Tax firm time tracking

Bill every client hour your tax firm works — even at the peak of the season.

Keito captures preparation, review, and advisory time against the right client and engagement, then turns reviewed hours into clear billing evidence.

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

Billing review

Sterling Tax Partners

Client work ready to bill

$54.9k

Active work

24

Reviewed

91%

Ready to bill

$18.4k

Time captured with context

tax 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

tax 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

Tax season billing

During tax season the hours pile up faster than anyone can record them

A tax firm earns most of its fees in a compressed window when preparers and reviewers move between dozens of client returns a day. That speed is exactly what breaks time tracking: staff jump from one client to the next without logging anything, advisory calls and review passes go unrecorded, and by the time invoices are raised the firm is reconstructing who worked on which return for how long. The result is under-billed clients, write-downs on work that was actually done, and partners with no real view of which engagements are profitable until the season is over. Keito is built to capture billable time without slowing the people doing the work. Preparation, review, and advisory time is logged against the right client and engagement as the work happens, reviewers approve the records before they become bills, and the firm produces a clear breakdown of the work behind each invoice. Partners can see how engagements are tracking against fees while the season is still running, spot a client absorbing far more time than the fee assumes, and bill from a reviewed record rather than a reconstruction in April. The firm captures the hours it actually worked — instead of discovering the gaps after the deadline has passed.

Capture preparation and advisory time by client and engagement

Review billable hours before they become a client invoice

See engagement profitability while tax season is still running

Workflow fit

Captured client hours vs reconstructing the season after the deadline

Keito keeps tax firm time tracking connected to client, project, billable status, approval, and invoice context before the work reaches finance.

Capture preparation and advisory time by client and engagement

Review billable hours before they become a client invoice

See engagement profitability while tax season is still running

03

What Keito adds to tax 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 USD/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.

AreaKeitoTypical setup

Captured client hours vs reconstructing the season after the deadline

Keito keeps tax 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 tax firm time tracking?

The best way to manage tax 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.

Can Keito help with tax firm time tracking?

Yes. Keito helps with tax 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.

How is Keito different from a generic timer for tax firm time tracking?

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.

Who should review tax firm time tracking before invoicing?

A project lead or delivery manager should review tax 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.

What should a client-ready tax firm time tracking report include?

A client-ready tax 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.

03

Start solo.Add people when you need them.

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.

Solo

1 licensed user

For independent consultants, freelancers, and small studios running work with AI agents.

$19USD /mo

Start Solo
1 licensed user
Unlimited AI agents
Mac desktop and iOS apps
API access and API keys
Time, expenses, projects, and invoices
Stripe invoice payments
CSV and Excel data export
Most popular

Pro

Team collaboration

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

$49USD /mo

Start Pro
Unlimited licensed users
Everything in Solo
Team management and invites
Timesheet and expense approvals
Team reports and utilization
Per-member billing rates
Manager permissions

Business

Advanced operations

For organizations that need integrations, planning, advanced reporting, and stronger controls.

$199USD /mo

Start Business
Everything in Pro
Xero and QuickBooks
Airtable, calendar, and Jira imports
Planning and capacity
Advanced report exports
Custom roles and SSO
Priority support
Agents are included

AI agents do not require licenses on any plan.

API on every paid plan

Solo, Pro, and Business can use API keys for agent workflows.

Exports on every plan

Solo, Pro, and Business include standard CSV and Excel data export.

Build a cleaner billing record for tax firms and tax practices billing clients for preparation and advisory work who need accurate per-client, per-engagement time tracking that survives the compression of tax season.

Start with Solo, add people on Pro when you need reviewers or collaborators, and see how Keito turns tracked effort into clearer reports.

Track tax firm time in Keito