AUDIT, TAX & ACCOUNTING
Accounting is about every cent. Your PSA software should be too.
- Capture billable time per engagement, with audit trails that satisfy regulatory standards
- See true practice margin by client and service line in real time
- Handle multi-region VAT/GST and local tax rules from one billing engine
- Convert engagement letters signed via CrmLeaf directly into active audits
- Give clients a branded portal for document exchange and milestone sign-off
Engagement Pipeline
Active This WeekHarlow & Co. - Statutory Audit
Phase: Fieldwork · Lead: J. Sterling
62 hrs billable
Vantage Group - Tax Advisory
Phase: Planning · Lead: M. Chen
14 hrs billable
Meridian Retail - Quarterly Review
Phase: Review · Lead: L. Osei
On track
Billable Capture+18% vs manual
How Accounting Firms Actually Bill
Fixed-fee audits and hourly advisory - tracked in one ledger
Accounting firms often juggle fixed-fee statutory audits where margin is the goal, and hourly tax advisory where capture is king. CrmLeaf PSA tracks time per engagement regardless of billing type, so your associates log time once and the system handles the revenue recognition and margin math automatically.
Where Accounting Margin Slips
Six places captured billable time and practice margin quietly slip
PainAssociates capture time in 30-min blocks from memory at the end of the week.
SolutionOne-click timer and mobile timesheets integrated into every audit task.
PainAudit engagements run over budget because no one sees the 'hours-used' vs. fee in real time.
SolutionLive realization-rate dashboard per engagement and practice team.
PainSigned engagement letters trigger a manual process to set up the client and job.
SolutionContracts signed via CrmLeaf auto-create the project and billing schedule.
PainVAT/GST compliance for multi-region clients is a manual spreadsheet exercise.
SolutionRegion-ready tax rules (Peppol, ZATCA, GST) built directly into the billing engine.
PainClient document exchange happens over unsecure email threads.
SolutionSecure client portal for encrypted document exchange and milestone sign-off.
PainBilling and audit logic isn't defensible during a regulatory review.
SolutionImmutable, timestamped audit trail for every document and billing action.
Modules Used
Built from the CrmLeaf PSA modules accounting firms use most
Time Tracking & TimesheetsClient Billing & InvoicingCompliance & Audit TrailsClient PortalLead & Pipeline CRM
15-20%
More billable hours captured vs manual methods
34%
Reduction in billing leakage on advisory projects
2 days
Average time-to-invoice after milestone sign-off
3×
Faster engagement-to-active-audit conversion
Customer Story
"[Specific pre-CrmLeaf problem]. [Specific result with a number]. [One sentence on what changed operationally]."
[Full Name] · [Partner] · [Accounting Firm Name] · [City, Country]
Questions accounting firms ask
Everything you need to know about professional services automation for audit, tax, and accounting practices.
Stop losing billable hours between the audit and the invoice.
Start your 14-day free trial and see utilization, billing, and realization in one platform.