Accounting practice management, compliance-complete by design
Capture service requests from your website or client portal, convert them into quotes, engagements, and invoices in one click, and keep every client's UBO, AML, and identity file audit-ready — all from a single Odoo workspace built for accounting and bookkeeping firms.
The problem
Accounting firms run client intake, project delivery, timesheets, and compliance tracking across disconnected tools. The same client data gets re-entered in every system, engagement status is invisible across teams, and UBO, AML, and identity checks are tracked informally — if at all. Practice managers reconstruct the full picture by hand, and nothing flags a client file as compliance-incomplete before an engagement starts.
The solution
Accounting Firm Practice Management connects a public service-request form, a client portal, CRM, projects, timesheets, and invoicing into one continuous flow — and adds a compliance-completeness status that is calculated, not just stored. Every request moves straight into a quote, an engagement, billable time, and an invoice, while partners see outstanding documents, accrued hours, and compliance state across the whole client roster from one dashboard.
Everything a practice needs, connected
Every capability below is implemented in the module.
Website & Portal Intake
A public service-request form captures the client's details and service type, while a self-service portal lets them track status, see outstanding documents, and sign agreements online.
One-Click Request Conversion
Turn any service request directly into a quotation, a project task, a CRM opportunity, or a scheduled meeting — without retyping client or job details.
Engagement Portfolio Dashboard
Kanban, list, graph, and pivot views group every engagement by stage, showing accrued billable hours, outstanding documents, and compliance state in one portfolio view.
Billable Timesheets
Log time against engagement tasks and roll it up as accrued hours on the dashboard, ready to invoice through Odoo's standard billing flow.
Enforced Compliance Completeness
Each client file is calculated as compliance-complete or not, based on verified UBOs, a verified identity document, and a cleared AML status — with exactly what's missing shown.
UBO & Identity Document Tracking
Record Ultimate Beneficial Owners with ownership percentage and verification status, and keep passport, ID, or company-registration documents attached to the client record.
AML Checks & Review Cron
Run an AML check from the client record with one click, and let a monthly review cron flag clients whose AML clearance has lapsed or was never started.
Client Document Collection
Request, track, and mark documents received or waived per client, so outstanding items surface automatically on both the request and the engagement dashboard.
Configurable Service Types, Stages & Templates
Define your firm's service lines, request pipeline stages, and reusable request templates for recurring scenarios like tax returns, bookkeeping, or VAT filing.
How it works
Request comes in
A client submits the public website form or portal, or staff log a request directly with a service type and deadline.
Convert in one click
Create a quotation, project task, CRM opportunity, or meeting straight from the request — no re-entry of client data.
Deliver & track
Work the engagement with billable timesheets, an outstanding-documents checklist, and the engagement portfolio dashboard.
Bill & stay compliant
Invoice the accrued hours while UBO, AML, and identity checks keep the client's compliance status enforced and visible.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It builds on top of the standard CRM, Project, Timesheets, and Sales/Invoicing apps and adds the service-request intake, compliance tracking, and engagement dashboard that connect them — you keep using the apps you already know.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Accounting Firm Practice Management
Website and portal intake, engagement dashboards, billable timesheets and client document collection — with UBO, identity and AML checks enforced before an engagement starts.
Buy on Odoo App Store