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Accounting Practice Engagement & Deadline Manager

Accounting Practice Engagement & Deadline Manager

$ 200.55 $ 200.55

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License: OPL-1, every download is watermarked.
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Compatible with Odoo 18.0 · 19.0
OPL-1 license · 35+ languages · Community & Enterprise
Accounting Practice Engagement & Deadline Manager for Odoo — preview banner

Accounting Practice Engagement & Deadline Manager

Engagement letters, recurring statutory deadlines, PBC document requests, staff checklists and budget-vs-actual realization for accounting and audit practices

Accounting Practice Engagement & Deadline Manager Runs the full life cycle of a client engagement for an accounting, audit or bookkeeping firm: from engagement letter to the recurring statutory deadline workload it generates, the document requests chased from the client, the staff checklist executed against each deadline, and the budget-vs-actual realization reported back to the partner.

Key Features

Practice Client Engagement

Practice Client Engagement. Tracks Reference, Title, Client, Service Type, Company. One-click send letter, sign letter, decline letter, close, reopen.

Practice PBC Document Request

Practice PBC Document Request. Tracks Deadline, Engagement, Document Requested, Description, Requested On. One-click mark received, waive, reset, send reminder.

Practice PBC Document Request Template

Practice PBC Document Request Template. Tracks Service Type, Document Requested, Description, Days Offset From Due Date.

Practice Engagement Service Type

Practice Engagement Service Type. Tracks Service Type, Code, Recurrence, Due Days After Period End, Default Budget Hours.

Practice Engagement Task

Practice Engagement Task. Tracks Deadline, Engagement, Checklist Item, Assigned To, Status. One-click start, block, close, reset.

Practice Task Checklist Template

Practice Task Checklist Template. Tracks Service Type, Checklist Item, Days Offset From Due Date, Default Planned Hours, Default Billing Rate.

Use Cases

✓Manage practice client engagement directly inside Odoo without spreadsheets.
✓Manage practice pbc document request directly inside Odoo without spreadsheets.
✓Manage practice pbc document request template directly inside Odoo without spreadsheets.
✓Manage practice engagement service type directly inside Odoo without spreadsheets.
✓Stay audit-ready with German statutory references and exportable worksheets/files (you submit under your own login).

Screenshots

Accounting Practice Engagement & Deadline Manager — Deadlines in Odoo

Deadlines

Accounting Practice Engagement & Deadline Manager — Pbc Document Requests in Odoo

Pbc Document Requests

Accounting Practice Engagement & Deadline Manager — Service Types in Odoo

Service Types

Accounting Practice Engagement & Deadline Manager — Checklist Tasks in Odoo

Checklist Tasks

Accounting Practice Engagement & Deadline Manager — Workload Dashboard in Odoo

Workload Dashboard

Why Choose This Module

Highlights Service-type templates (annual audit, quarterly VAT, monthly bookkeeping, corporate tax return, ...) each carrying their own recurrence, statutory due-date offset, default task checklist and default PBC document list. Engagement letter workflow: draft, sent, signed, declined. Auto-generates the recurring statutory-deadline workload per engagement service type, with one-click rollforward into the next period. PBC (Prepared By Client) document-request tracking per deadline, with reminder logging. Per-deadline staff task checklists with planned vs actual hours and billing rate. Budget-vs-actual realization at the engagement level (hours and amount). Per-user workload counters (open tasks, overdue PBC requests) for a quick partner-level workload dashboard.

Specifications

  • Compatible: Odoo 18.0 / 19.0
  • License: OPL-1
  • Languages: 35+
  • Author: Pokutsoft
  • Dependencies: base, mail
  • Support: support@pokutsoft.com
  • Update date: 2026-07-24