Practice Management Software for CPA, Tax, Audit and Accounting Firms

Deltek’s CPA firm management solution is not your average practice management system. Unlike traditional practice management systems – which address only back-office financial management – Deltek’s CPA firm management solution brings financial management and practice management together in one system. Now everyone in your firm, from front-office to back-office, will have a single source of real-time, trusted information about clients, engagements, resources, and financial results.

Deltek’s CPA firm management system, delivered on-premises or in the cloud, links all administrative activities across your practice - from front-office activities like CRM, proposals, SOW’s and resource plans to back-office activities like time collection, invoicing and financial reporting.

Deltek gives accounting firms the visibility to make accurate plans, the control to respond correctly when changes are needed, and the insight to help firms improve resource utilization, profitability, and realization. Your firm will be able to bill more hours and earn higher profits from your work.

Benefits include:

  • Higher Utilization – by better control over resources, scope of work, and billable time
  • Accelerated Cash Flow – from faster billing and more accurate invoicing
  • Streamlined Efficiency – by joining people, processes, and information into a single, integrated workflow

Built for the unique way firms like yours need to view clients, services, and resources, Deltek brings firms a unified view of their entire operations – from front-office to back-office:

  • CRM – Win Business
  • Resource Planning – Increase Utilization
  • Project Management – Improve Margins
  • Financial Management – Accelerate Cash Flow
  • Time and Expense Capture – capture every billable hour
  • HR – Align Workforce
  • Business Intelligence – Improve Results


Deltek First Maconomy Essentials
Deltek's cloud solution for public accounting firms.

How to Maximize Your Firm’s Productivity and Profits
6 ways a unified practice management system can make a difference to your CPA firm.

What’s Sinking Your Cash Flow?
This entertaining 1-minute video shows how your CPA firm’s systems might be leaking cash. Discover a smarter solution that stops the leaks, increases profits, and accelerates cash flow.

Pave the Path to Profitability
Discover four ways to achieve your profitability goals with a single, firm-wide, CPA Practice Management System.

On-Demand Webinars

Measuring and Managing Actual Engagement Profitability – Featuring Boomer Consulting
Learn how to identify high-margin services, products and clients.

Customer Success Stories

Smart Devine improves resource utilization and cash flow with Deltek
GSK, a BDO Alliance member, reduces time spent on non-billable work with Deltek


How Resource Planning can be a Competitive Advantage at CPA firms – Featuring Boomer Consulting
Deepen Client Relationships and Trust Through Fixed-Fee Pricing – Featuring Boomer Consulting

Deltek Professional Services (PS) Blog

Insights and best practices for PS firms