List of The Access Group APS Software Practice Management Customers
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Since 2010, our global team of researchers has been studying The Access Group APS Software Practice Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased The Access Group APS Software Practice Management for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using The Access Group APS Software Practice Management for ERP Financial include: Pitcher Partners, a Australia based Professional Services organisation with 1535 employees and revenues of $250.0 million, Nexia, a Australia based Banking and Financial Services organisation with 700 employees and revenues of $80.0 million, Accru Harris Orchard Australia, a Australia based Professional Services organisation with 70 employees and revenues of $8.0 million, Power Tynan, a Australia based Banking and Financial Services organisation with 58 employees and revenues of $7.0 million, McCulloch & Partners New Zealand, a New Zealand based Professional Services organisation with 55 employees and revenues of $4.0 million and many others.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Accru Harris Orchard Australia | Professional Services | 70 | $8M | Australia | The Access Group | The Access Group APS Software Practice Management | ERP Financial | 2022 | n/a |
In 2022, Accru Harris Orchard Australia implemented The Access Group APS Software Practice Management, deploying the solution as an ERP Financial application to standardize practice management and document management workflows across its Adelaide operations. The Access Group APS Software Practice Management was provisioned in a private cloud configuration scaled to the needs of a 70 person professional services firm.
The implementation configured core practice management capabilities including client collations, engagement tracking, invoicing interfaces and a document management layer consistent with ERP Financial practice management terminology. APS was integrated with FuseDocs and Virtual Cabinet to automate annual client collations, producing formatted, bookmarked, portal ready reports and orchestrating the assembly of client report packages.
Operational coverage targeted practice management and document management functions in Adelaide, centralizing document version control, bookmarking and portal packaging for client deliverables. The rollout emphasized system driven collation workflows, shifting manual compilation tasks into automated processes and establishing a repeatable annual reporting cycle.
The project achieved over a 65% reduction in time to compile client report packages, attributed to APS configuration, private cloud delivery and the FuseDocs and Virtual Cabinet integrations. This outcome shortened report preparation cycles and streamlined client portal publication for the firm.
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McCulloch & Partners New Zealand | Professional Services | 55 | $4M | New Zealand | The Access Group | The Access Group APS Software Practice Management | ERP Financial | 2020 | n/a |
In 2020, McCulloch & Partners New Zealand implemented The Access Group APS Software Practice Management in the ERP Financial category to support remote working and consolidate practice management and document management activities for the 55 person professional services firm. The deployment was targeted at addressing COVID-driven constraints on in-person sign-off and collation, with the year 2020 marking the shift to digital document workflows.
The implementation centered on practice management and document management capabilities within The Access Group APS Software Practice Management, configuring document collation, client report pack assembly, and electronic signing workflows. The project instrumented automated document generation and standardized report pack processes to improve consistency across engagements while preserving firm practice management controls.
Integration work included linking APS practice management to FuseDocs and FuseSign to enable digital document generation and electronic signatures, the integrations driving end-to-end digital collation through to client sign-off. Operational coverage was focused on practice teams preparing client report packs across New Zealand, with the engagement scoped to practice management and document management functions rather than broader financial modules.
Governance changes included formalizing electronic signing procedures and centralizing document collation workflows to support remote approvals and consistent deliverables during COVID remote working. The engagement delivered explicit multi-day time savings in finalising client documents and collations, improving turnaround and consistency for client report packs.
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Nexia | Banking and Financial Services | 700 | $80M | Australia | The Access Group | The Access Group APS Software Practice Management | ERP Financial | 2015 | n/a |
In 2015, Nexia implemented The Access Group APS Software Practice Management as its ERP Financial solution. The deployment at Nexia Melbourne tied the Practice Management application to on-premises infrastructure, with APS configured to run on MS SQL Server 2014 and supported by Windows Server and Exchange platforms to enable month-end processing and reporting workflows.
The Access Group APS Software Practice Management was configured to deliver core practice management capabilities, notably Client List maintenance, WIP reporting, productivity and budget reports, and month-end processing for finance teams. Application administration included SQL backup and restore tasks, scheduled backups on tape, and routine database scripting and maintenance performed through SQL Management Studio.
Operational integration and governance centered on Active Directory account management, Exchange email alias updates and a change of domain name, plus rollout of standardized email signatures and templates. IT ran due diligence, user induction and refresher training, and a train the trainer process while handling day-to-day support tasks such as helpdesk requests, printing, telephony and device support. The implementation supported a smooth transition for Nexia Melbourne into the broader Nexia network and established operational practices for ongoing APS administration and reporting.
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Pitcher Partners | Professional Services | 1535 | $250M | Australia | The Access Group | The Access Group APS Software Practice Management | ERP Financial | 2021 | n/a |
In 2021, Pitcher Partners implemented The Access Group APS Software Practice Management as its ERP Financial solution to centralize practice management and operational data. The deployment focused on delivering a practice management platform that captures time, staff performance and production metrics, with explicit use at Pitcher Partners Sydney and adoption across the firm for daily practice operations.
The Access Group APS Software Practice Management was configured to support core practice workflows including time capture, staff activity tracking, client engagement initiation through standard document generation, client record maintenance and compliance task tracking. The implementation leverages automation and robotic processes to run anomaly detection across large data sets and to automate procedural work such as generating engagement documents and updating time records, enabling analytics and predictive insight workstreams.
Operational scope emphasizes production and client-facing functions, using APS data to compare service delivery across reporting periods and sectors, and to surface where staff support and training are required. Integrations are focused on feeding APS as the primary operational dataset for analytics and predictive models, supporting tasks from client servicing to internal resource allocation without naming external systems.
Governance and rollout included formal training and change management to shift staff toward data-driven workflows and to free practitioner time for client interaction and strategic decision-making. Outcomes stated by the firm include improved data capture and availability that provide insights into staff allocation and client support needs, and ongoing use of The Access Group APS Software Practice Management to inform practice performance and problem solving.
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Power Tynan | Banking and Financial Services | 58 | $7M | Australia | The Access Group | The Access Group APS Software Practice Management | ERP Financial | 2022 | n/a |
In 2022, Power Tynan implemented The Access Group APS Software Practice Management to consolidate practice management and document management processes across its Australian operations. The deployment positioned The Access Group APS Software Practice Management as the ERP Financial anchor for practice administration and document lifecycle orchestration within the firm, aligning case and client workflows under a single application.
The implementation focused on practice management and document management modules, configuring automated document collation, template-driven packet assembly, and workflow triggers to reduce manual document preparation. The Access Group APS Software Practice Management was configured to centralize matter metadata and document indexing, enabling standardized document generation and routing as part of practice-level automation.
Integrations with FuseDocs and FuseSign were embedded to automate document collation and e-signature workflows, connecting assembled client document packets to electronic signature and delivery steps. Operational scope was explicitly practice management and document management processes in Australia, impacting client services and fee-earner document workflows and streamlining handoffs between preparation and client delivery.
Governance changes emphasized standardized templates and approval routing to support the automated flows, with rollout targeting practice teams responsible for client-facing documentation. The project produced an estimated 75% reduction in time spent compiling and sending client documents and improved client turnaround, outcomes reported as direct benefits of the FuseDocs and FuseSign integrations.
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