For Accounting Firms
Time Tracking Software for Accountants That Runs Itself
Rize is automatic time tracking for flat-fee and value-priced accounting firms. It tracks client work in the background, shows actual hours against each engagement's budget, and exports approved time for QuickBooks or Xero by CSV or Zapier — no timers, no timesheets copied from last week.
Compare the hours you priced each engagement at with the hours it actually takes, by client and service line. Spot the clients quietly eating your margin, see who has capacity before tax season, and reprice next year on data instead of last year's guess.
THE PROBLEM
You're billing based on last year's guess
Most accounting firms know their time tracking is broken. Timesheets are late, estimates are wrong, and nobody has real data on what each engagement actually costs.
01
Tax season hits and timesheets are the first casualty
60-80 hour weeks across dozens of client files. Nobody has time to log time when they barely have time to do the work. Billable hours vanish because the tracking process can't keep up.
02
Is that client profitable? You're guessing.
Without real time data per engagement, partners can't tell which clients make money and which drain the firm. Pricing stays based on last year's estimate, not this year's actual cost.
03
Who's overloaded? You won't know until it's too late.
Tax prep, audit, advisory, admin — your team juggles all of it. But without utilization data, staffing happens by gut feel. Burnout and missed deadlines follow.
04
30 minutes a day on timesheets. Every day.
Associates reconstruct what they did from memory. Partners review entries they know are wrong. The whole process is a tax on the productive work your firm actually bills for.
Here's how it works
01
Install on your team's machines
Sign up for a free trial and install Rize on each team member's Mac or Windows computer. Setup takes under 5 minutes per person.
02
Map clients and engagement types
Set up category rules that connect tax software, client folders, and document names to specific client engagements. Rize starts categorizing time immediately.
03
Your team works, Rize tracks
CPAs and associates work normally across tax prep, advisory, audit, and admin. Rize captures every minute and assigns it to the right client and engagement type.
04
Review, approve, bill
Team members review auto-generated time entries, make adjustments, and approve. Export accurate records for client billing or feed directly into your practice management system.
Your team does client work. Rize tracks the hours.
It runs in the background on every team member's machine. No timers, no browser extensions, no behavior change. Timesheets fill themselves.
01
Automatic Time Capture Across Client Files
Rize detects which client engagement you are working on based on the tax software, spreadsheets, and documents open on your screen. Time is tagged to the correct client automatically.
02
Partner & Associate Utilization Dashboard
See real-time utilization rates for every team member. Spot who is overloaded during tax season, who has capacity for advisory work, and where to rebalance before deadlines hit.
03
Tax Prep, Audit & Advisory Tracked Separately
Break down time by engagement type so you know the true cost of each service line. Price future engagements based on actual data, not estimates from two seasons ago.
04
One-Click Billing Export
Export detailed time records grouped by client, engagement type, and team member. Feed directly into your billing system without manual reconciliation or end-of-month scrambles.
INTEGRATIONS
Works with the tools your firm already runs
Rize does not replace your practice management or tax software. It captures the work happening around it and hands you reviewed hours.
Where the client work happens
Rize reads the apps your team already has open and attributes the time to the right client and engagement.
Where the hours end up
Export reviewed time into the systems that bill the engagement and close the books.
Frequently Asked Questions
Have more questions? Contact us
“Everything is automated basically. This is what I've always wanted with time tracking.”
CPA & Founder, Graf Tax Co.