Practice manager
Supervises work and manages the client portfolio.
- Oversee all engagements
- Assign work to accountants
- Review documents and deadlines
- Monitor invoices and activity
Meridian Accounting · Practice overview
Everything that needs your attention, in one place.
Keep client engagements organized, follow up on missing records, meet deadlines and stay on top of invoices.
Active client engagements—
Explore a realistic accounting workflow using fictional businesses and their sample records.
Requires attention
Document requests and upcoming deadlines that need follow-up.
Recent activity
Changes made in this browser's sample workspace.
How work moves through the practice
One continuous process rather than disconnected spreadsheets and messages.
01Register a client
Keep the key details in one directory.
02Open an engagement
Define the service, owner and due date.
03Request documents
See what's still needed before work can proceed.
04Deliver and bill
Monitor deadlines and invoice status.
This demo stores changes in a server-side database for your anonymous sample workspace. It is not yet an authenticated accounting system.
Relationships
Client directory
Keep contacts and their ongoing accounting work linked to a single record.
Clients
Use sample records only; don't enter real client or financial data.
| Contact | Business | Sector | Status | Engagements |
|---|
Practice work
Client engagements
Track recurring bookkeeping, payroll, tax preparation, audit support and advisory assignments.
Information collection
Document requests
Know which supporting records have been requested, received or reviewed.
Demonstration workflow. Marking a request as received simulates a client supplying documents. No files are actually uploaded or stored.
Request register
Manage follow-ups by engagement and due date.
| Requested record | Client / engagement | Due | Status | Action |
|---|
Practice calendar
Deadlines
Maintain a clear schedule for internal review and client delivery. Dates are illustrative, not official tax deadlines.
Upcoming and completed work
Follow through on each accounting commitment.
| Milestone | Client / engagement | Due | Status | Action |
|---|
Revenue oversight
Invoices
Keep a record of service fees, invoices issued and payments recorded for engagements.
Demo-only payment status. Marking an invoice paid changes a sample record; no money is collected and no invoice is emailed.
Invoice register
All amounts shown in Ghana cedis for illustration.
| Reference | Engagement | Due | Amount | Status | Action |
|---|
External experience
Client portal preview
See how a customer could follow requests, deadlines and invoices without having to call your office.
Read-only concept, not secure client access. There is no real client login in this public demo. Production access must restrict each customer to their own data.
Welcome to your engagement workspace.
Prepared by Meridian Accounting for its fictional client.
Administration blueprint
People, roles and controls
How a professional accounting practice can manage access as it grows.
Before real client use: Add verified employee login, server-enforced permissions, private document storage, backups, audit policies and Ghanaian data-protection compliance checks. These are not yet enabled in this demonstration.
Reset this demonstration
Restore the fictional records in your own sample workspace only.