Your Data Is Trapped
PracticeCS is a powerful practice management tool, but it was not designed for the way business works today.
Locked in a Desktop App
Your client and financial data lives inside PracticeCS, but your team and clients need access from anywhere.
Manual Data Entry
Re-typing information between PracticeCS and other systems wastes hours and introduces errors.
No Client Self-Service
Clients call or email for invoice copies, payment status, and account info that should be available online.
How the Integration Works
A secure integration layer sits between PracticeCS and whatever you want to connect it to.
Secure Connection
Our integration runs on your own infrastructure, connecting directly to your PracticeCS database. Your data never leaves your network.
Data Made Available
Client records, invoices, payments, engagements, time entries, contacts, and more — all available to authorized applications instantly.
Connect Anything
Client portals, payment systems, reporting dashboards, automated workflows — whatever your business needs, the data is ready.
What You Can Do With It
Once your PracticeCS data is connected, the possibilities open up.
Client Portal
Give clients a self-service portal where they can view invoices, check payment history, download documents, and make payments — all synced with PracticeCS in real time.
Online Payments
Accept credit card and ACH payments online, automatically matched back to the right invoices in PracticeCS. No manual reconciliation.
Custom Reporting
Build reports and dashboards using live PracticeCS data. See revenue, utilization, AR aging, and engagement profitability without running manual exports.
Workflow Automation
Automate repetitive tasks — send payment reminders, flag overdue invoices, sync client data to your CRM, or trigger notifications based on PracticeCS events.
Comprehensive Data Coverage
We connect to the full breadth of your PracticeCS data — not just the basics.
Security First
We understand that your practice management data is sensitive. That is why the entire integration runs on your own infrastructure — your data never touches a third-party server.
- On-premises deployment — runs entirely on your own network
- API key authentication — only authorized applications can access data
- Read-only by default — write operations are explicitly opt-in
- No cloud dependency — works even if the internet goes down
How We Protect Your Data
The integration runs on hardware you control — on-prem or in your own cloud.
Every request requires a valid API key. No anonymous access, ever.
Data modification is disabled by default. You decide what can be changed and what stays read-only.
Ready to Unlock Your PracticeCS Data?
Every integration is tailored to your firm's needs. Request a quote and we will scope out what is possible for you.