Accounting Firm Management

What it is

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.

Who it's for

• Accounting, tax and bookkeeping firms
• CPA practices that handle monthly, quarterly and annual filings
• Preparers and reviewers who share the workload on each client
• Firm owners who track on-time filing, capacity and receivables

What you can do

• See what is due in the next 7 days, overdue tasks, the on-time filing rate, pending client documents and invoiced vs collected on the dashboard
• Follow every client's obligations on the deadline map, or switch to the calendar and board views
• Set up each client's plan of obligations with a preparer, a reviewer and estimated hours
• Generate the period tasks, then move them through preparation, waiting on client, review and filed
• Request documents from clients and track each item until it is received
• Log hours in timesheets and plan staff leave and holidays
• Create monthly invoices with line items from fee agreements and record payments
• Review the firm's numbers in reports and adjust obligation types and firm settings

App features

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.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install Accounting Firm Management. It works on desktop and mobile.

2. 2
   Add your staff

   Add your staff, obligation types and firm settings.

3. 3
   Register clients with their contacts

   Register clients with their contacts, fee agreements and obligation plan.

4. 4
   Generate the tasks for the period and assign preparers and

   Generate the tasks for the period and assign preparers and reviewers.

Integrations and customization

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.

• Adjust fields, categories, statuses and rules without code.
• Add screens, reports and automations as the operation needs them.

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions