These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Accounting and Tax Firm PSA
- Who it's for
- Multi-practice accounting firms
Multi-practice accounting firms
A firm with tax, accounts and advisory practices needs clear ownership when teams share clients and staff. Organizations describe practice groups, business units and regional offices. Clients have an owning practice and account owner, while engagements have their own organization and delivery manager. Review those relationships before comparing work across the firm.
How Accounting and Tax Firm PSA is set up for you
Relationship ownership
Partner maintains the commercial client context even when another practice delivers a particular engagement. Record the responsible manager on the assignment and keep its scope readable. This helps Billing Specialist find the person who can explain a disputed charge without moving the client between duplicate accounts.
Staff context
Maintain each team member's practice, professional role, rates and weekly capacity. Compare dated effort over the same week when discussing workload across managers. Agree the audience for cost rates and engagement margin before opening cross-practice reporting.
Delivery evidence
Keep service decisions, filing approvals and operation results tied to their subjects. A reviewer should be able to follow an invoiced filing deliverable back to the engagement and the responsible practice, then distinguish the approval from the subsequent payment receipt.
A firm with tax, accounts and advisory practices needs clear ownership when teams share clients and staff. Organizations describe practice groups, business units and regional offices. Clients have an owning practice and account owner, while engagements have their own organization and delivery manager. Review those relationships before comparing work across the firm.
Start with a shared client served by a tax engagement and an accounts engagement. Have Partner confirm the account owner, then ask each Engagement Manager to identify the correct owning organization, dates and fee. Use staff who record work across both assignments to rehearse the reporting window and reference choices.
Test access with ordinary staff and manager accounts before introducing the rest of the practice structure. Review attachment access as well as record visibility. Agree how a later staff transfer should affect historical reporting, and rehearse that change before applying it. Finish with a disputed filing charge: Billing Specialist should find the right manager and explain the collection position without exposing unrelated engagement costs.
Features to start with
Filing deliverables
Track contractual filing deadlines and approve delivery evidence before invoicing.
Clients and engagements
Agree client ownership, engagement dates and the fee before staff begin delivery.
Time and expenses
Capture dated effort and engagement expenses, then review them with supporting evidence.
Roles on the team
- Admin
- Configures access and practice records, with business approval authority assigned separately.
- Partner
- Owns client relationships and reviews engagement economics across the agreed practice scope.
- Engagement Manager
- Owns engagement delivery and approves filing deliverables, staff time and expenses within the agreed scope.
- Staff Accountant
- Records assigned client work and prepares delivery evidence for review.
- Billing Specialist
- Runs approved filing deliverable billing and records collections with supporting references.
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.