The All-in-One Platform
for a
Modern Accounting Firm.
Run your practice, not your paperwork. Odoo replaces your patchwork of disconnected software with a single, integrated operating system for your entire firm.
The Disconnected "Old Way"
- Client data lives in one app, projects in another, and files in a third.
- Manually creating engagement letters and chasing signatures via email.
- Relying on chaotic shared drives for sensitive client documents.
- Timesheet data that needs to be manually re-entered for invoicing.
- No real-time view of firm profitability or staff utilization.
The Integrated "Odoo Way"
- A single, 360-degree view of every client from lead to project to invoice.
- Generate and send contracts for e-signature in minutes.
- A secure, version-controlled document portal for every client engagement.
- Timesheets that convert to accurate invoices with one click.
- Live dashboards showing your firm's most important KPIs.
One Platform to Manage Your Entire Client Lifecycle
Odoo provides a specific toolkit for each stage of your client relationship, all seamlessly integrated.
Client Onboarding
(CRM)
Manage your pipeline of new leads and existing client engagements. Track every interaction and automate follow-ups to grow your firm.
Engagement Letters
(Sign)
Automate your onboarding. Send engagement letters and proposals for legally binding e-signatures directly from the client record.
Secure Client Portal (Documents)
End messy email attachments. Give clients a secure, branded portal to upload their financials and access the reports you've prepared. Full version control included.
Engagement Management (Project)
Manage all your client work—from monthly bookkeeping to annual audits—as projects. Track tasks, deadlines, and budgets in one clear view.
Billable Hours (Timesheets)
Capture every billable minute. Your team can easily log time against specific client engagements and tasks, ensuring all work is tracked for accurate billing and analysis.
Internal Knowledge Base
Centralize your firm's standard operating procedures (SOPs) and best practices. Ensure consistent, high-quality service delivery across your entire team.
Recurring Billing (Invoicing)
Automate your firm's revenue. Set up recurring invoices for retainers and subscriptions. Generate one-off invoices directly from timesheets for hourly work.
Expense Management
Easily track both firm expenses and client-reimbursable expenses. Snap receipts with a phone and link them directly to the correct client engagement for easy billing.
Live Reporting (Spreadsheet)
Build real-time dashboards to track your firm's KPIs—client profitability, staff utilization, revenue trends—without ever exporting data to Excel again.
Your Firm's Secret Weapon: Become a Tech-Forward Advisor
The most valuable accountants do more than just manage the books—they provide strategic advice.
When your clients outgrow basic accounting software, they'll turn to you for guidance. By running your own firm on Odoo, you'll have the firsthand expertise to confidently recommend and help implement a full ERP solution for your clients. This transforms your role from a compliance service to a high-value technology and process consultant, creating a powerful new revenue stream for your firm.
Ready to Build a More Efficient, Profitable Firm?
Generic demos won't cut it. Let's talk about *your* firm. We'll show you how Odoo can be configured to match your client onboarding, service delivery, and billing processes.