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- Accounting and Tax Firm PSA
- Data model and import order
The tables behind Accounting and Tax Firm PSA
Accounting and Tax Firm PSA ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Clients and engagements
Clients reference team members through account owner and Organizations through owning practice. Engagements reference Clients, an engagement manager and an owning organization.
Team capacity
Team members link to Organizations through practice organization and hold bill rate, cost rate and weekly capacity hours. Users describe application identities.
Service delivery
Service entries link to Engagements and team members. Engagements contain delivered, approved and invoiced rollups plus calculated margin and budget indicators.
Time and expenses
Time entries reference team members, Clients and Engagements. Expenses reference Engagements and team members and retain receipt URL and reimbursement status.
Filing deliverables
Filing deliverables link to Engagements and team members through Owner. Filing deliverable payments link to filing deliverables and retain invoice and collection information.
Collections and evidence
Review decisions hold subject type and subject reference. Operation receipts hold operation type and Reference. Record attachments hold parent table name and parent record id with file URL and uploaded by.
Every table, by feature
- Clients and engagements4
- Team capacity4
- Service delivery5
- Time and expenses7
- Filing deliverables7
- Collections and evidence6
- Shared and settings1
- Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Organizations
Firm business units, practice groups and regional offices.
- Record attachments
Files linked to records across the app.
Linked to Team members
- Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Organizations
Firm business units, practice groups and regional offices.
- Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members
- Service entries
Delivered service lines billed against an engagement.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members
- Time entries
Logged consultant time by client and engagement.
Linked to Team members, Clients, Engagements - Expenses
Reimbursable and billable engagement expenses.
Linked to Engagements, Team members - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Clients
Client master records with ownership and billing terms.
Linked to Team members, Organizations - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Record attachments
Files linked to records across the app.
Linked to Team members
- Filing deliverables
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations - Team members
Consultants and delivery staff with rates and capacity.
Linked to Organizations - Filing deliverable payments
Invoices and receipts raised against milestones.
Linked to Filing deliverables - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Record attachments
Files linked to records across the app.
Linked to Team members
- Filing deliverable payments
Invoices and receipts raised against milestones.
Linked to Filing deliverables - Filing deliverables
Contractual milestones that trigger billing.
Linked to Engagements, Team members - Review decisions
Approval decisions recorded against service, time and expense subjects.
Linked to Team members - Operation receipts
Evidence of executed billing, approval and document operations.
Linked to Team members - Record attachments
Files linked to records across the app.
Linked to Team members - Engagements
Billable engagements with contract value, budget and delivery status.
Linked to Clients, Team members, Organizations
Keys and references
Use stable record identifiers when resolving references. Client code, engagement code and the transaction codes help people locate records; check their mapping before importing a file. Preserve the self-reference in Users.User as declared rather than treating a staff job title as an application permission.
Resolve review subjects and operation references explicitly. Their text values are not reference columns. For attachments, parent table name uses display labels such as Service Entries and Filing Deliverables; parent record id identifies the particular record. Verify the target and file access during migration.
Migration order
- Establish Organizations, Users and team members, then verify staff identity mappings.
- Import Clients with account owner and owning practice, followed by Engagements with Client, engagement manager and owning organization.
- Import service entries, time entries and Expenses against the correct engagements and staff.
- Import filing deliverables, then filing deliverable payments with their parent references and opening collection position.
- Map review decisions, operation receipts and record attachments to the original subjects. Reconcile totals and test ordinary-role access before releasing the pilot.
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.