foremost app my would-be clients are exposed to as a follow up to any meeting as I would send my customised electronic proposal cum engagement letter for them to sign and accept. Not only being Super cool, it projects an image of professionalism which is second to none. Thank u Practice Ignition for making my 2 practices in Singapore and Malaysia look great. It's been a wonderful experience. Congrats on the Xero Industry Specific Award 2017 you guys just won! You deserve it! 💕
 

Mohamed Fazluddin Mohd H  

Practice Ignition has systemised our proposals and pipeline. The rollover facility keeps us focused and on track and the pricing of services is so much simpler. We love it.
 

Deborah Whitaker  

Absolutely love Practice Ignition! Makes our proposal process fluid so that prospects become clients with the least amount of effort. We've had feedback from our clients that they love it too!

The dashboard is also brilliant for a snapshot of the companies sales and pipeline.
 

Chloe Waight  

I love how you can set up services, send out an engagement to a client, then it automatically collects payment and sets up the job. Has cut hours of admin time per week and we have eliminated the dreaded "Debtors"
 

Nicolas Kyriopoulos  

As a sole practitioner I've been searching for a cost effective practice management suite to help me manage my processes. Practice Ignition is a perfect solution to help with the all important initial quote and engagement system. It saves me approx 2 hours per client on setup/job allocation and enables me to see my budget income quickly. This has recently enabled me to make important decisions with employing staff to help grow my practice. The staff at PI are very patient and helpful when you first signup, as well as the ongoing support are quick and efficient. I use Workflow max and Xero for the remaining elements of my practice suite and PI integrates with these with no issues. The payments system in PI works really well and saves me so much time not having to chase clients for their money. Thank you Practice Ignition.
 

Alistair Porter  

We have recently started using Practice Ignition in our practice. Setting up the service library really made us think about our practice and what we had to offer. Once that was done everything else is easy, easy, easy! You just put a proposal together and send it to the client. It is a game changer for us. I would use it even if it didn't integrate with Xero.
 

Summer Wilkinson  

Beautiful and intuitive and literally covers all bases of how to engage/charge a client. It is the beginning and the end piece of software for a client's lifecycle. Engage your client, set the terms of the service you are offering, require payment details, client clicks to accept and gets billed upon acceptance, recurring or completion. You have clear parameters for the work you are doing set out for the client and payment, all in one system. It is actually my number one piece of software I recommend to clients! I think EVERY Accounting and service based business should have PI implemented, it's more important than a job management solution and with the payments feature, no more debtors and a vastly improved cashflow!
 

Amy Holdsworth  

I was hesitant to sign up over the years since PI started. I bit the bullet and it's one of the best things I've done for the business. Payments platform is amazing and even though the merchant fee is a bit steep it's still worth the investment for the time saved.
 

James Carey  

Practice Ignition has been a complete game changer for my business. Not only do we receive our payments in a timely manner, because of the direct debits inbuilt into it, we can plan out our bill payments due to the frequency of scheduled invoice disbursals, we can onboard our clients in a more streamlined fashion as it incorporates our engagement letter and confidentiality agreement. I love the support from the PI team who are there to assist us in whatever we need. As we are a bookkeeping practice who were traditionally working on hourly rates we have now been able to package our services and enjoy the ongoing fruit of that. Guy mentored us in that process via Webinar and provided the tools to actually outwork it in our business. The main reason I joined PI is because I met Guy early in their journey in 2014 and his passion for automation and providing value based fees helped me to be won over. One other thing that's often forgotten is being able to roll over our annual agreements. PI Makes it simple! I love PI and wave the flag! It's one piece of software I wouldn't like to do without!
 

Jen Swenson  

We are brand new to PI having just sent out our first 2 proposals. The set up process wasn't difficult and the automation and integration the software provides is excellent. This will save us hours and be convenient for clients. Everyone's a winner!
 

Tim O'Hara  

Practice Ignition has been a business saver!
Very easy to work with and speedy help staff (if needed).
Its making our engagement letters and service packages seamless. Plus we're able to project our yearly earnings and this knowledge at a single touch is invaluable.
Would definitely recommend.
 

Emma Klymenko  

Practice Ignition is fantastic. The simplicity of on-boarding, job creation, engagement letters, rolling over and tracking proposals has saved us a lot of time. The support and training is excellent and we highly recommend Practice Ignition. Thank you Practice Ignition.
 

Elona Purcell  

Practice Ignition just simplifies our contracting process and initiates our workflow that makes engagement with clients on services required and billing fully aligned. Would recommend PI to any service orientated company. World Class!!
 

Ryan Coates  

Simply put - our firm has reduced the billing confusion by 100%
 

Stuart Reynolds  

I love PI. It's removed the whole burden of client on-boarding. Every practice that is on fixed price billing should be using PI. I found it super easy to implement and the seamless sync to Xero for invoicing is a life saver. No more Word documents and emails <hurrah>. Worth every cent. I now run a true paperless office.
 

Giles Wilson  

We run a 100% cloud, paperless bookkeeping practice and follow this through when it comes to our clients as well. Practice Ignition has made client enquiries from our website, proposal generation, client on-boarding, job creation, invoicing & payment a seamless process that requires very little effort and saves us time to do the things that really matter. Look after our clients!
 

Erika Williams  

I am so happy with the streamlined process and the job and reconciliation integration. Compared to our previous so called 'paperless' office, I can now manage all of the engagement and billing simply - and track/update the existing proposals!
 

Luke Costa  

Practice Ignition has been a life saver this tax season. The ability to quickly send out engagement letters, get payment terms setup and have the invoicing happen and sync to Xero seamlessly saves a lot of time and automates our onboarding process. Great app!
 

Joshua Lance  

Preparing engagements and on boarding customers all around the world is so much simpler with the use of Practice Ignition! I love that there there is the functionality for everything to accepted, signed and paid all in one area! Our clients have found it so much easier too! And it's helped us with becoming more paperless! We should have jumped onboard sooner!
 

Karen Ng  

I absolutely love Practice Ignition. I'm so happy it was recommended to me and now I'm recommending it to other professionals. Makes life so much easier and the integration with Xero and Xero Practice Manger is a dream. I particularly like the ability to required payment details for all proposals and to choose whether a client will pay all up front, 50% up front and then on completion or just on completion. This give me so much more control over debtors and improves cash flow. The support team are marvellous too.
 

Dianne Kennedy  

Great system with a very helpful support team. Highly recommend.
 

Marcus Wolfgram  

Great software that's transformed our onboarding and payment collection processes. PI is intuitive, efficient and effective. I also can't say enough about PI's staff... they're awesome.
 

Tim Burgess  

PI has made a huge difference to our onboarding and billing process. Instant transmission and acceptance of engagement letters and using xero and GoCardless effortless collection of funds.
 

Phil Lewis  

Have been using PI for the last 12 months. Has definitely help reduce debtors and get clients to sign engagement letters at the same time. The fact that all engagement letters are all stored in one place and ease of receiving payments is a winner.
 

Aaron Colley  

I am now using PI for the second full tax season. Although no software has all of the things everyone needs, we have been able to get engagements to our clients before we start any work. Because we provide our pricing in advance, we have not had any objections when we present our bill. The integration with Xero and Practice Manager (WorkflowMax) has allowed us to finally get all of our administrative software talking to each other so we are not repeating the same task for multiple software.
 

Stephen Archibald  

This software is a winner. It does exactly what we need when it comes to payment processing, linking with our bookkeeping in Xero, auto reconciliation process, professional engagements and a pathway into fixed fee billing. I'd recommend it to anyone.
 

Tim Garth  

We absolutely love Practice Ignition at Growthwise. We have saved 3-5 hours per client per year in our engagement + onboarding + payments process, all thanks to PI! The dashboard is excellent at keeping us on track and showing progress for the year as well.
 

Steph Hinds  

I am a small accounting/bookkeeping service. We've been doing this for over 20 years. One of our biggest issues has always been chasing down payments for A/R. Many clients would take whatever time works for them to pay by credit card or mail a check. A colleague mentioned how much they like PI.

I decided about a year ago to give PI a try. A learning curve to be sure, but not onerous. I tried it out with around 15 clients, and after startup goofs on my part, got it running smoothly.

It has worked extremely well, and A/R issues are a thing of the past. Near the endo of last year we informed all clients that as of 1/1/17 all billing transactions would be using PI, and a full explanation was given, questions answered, etc.

All our business is now conducted through PI, with the exception being one old, cranky client who pays very quickly anyway. We are very pleased with the PI / Xero integration and have recommended it several times.
 

David Goldstein  

PI is the best proposal and payment management software which has created business efficiencies for our firm. Our clients are impressed as well. Thank you to the entire Team at PI for making our lives so much easier.
 

Sandeep Singh  

Practice Ignition has saved us a lot of time at the office. It has made client engagement smoother, faster and more transparent. No more changing word templates.
 

Raj Vallabh  

Knew about Practice Ignition for a few years but wondered if it was worth it...it IS.
I create dummy clients for standard templates, add name, company name, email, mobile, then duplicate the proposal for AAA New Co Setup or AAA New Co Book&Accg to the new potential client, then double check and send. Previous time per proposal 10mins basic to 50mins complex. Now: 2mins basic and 10 mins complex. So worth it!
 

Scott Kay  

A natural add on for any accounting business engaged with Xero. Handles the compliance side of engaging clients and more importantly improves cashflow. Also enables a focus on monthly recurring revenue which is arguably the most important KPI for a cloud engaged practice. Clients love the tool too - gives them certainty over price and included services, and allows the accountant to effectively manage scope creep.
 

Peter Morgan  

We have been using Practice Ignition for 7 months and it has streamlined so many tasks. I used to use (and Pay for) multiple programs; when I found PI through Xerocon 2015 I was hesitant because of the monthly subscription. After an analysis, I saw I would not only be saving money, but time, and we all know what that means: more money savings. I was using Adobe eSign for online contracts and accepting payments through a myriad of processors: Bill.com, Stripe, PayPal, Intuit, checks... Practice Ignition wiped all that away. The initial setup of products and templates was a monster; so set that time aside (why we switched in May/June after tax season). I adore being able to easily customize a proposal now with a few clicks and all of the payment options: recurring, upon completion (with or without a down payment), estimates (hourly or price range). Not only does Practice Ignition integrate with Xero, but it also updates Practice Manager (workflowmax) and we have everything mapped (clients, products, jobs, dates, manager). Now, I cannot imagine not using Practice Ignition. The dashboard is great too! Since our contracts are annual; in the first month of the year, we can see our projected annual income based on accepted contracts At A Glance without running any reports. (obviously, I can go on an on)
 

Mariel Diaz  

Practice Ignition is awesome! We use it to engage every single client and we couldn't run our practice without it. I highly recommend enabling payments for every proposal - the simplicity of collecting payments means our debtors are non existent and we save an immense amount of time. The product and support guys are very helpful plus the product is constantly evolving with more and more functionality.
 

Chris Tinta  

Great and easy to use. Simplifies the process of managing your clients and contracts. Highly recommended!
 

Pieter Barnard  

The makes life easier when trying to have control of engagement letters and jobs great tool!
 

Alberto Ibarra  

Practice Ignition makes it simple, quick and easy to create proposals for all clients providing clarity of which services are being provided and clear upfront pricing. The process makes it easy for clients to agree to proposed fees, services and the terms of engagements and the acceptance process ensures that signed agreements are complete and filed correctly. The time saved by invoicing directly through Practice Ignition frees our time so we can spend more time providing great outcomes for our clients.
 

Paul Sweeney  

If you run an accounting or bookkeeping business and have ongoing fee arrangements with your clients, you need to be using Practice Ignition.

Our old process was Xero repeating invoices + EziDebit. Make the move to PI and you'll never look back.
 

Jen Gulliver  

PI Integrates seamlessly with Xero and Practice Manager. It saves a lot of time of double handling client's info and projects.

On top of that, it saves you time from creating an invoice and proposal separately. The ability for PI to directly accept payments when the proposal is accepted saves a lot of headaches of going back and forth with the clients.

It's a great tool! Highly recommended
 

Rizal Ramzan  

For those who are 100% Xero firms, Practice Ignition is the missing link between firm administration and clients. We have found it makes conversations with clients around services and billing easy and streamlines the introduction of client work into our workflow.
 

Campbell King  

Practice Ignition has changed how my business operates. I am able to do proposals and invoicing seameselly. It has improved my cashflow, I now don't do any work unless a client has accepted a proposal with the bank or credit card details entered so it saves me time in chasing down a slow pay or not getting paid at all. Seriously it is so awesome!!
 

Amanda Knight  

Practice Ignition is great. My proposals are consistent now and much quicker to prepare. Also roll overs are streamlined. I love the interface and would really recommend it even for sole practitioners like me as I've found it saves me huge amounts of time and has a very professional look.
 

Nicola Holman  

This is a great bit of a kit and has changed how we do things massively. There are still some tweaks and improvements to be made to the platform but the PI team are awesome and always listen to how they can keep improving and developing the application.
 

David Hassall  

Practice Ignition is at the core of my practice. I couldn't and wouldn't want to operate with out it. Professional, quick and seamless way to onboard a client, client accepts scope of work / agreed fees, invoices pushed to Xero for issuing, fee collection processed. All my fixed fee / value based work (80% of my revenue) is automatically collected on the 1st of the month, every month. The BEST thing I ever did for my cashflow. And now with the new dashboard I get an overview of my business for the year ahead, including projected revenue, projected payment, clients engaged and a breakdown of which of my services is making me the most money. Love it!
 

Sally Brindle  

We are close to two years with PI. Very good app if you want to work online. The support is exceptional. PI engages your client, creates the job in XPM, creates the invoice on completion and provides a payment solution for the job.

Lessons learnt:
- Get it set up right from the start. Service templates, job templates, letter templates, etc.
- Required change management from our organisational point of view and also for the clients.

Five stars.
 

Ben Elliott  

Have been using PI for a while now and could not live without it. A very professional start to a client relationship. It has helped me to respond quicker, close faster and look more professional with clients. An absolute must for any aspiring digital practice.
 

Paul Layte  

Have recently started using Practice Ignition and am super impressed with the integration between PI, Xero Practice Manager and Xero. I am even more impressed with the professional presentation of the proposals, the amount of time I am saving by not having to invoice clients directly or create client engagement letters, and to top it all off, the support team are absolutely fantastic! I couldn't be happier :)
 

Sue Kapperer  

I just signed up to PI this week. I couldn't be happier with THEIR engagement process. The PI team really do walk the talk..they actually care about how you are going...and look after you. This app integrates to my website packages and takes the mental and administrative gymnastics out of the engagement process. I'm finding it easier to market my services to my clients now - and it is leading to more engagements per client. So glad I made the move!
 

Dominic Papaluca  

I am looking at using PI , and just wondering if any long term users had any comments - are they still happy with PI and still confident with it.... I have been bitten a few times before with new software that starts promising than does not deliver, so any feedback from long term users (good or bad) wuld be really appreciated...
 

sean tickett  

I have just signed up to PI.
W O W. Not only can I use it to set up a quote while I am at a Client / Prospective Client. It also integrates with my webpage so I can have my packages online and fee into PI to follow up.
Billing and cash flow are king in ANY & EVERY business. But especially in accounting firms as debtors can creap up to 20 - 30%. PI really resolves these issues.

I have use XPM and others but PI is by far, leaps and bounds ahead.
Great work to Guy and the team.
 

Daniel Moore  

This engagement letter application integrates with Xero and WorkflowMax. It allows you to create services and items, include basic engagement legal verbiage, and send the letter/qoute to a potential client quickly.

The cons:
- It's quite overpriced, starting at $30 for an app that should be around $10/month.

- It will repeatedly send invoices to Xero, which you will have to delete if you use another billing/recurring billing app.

- It's very basic, making PandaDoc and other apps look much more complete.

- It limits the information you put in about a client initially, missing important fields.

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For the price, it doesn't provide much value, but it is a useful "light" app.
 

Kirsten Barrie  

Practice Ignition will take your firm to the next level. We have heavily implemented it at our firm for the onboarding process. It really streamlines and automates the entire process. We also implemented the connector on our website. A great little tool.

Looking forward to the future :)
 

Ryan Lazanis  

Administration 0
Practice Ignition 1

PI makes it very easy for us to onboard and invoice clients for recurring work that we do. Furthermore, special proposals are easily viewable by our team, making sure that we effectively deliver what we promised.
 

Alexey Mitko  

Practice Ignition is the dogs bollocks when it comes to efficiency!
Absolutely sensational support team, and issues are usually fixed within the hour!!...
Another great thing is the team constantly update and better the software based on our feedback.
Brilliant bit of kit.
 

Ben Walker  

This is awesome - in 10 hours I have completed 135 fee proposals for my clients for the upcoming year. Last year this took the admin team over a week to prepare and then I hate to think how many hours to set up the jobs in WorkflowMax not to mention the time in invoicing. My admin team are delighted to not have to do all that mundane work and I'm over the moon that it is all set up with the jobs and the invoicing at a push of a button by the client!
 

Amanda Fisher  

Great piece of software that is saving us loads of time - tick the services that the client wants (or even better with the web connector, the client self servers)...engagement letter produced and emails, tasks set up in WFM and invoice raised in Xero. Client onboarding sorted.

All backed up by an excellent support team. Well done Practice Ignition.
 

Jonathan Gaunt  

As a new accounting practice we are undertaking allot of new engagements, and having practice ignition as one of our cloud accounting system tools has simplified and streamlined this process and the fact that it then feeds jobs back into Workflowmax and raises invoices in Xero just adds more ticks in the Practice Ignition box. As well as simplifying our internal processes, it has removed the need for paper or electronically stored engagement letters, assisting our paperless office quest; and our clients love it as well. Thank-you
 

Craig Pisani  

Practice Ignition has transformed the way I on-board new clients. I can be in an initial client meeting, scope out what we are going to do for them, draft an agreement and have it in their inbox in a matter of minutes. They can then accept it online and be on our way to complete fixed price servicing from day one. No admin, no follow ups, no fuss.
 

Matthew Goss  

This is the last peace of puzzle for us to make our practice 100% cloud based.Saving us lot of time, managing all our engagements as well as streamlining the process from customers accepting the engagements to create all the jobs in Workflowmax and creating invoices in Xero.
 

Brad Golchin