PeopleFold gives accounting and CPA firms engagement-based time tracking across audit, tax, and advisory work, real-time realization reporting, and staff capacity visibility to get through busy season without losing margin.
3
engagement types tracked
Real-time
realization reporting
100%
busy-season capacity visibility
Realization Dashboard
9/12
Staff at Capacity
86%
Avg Realization
3
Engagements
Six capabilities purpose-built for accounting and CPA firms managing audit, tax, and advisory engagements at once.
Time is automatically separated by engagement type: audit, tax, advisory, or bookkeeping, so realization reporting is accurate without manual reclassification.
See billed vs worked hours per engagement and per staff member in real time, not three weeks after busy season ends.
Spot over-allocated staff before April 15th, not after. Rebalance workloads across audit and tax teams while there is still time to act.
Every engagement's hours are reviewed and approved through a structured workflow before the invoice goes out to the client.
Every time entry, edit, and approval is logged with timestamp and actor, ready for peer review and internal quality control.
Export CSV, Excel, or PDF reports broken down by engagement, service line, or staff member, ready for client invoicing.
Real-time realization and capacity data mean no surprises when the books close on this quarter.