Professional services leave management showing staff requests on mobile
Professional Services Leave Management

Leave Management for Professional Services

Manage annual leave, holiday carry-over, and client coverage for accountants, lawyers, and consultants. Replace spreadsheets with a simple system that keeps your leave management organised and your clients covered.

No credit card
Timesheets and leave in one tool

Common leave management problems in professional services

If any of these sound familiar, it is time to replace spreadsheets with a proper staff holiday tracker.

1.

Leave clashes during busy periods

Tax season, year-end audits, and deal closures all create peak periods. Without visibility, too many staff book leave at the worst possible time.

2.

No link between timesheets and leave

Timesheets and leave are managed in separate systems. There is no single view of how time is being spent across client work and absence.

3.

Client coverage gaps

Key client contacts go on leave without a proper handover plan. Clients call and nobody knows who is covering their account.

4.

Carried-over leave builds up

Staff accumulate unused leave that rolls over year after year. Without proper tracking, the liability grows and staff end up taking large blocks at inconvenient times.

5.

Different entitlements for different levels

Partners, associates, trainees, and support staff all have different leave entitlements. Managing this on a spreadsheet is error-prone and time-consuming.

6.

Part-time staff entitlement confusion

Calculating correct pro-rata entitlements for part-time consultants, paralegals, and support staff is done manually and frequently gets it wrong.

Custom Leave Types

Leave types built for professional firms

Professional services firms need more than just “annual leave” and “sick leave”. With TimeTally, you can create unlimited custom leave types to match your firm's policies — TOIL, compassionate leave, study leave, or anything else you need. Each type gets its own colour on the team calendar.

  • Colour-coded by absence type

    Instantly see whether someone is on annual leave, off sick, or taking TOIL from the calendar view

  • Set allowances per leave type

    Give partners 30 days, associates 25 days, or whatever your firm's policy requires for each level

  • Export for payroll and reporting

    Export leave data via CSV, or sync with Xero or QuickBooks for seamless payroll processing

Create custom leave types for professional services staff in TimeTally
Team Calendar

Plan around busy periods with confidence

The team calendar gives practice managers and team leaders a single view of all leave. See annual leave, sick leave, and TOIL side by side so you can ensure client work is always covered.

Team calendar showing professional services staff leave and availability

Firm-wide visibility

See who is off across your entire firm or department to ensure client coverage at all times

All absence types together

Annual leave, sick leave, TOIL, and custom types all visible on one calendar

Protect client coverage

Check the calendar before approving leave to make sure key accounts are always covered

Check from anywhere

View the team calendar and approve requests on the go via the iOS app — ideal for partners and managers on the move

How TimeTally works for professional services

Everything you need to manage leave and timesheets across your firm, from request to approval to payroll export.

One-tap approvals

Staff submit leave requests online. Managers get notified and approve or reject with one tap — no more email chains or shared spreadsheets.

Timesheets and leave together

Track time against clients and projects alongside annual leave in one system. Get a complete picture of how your firm's time is spent.

Multi-project tracking

Track time across multiple clients and projects. See how hours are allocated and export data for billing or internal reporting.

Who's off this week widget showing professional services staff availability
Client Coverage

Keep clients covered at all times

In professional services, client relationships depend on continuity. TimeTally's “Who's Off” widget gives you an instant snapshot of staff availability so you can plan handovers and ensure every client has a point of contact.

Whether you run an accountancy practice, a law firm, a consultancy, or a financial advisory firm, having a clear view of who is off and when helps you maintain the service levels your clients expect.

Tip: Check the staff holiday tracker before key deadlines like tax filing dates or month-end to ensure you have enough capacity to deliver on time.

Simple pricing for professional firms

Leave management and timesheets in one affordable tool

£2per employee / month

No hidden fees. No setup costs. Cancel anytime.

Timesheet tracking

Track time against clients and projects

Team calendar view

See who is off across your firm

Unlimited leave types

Annual, sick, TOIL, compassionate, and more

Payroll export

CSV, Xero, or QuickBooks

14-day free trial · No credit card required

Frequently Asked Questions

Can we manage leave blackout periods during busy seasons?

TimeTally's team calendar makes it easy for managers to see who is already off before approving any new requests. During busy periods like tax season or year-end, managers can use this visibility to ensure enough staff are available to meet client deadlines. You have full control over approvals, so you can manage leave around your firm's peak periods.

Can we track timesheets and leave in one place?

Yes. TimeTally includes both timesheet tracking and leave management in one tool for £2 per employee per month. Staff can log time against different clients or projects and submit leave requests from the same system. This gives you a complete picture of how time is spent across your firm.

How do we set different entitlements for partners, associates, and support staff?

Each employee's profile in TimeTally has its own leave allowance settings. You can give partners 30 days of annual leave, associates 25 days, and support staff their statutory entitlement — or whatever your firm's policy requires. Pro-rata calculations are automatic for part-time staff.

Does TimeTally support holiday carry-over?

Yes. TimeTally lets you configure carry-over rules so that unused annual leave can roll into the next leave year. You can set a maximum carry-over limit to match your firm's policy, ensuring staff use their leave whilst still having flexibility.

How does TimeTally help manage leave around tax season or deal pipelines?

The team calendar shows all approved leave across your firm in one view. Before approving new requests, managers can check who else is off during critical periods like January tax deadlines or deal completions. This helps ensure client work is always covered without blanket bans on leave.

How much does TimeTally cost for a professional services firm?

TimeTally costs £2 per employee per month with no setup fees or hidden costs. Admin and manager-only users are free, so your office manager or practice lead can use the system without adding to the cost. For a firm with 20 staff, that is just £40 per month. There is a free 14-day trial with no credit card required.

Better leave management for your firm.

Try TimeTally free for 14 days. Manage annual leave, track timesheets, and keep your clients covered — all in one simple tool.

No credit card required · Free 14-day trial · Cancel anytime