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
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Engagement Pipeline

Active This Week
Harlow & 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
FAQ

Questions accounting firms ask

Everything you need to know about professional services automation for audit, tax, and accounting practices.

Industries We Serve

Built for service businesses with different delivery models

From IT and consulting to legal and accounting firms, CrmLeaf PSA adapts to how your teams plan work, allocate resources, and bill clients across recurring and project-based engagements.

IT & Managed Services

Manage SLA-based delivery, recurring retainers, and technical projects in one pipeline.

SLA Ready

Consulting & Advisory

Coordinate consultants, utilization, and milestone billing across multi-client programs.

Advisory Flow

Audit, Tax & Accounting

Plan seasonal workloads, monitor deadlines, and bill mixed fixed-fee and hourly engagements.

Compliance Focus

Legal Firms

Manage case timelines, client communication, and matter-based billing with full audit trails.

Matter Tracking

Staffing Agencies

Handle recruiter pipelines, contractor allocations, and multi-client staffing engagements with confidence.

Placement Ops
See how each business model uses CrmLeaf PSA

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.

Start 14-Day Free Trial Book a 30-min Demo