Practice management software for accounting and tax firms
Monthly bookkeeping, returns and advisory work for dozens of clients, with deadlines, time and fees in one place. Know which clients are profitable and which are not.
What changes
Nothing slips
Tasks and due dates per client, with clear owners and status.
Retainers on autopilot
Recurring monthly invoices go out on time, every time.
Profit by client
See the hours behind every fee and spot the clients that cost more to serve than they pay.
What you can do
Clients and engagements
One card per client with contacts, contracts, documents and every project or recurring engagement you run for them.
Tasks and deadlines
Task lists with owners, due dates and status, so monthly work is visible to the whole team.
Time and work in progress
Record time per client and engagement. Work in progress shows what has been done but not yet billed.
Recurring billing
Monthly or quarterly retainers invoice themselves. Extra work is billed from approved time.
E-invoicing, collections and statements
Issue e-invoices through your e-invoicing provider (selected countries), record payments and send client account statements.
Client portal
Clients upload the documents you request each month in one secure place.
How the work flows
- Set up the clientEngagement, fee and team.
- Plan the monthTasks and due dates.
- Do the workTime recorded against the client.
- BillRecurring and extra work invoiced.
- ReviewProfitability by client.
Frequently asked questions
Can we bill monthly retainers automatically?
Yes. Recurring invoices are created on the schedule you set, and extra work can be added from approved time.
Does it handle e-invoicing?
Yes, in selected countries. Veritana issues e-invoices through your e-invoicing provider and tracks the status of each document. Ask us about coverage for your country.
Can clients send us documents through the system?
Yes. The client portal lets clients upload requested documents and follow progress.
Is there payroll?
Veritana People, with payroll, is coming soon; country coverage will be announced. Join the waitlist to hear first.
See it on a workspace like yours
A 30-minute video demo, then a tailored proposal within one business day.