Project management tool for accounting firms
Whether it’s onboarding a new client, managing internal process improvements, or rolling out annual reporting cycles, Koho PSA’s project management tool for accounting firms helps you plan, track, and deliver every step with structure and clarity.
Project management tailored for the needs of accounting firms
Koho PSA gives accounting firms a lightweight yet powerful way to manage recurring and one-off projects. Monitor timelines, manage resources, and track profitability. All from one place; no extra spreadsheets, no scattered notes.
One of the most common project types for accounting firms is client onboarding. With Koho PSA, you’ll know exactly what needs to be done, who’s responsible, and when each step is due. Koho PSA’s project management tool ensures a successful onboarding – which is the key to a long-lasting relationship.
Versatile – not complicated – project management
From onboarding to advisory work, you can plan, assign, track, and invoice every phase of the project in one unified system. Even complex projects become easier to manage, when you have Koho PSA’s project management tool to help you. To speed things up, Koho PSA includes ready-made project templates tailored specifically for accounting workflows.
Create and update projects quickly
You don’t need a separate tool to get started:
- Launch projects in under a minute using pre-built templates
- Create a project directly from a tender or proposal
- Reuse a past project structure and just update key details
- Adjust the plan as work progresses without losing control
Koho PSA adapts to your firm’s way of working (not the other way around).
Plan, budget, and phase your projects clearly
Break projects into manageable phases or sub-projects that reflect your real process:
- Define each phase with its own schedule, budget, and billing rules
- View the full plan in tree view, Kanban board, or visual GANTT chart
- Base budgets on hours or currency, and track targets vs. actuals in real time
- Use templates or build new project plans from scratch or previous cases
Whether it’s a recurring monthly process or a fixed-term consulting engagement, Koho PSA helps you set a clear structure from day one.
Resource efficiently and avoid overload
With Koho PSA’s workload reporting and assignment tools:
- Assign the right person to each task and balance workloads across your team
- Compare projected vs. actual time used visually, as work moves forward
- Make responsibilities clear across every project phase
This helps you maintain control without micromanaging.
Collaborate with your client
When needed, share a secure collaboration space with your client:
- Exchange messages and files directly within the project
- Give your client visibility into specific milestones or deliverables
- Keep communication central — no more scattered email threads
This builds trust while keeping the process transparent.
Track progress and invoice accurately
All project data — time entries, assignments, costs — are linked:
- Monitor project profitability, billing progress, and key metrics in real time
- Automate invoice breakdowns by phase, service, or team
- Use billing rules to automate invoicing at key milestones or completion
- Link incoming purchase invoices to the right project and person in charge
Even complex project billing is handled cleanly, reducing manual work and missed revenue.
Would you like to have a better look?
Request a free demo!
Book a free demo, no strings attached, and let Koho PSA convince you. You can save up to 87 % in invoicing with Koho PSA. The demo will give you a better view on how Koho PSA will help your accounting company succeed.