Accounting and Tax Firm PSA

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  1. Accounting and Tax Firm PSA
  2. Use Proto with this system
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Put an AI agent to work in Accounting and Tax Firm PSA

Ask Proto to prepare engagement reviews and help configure the practice workflow.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Partner: Compare the agreed fee, delivered service value and billed value for active engagements, then identify the records behind a margin question.
  • Engagement Manager: List submitted filing deliverables with their due dates and supporting summaries for the next review.
  • Staff Accountant: Find my draft time entries and show the client and engagement references to check before submission.
  • Billing Specialist: Show approved filing deliverables awaiting invoicing and overdue or disputed payment records needing follow-up.

What stays with a person

  • Engagement Manager decides whether the contractual filing deliverable is approved for billing.
  • Billing Specialist matches collection evidence, and Partner owns commercial decisions.
  • Review generated suggestions under the acting person's permissions before changing a record.
  • Tax filing evidence and bank confirmation come from the responsible connected systems.

Engagement Manager decides whether the contractual filing deliverable is approved for billing. Billing Specialist matches collection evidence, and Partner owns commercial decisions. Review generated suggestions under the acting person's permissions before changing a record. Tax filing evidence and bank confirmation come from the responsible connected systems.

Set up Accounting and Tax Firm PSA your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started