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Practice Ignition

Started by Xero API -   in App Reviews |Accountant tools

5 out of 5 stars
 
Based on 68 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.

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.
 

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