Practice management for accounting, audit & tax firms
Run your entire practice from one platform.
Clients, audits, client accounting & payroll, your own firm books, tax, HR, billing, consulting and business development — one clean, powerful platform. Installable on Android & iPhone. Works offline.
- modules behind one login
- 26 modules behind one login
- installable Android & iPhone app
- Offline installable Android & iPhone app
- clients self-serve their own documents
- Portal clients self-serve their own documents
For accounting, audit, tax and consulting firms
A practice is really several businesses stacked on top of each other: the client work, the firm's own books, the people, and the pipeline that keeps the work coming. Most firms run each of those in a different tool and reconcile them in someone's head.
TrustBooks 360 Practice puts all twenty-six of them behind one login. Assurance, internal and operations audit share one working-paper engine. Client accounting and client payroll sit next to your in-house books and in-house payroll. Billing draws on the same time and assignment data your KPI tracker uses. And the client portal means your clients stop emailing you for the same report twice.
Everything it runs
26 modules · one login
Dashboard & Calendar
Firm KPIs, calendar, tasks & reminders
Clients
Client records, contacts, documents & client reports
Assignments & Reviews
Work allocation, review workflow, timesheets & KPI tracker
Assurance Audit
Statutory audit working papers, TB import, lead schedules, journals, AWP, findings & sign-offs
Internal Audit
Audit universe, risk-based plans, findings, actions & follow-up
Operations Audit
Branch & process audits with trackers, PDF/Word reports
Client Accounting
Full books for every client: chart of accounts, journals, receivables, payables, bank, fixed assets, inventory, reports
Client Payroll
Client payroll runs, payslips, statutory deductions & employee import
In-House Accounting
Your firm's own books: journals, bills, bank payments, fixed assets, vendors, customers, reports
In-House Payroll
Firm payroll, pay calculator & payroll reports
HR & Employees
Employees, recruitment, job descriptions, onboarding, contracts, appraisals, self-service
Leave & Loans
Leave entitlements, plans, tracker & staff loans with approvals
Tax
Tax dashboard, GRA filings, WHT certificates, VAT summary & deadline calendar
Billing
Professional invoices, recurring billing, payments & VAT summary
Consulting Management
Consulting engagements, deliverables, working papers & exports
Business Planning
Guided business plans with financials & document export
Strategic Planning
Strategic plans with AI-generated reports
Due Diligence
Due-diligence engagements, checklists & reports
Proposals & Engagement Letters
Templates, e-signature portal & tracking
CRM & Pipeline
Leads, stages, follow-ups & conversion tracking
Marketing Hub
Email, SMS & WhatsApp campaigns, newsletters, social media, content calendar, automations
Operations
Operations dashboard, reconciliation & field expense claims
Reporting & Analytics
Firm, client, assignment, audit & marketing analytics
Client Portal
Clients view invoices, engagements, reports, documents, payroll & messages
Password Vault
Secure shared credentials for client systems
Firm Admin & Platform
Multi-firm, roles & permissions, document library, audit log, backups, email/SMS/WhatsApp integrations, installable app, works offline
Other systems we build
See TrustBooks 360 Practice on your own numbers.
Book a free demo — we set you up, migrate your history and train your team.
- Call
- 0271 140 468 · 0552 979 073
- info@trustbooks360.com
- Visit
- 01 Gasper Street, Amasaman, Accra