Questions, answered

Click Get started, then use Proto to configure Accounting and Tax Firm PSA for your business. Pilot a client engagement with a known fee, recorded work and a filing deliverable that can be followed through invoicing and collection.

Yes. Keep the client relationship and billing terms on the client record, then give each engagement its own manager, dates, fee and hours budget. Use clear names for recurring work and separate annual assignments.

An engagement can use Fixed Fee, Time And Materials, Retainer or Filing Deliverable Billing. Agree the invoicing procedure and accounting connection for the selected arrangement during setup.

A submitted line that is not billable, has no hours or has no engagement stays Submitted and receives a Failed operation receipt. Correct the input and inspect the next result before treating the line as approved work.

Engagement Manager reviews the contractual output and supporting evidence before moving the deliverable from Submitted to Approved. Billing Specialist then runs the invoice step and checks its recorded outcome.

If the amount or engagement is missing, the invoice workflow leaves the deliverable Approved and records a Failed receipt. Resolve the input with the responsible manager before running the step again.

Billing Specialist matches bank or provider confirmation to the intended filing payment, records the paid date and marks it Received. The collection workflow records a Payment Record receipt. Billing Specialist reconciles any remaining balance before Engagement Manager marks the deliverable Paid.

Use Engagement Margin Desk to compare the agreed fee with delivered and billed amounts, inspect realization and projected margin, and open the engagement. Trace unusual figures to the service evidence before making a commercial decision.

Set up a connection to the firm’s chosen tax preparation or electronic filing system for supporting documents and acknowledgments. Agree which evidence the engagement manager needs for the contractual deliverable review.

Yes. Review submitted time and expenses on their own evidence. A manager can approve documented effort while rejecting an expense that lacks a readable receipt. Agree the correction and reimbursement procedures during the pilot.