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Accounting firm

Organize client documents, bookkeeping, tax deadlines and reminders. A starting structure for dividing routine work and professional responsibilities across your accounting team.

A typical Accounting firm with 25 people covers 19 functions.

Up to 13 functions are eligible for Digital Employee support, under a personโ€™s supervision.

Free AGENTIC plan. Your answers below travel with the link: no names, no free text.

Already up and running? The X-ray compares your real departments and positions with this typical company and creates only what is missing. Nothing you have is changed.

Illustration: Accounting firm
Illustrative image
Dedicated functions
8

Functions someone does full time.

Shared functions
8

Functions carried by someone who already carries others.

To cover
3

Functions nobody does today.

Outsourced
0

Functions entrusted to an external specialist.

How does it look at your place?

Start with the model and change only what differs in your company. One person can cover several functions.

Include yourself. Functions do not mean new people to hire.

25 people
Dedicated functions
8
Shared functions
8
To cover
3
Outsourced
0

This is an initial estimate, not your companyโ€™s org chart. Youโ€™ll review it in your Scovai workspace.

Continue with this structure

Who handles these functions in your company?

The โ€œIn the modelโ€ line describes the example, not your company. If you leave an answer unchanged, we keep that reference.

  1. In the model: One dedicated person

  2. In the model: One dedicated person

  3. In the model: One dedicated person

  4. In the model: One dedicated person

    DE support may be suitable

  5. In the model: Shared with other duties

    DE support may be suitable

  6. In the model: One dedicated person

13 more functions in the model
  1. In the model: Shared with other duties

    DE support may be suitable

  2. In the model: Handled by the owner

    DE support may be suitable

  3. In the model: One dedicated person

  4. In the model: Shared with other duties

    DE support may be suitable

  5. In the model: One dedicated person

  6. In the model: Still to be covered

    DE support may be suitable

  7. In the model: One dedicated person

    DE support may be suitable

  8. In the model: Still to be covered

    DE support may be suitable

  9. In the model: Shared with other duties

    DE support may be suitable

  10. In the model: Shared with other duties

    DE support may be suitable

  11. In the model: Shared with other duties

    DE support may be suitable

  12. In the model: Still to be covered

    DE support may be suitable

  13. In the model: Handled by the owner

    DE support may be suitable

What a typical Accounting firm has to cover

Explore the modelโ€™s functions, area by area. Coverage is a starting point; suggested Digital Employees need to be reviewed before activation.

Partners and management

(4)

Managing partner

Coverage in the model: One dedicated person

No Digital Employee suggested for this function

In your structure, you can clarify who handles it, what results to expect and who makes the decisions.

Define this role with Mike

Partners: client portfolios, signatures and opinions

Coverage in the model: One dedicated person

No Digital Employee suggested for this function

In your structure, you can clarify who handles it, what results to expect and who makes the decisions.

Define this role with Mike

Hiring of accountants, bookkeepers and payroll staff

Coverage in the model: Still to be covered

Hiring a bookkeeper takes four months because the search runs between deadlines.

Digital Employee ยท HR Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Internal HR: contracts, staff files and the firm's own payroll inputs

Coverage in the model: Handled by the owner

Staff files live in three drawers and one spreadsheet, and the firm's own payroll inputs are collected by the managing partner at month end.

Digital Employee ยท HR Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Client accounting

(3)

Senior accountants: client portfolios and review of the books

Coverage in the model: One dedicated person

Each senior chases their own clients for documents in their own way, so the same client is reminded three times or never.

No Digital Employee suggested for this function

In your structure, you can clarify who handles it, what results to expect and who makes the decisions.

Define this role with Mike

Bookkeeping and ledger entries

Coverage in the model: One dedicated person

Six bookkeepers type what the electronic invoicing hub already knows, and the bank matching waits for the quiet week.

Digital Employee ยท Finance Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Client document collection and reminders

Coverage in the model: Shared with other duties

Every senior chases their own clients, so reminders are personal, uneven and forgotten in the deadline week.

Digital Employee ยท Administration Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Tax and compliance

(3)

Tax returns, VAT settlements and periodic filings

Coverage in the model: One dedicated person

No Digital Employee suggested for this function

In your structure, you can clarify who handles it, what results to expect and who makes the decisions.

Define this role with Mike

Tax deadline register and client alerts

Coverage in the model: Shared with other duties

The deadline register is a shared spreadsheet with four owners and no single truth, and a missing owner is found by the partner who signs.

Digital Employee ยท Finance Core band

A Digital Employee can cover this function

โ‚ฌ490 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Quality control on files and anti-money-laundering registers

Coverage in the model: Handled by the owner

Anti-money-laundering files are completed for the audit, and the quality check on filings happens when a client complains.

Digital Employee ยท Administration Core band

A Digital Employee can cover this function

โ‚ฌ490 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Payroll and labour consultancy

(2)

Payroll processing and labour consultancy for client companies

Coverage in the model: One dedicated person

No Digital Employee suggested for this function

In your structure, you can clarify who handles it, what results to expect and who makes the decisions.

Define this role with Mike

Payroll inputs collection from client companies and payslip dispatch

Coverage in the model: Shared with other duties

Attendance sheets arrive by email, photo and phone in the first days of the month, and the consultants chase what is missing while the payslips are already due.

Digital Employee ยท HR Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Advisory

(2)

Client advisory: statements, planning and corporate finance

Coverage in the model: One dedicated person

No Digital Employee suggested for this function

In your structure, you can clarify who handles it, what results to expect and who makes the decisions.

Define this role with Mike

Client updates: circulars and newsletter

Coverage in the model: Still to be covered

The client newsletter has been announced twice and sent once.

Digital Employee ยท Marketing Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Front office and administration

(5)

Front desk, phone and client scheduling

Coverage in the model: One dedicated person

Two people cover the phone, the desk, the mail, the meeting rooms and the administration of the whole firm.

Digital Employee ยท Administration Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

New client onboarding, engagement letters and portal set-up

Coverage in the model: Still to be covered

New clients are onboarded by whichever partner won them, with a different engagement letter each time.

Digital Employee ยท Administration Core band

A Digital Employee can cover this function

โ‚ฌ490 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Firm billing: fees, invoices and collections

Coverage in the model: Shared with other duties

Invoices go out when a senior finds the time, and the overdue list is a conversation between the managing partner and the front desk.

Digital Employee ยท Finance Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Practice suppliers, software subscriptions and expenses

Coverage in the model: Shared with other duties

Licences, the practice system and the portals renew on the managing partner's card and stop working on the day nobody expected.

Digital Employee ยท Administration Core band

A Digital Employee can cover this function

โ‚ฌ490 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

Practice software, portals, accesses and IT upkeep

Coverage in the model: Shared with other duties

Accesses to the portals and the practice system are set up by whoever remembers, and a certificate expiry is found on the filing day.

Digital Employee ยท Engineering Plus band

A Digital Employee can cover this function

โ‚ฌ990 /mo

Under the supervision of whoever wears that hat today. It reports what it does and asks before acting outside its brief.

See the Digital Employees

The first week

What starts after the brief is complete, with every condition kept visible.

  1. A task from the role brief

    Once the brief is complete and the Digital Employee is active, Scovai creates a first task from the role definition. An incomplete brief never produces invented work.

  2. A useful daily summary

    At 07:30 local time, supervisors and the workspace owner receive yesterday's work, open approvals, incidents, silence and spend. Empty days send no email, except for the quiet Monday check-in.

  3. Phone updates by choice

    The push invitation appears only after the first approval request. If you do not enable it, the operational picture remains available in the email summary.

From a reference model to your structure

1

Start from the model

Sign up on the free AGENTIC plan with this blueprint preloaded. You confirm the profile and the functions; nothing is written until you apply.

Found your company
2

Assign the hats

Say who handles each function. See the overall coverage estimate update and where a Digital Employee is suggested. Youโ€™ll review the structure in your Scovai workspace.

See how Digital Employees work
3

Choose where to add digital support

Explore Digital Employees by role and competence. Assign one only after choosing a seat, a clear brief and a human supervisor.

Explore Digital Employees

Straight answers

Who supervises the digital employees?

Each digital employee sits in a seat under a named person in your firm: the managing partner, a team lead or the front-desk lead. It covers the function under that person's supervision, reports what it did, and stops whenever the supervisor says so. Signing, filings, payroll computation and advice stay with your professionals.

What does a digital employee never decide?

Whatever its brief marks as reserved: in an accounting firm that means filings and anything sent to an authority, client risk ratings and anti-money-laundering verifications, fees, engagement letters, payslip amounts, payments and any commitment to a client. On those it prepares the work and asks before acting.

Where does it take its data from?

From the practice management system, the invoicing hub, the payroll software, the portals, the mailboxes, calendars and folders you connect to its seat, and from what your team tells it. It reads nothing you have not connected and contacts nobody you have not listed.

What does it cost?

Each digital employee is billed monthly by price band, shown in your currency on the marketplace before you claim a seat. You claim one seat at a time and can release it; there is no bundle price.