Office and team structure
Organize locations, departments, roles, professionals, shared-service teams, and reporting relationships.
Multi-office tax practice management software
Run every office as one connected tax practice.
Practice 360 gives owners and leaders one operating view across locations, teams, clients, workloads, reviews, approvals, and performance—without taking local managers out of the flow.
Set firm-wide standards while preserving office, team, and role-level ownership.
Firm Operations · Tax Season3 OFFICES CONNECTED
North Office842 active returns88% on track
Central Office1,106 active returns91% on track
South Office694 active returns84% on track
READY FOR REVIEW186 returns
NEEDS ATTENTION43 exceptions
One firm-wide operating view
Know what is moving, what is stuck, and who owns the next step.
See every office through the same operating structure while allowing leaders to focus on the locations, teams, clients, and work assigned to them.
Workload visibility
Compare volume, capacity, deadlines, review queues, exceptions, and bottlenecks across the firm.
Connected client ownership
Maintain the client’s office, relationship owner, assigned team, entities, work, communication, and history.
Standardize without centralizing every decision
One platform, clear accountability at every level.
Apply the firm’s process and controls while preserving appropriate authority for office leaders, managers, preparers, reviewers, and partners.
Model the firm
Reflect the way your practice actually operates.
- Locations, regions, teams, and departments
- Primary and secondary client ownership
- Shared preparation and review resources
Route work intelligently
Move work to the right office, team, and professional.
- Assignment rules and due dates
- Capacity and skill visibility
- Cross-office handoffs and escalation
Protect access and quality
Give each role the appropriate context and authority.
- Office, team, role, and client-level access
- Review and approval requirements
- Clear exceptions and audit history
See performance firm-wide
Compare operations using one consistent view.
- Volume, status, and turnaround time
- Review queues and unresolved exceptions
- Service, productivity, and growth trends
Balance work across the firm
Use capacity where it exists—not only where the client walked in.
Give leaders visibility into workload and review demand across locations, then reassign or share work without separating it from the client record, office ownership, or professional controls.
Firm, region, office, team, and individual views
Preparation, review, notice, planning, and follow-up queues
Workload balancing across offices and shared teams
Ownership preserved through every handoff and approval
Review capacity · This weekFIRM-WIDE
North Review Team86%
Central Review Team63%
South Review Team47%
Shared Senior Review58%
Firm-wide standards, local responsibility
Keep the experience consistent from intake through final delivery.
Consistent onboarding
Use shared questionnaires, document requests, appointment rules, and client communications.
Repeatable workflows
Apply common stages, status definitions, assignments, reminders, and service standards.
Controlled sign-off
Define the professional review and approval path by office, service, and risk.
One client experience
Coordinate delivery, acknowledgements, billing, follow-up, and next-year work.
Multi-office management FAQs
Questions growing tax firms ask about connected operations.
What is multi-office tax practice management software?
It helps a tax firm coordinate clients, teams, workloads, permissions, workflows, reviews, and reporting across more than one location.
Can each office keep its own client ownership?
Yes. Practice 360 can preserve office and relationship ownership while giving authorized firm leaders broader visibility.
Can work be shared between locations?
Teams can coordinate preparation, review, notice, planning, and follow-up work across offices while maintaining assignments and approval controls.
Can access be limited by office and role?
The platform is designed to support role-based access aligned with office, team, client, and work responsibilities.
Can we standardize questionnaires and communications?
Yes. Firms can use shared or customized questionnaires, templates, campaigns, reminders, and workflow standards across locations.
Can we start with one office?
Yes. A firm can begin with one workflow or location and expand the connected operating model as it grows.
Bring every office, team, and client workflow into one connected operating view.
Tell us how your firm divides client ownership, preparation, review, and management across locations. We’ll show you how Practice 360 can connect the operation.
See workload across locationsStandardize workflows and controlsPreserve local ownership and accountability