Track client engagement time across tax, audit, and advisory work.
Keito gives CPA firms and certified public accountants a dedicated billing workspace: log engagement hours by client and service line, review before billing closes, and produce invoice-ready summaries for every client and engagement period.
cpa firm time tracking needs more than a timer. The billing record has to keep client, project, approval, and invoice context together before the work reaches finance.
Capture delivery work by client and role
Record time by client, project, and team member role so billing reports reflect actual team composition without needing a separate tracking system per person.
Review team-level billing before it leaves the project
Give project leads a combined view of who worked on what, what is billable, and whether the team effort matches the client story before invoice prep starts.
Report team delivery in client billing language
Produce summaries that explain team effort by deliverable, milestone, or service area so clients understand what they are paying for.
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CPA engagement billing
Build the billing record during the engagement — not at the deadline
CPA firms face a billing timing problem that peaks during tax season and audit deadlines: the engagement work is spread across weeks or months, but the billing record is often assembled in the final days before invoices go out. Reconstructing billable hours from memory and calendar history at a tax deadline is a reliability problem — and a client relationship problem when contested invoices arrive after audit completion. Keito moves the billing record-building into the engagement itself: CPAs log time by client and service line as work progresses, senior partners review the engagement billing before the period closes, and the billing summary is built from structured, reviewed data rather than a retrospective assembly. For public accounting practices with seasonal billing concentration, flat-rate pricing means the software cost does not spike with headcount during busy season.
Log CPA engagement hours by client, service type (tax, audit, advisory), and billing period as work progresses
Senior partner review before billing closes — separate billable client work from CPD, admin, and business development
Flat-rate pricing means billing review access does not add per-seat cost during peak tax season staffing
Workflow fit
CPA engagement billing vs generic time tracking
Keito keeps cpa firm time tracking connected to client, project, billable status, approval, and invoice context before the work reaches finance.
Log CPA engagement hours by client, service type (tax, audit, advisory), and billing period as work progresses
Senior partner review before billing closes — separate billable client work from CPD, admin, and business development
Flat-rate pricing means billing review access does not add per-seat cost during peak tax season staffing
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What Keito adds to cpa firm time tracking
Team billing without per-seat penalties
Keito flat pricing means project leads can add contractors, specialists, and reviewers without facing a billing escalation each time the delivery team changes composition.
Flat-rate team plans from $49/month
Mix of full-time and contract contributors
Finance and project lead reviewers included
Delivery context the whole team fills in
Keito is designed for teams who move fast. It captures the minimum needed for billing accuracy: client, project, task, and billable status, without turning every entry into a form.
Quick entry with client and project tags
Billable or non-billable classification per entry
Manager review before entries become billing evidence
One billing view across the full team
Project leads can see all team contributions to a client engagement, not just their own entries, so the billing review is a single step rather than an aggregation exercise.
Project and team utilization view
Combined billing summary by client
Exportable team report for invoice backup
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Compare the workflow
The difference is not just recording time. It is whether the record can support billing, project decisions, and client conversations.
AreaKeitoTypical setup
CPA engagement billing vs generic time tracking
Keito keeps cpa firm time tracking tied to clients, projects, billable status, approvals, and billing summaries in one workspace.
Typical setups capture time in one tool and rebuild the billing explanation later from exports, comments, or spreadsheet cleanup.
Review before invoicing
Managers review entries before they become invoice evidence, so missing context is fixed internally rather than during a client dispute.
Raw timer exports usually reach finance before delivery leads have confirmed whether the work is billable, complete, or client-ready.
Predictable team pricing
Flat-rate plans let delivery staff, reviewers, contractors, and finance users participate without per-seat pricing friction.
Per-seat time trackers make teams choose between clean billing participation and controlling tool spend.
What is the best way to manage cpa firm time tracking?
Use a workspace where time is captured against the right client and project, reviewed before invoicing, and exported as billing evidence. Keito is built around that workflow, so cpa firm time tracking is not separated from the approval and invoice context it needs.
Can Keito help with cpa firm time tracking?
Yes. Keito tracks work by client, project, person, billable status, and review state, then turns approved records into client-ready summaries. That makes it useful when cpa firm time tracking needs to support billing, profitability, and client reporting rather than just attendance.
How is this different from a generic timer?
A generic timer records duration. Keito records billable context: who did the work, which client and project it belongs to, whether it has been reviewed, and how it should appear in billing evidence.
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Start solo.
Add people when you need them.
Solo is built for one human owner and unlimited AI agents. Pro adds human teammates. Business adds integrations, exports, and online invoice payments.
Solo
One human owner
For independent consultants, freelancers, and small studios running work with AI agents.
AI agents do not count as human seats on any plan.
API on every paid plan
Solo, Pro, and Business can use API keys for agent workflows.
Business-only payments
Stripe payments, exports, Xero, and QuickBooks are on Business.
Build a cleaner billing record for cpa firms, certified public accountants, and public accounting practices that bill clients for tax preparation, audit, advisory, and related engagement work.
Start with Solo, add people on Pro when you need reviewers or collaborators, and see how Keito turns tracked effort into clearer reports.