CPA firm time tracking

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.

$49
Flat team plan from
0
Per-seat billing surprises
14 days
Trial workspace
app.keito.ai / cpa-billing

Tax season billing

Thornton CPA Partners

Client engagement hours

218.0h

Active work

24

Reviewed

91%

Ready to bill

$18.4k

Time captured with context

cpa firm time tracking

Live

Billing review complete

Client and project checked

Done

Invoice evidence ready

Approved summary prepared

Next
01

Built around the work before the invoice

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.

02

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

03

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
04

Compare the workflow

The difference is not just recording time. It is whether the record can support billing, project decisions, and client conversations.

Area Keito Typical 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.

05

Related solution pages

06

Useful reading

Frequently asked questions

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.

03

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.

$19 /mo

Start Solo
1 human owner
Unlimited AI agents
API access and API keys
Time, expenses, projects, and invoices
Agent source tracking
AI agent work invoice grouping
Most popular

Pro

Team collaboration

For teams that need shared workspaces, approvals, and team-level project visibility.

$49 /mo

Start Pro
Unlimited human team members
Everything in Solo
Team management and invites
Timesheet and expense approvals
Team reports and utilization
Per-member billing rates

Business

Advanced operations

For organizations that need integrations, exports, online payments, and stronger controls.

$199 /mo

Start Business
Everything in Pro
Xero and QuickBooks
Stripe invoice payments
CSV and Excel data export
Custom roles and SSO
Priority support
Agents are included

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.

Track CPA engagement hours in Keito