PROJECT MANAGEMENT SOFTWARE / 01
Deadlines records
Deadlines records is available in the publisher-maintained product.
Project Management Software
Accounting and Tax Firm PSA
Professional services automation for accounting and tax firms. Manage clients through engagements, statutory and delivery deadlines, staff work, dependencies, notes, billable hours, and billing value in one operational system.
Sign up to install. Sign in to return to your workspace.
Schema, views, workflows, and roles stay connected in one workspace.
Operating threadClient Portfolio Overview
- 01Review prioritiesOpen Client Portfolio Overview to review the records and work…
- 02Keep work currentCreate and update operational records as work moves forward.
- 03Track outcomesUse the app's project management software views to monitor…
One connected Project Management Software workspace — schema, views, workflows, and roles included.
- 14 Tables included in the app
- 149 Configured across the schema
- 6 Workflow starting points
- 4 Analytics and summaries
- 4 Suggested roles and scopes
What's inside
Accounting and Tax Firm PSA, ready to run.
Professional services automation for accounting and tax firms. Manage clients through engagements, statutory and delivery deadlines, staff work, dependencies, notes, billable hours, and billing value in one operational system.
PROJECT MANAGEMENT SOFTWARE / 02
Engagements records
Engagements records is available in the publisher-maintained product.
PROJECT MANAGEMENT SOFTWARE / 03
Priorities records
Priorities records is available in the publisher-maintained product.
PROJECT MANAGEMENT SOFTWARE / 04
Statuses records
Statuses records is available in the publisher-maintained product.
PROJECT MANAGEMENT SOFTWARE / 05
Work Dependencies records
Work Dependencies records is available in the publisher-maintained product.
PROJECT MANAGEMENT SOFTWARE / 06
My Work Items page
My Work Items page is available in the publisher-maintained product.
WORKSPACE / 07
Client Portfolio Overview
Stakeholder summary of client engagements, progress, risk, deadlines, and work completion.
How it works
From published app to your operation.
Stakeholder summary of client engagements, progress, risk, deadlines, and work completion.
- 01
Activate the app
Add the publisher-managed product to your workspace and start using it with your organization data.
- 02
Review the schema
Start with 14 tables and the included relationships, forms, and views.
- 03
Configure the workflow
Set workspace roles, permissions, and supported workflow options for the process you run.
- 04
Invite the team
Bring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Built for the whole team
One workspace, every role.
Operators, managers, and builders work from the same Project Management Software app.
Daily teams
Run Accounting and Tax Firm PSA with the tables and views needed for repeated operational work.
Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
Ready to configure
Connect supported settings, roles, integrations, and reports without changing the publisher-managed product.
Rollout
From install to operating model.
Adopt the app at your pace — start on day one, then configure, operate, and scale.
- Day 1
Activate
Start using the app, review the included process, and add the first workspace records.
- Week 1
Configure
Set roles, workspace options, and the first supported integration or Proto workflow.
- Month 1
Operate
Move real work through the app and refine reports from day-to-day usage.
- Quarter 1
Scale
Invite more teams, connect APIs, and standardize the operating model.
FAQ
Common questions.
What do I get when I activate Accounting and Tax Firm PSA?
The app becomes available to your workspace with its supported schema, views, forms, and workflows. It starts with no records — your organization uses the shared product with its own access and data.
Who owns and maintains the app?
The publisher owns and maintains the base app. Your organization controls its workspace data, users, roles, and available settings.
Start
Start with the complete application.
Accounting and Tax Firm PSA installs as a normal ERP·AI app in your workspace — edit tables, views, workflows, and roles freely. ERP·AI handles product access and any implementation support.
Product access
Published app
Install a working Project Management Software workspace with real structure on day one.
- 14 Tables
- 149 Fields
- 6 Proto
- 4 Reports
Operational rollout
Scoped to your team
Configure, migrate, validate, and launch the processes your team runs every day.
- Process and role configuration
- Data migration and integrations
- Launch and ongoing support
Support
Bring us the real operation.
Questions about fit, migration, or rollout? Talk with the team that can connect the software to the way your operation works.
support@erp.ai