Practice Management
Manage every client
from one hub.
Pinnacle’s Practice Hub lets accounting and HR firms run unlimited client workspaces from one login. Switch workspaces instantly, schedule report delivery, and track billable hours — included free with every PinnacleFN and PinnacleHR plan.
The Problem We Solve
Ten logins. Zero clarity.
Separate logins for every client. Running a P&L or payroll for five clients meant ten logins, five exports, and an afternoon gone. Time tracked in a spreadsheet. Billable hours reconstructed from memory at month-end. Clients calling to ask “where’s my report?”
One login. Every client’s books, payroll, and dashboards a click away. Reports scheduled and emailed automatically. Time tracked as you work, invoices generated from unbilled hours in one click. A practice dashboard that tells you who owes what, and which workspace needs attention.
Everything in the box
Built for how firms work.
Every tool an accounting or HR firm needs to run a dozen clients as smoothly as one.
One Login, All Clients
Switch between client workspaces instantly. No more logging in and out of separate accounts.
Two Access Models
Collaborative — you and the client work side by side. Fully Managed — you run everything.
Time Tracking & Billing
Log hours per client, track billable vs non-billable, and generate invoices from unbilled time in one click.
Automated Report Delivery
Schedule P&L, balance sheets, and payroll reports. Delivered as Excel or CSV to your clients automatically.
Practice Dashboard
Total clients, revenue per client, report delivery stats, and module usage — all in one view.
Accountant Role Built In
Full read/write access to books and locked periods — without touching billing, users, or subscription settings.
How It Works
Four steps. Live in minutes.
Practice Hub turns on automatically for any PinnacleFN or PinnacleHR account. Invite your first client and you’re live.
Invite your client.
Send an invite or create a workspace on their behalf. Practice Hub handles the onboarding handshake.
Pick an access model.
Collaborative if you work side by side with the client. Fully Managed if you run their books or payroll entirely.
Work in their workspace.
Open any client in one click. Accounting, payroll, procurement, leave — ready as if it's your own account.
Deliver reports on a schedule.
Weekly or monthly P&L, balance sheet, or payslips. Excel and CSV files land in the client's inbox automatically.
Pricing
Free with every FN or HR plan.
No per-client fees. No add-ons. Practice Hub is part of PinnacleFN and PinnacleHR from Starter through Enterprise — unlimited client workspaces on every tier.