Get Accounting and Tax Firm PSA running in four steps.

Click Get started to create your ERP.AI account. Use Proto to configure Accounting and Tax Firm PSA around your practice, client ownership and first engagement. Name the manager who will review delivery and the billing specialist who will match collections.

Bring an engagement letter, agreed fee and hours budget. Include the client billing terms, staff rates and current filing deliverable due dates. Prepare sample service work, time and an expense receipt so the manager can rehearse the review.

Choose a filing deliverable that can be followed to its invoice reference and confirmed payment. Agree the evidence needed at approval and the source used to confirm collection. Review connection responsibilities with the owners of tax and accounting systems.

Test a valid service submission and a submission missing its engagement. Rehearse a filing invoice with an amount and engagement, then test the missing-input failures. Inspect the resulting statuses and operation receipts together.

Match a confirmed payment and reconcile the remaining balance. Test staff access to personal work and restricted engagement costs. Expand the pilot after Partner, Engagement Manager and Billing Specialist can explain the same delivery and collection position. See implementation and pricing.