VARCBase Practice Management is a fully-customizable CRM (Customer Relationship Management) solution that is perfect for QuickBooks ProAdvisors, small business consultants, CPA/Accountants, and IT Managed Service Providers.
Run your business instead of it running you! Go from post-it notes, emails, and everything in your head to a manageable and scalable system. VARCBase Practice Management enables you to stay on top of the details and manage your growing business!
- Track All of Your Client Details
- Manage and Protect Client Login Credentials
- Manage Your Daily Schedule and Recurring Appointments
- Track Service Requests and Support Tickets
- Assign Tasks to Team Members and Ensure Follow Through
- Enter and Track Time for Client Invoicing
- Keep Track of Ongoing Client Communications
- Capture Important Calls and Emails
- Automate Quotes, Proposals, Engagement Letters, and Service Contracts
- Manage Your Sales Pipeline, Opportunities, and Client-Specific Pricing
- Manage Software Versions, License Info, and Renewals
- Track Important Dates and Follow-Up Activities
- Know Where Your Business Stands with KPI Dashboards
- Control Team Access with User Roles and Permissions
Download the latest User Guide to help with installation and configuration.
Release notes
|
Date |
Release Notes |
|
10/5/2020 |
Added KPI Dashboards |
|
10/1/2020 |
Updated QuickBooks Product and Version Options |
|
2/1/2020 |
Added Client Map Report |
|
10/1/2019 |
Updated QuickBooks Product and Version Options |
|
6/1/2019 |
Added Optional Integration with Docusign, Tsheets, and QuickBooks (additional charges and development time required) |
|
10/1/2018 |
Updated QuickBooks Product and Version Options |
|
7/1/2018 |
Added Appointment Tracking and Calendar Report |
|
5/1/2018 |
Added Time and Expense Tracking for Client Profitability |
|
3/1/2018 |
Added Tracking of Won/Lost Opportunities |
|
9/1/2017 |
Added Client Login/Credential Tracking |
|
6/1/2017 |
Added Integration with Intuit QSP (QuickBooks Solution Provider System) |
|
4/1/2017 |
Initial Launch |
Can I create and send proposals and client engagement letters?
Yes! You can create proposals, and save them as a Word Doc or PDF to email to clients. With optional Docusign connector, you can also have clients e-sign and accept it digitally.
Can I store Client login credentials and restrict access by role?
Absolutely! Protecting client information is crucial and should only be on a need-to-know basis. We’ll work with you to ensure only authorized team members have access to sensitive client information.
Will the system let me know when I need to check in with a client?
Yes! You can track important dates such as last timesheet, last check in, etc. And our 90-day Call Report automatically shows folks you haven’t checked in with in the last 90 days.
What if I need customizations to suit my business needs?
We include 2 hours of setup and training when you start your subscription, which allows you to make basic changes to the fields and options. This is enough for most businesses. However, if additional customization or training is needed, we’ll work with you to scope and make the customizations needed at our hourly development rate. Call for detail.
VARCBase Practice Management Dashboard
“VARCBase Practice Management is a robust and efficient system that all QuickBooks consultants should utilize. The robust customization that has been created by Robin and her crew at VARC Solutions specifically for us, and it is exactly what I have been looking for. It is ready to use at the click of a button and everything I need to manage my firm is available and easy to use. Thank you for your persistency in making this perfect for my workflow.”
Dawn W. Brolin, MSA – Radio Free QuickBooks
“VARC Solutions is a key asset for us in getting extra power to QuickBooks thru Quickbase. Quickbase can fill the holes and expand functionality your customers may need that are not possible in QuickBooks and often not an option in affordable apps.”
George Williams – President, Boca Bookkeeping
“The Quickbase and Q2QConnect set up went very smooth, and my vision took on reality. It changed our work environment. Quickbase and VARC Solutions was the right solution to change our businesses from an inefficient one to one where we could indeed make the customer and the job we were working on the focus.”
Kristen Taylor – Owner, Taylord for You