Unified Practice Management and Proposals Software
Cone'trol your Costs,
Cone'quer your Practice!
27% more revenue
50% increase in productivity
40+ hrs saved /month
> 10k$ saved per year
Workflows optimised for accountants & bookkeepers
Managing projects, clients and the team is a breeze with an easy to use platform. Simplify workflows and automate your projects and tasks so you can focus on what matters most.
Project Management
Streamline your project and task management with templates, reminders, deadlines, lists, board views, and more.
Templates
Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.
Automation
No more manually changing statuses or updating tasks. Automation can handle it all for you, allowing you to focus on more important things.
Client Requests
Streamline your project and task management with templates, reminders, deadlines, lists, board views, and more.
Time tracking
Simplify project creation with customizable templates tailored to your workflows. Streamline task management with assignable tasks, client requests, follow-up reminders, and more.
Document Management
No more manually changing statuses or updating tasks. Automation can handle it all for you, allowing you to focus on more important things.
No separate Proposal Software
Crafting and sending stunning web proposals and contracts takes < 10 seconds. Save time and close deals faster.
Proposals
Editor
Sales Pipeline
Quotes
Contracts
E-sign
Renewals
Billing and payments on auto-pilot
Get paid faster. Automate billing and payments with proposals, save up to 40+ hrs a month.
Billing
Auto-invoicing
Payments
Auto-charging
Auto-sync
Client Portal that leaves a lasting impression
Enjoy a centralized hub for seamless client management. Clients can chat, make payments, upload files, submit forms, and sign contracts—all in one place.
Client Tasks
Organize and prioritize client tasks with ease, ensuring your projects stay on track.
Passwordless logins
Secure and convenient passwordless login for your clients so that it’s easier to collaborate.
Chat
Stay connected and collaborate seamlessly with our chat feature, making communication a breeze.
Tame your email, collaborate better
Harness the power of streamlined email management to boost productivity and collaborate better. Organize your inbox effectively, reduce clutter and focus on what matters most.
Streamline Collaboration
Foster seamless teamwork by sharing emails, tasks, and messages with your colleagues, ensuring everyone stays on the same page.
Assign Emails
Delegate incoming emails to the right team member instantly, ensuring prompt responses and efficient resolution of client queries.
Create Tasks
Convert emails into actionable tasks, empowering you to stay organized and prioritize your workload effectively.
Organize messages
Keep client communications neatly organized by grouping emails and messages based on client relationships, facilitating quick access and reference when needed.
Why choose Cone Practice Management over others?
No separate Proposal Software
Includes automations, email, billing
White-glove support, free migration
Fraction of the cost of other alternatives
Integrations
Seamlessly integrates with your existing tools.
Switch to Cone and get going in 1-2-3
Templates
Connect your favorite software
Free migration support
We take data privacy and security seriously.
We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.
