Every module, every flow,
step by step.

The complete guide to running your practice on Prime Practice — written in plain English, with real screenshots of every screen. 44 pages, free to download and share with your team.

Download Complete Manual (PDF) Quick Start (2 pages)

Registration & login

Client Master

Compliances & recurring tasks

Task dashboard & staff

Finance, billing & reports

Bulk import from Excel

Client Portal & invites

Vault, GST status, Diary

2026 Edition · 44 pages · approx. 5 MB
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Every module, every flow,step by step.

Every module, every flow,
step by step.