Resource Planning
Can the firm take on more work?
Connect workforce availability with existing engagement assignments and future workload.
ACCOUNTING PRACTICE MANAGEMENT
Run recurring client work from engagement to profitability.
organitz connects clients, recurring engagements, ownership, deadlines, services, employee and project time, billing, resource planning, and profitability on one operational platform.
Originally developed from the requirements of a Swiss accounting and fiduciary practice, organitz reflects the way recurring professional client work actually operates.
From CHF 29 / user / month · Swiss data hosting · Web & Mobile
A client engagement is more than a contact record.
Accounting and advisory firms manage ongoing client relationships with recurring responsibilities, services, and deadlines.
organitz keeps that operational context connected:
Client & Contacts
Engagement
Owner
Services & Deadlines
Time & Expenses
Billing
Profitability
The context does not need to be rebuilt across disconnected spreadsheets and systems.
Manage recurring engagements as recurring work.
Not every client relationship is a one-off project.
organitz supports ongoing and recurring engagements while keeping the relevant client context intact.
Each engagement can bring together:
ownership · service scope · budgets · commercial terms · deadlines · agreements · documents
This makes it easier to answer:
- What work is active for this client?
- Who owns the engagement?
- What belongs to it?
- What needs attention next?
Keep ownership and deadlines with the engagement.
When a firm manages many clients at the same time, responsibility cannot depend on personal spreadsheets or individual memory.
organitz connects engagements with:
- client and engagement owners
- teams and responsibilities
- relevant deadlines
- agreements and documents
- operational history
The people responsible for the work can see the context that belongs to it.
Know what work was delivered for each client.
Employee time alone does not explain where professional effort created client value.
organitz connects:
Client
Engagement
Activity / Service
Employee
Time
Rate
Billability
This creates a traceable link between effort and client delivery.
Employee schedules, contracted capacity, leave, and working-time rules remain in the employee working-time context.
Move from delivered work to client billing.
When services, time, rates, and expenses already belong to the right engagement, billing becomes a continuation of delivery rather than a monthly reconstruction exercise.
Engagement
Service
Time
Rate
Billable Expense
Invoice
organitz keeps billing connected with the underlying client work.
For Swiss operations, the platform additionally supports Swiss QR invoicing and the relevant VAT context.
Plan capacity and understand engagement profitability.
Project & Engagement Profitability
Is the work performing economically as expected?
Connect budgets, actual effort, billability, costs, and billing to understand the economics of client delivery.
Planning and profitability remain separate management questions while using the same underlying operational context.
Keep the systems that work. Connect the processes that don't.
organitz does not need to replace every application already used by your firm.
Where suitable interfaces are available, it can connect with:
Accounting systems
Payroll
CRM
Document management
BI & reporting
Industry-specific systems
Internal applications
Your own technical team can use the organitz API, or integrations can be designed and implemented with us.
Keep the systems that work. Connect the processes that don't.
Built from real accounting-practice operations.
organitz did not begin as a generic project-management tool with an accounting-industry label added later.
Its origins are in the operational requirements of a Swiss fiduciary practice, developed together with software specialists.
That is why the operating model connects:
Client
Engagement
Owner
Service
Deadline
Time
Invoice
Profitability
Frequently Asked Questions
Accounting practice management software helps firms manage the operational work around clients and engagements, including ownership, deadlines, services, time, billing, resource planning, and performance.
Yes. Ongoing engagements can remain connected with clients, owners, service scope, budgets, deadlines, agreements, documents, and delivered work.
Yes. Services and time can remain associated with the relevant client, engagement, activity, employee, rate, and billability context.
Yes. Delivered services, rates, and billable expenses can remain connected with the client-invoicing process.
Not necessarily. organitz manages the operational processes around clients, engagements, people, delivery, resources, billing, and performance. Existing accounting systems can remain in place and connect where suitable interfaces are available.
Yes. Resource Planning provides the forward-looking capacity view, while Project Profitability analyses the actual economic performance of client work.
organitz product data is hosted in Switzerland.
Run your practice around one connected view of client work.
Connect clients, engagements, people, services, time, deadlines, billing, resources, and profitability on one operational platform.
We'll show you organitz around your own client-engagement structure and operating model.