Time Tracking & Price Book

Accountant time tracking & Price Book software

Whether a client calls with a 15-minute S-Corp question or your staff spends three hours reconciling payroll, logging time takes seconds from the Dashboard or inside the project.

Supports 6-minute (0.1 hr) and 15-minute (0.25 hr) billing increments


Price Book & rounding

Raise your firm's hourly rates next year without scrambling unbilled work

Set up your firm's reusable hourly rates (like Partner Rate, Senior Rate, or Bookkeeping Rate) in Settings → Price Book. The moment someone logs an entry, that rate is copied onto the entry—so changing a rate later in your Price Book never rewrites time you already logged.

  • Tenths (6 min) or Quarter hours (15 min): Choose your firm's billing increment in Settings. A 20-minute call logs as 0:20 and bills automatically as 0.4 hr (tenths) or 0.5 hr (quarters).
  • Billable & non-billable tracking: Untick Billable to record internal prep time at no charge without losing visibility into hours spent.
  • Log from the Dashboard or the Project: Use the Log time pill on your home Dashboard between calls, or log directly on a project's Time Entries tab.
app.cparelay.com/roland-heart-cpas/dashboard/log-time
Logging billable time against a project using Price Book labor rates in CPA Relay

Audit-clean billing

No manual "Billed" checkboxes—and billed entries are locked

In spreadsheet trackers and basic timers, staff forget to mark hours as billed—leading to awkward double-billing or forgotten revenue. In CPA Relay, adding unbilled time to an invoice marks it billed automatically and freezes the entry so nobody can accidentally alter historical work.

  • One-click "Unbilled time" invoicing: Pull all open billable entries on a project onto a new draft invoice at once.
  • Billed time is frozen: Once an entry is on an invoice, its hours, rate, date, and project are locked unless removed from the draft invoice first.
  • My Time personal sheet: Every team member can open My Time from the bottom bar to review and edit their own unbilled entries across the firm.
Explore invoicing & write-downs

Related features & comparisons

Practice economics and time tracking

Companion feature

Invoicing & Stripe Payments

Convert unbilled hours into branded invoices with private firm write-downs and auto-pay.

Explore billing

Comparison

CPA Relay vs. Karbon

Why small CPA practices choose focused time entry over complex, notification-heavy email suites.

Compare workflows

Practitioner Guide

Practice Management for Small CPA Firms

How small CPA firms capture billable advisory time and convert hours to invoices without administrative drag.

Read evaluation guide

Stop losing billable advisory calls to memory

Request an invitation for your firm to see how CPA Relay connects your Price Book, time logs, and invoices.

Time entries are strictly firm-only · Clients only see the final invoice