Accounting Firm
Accounting or tax advisory firm with fiscal calendar, multi-client management, client portal, and regulatory compliance
Included Modules
All freeEverything you need to run a Accounting Firm, ready to go.
Contracts
Recurring contracts and service agreements with renewal tracking
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Invoicing
Create and manage invoices, credit notes, and billing
Projects & Time Tracking
Project management, milestones and time tracking
Tasks
Task management, calls, meetings and activities
Tax Management
Tax rates, calculations and reporting
Time Control
Employee time tracking with geolocation and geofencing. Compliant …
Pre-built Roles
2Role templates for a Accounting Firm. Assign them to employees during setup.
Accountant
Manager
Setup Guide
AI AssistantStep-by-step commands to configure your Accounting Firm hub in minutes.
Setup Guide: Accounting Firm
Configure your Accounting Firm hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at
/m/assistant/.
Step 1 — Describe your business
Send this as your first message to the AI Assistant:
Hi! I have an accounting firm in Dublin. It's called "Harper & Associates Accountants". We provide bookkeeping, tax advisory, and financial consulting to individuals and businesses. We handle client accounts, file tax returns, and prepare financial statements. I need to set up the full system.
The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).
Step 2 — Configure everything
After restart, send this complete configuration message:
Perfect, modules are installed. Please configure everything:
- Business info: name "Harper & Associates Accountants Ltd", address "14 Grafton Street, Dublin 2, D02 XY12", VAT number IE1234567T, phone 01 234 5678, email info@harperassociates.ie
- VAT: 23% not included in prices. Classes: Standard Rate (23%) for professional services
- Payment methods: bank transfer, direct debit, card
- Employees:
- Claire Harper (Accountant, PIN 1234)
- Liam O'Brien (Accountant, PIN 5678)
- Sinead Doyle (Manager, PIN 9012)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| contracts | Manage service contracts and retainer agreements with clients |
| customers | Client database with contact info, VAT number, and multi-client management |
| invoicing | Issue invoices and credit notes to clients |
| projects | Track work per client including deadlines and deliverables |
| tasks | Task management for tax calendar deadlines and to-dos |
| tax | Tax configuration — VAT rates, tax classes, quarterly returns |
| time_control | Timesheet to record hours worked per client for billing |
Roles
| Role | Key permissions |
|---|---|
| Accountant | projects, tasks, time tracking, view-only customers, document templates |
| Manager | projects, customers, invoicing, contracts, view reports |
Typical use cases
- Record hours worked per client and invoice monthly based on time spent
- Manage the tax calendar (quarterly VAT, corporate tax, income tax returns)
- Create client invoices based on the terms of the retainer agreement
- Track project and task progress per client
Notes
Professional services sector — VAT not included in price (B2B). Accounting firms typically work with fixed monthly retainer fees per client, billed monthly. The time_control module allows recording actual hours to identify clients consuming more resources than expected. The tax module is essential for managing the firm's own tax obligations.
Start your Accounting Firm with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.