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What is Paper Tracker?

Paper Tracker is recognized as one of the most advanced tools currently available for process servers in the industry. Its ability to function from any location with an internet connection removes the requirement for specialized hardware, and it is compatible with various operating systems, including Windows, Mac, and Linux, accessible via popular browsers such as Chrome, Internet Explorer, and Firefox. This versatility makes it a perfect solution for businesses with remote teams or various branches. Users can effectively monitor their operations and generate invoices, service proofs, field sheets, and billing statements for outstanding balances, all while organizing their statements by case number and managing both accounts receivable and payable, alongside maintaining a check register. Furthermore, the Client Web Portal greatly reduces the number of office calls by enabling clients to view the real-time status of their jobs, print returns, invoices, and statements, and access a range of documents made available to them. To enhance its functionality, the mobile application offers process servers routing directions for their assigned tasks, allows them to document service attempts and details, and supports the uploading of GPS-stamped images associated with each job. This comprehensive array of features not only optimizes the workflow for process servers but also fosters improved communication and transparency with clients. The combination of technology and user-friendly design positions Paper Tracker as an essential asset for modern process serving operations.

What is DT Practice?

DT Practice offers a thorough overview that provides vital insights for your enterprise, ensures outstanding client support, and enhances your firm's productivity. Rather than just functioning as invoicing software for accountants, DT Practice promotes swift turnover of accounts receivable through its efficient paperless billing capabilities, which include simple client billing, customizable electronic invoices and statements, online invoice publishing, and the option to accept credit card payments. You can easily and automatically track time and expenses while utilizing various billing methods, including fixed-fee, progress, and retainer billing. Moreover, DT Practice allows you to create personalized invoices and statements, meticulously monitor accounts receivable transactions, and generate in-depth reports and summaries. To further boost client engagement, you can quickly set up secure and private client portals within DT Practice, which greatly enhances client service and optimizes your firm's time management. This comprehensive strategy not only improves the way you serve your clients but also streamlines your internal operations, leading to increased overall effectiveness and success. By integrating these features, your business can achieve higher levels of efficiency and client satisfaction.

Media

Media

Integrations Supported

Doc.It by IRIS
Internet Explorer
Mozilla Firefox
QuickBooks Enterprise

Integrations Supported

Doc.It by IRIS
Internet Explorer
Mozilla Firefox
QuickBooks Enterprise

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Caffeine Code Inc.

Date Founded

2016

Company Location

United States

Company Website

www.papertracker.biz/process-server-software

Company Facts

Organization Name

Thomson Reuters

Date Founded

2008

Company Location

Canada

Company Website

www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html

Categories and Features

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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