Practice Management

Manage your daily practice efficiently, with automated VAT/TAX Deadlines, Audit Workflows & Payroll Tasks and never miss a deadline using a personalized dashboard for each member of the firm but also through comprehensive reporting regarding tasks that expire soon.

Practice Management Features


Store and manage all the contacts your firm has interactions with, being clients, partners, or officials with full details and history.

Pending & Tasks

Store, monitor, and manage daily tasks assigned to yourself or colleagues and link them with the client's project / service to ensure deadlines are never missed.


Use the automatically generated checklist of tasks per service type which may also be customized per client or service.

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Entity management

Manage your end-to-end corporate, compliance and entity management processes and generate important reports.

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Know your client (KYC)

Reduce the risk of Money Laundering and financial fraud, avoid administrative fines and stay compliant with ICPAC’s /CySEC’s guidelines.

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Document management

Build your firms online document repository for any client, being a physical person or legal entity, with full text search capabilities, custom tags and metadata.

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Time & billing

Manage every aspect of your time spent per project or service and easily drag time and expenses onto draft bills.

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AML Screening

Check whether your clients are included in PEP's, Sanctions and other international lists to identify potential risks during the onboarding process.

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Per user/month

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Everything in Basic:

  • Tax Calendar Deadlines
  • Timesheet
  • Contact Management
  • Real Expenses
  • Document Management
  • Office Add-ins
  • Calendar
  • Tasks, Reminders
  • View Access to all KYC info and Invoices


Per user/month

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All features of Basic plus:

  • Invoices
  • Receipts
  • Client Money Management
  • Debt Collection
  • Financial Reporting
  • Accounting Integrations


Per user/month

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All Features for Standard plus:

  • KYC Document Management
  • Expiration notifications
  • Risk-Based Approach built-in Questionnaire
  • Corporate Administration
  • Officials History
  • Capital Management

Altis is offered as a service and is used online through the cloud, so there is no installation needed. Altis fees are monthly based on the number of users and modules chosen, with the starting price of 19 Euros + V.A.T.

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