New clientThe client is created once, with contacts, tax card number and the signed engagement letter in the document drive.
EngagementEach audit, tax filing or bookkeeping job opens as a project with tasks, an hours budget and the assigned team.
TimesheetsStaff log hours against the engagement, each costed at their rate, so the partner sees budget against actual.
BillingRetainers invoice on schedule, and extra work is billed from approved hours with VAT and e-invoicing applied.