Legal and Professional Services
Accountants and Bookkeepers
Practice management for accountants and bookkeepers handling many clients on a recurring monthly cycle.
Also covers: Accountant · Bookkeeping · Accounting Services · Tax Preparer
About this industry
Bookkeeping practices run the same monthly cycle across many clients, and the work moves only as fast as documents arrive. LegalPrime keeps a record per client with its engagement, puts each month's due dates on a shared calendar, assigns the work to staff with status, files the documents against the client, and bills the recurring fee with collections tracked against it.
Common operational problems
- The same monthly cycle repeats across many clients, each at a different stage
- Documents arrive late and incomplete, compressing the work window
- Work status across the client portfolio is not visible
- Recurring fees are billed inconsistently
- Staff attendance and payroll are run separately from the practice
Example workflows
Client records with the engagement and its monthly cycle
Due dates on a shared calendar with reminders
Tasks assigned to staff with owners and status
Documents filed against the client
Recurring fee billing with collection tracking
Needs beyond our products
On RequestWhere a ready product does not reach far enough, these are the needs this industry raises most often. We do not build to order; tell us which of these you need and we will say plainly what our products can and cannot do for it.
- Client cycle dashboard by month
- Document collection portal
- Engagement time and profitability tracking
Recommended solutions
The capabilities that matter most in this industry, the features inside each, and which product delivers it.
Tasks and Work Management
Assign work with an owner and a deadline, and see what is actually moving.
- Tasks with owners, priorities and deadlines
- Checklists within a task
- Recurring tasks for routine work
- Progress and status tracking
- Comments and attachments kept with the task
Billing and Accounting
Invoices, payments, expenses and ledgers that stay in agreement without a month-end rebuild.
- GST-ready invoices with multiple formats and print sizes
- Customer and supplier ledgers with running balances
- Receivables and payables with ageing
- Cash and bank accounts with payment tracking
- Expense recording and categorisation
- Cash book and business reports including profit insights
Sales and CRM
Track enquiries from first contact to closed order, with follow-ups that actually happen.
- Lead and enquiry capture from multiple sources
- Customer database with full communication history
- Quotations and estimates that convert to orders without re-entry
- Scheduled follow-ups with reminders and ownership
- Sales pipeline by stage, value and owner
- Campaigns and bulk customer communication
Calendar and Scheduling
One shared view of everything with a date attached — appointments, deadlines, hearings and holidays.
- Shared team calendars
- Appointments and bookings
- Deadline and due-date tracking
- Holiday calendars and working-day configuration
- Reminders ahead of commitments
HR, Attendance and Payroll
Attendance that feeds payroll directly, so salary calculation stops being a monthly spreadsheet exercise.
- Employee records and directory
- Attendance capture with shift and weekly-off configuration
- Leave types, balances and approval
- Salary structure setup with components
- Pro-rata payroll based on actual attendance
- Advances, loans and deductions tracked against the employee
Integration opportunities
Connections that commonly matter in this industry. Each carries its own honest status.
Talk to us about accountants and bookkeepers
Describe how your business runs today. We will be straightforward about whether a ready product fits or whether it needs building around.