Practice Management System (PMS)

Integrate and automate various administrative, operational, client-related tasks, including billing, accounting, invoicing, time tracking and client contacts.

Please review all requirements. Your solution must meet all 🔴 mandatory requirements to qualify.

S/No.	Requirements
1.01🔴	Can your solution allow for cloud-based, mobile-based and/or web-based usage?
1.02🔴	Customer Relationship Management Does your solution come with Customer Relationship Management functions to help the firm manage their interactions with current and potential customers, such as customer contact, opportunity management, and sales and marketing activities?
1.03🔴	Financial Management and Accounting Does your solution come with Financial Management and Accounting functions to help the firm manage its budget, billing and invoicing? For example, can your solution automatically generate billing and invoices based on billable hours, and manage/track payments, overdue invoices and receivables?
1.04🔴	Is your accounting solution listed on the IRAS Accounting Software Register (ASR)?
1.05🔴	Case Management and Task Tracking Does your solution come with Project Management functions to help the firm estimate project costs, monitor work in progress, and monitor staff performance?
1.06	Does your solution include calendar functions with scheduling, reminders and notifications pertaining to case management?
1.07🔴	Does your solution check for conflicts of interest and compliance with local statutory requirements?
1.08	Does your solution track the time and expenses spent to enable itemised billing for each case?
1.09🔴	Dashboard Does your solution come with a customised dashboard that can track the firm's operations, staff projects and client status?
1.10🔴	Integration Are the modules above tightly integrated such that information can be pulled from all modules to the dashboard?
1.11	APIs Does your solution support integration with systems such as email, Know Your Customer (KYC) / Anti-Money Laundering (AML) functions, audit, document management system, accounting and HR software? (e.g. billing information can be captured into accounting system; claims information can be captured into HR software) Note: [1] List the solutions that your software can be integrated with
1.12🔴	Has your company engaged a qualified 3rd party to conduct a security vulnerability assessment of your solution in the last 12 months? If you are a reseller of the solution, please verify with your product principal that they have conducted a security vulnerability assessment of their solution by a qualified 3rd party in the last 12 months. If Yes, please indicate the name of the 3rd party assessor and date of the assessment test in the comment field. Note: [1] Qualified 3rd party include Cybersecurity companies accredited under Accreditation@SGD Programme CREST-Certified companies or companies with equivalent certifications. Example of equivalent certifications can include but are not limited to: Offensive Security Certified Professional (OSCP); EC-Council Certified Security Analyst (ESCA [V10]); GIAC Penetration Tester (GPEN) [2] Vendors need to submit vulnerability assessment report (dated maximum 1 year ago from checklist submission date) in the online submission portal. The submission will be rejected if vendors are unable to provide this documentation within 1 month from checklist submission date. [3] Vendors who cannot fulfil points [1] and [2] will be rejected

Preparing for submission?

Your submission should contain screenshots and write-ups that clearly demonstrate compliance with each mandatory requirement sub-point. Contact us if you need help.