# Accounting Firm Management: Jestor template

Canonical URL: https://jestor.com/templates/accounting-firm-management/
Portuguese URL: https://jestor.com/pt/templates/accounting-firm-management/
Markdown URL: https://jestor.com/ai-search/templates-accounting-firm-management.md

## English Summary

An operations app for accounting and bookkeeping firms that runs clients, compliance deadlines, period work and billing in one place. Recurring obligations, preparer and reviewer tasks, client document requests, timesheets and invoices keep every filing on time and every engagement billed.

## Portuguese Summary

Template em inglês da Jestor. An operations app for accounting and bookkeeping firms that runs clients, compliance deadlines, period work and billing in one place. Recurring obligations, preparer and reviewer tasks, client document requests, timesheets and invoices keep every filing on time and every engagement billed.

## Detailed Facts (English)

Structure: Dashboard, Deadlines, Tasks, Clients, Documents, Team, Timesheets, Invoices, Payments, Reports, Settings. Tables: Preferences, Obligation types, Firm settings, Staff, Leave and holidays, Clients, Fee agreements, Tasks, Activity log, Contacts, Client obligations, Task checklist items, Document requests, Time entries, Invoices, Invoice lines, Payments, Document request items.

How it works: Add your staff, obligation types and firm settings. Register clients with their contacts, fee agreements and obligation plan. Generate the tasks for the period and assign preparers and reviewers. Send document requests and follow them in Documents. Work the tasks through review until they are filed, logging time as you go. Create the monthly invoices and record the payments. Use the dashboard and reports to check deadlines, filing rate and collections.

Details: Works on desktop and mobile and follows the Jestor dark mode. Obligation types, task statuses, staff, fee agreements and firm settings can be changed without code, and you can add fields, tables and automations to fit your firm.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Accounting Firm Management. Clients, compliance deadlines, period tasks, timesheets and billing for accounting firms. Estrutura: Dashboard, Deadlines, Tasks, Clients, Documents, Team, Timesheets, Invoices, Payments, Reports, Settings. Tabelas: Preferences, Obligation types, Firm settings, Staff, Leave and holidays, Clients, Fee agreements, Tasks, Activity log, Contacts, Client obligations, Task checklist items, Document requests, Time entries, Invoices, Invoice lines, Payments, Document request items.

## Best Search Topics

- accounting firm management
- Accounting Firm Management
- finance
- operations

## When To Use This Page

Use this page when researching Jestor in relation to accounting firm management, Accounting Firm Management, finance, operations.