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ERP ATLASAPPNEURALOperationsP2Reference
Accounting Firms ERP
An accounting practice providing recurring client accounting, period-close, tax-workpack and advisory services using qualified review and client-approved inputs.
Micro-ERP configurations8
Conditional common pool configurations24
LifecycleReference
ERP composition
Micro-ERPs in this ERP 32
Explore every Micro-ERP linked to Accounting Firms ERP. Open a record to see its applications and extensions.
Micro-ERP
Audit Engagement Management MicroERP
Reviewed assurance evidence, findings and issued-report record
Micro-ERPClient Accounting Practice MicroERP
Reviewed client-period accounting pack
Micro-ERPCustomer & Opportunity Management MicroERP
Qualified customer/opportunity and documented sales handover
Micro-ERPField Service Management MicroERP
Accepted mobile job and reconciled service obligation
Micro-ERPHelpdesk & Support MicroERP
Resolved case or controlled warranty/remedy outcome
Micro-ERPProject Management MicroERP
Accepted deliverables and reconciled engagement
About this erp
Purpose and scope
An accounting practice providing recurring client accounting, period-close, tax-workpack and advisory services using qualified review and client-approved inputs.
- Source
- reviewed-functional-microerps
- Source version
- reviewed-functional-microerps-2026-11-03
- Readiness
- Reviewed scope definition. Application implementation, migration and live availability are not verified by this catalogue import.
- Operating model
- An accounting practice providing recurring client accounting, period-close, tax-workpack and advisory services using qualified review and client-approved inputs.
- Feature modules
- 49
- Primary workflow
- Compose canonical functional MicroERPs; preserve each module operating trigger.
- Dependencies
- Shared Platform and applicable functional MicroERPs
- Enablement
- Apply each source operating trigger and user permissions; list membership is not automatic enablement.
- Direct functional MicroERPs
- 8
- Conditional common-pool MicroERPs
- 24
- Source assignments
- [{"key": "accounting-client-acceptance", "owner": "accounting-practice", "assignmentId": "ERP-39-M001", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-entity-periods", "owner": "accounting-practice", "assignmentId": "ERP-39-M002", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-engagement-letters", "owner": "accounting-practice", "assignmentId": "ERP-39-M003", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-client-data-onboarding", "owner": "accounting-practice", "assignmentId": "ERP-39-M004", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-document-requests", "owner": "accounting-practice", "assignmentId": "ERP-39-M005", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-service-calendar", "owner": "accounting-practice", "assignmentId": "ERP-39-M006", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "tax-practice-management"}, {"key": "accounting-recurring-workflows", "owner": "accounting-practice", "assignmentId": "ERP-39-M007", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-bookkeeping-review", "owner": "accounting-practice", "assignmentId": "ERP-39-M008", "necessity": "Conditional", "appliesWhen": "The practice provides bookkeeping or reviews client bookkeeping.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-bank-reconciliation-work", "owner": "accounting-practice", "assignmentId": "ERP-39-M009", "necessity": "Conditional", "appliesWhen": "The practice performs or reviews client bank reconciliations.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-ledger-cleanup", "owner": "accounting-practice", "assignmentId": "ERP-39-M010", "necessity": "Conditional", "appliesWhen": "The engagement includes ledger cleanup or historical correction work.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-trial-balance", "owner": "accounting-practice", "assignmentId": "ERP-39-M011", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-workpapers", "owner": "accounting-practice", "assignmentId": "ERP-39-M012", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-adjustment-proposals", "owner": "accounting-practice", "assignmentId": "ERP-39-M013", "necessity": "Conditional", "appliesWhen": "The engagement authorizes the practice to propose or coordinate accounting adjustments.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-financial-statements", "owner": "accounting-practice", "assignmentId": "ERP-39-M014", "necessity": "Conditional", "appliesWhen": "The practice prepares financial statements or management accounts.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-indirect-tax-workpacks", "owner": "accounting-practice", "assignmentId": "ERP-39-M015", "necessity": "Conditional", "appliesWhen": "The practice provides GST or other applicable indirect-tax preparation services.", "functionalProduct": "tax-practice-management"}, {"key": "accounting-withholding-workpacks", "owner": "accounting-practice", "assignmentId": "ERP-39-M016", "necessity": "Conditional", "appliesWhen": "The practice provides TDS or other applicable withholding-tax services.", "functionalProduct": "tax-practice-management"}, {"key": "accounting-income-tax-workpacks", "owner": "accounting-practice", "assignmentId": "ERP-39-M017", "necessity": "Conditional", "appliesWhen": "The engagement includes income-tax preparation by appropriately qualified personnel.", "functionalProduct": "tax-practice-management"}, {"key": "accounting-filing-acknowledgments", "owner": "accounting-practice", "assignmentId": "ERP-39-M018", "necessity": "Conditional", "appliesWhen": "The practice submits or coordinates filings on the client's behalf.", "functionalProduct": "tax-practice-management"}, {"key": "accounting-client-queries", "owner": "accounting-practice", "assignmentId": "ERP-39-M019", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-review-notes", "owner": "accounting-practice", "assignmentId": "ERP-39-M020", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-audit-planning", "owner": "accounting-practice", "assignmentId": "ERP-39-M021", "necessity": "Conditional", "appliesWhen": "The firm undertakes audit or assurance engagements within its authorized competence.", "functionalProduct": "audit-engagement-management"}, {"key": "accounting-audit-evidence", "owner": "accounting-practice", "assignmentId": "ERP-39-M022", "necessity": "Conditional", "appliesWhen": "The engagement includes audit or assurance procedures.", "functionalProduct": "audit-engagement-management"}, {"key": "accounting-external-confirmations", "owner": "accounting-practice", "assignmentId": "ERP-39-M023", "necessity": "Conditional", "appliesWhen": "The professional work plan includes external confirmations.", "functionalProduct": "audit-engagement-management"}, {"key": "accounting-audit-findings", "owner": "accounting-practice", "assignmentId": "ERP-39-M024", "necessity": "Conditional", "appliesWhen": "The engagement produces assurance findings or management recommendations.", "functionalProduct": "audit-engagement-management"}, {"key": "accounting-inventory-observation", "owner": "accounting-practice", "assignmentId": "ERP-39-M025", "necessity": "Conditional", "appliesWhen": "The assurance plan includes inventory-count observation.", "functionalProduct": "audit-engagement-management"}, {"key": "accounting-notice-casework", "owner": "accounting-practice", "assignmentId": "ERP-39-M026", "necessity": "Conditional", "appliesWhen": "The practice assists with notices, assessments or representation matters within its authorized scope.", "functionalProduct": "tax-practice-management"}, {"key": "accounting-client-payroll-service", "owner": "accounting-practice", "assignmentId": "ERP-39-M027", "necessity": "Conditional", "appliesWhen": "The firm provides payroll processing as a client service.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-attestation-register", "owner": "accounting-practice", "assignmentId": "ERP-39-M028", "necessity": "Conditional", "appliesWhen": "The practice issues signed reports, certificates or attestations.", "functionalProduct": "audit-engagement-management"}, {"key": "accounting-advisory-models", "owner": "accounting-practice", "assignmentId": "ERP-39-M029", "necessity": "Conditional", "appliesWhen": "The practice provides budgeting, valuation-support or management-advisory modelling.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-workload-deadlines", "owner": "accounting-practice", "assignmentId": "ERP-39-M030", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-client-closeout", "owner": "accounting-practice", "assignmentId": "ERP-39-M031", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "accounting-client-offboarding", "owner": "accounting-practice", "assignmentId": "ERP-39-M032", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "client-accounting-practice"}, {"key": "commercial-feasibility-review", "owner": "crm-and-customers", "assignmentId": "ERP-39-M033", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "quotation-estimating", "owner": "sales-and-billing", "assignmentId": "ERP-39-M034", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "quotation-management"}, {"key": "customer-work-portal", "owner": "project-management", "assignmentId": "ERP-39-M035", "necessity": "Conditional", "appliesWhen": "Customers need a self-service view of active orders, projects or service work.", "functionalProduct": "project-management"}, {"key": "customer-complaints", "owner": "service-operations", "assignmentId": "ERP-39-M036", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "helpdesk-and-support"}, {"key": "industry-data-bridge", "owner": "shared-platform", "assignmentId": "ERP-39-M037", "necessity": "Conditional", "appliesWhen": "The deployment connects to customer, vendor, device or specialist software systems.", "functionalProduct": "shared-platform"}, {"key": "partner-work-referrals", "owner": "crm-and-customers", "assignmentId": "ERP-39-M038", "necessity": "Conditional", "appliesWhen": "The business uses subcontracted referrals or a partner delivery network.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "service-renewals", "owner": "service-operations", "assignmentId": "ERP-39-M039", "necessity": "Conditional", "appliesWhen": "The business sells renewable service or support agreements.", "functionalProduct": "field-service-management"}, {"key": "change-request-control", "owner": "project-management", "assignmentId": "ERP-39-M040", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "project-management"}, {"key": "project-resource-booking", "owner": "project-management", "assignmentId": "ERP-39-M041", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "project-management"}, {"key": "project-budget-control", "owner": "project-management", "assignmentId": "ERP-39-M042", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "project-management"}, {"key": "time-and-material-recovery", "owner": "project-management", "assignmentId": "ERP-39-M043", "necessity": "Conditional", "appliesWhen": "The engagement is time-and-material or reimburses documented effort and materials.", "functionalProduct": "project-management"}, {"key": "milestone-acceptance", "owner": "project-management", "assignmentId": "ERP-39-M044", "necessity": "Conditional", "appliesWhen": "Contracts tie payment or progress charges to deliverables or milestones.", "functionalProduct": "project-management"}, {"key": "client-retainer-utilization", "owner": "project-management", "assignmentId": "ERP-39-M045", "necessity": "Conditional", "appliesWhen": "Clients purchase a recurring allowance or capacity retainer.", "functionalProduct": "project-management"}, {"key": "pass-through-cost-control", "owner": "project-management", "assignmentId": "ERP-39-M046", "necessity": "Conditional", "appliesWhen": "Third-party purchases or expenses are rechargeable to the client.", "functionalProduct": "project-management"}, {"key": "project-commercial-disputes", "owner": "project-management", "assignmentId": "ERP-39-M047", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "project-management"}, {"key": "engagement-suspension-termination", "owner": "project-management", "assignmentId": "ERP-39-M048", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Accounting Firms.", "functionalProduct": "project-management"}, {"key": "delivery-capacity-forecast", "owner": "project-management", "assignmentId": "ERP-39-M049", "necessity": "Advanced", "appliesWhen": "Multiple concurrent projects require forward capacity and scenario planning.", "functionalProduct": "project-management"}]
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