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Practice Ignition

Started by Xero API -   in App Reviews |Accountant tools

4.9 out of 5 stars
 
Based on 31 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.

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.
 

Nick Ciccocioppo  

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