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Engagements and filings — built on the Professional Services core template and adapted to how your accounting actually operates. Run your store with stock, sales and the team working from one workspace built for how professional services operates.
An accounting practice delivers its value through technical accuracy and deadline compliance — every client engagement has a filing deadline, a billing milestone and a relationship expectation that has to be met without exception. Managing a client portfolio across tax, compliance, advisory and management accounting simultaneously requires a practice management discipline that goes beyond a shared calendar and an email inbox.
Senior accountants are managing client engagements, reviewing work produced by junior staff and chasing clients for missing source documents — all while upcoming deadlines accumulate. Engagement status is tracked in spreadsheets that are updated when someone has time. Time recording relies on staff discipline and is rarely reconciled against billing until the statement is prepared. When a filing deadline is missed, the post-mortem usually reveals that no one was specifically responsible for the follow-up.
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a accounting actually uses.
Keep the team organized and shifts covered.
Hire the people you need without losing track of candidates.
Contacts & CRM keeps the operational detail in one place.
Products/Services keeps the operational detail in one place.
Start from the Professional Services core (shared capabilities, terminology, workflows) then configure for accounting: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your accounting business and the way your team prefers since.
One workspace, your way
Starts from the Professional Services core — shared capabilities, terminology and workflows — then configures for accounting: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
Keep orders and revenue moving through the business.
Run day-to-day work without things slipping.
