Accounting Firm ERP Template Template

A practice management system for accounting firms covering clients, engagements, filing deadlines, timesheets, billing and client documents.

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What is an accounting firm ERP template?

An accounting firm ERP is a practice management system that tracks clients, engagements, deadlines, staff time, billing and documents. Stackby's Accounting Firm ERP template links each client to its engagements, recurring filings, tasks, timesheets and invoices. It gives partners and managers one view of the accounting firm workflow, with a tax deadline tracker and billing in the same workspace.

Who should use this practice management system?

CPA and chartered accountant firms, bookkeeping practices, tax preparers and outsourced finance teams. It suits firms that want accounting practice management software they can shape themselves, in place of rigid CPA firm software or bookkeeping firm software priced per user.

Template Features:

Title:Client & Engagement Database
Desc:Store entities, services, fees, contacts and engagement letters for every client in linked tables.

Title:Filing Deadline Calendar
Desc:Track tax, audit and compliance due dates on a calendar, with automatic reminders to each owner.

Title:Review Workflow Tracking
Desc:Move work through prepare, review and file stages, with owners and checklists for each engagement.

Title:Timesheets & Billing
Desc:Log time by client and engagement, then roll up billable hours, work in progress and invoice amounts.

Title:Client Document Requests
Desc:Clients upload documents through a form linked to their engagement and period, so nothing gets lost in email.

Key features of the Stackby Accounting Firm ERP template

Client and engagement database: Store entities, services, fees, contacts and engagement letters for every client.
Filing deadline calendar: Track tax, audit and compliance due dates on a calendar with reminders.
Task and workflow tracking: Move work through prepare, review and file stages with owners and checklists.
Timesheets and billing: Log time by client and engagement, then roll up billable hours and invoice amounts.
Client document requests: Clients upload documents through a form linked to their engagement and period.
Capacity and revenue dashboard: See workload by staff member, work in progress and revenue by client or service.

How to set up your accounting firm ERP

Copy the template and import clients and services.
Add recurring filings with due dates and owners.
Share the timesheet form with staff and the document request form with clients.
Turn on deadline reminders and review the capacity dashboard each week.

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Frequently asked questions

What is an accounting firm ERP?

It is a practice management system for accounting and bookkeeping firms that tracks clients, engagements, deadlines, staff time, billing and documents.

Can I track tax and compliance deadlines?

Yes. Every filing is a record with a due date, owner and status. Calendar views and automated reminders keep the team ahead of deadlines.

Does it include time tracking and billing?

Yes. Staff log time against client engagements, and rollups calculate billable hours, work in progress and invoice amounts.

How do clients send documents?

Clients upload documents through a request form linked to their engagement, so files are stored against the right client and period.

Can I manage recurring monthly and annual work?

Yes. Set up recurring filings and tasks for each client, and an automation creates the next period's record when the current one is completed.

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What is a client portal template? A client portal template gives your clients one secure place to check project status, download files, review invoices and send requests. Stackby's Client Portal template is a no-code client portal built on linked tables for clients, projects, deliverables, files, invoices and requests. You decide what each client sees through filtered views and permissions, so it works as a client dashboard without separate client portal software.  Who should use this no-code client portal? Freelancers, consultants, agencies, law firms and other service businesses that manage several clients at once. It suits teams that answer the same status questions by email every week and want client project tracking, a client onboarding portal and secure client file sharing in one workspace. Key features of the Stackby Client Portal template Client-specific shared views: Filter records by client and share each view by private link, or invite clients with view, table and column permissions. Project and deliverable tracking: Follow every project on kanban, calendar or timeline views with owners, due dates and status. File and document sharing: Attach contracts, briefs and final files to the client or deliverable they belong to. Request and onboarding forms: Collect new requests and onboarding details through forms with conditional logic, and let clients edit submissions with updatable forms. Invoice and payment status: Link invoices to projects and roll up billed, paid and outstanding amounts for each client. Automated client updates: Send an email or Slack message when a deliverable changes status or an invoice is due.  How to set up your client portal Copy the template to your workspace and add your clients, or import them from CSV or Excel. Add projects, deliverables and invoices, and link each one to a client. Create a filtered view for each client and set its sharing and permissions. Turn on automations for status updates and share the request form with clients.  Related templates Client Database template Customer Onboarding Form Project Tracker template Statement of Work template Invoice Creator Customer Success Management template Customer Portal for Agencies Template Features:Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim. Title:Mobile Expense Claims Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.

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