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.
Tax season billing
Client engagement hours
218.0h
Active work
24
Reviewed
91%
Ready to bill
$18.4k
Time captured with context
cpa firm time tracking
Billing review complete
Client and project checked
Invoice evidence ready
Approved summary prepared
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.
Record time by client, project, and team member role so billing reports reflect actual team composition without needing a separate tracking system per person.
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.
Produce summaries that explain team effort by deliverable, milestone, or service area so clients understand what they are paying for.
CPA engagement billing
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
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
Keito flat pricing means project leads can add contractors, specialists, and reviewers without facing a billing escalation each time the delivery team changes composition.
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.
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.
The difference is not just recording time. It is whether the record can support billing, project decisions, and client conversations.
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.
The best way to manage cpa firm time tracking is to capture work at source, attach it to the right client and project, review it before invoicing, and use the reviewed record as billing evidence. Keito is built around that workflow so time, approvals, and invoice context stay connected.
Yes. Keito helps with cpa firm time tracking by tracking work by client, project, task, person, billable status, and review state, then turning approved records into client-ready summaries. That makes the data useful for billing, profitability, and client reporting rather than just attendance.
Keito is different because it treats time as billing evidence, not just duration. A generic timer records how long something took; Keito records who did the work, where it belongs, whether it was reviewed, and how it should appear in client billing context.
A project lead or delivery manager should review cpa firm time tracking before invoicing because they can confirm whether the work is billable, complete, and explained in client language. Keito gives reviewers a shared workspace for checking team entries before the billing record leaves the delivery team.
A client-ready cpa firm time tracking report should include the client, project, task, contributor, billable status, approval state, and a concise explanation of the work completed. Keito keeps those details connected so reports can answer client questions without exposing internal delivery noise.
Solo includes 1 licensed user, unlimited AI agents, Mac desktop and iOS apps, Stripe payments, and standard CSV and Excel exports. Pro adds your team. Business adds integrations, planning, advanced reporting, and stronger controls.
1 licensed user
For independent consultants, freelancers, and small studios running work with AI agents.
Team collaboration
For teams that need shared workspaces, approvals, and team-level project visibility.
Advanced operations
For organizations that need integrations, planning, advanced reporting, and stronger controls.
AI agents do not require licenses on any plan.
Solo, Pro, and Business can use API keys for agent workflows.
Solo, Pro, and Business include standard CSV and Excel data export.
Start with Solo, add people on Pro when you need reviewers or collaborators, and see how Keito turns tracked effort into clearer reports.