Microsoft Dynamics 365 for Audit, Tax and Advisory Services
One cloud platform to run your entire business
From project initiation to close and beyond, we've got you covered.
Result: Real-time Insight, Lower Risk, Better Outcomes
A complete solution for audit, tax and advisory servicesThe audit, tax & advisory services industry faces challenging markets, regulatory requirements and fierce competition for customers and well as talent, in addition to increased expectations from industry partners and other stakeholders. You need a complete solution that can manage your business from initial engagement, through month-end, and close of every project.
Support every professional services stakeholder
Gain total control over your business and grow it the right way.
Manage risk with real-time financial insight of the entire business.
COO / PMO
Go from reactive to proactive management of your projects.
CIO / CTO
Drive real business value with cloud-enabled digital transformation for project business.
Keep your teams aligned from beginning to end.
Build trust with customers through real-time collaboration.
Integrate your capabilities
Everything for your services business on one platform
- Work Breakdown Structure (WBS) management
- Project scheduling & resource management
- Risk and issue management
- Sensor point status (early detection)
- Cost Breakdown Structure (CBS) management
- Budget management & costing
- Contract variations and change management
- EAC and variance projections
- Timesheet management
- Month-end process
- Project performance analytics
Human Capital Management
- Transform talent acquisition
- Find the right people with LinkedIn
- Improve the candidate experience
- Welcome new team members
- Accelerate time-to-impact
- Improve cross-functional collaboration
- Core HR
- Absence and leave management
- Benefit and compensation administration
- Improve collaboration and share insights
- GL, AR, AP and fixed assets
- Human Capital Management
- Procurement & Sourcing
- Sales & Marketing
- Project accounting & billing
- Sales process management
- Lead tracking
- Opportunity management
- Account and contact management
- Social media tracking
- LinkedIn sales navigator integration
- Outlook integration
- Mobile access
- Dashboards and analytics
Meet our professional services customers
Johns Hopkins InternationalJohns Hopkins Medicine International facilitates the global expansion of the Johns Hopkins Medicine mission: to improve the health of the community and the world by setting the standard of excellence in medical education, research and clinical care.
KPMGKPMG is a global network of professional firms providing Audit, Tax and Advisory services. They have over 160,000 professionals working together to deliver value in 155 countries. KPMG Switzerland is an independent member of the KPMG network and affiliated with the KPMG International Cooperative.
The Jackson Laboratory
The Jackson Laboratory, founded in 1929, is an independent, 501(c)3 nonprofit biomedical research institution based in Bar Harbor, Maine, with a National Cancer Institute-designated Cancer Center and a genomic medicine institute in Farmington, Conn. It employs more than 2,300 staff, and its mission is to discover precise genomic solutions for disease and empower the global biomedical community in the shared quest to improve human health.
Talboom GroupTalboom Group is engineering and architecture firm focussing on residential, infrastructure, environment, energy, pharmaceuticals and healthcare. The firm was established by John Talboom Senior in 1946 with Infrastructure and industrial architecture as the core business.
- United Kingdom
ProximaLondon based Proxima help their clients to optimize their external costs, ensuring that each $, €, or £= is productive and enabling business performance. As a knowledge aggregator with a specialist delivery engine, we support either by delivering entire procurement programs or by working with the in house team in a best of breed hybrid.
Arranta BioArranta Bio is a contract development and manufacturing organization (CDMO) specializing in new therapies for diseases linked to the human microbiome. Arranta is a project-based firm, providing custom live biotherapeutic products for clinical and commercial supply.
API Group, Inc
APi Group Inc. is a parent company to more than 40 independently managed life safety, energy, specialty construction and infrastructure companies located in over 200 locations worldwide.
READ THE CASE STUDY
Valley Forge FabricsValley Forge Fabrics, maker of the world’s most innovative textiles and design solutions for the hospitality industry, has been an industry leader for over 40 years.
Find answers to your questions
Discover more or engage with our project business experts.
PBA Quick Guide
This Quick Guide to Project Business Automation gives you a high-level overview of PBA and how it can be applied to your project-driven business.
Request a Demo
See a high-level overview of our Project Business Automation cloud solution. Learn how it works and what the benefits are for your industry.