Run your practice like a business.
Scope engagements, assign work, track deadlines, and monitor progress across every client — without a separate project management tool.
Practice Manager brings structure to the work of running an accounting practice. Define what services each client gets, who on your team handles each task, and when everything is due. It keeps the practice moving even when you're with a client.
What it does
Engagement templates
Define scope per client type: sole proprietor, corporation, VAT-registered, etc. Apply a template and tasks are created automatically.
Staff assignments
Assign tasks to bookkeepers, audit associates, or junior CPAs. They see only their queue. You see everything.
Deadline calendar
All tasks and BIR deadlines for all clients in one place. Filter by due date, staff member, or client.
Progress tracking
See completion status per client and per engagement. Know at a glance what's on track and what's behind.
Client notes
Persistent notes per client — BIR RDO, registration details, quirks to remember, previous issues. Shared with your team.
Recurring tasks
Monthly bookkeeping, quarterly filings, annual ITR — set them once and they recur automatically every period.
Carlo, CPA-firm principal
Onboarding a new corporate client in 10 minutes
Client added
Carlo adds a new corporate client. He applies the "Corporation — VAT registered" engagement template. 14 tasks created automatically.
Staff assigned
He assigns monthly bookkeeping to his associate, VAT filing to a senior, and annual audit to himself. Each person gets notified.
Deadlines set
Recurring tasks fire automatically: monthly BIR 2550M, quarterly BIR 2550Q, quarterly ITR, annual audit. No manual setup needed.
Running
The client is in the system. Carlo sees their progress in HQ. His staff works through their queue. Nobody needs to be micromanaged.
Result: Carlo onboards 3 new clients a month without adding admin overhead. His team knows what to do without him telling them.
Part of the Akauntants accountant suite
A practice that runs itself while you work.
Included in the accountant plan.