TimeAxis 3.0 Released: 1-Click Workspace Migration, Multi-Admin Hierarchy & Invoicing Workflow!
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Enterprise Operations
CPA & Accounting Practices

Streamlined Time & Realization Tracking for Accountants

Protect firm profitability during busy tax and audit seasons. Compare logged staff hours against fixed-fee client retainers, approve timesheets, and eliminate billing leakage.

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Manage Engagements, Scope Creep & Utilization

Accounting firms often juggle fixed-fee monthly retainers alongside hourly ad-hoc advisory services. TimeAxis provides the granular project visibility needed to calculate true realization rates.

How Professionals Use TimeAxis

Designed around authentic day-to-day workflow demands.

01

Categorize Recurring Client Tasks

Standardize service tasks across clients: Monthly Bookkeeping, Quarterly Payroll, 1040 Personal Tax, Corporate Returns, and Audit Engagements.

02

Rapid Weekly Grid Time Entry

Staff accountants enter hours across all active engagements in a single weekly matrix grid with keyboard navigation.

03

Partner & Manager Sign-Off

Review, approve, or reject team timesheets with review notes before monthly close and client billing.

Key Platform Capabilities

Features built directly into the TimeAxis engine.

Fixed-Fee Realization Analysis

Track hours against flat client retainers using detailed reports to determine which engagements are profitable.

Manager Approval Workflows

Prevent unauthorized post-billing edits with automated timesheet submission, approval queues, and locked states.

Native Excel & CSV Exporting

One-click client-side export to .xlsx and .csv formatted cleanly for spreadsheet reconciliation.

Notice: TimeAxis provides timecard tracking, manager approvals, and invoicing. It does not connect directly to banking feeds or file tax returns.

Frequently Asked Questions

Once a timesheet is submitted and approved by a manager or admin, entries are locked against edits or accidental deletion.

Explore Related Solutions & Features

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