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Search hundreds of articles, step-by-step guides, and video tutorials to get the most out of PracticeWings.
Browse by Category
Find guides and documentation organized by feature area.
Getting Started
Set up your firm, invite team members, and learn the basics of PracticeWings.
- Setting up your firm profile
- Inviting team members and assigning roles
- Importing clients from a spreadsheet
- Your first workflow: a step-by-step tour
Client Management
Manage client records, contacts, groups, and the full CRM pipeline.
- Adding and editing client records
- Managing contacts and relationships
- Client groups and segmentation
- Using the CRM pipeline view
Task Management
Create task templates, build workflows with conditional logic, and manage deadlines.
- Creating task templates
- Building workflows with conditional logic
- Assigning tasks and setting deadlines
- Using task queues for team workload
Billing & Invoicing
Send invoices, track payments, record time entries, and run billing reports.
- Creating and sending invoices
- Tracking time and billable hours
- Setting up online payment processing
- Running billing and revenue reports
Client Portal
Configure the self-service portal for document sharing, messaging, and e-signatures.
- Enabling and branding the client portal
- Sharing documents with clients
- Configuring portal messaging routing
- Collecting e-signatures from clients
Integrations
Connect PracticeWings with the tools your firm already uses.
- Connecting your email (Gmail / Outlook)
- Payment processing setup
- QuickBooks Online sync
- Using the API and webhooks
Account & Security
Manage roles, permissions, two-factor authentication, and audit trails.
- Managing user roles and permissions
- Enabling two-factor authentication
- Reviewing the audit trail
- Data export and account deletion
Advanced Features
Automation rules, custom fields, recurring schedules, and more power-user tools.
- Building automation rules
- Creating custom fields for clients
- Setting up recurring task schedules
- Bulk import and data migration
Popular Articles
How to import clients from a CSV file
Setting up your first workflow template
Creating and sending your first invoice
Inviting team members and assigning roles
Enabling the client portal for your firm
Understanding task dependencies and DAG logic
Video Tutorials
Watch step-by-step walkthroughs of key features.
PracticeWings in 5 Minutes
A quick overview of the core features: clients, tasks, invoicing, and the portal.
Building Your First Workflow
Walk through creating a tax return workflow with conditional tasks and role assignments.
Billing & Time Tracking Deep Dive
Timer-based and manual time entry, invoice generation, and online payment collection.
Setting Up the Client Portal
Configure branding, messaging routing, document sharing, and e-signature requests.
Frequently Asked Questions
Quick answers to questions we hear most often.
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