Accounting Practice Management
Manage accounting clients, tax returns, audits, bookkeeping, reviews, and billable time in one connected workspace built for firms and finance teams.
Run client records, tax returns, audits, financial reviews, bookkeeping work, and billable time from one connected workspace. This accounting client management template gives firms a ready-made structure for keeping client service work visible, organized, and easy to hand off.
What's included
| Table | Use it for |
|---|---|
| Clients | Client profiles, contacts, status, industry, tax ID, fiscal year-end, and account ownership |
| Returns | Corporate, individual, sales tax, payroll, and other filings with due dates, preparers, reviewers, and filing status |
| Audits | CRA reviews, payroll audits, internal reviews, risk level, findings, response dates, and outcomes |
| Financial Reviews | Quarterly reviews, tax planning, cash flow planning, recommendations, and follow-up work |
| Bookkeeping | Monthly closes, reconciliations, payroll, cleanup work, revenue, expenses, and net income |
| Timesheets | Billable and non-billable time linked to clients, returns, audits, and bookkeeping work |
How to use it
Start by adding your clients. Capture the basics first: contact details, client type, fiscal year-end, tax ID, industry, account manager, and notes. This gives the rest of the workspace a clean source of truth.
Next, create records for active work:
- Add tax returns with due dates, filing authority, preparer, reviewer, expected refund, or amount due.
- Track audits with risk level, response deadlines, findings, and final outcome.
- Schedule financial reviews with agenda notes, recommendations, and follow-up tasks.
- Log bookkeeping periods, service type, close status, revenue, expenses, and supporting files.
- Record time while the work is fresh, linked back to the relevant client and service record.
Best fit
This template is built for accounting firms, bookkeepers, tax preparers, fractional finance teams, and advisory practices that need a practical client-service workspace without building one from scratch. It works especially well when several people share responsibility for filings, month-end work, client follow-ups, and billable time.
Use it as a daily operating dashboard: see what is due, who owns it, which clients are waiting on documents, where review work is stuck, and how client work turns into billable activity.