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We use Practice Management 2011 by Office Tools Pro. They are on the web at http://www.officetoolspro.com and http://www.facebook.com/officetoolspro. The software has data entry tabs for Contacts, Notes, To-Do's, Calls, Schedule, Projects, Time, Billing and Documents. The software installation consists of installing server software on a machine that will act as the server (ours is a computer running SBS 2011 Essentials which is only available in a 64 bit versioon) and workstation software. The server software is a SQL 2005 Express installation that hosts a SQL database for your data and sample data base for getting to know the sofware/ The workstation software is a .Net client that runs on 32 or 64 Bit XP, Vista and Windows 7. They also have utilities for syncronising data with Outlook, QuickBooks and Lacert (we only use the Outlook one) as well as an Excel importer and a special DropFolder.net portal. With the portal which we do not use as we have a portal as part of our CPA Site Solutions web site at www.godelcpa.com (we also have www.godel.com which is not hosted by CPA Site Solutions) you can store documents in Practive Management document records in the cloud for clients to access and they can send you documents which will be stored in the client folders setup with document records in Practice Management. There are two levels of subscription for the portal a Lite level that provides only file transfers and a regular level that provides all of the features including branding on the portal web pages. Both levels are priced based on the number of gigabytes available for storage in the package you select with a per gigabyte per month fee for overages. If you get an Office Tools Pro merchant account (we have an Intuit one) you can send invoices to the DropFolder.net portal if you don't have the lite subscription level which allows clients to pay on-line and the payments sync back to Practive Mangement.