Practice management for accounting firms: clients, engagements, time, invoicing and payments, in one multi-tenant app.
Ask for a demo[01]
// THE PROBLEM
Why it exists
An accounting practice runs many clients at once. Each has engagements, tasks with deadlines, time to log and invoices to raise, under GST in India or VAT in the UAE.
When that lives across spreadsheets, inboxes and a separate billing tool, nobody sees the whole picture of a client, and invoicing lags behind the work.
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// WHAT I BUILT
The rules
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The day-to-day work of a practice in one place: each client's engagements, the tasks under them and the time logged against them.
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Every engagement moves across a board, from records not yet received to allocated, in progress, review and completed, filtered by client, assignee or service.
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Each engagement sets the agreed fee against the cost of the time logged on it, and shows how much of the time budget is used.
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From any page, ⌘K jumps straight to a client or an invoice.
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Invoices carry GST for Indian firms and VAT with a TRN for UAE firms, and payments are recorded against them.
India
UAE
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Draft documents from the client's record, import clients in bulk, and keep each client's email thread with the client.
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Practice OS is multi-tenant: many firms on one platform, with every firm's clients and records kept to that firm.
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Request path
Each module was audited and hardened before its interface was rebuilt, so the new screens sit on behaviour that is already right.
Indian and UAE firms use the same app; tax rules switch with the firm rather than splitting the product in two.
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// OUTCOMES
Confirmed only
Automated tests
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