OneFirmOS

Practice · Billing · Bookkeeping · Proposals · Portal

One operating system for your whole firm.

Practice management, bookkeeping, billing, proposals, a client portal and built-in AI — every data point connected in one secure system.

Book a demo See the platform
Active clients
128
Projects live
37
WIP to bill
$92K
Proposals out
12
Data tables
23
Sync
98%

Live data · one system

The heartbeat of your firm

Every timer, invoice, proposal and document beats through one platform — so you can feel your firm’s pulse in real time, not reconstruct it at month-end.

Firm signalContinuous
02 / 07

The argument, in one figure

Same seven jobs.
Same firm.
Thirteen fewer re-types.

In a stack of separate tools, each hand-off between modules is a person reading a number off one screen and typing it into another. Count the crossings.

Four tools against one database Hover a hand-off
On separate tools — crosses a boundary, so someone re-types it In OneFirmOS — stays in one database, so it carries
03 / 07

Our platform

The full range of practice, client and financial operations.

01
Practice management
A visual work board and triage queue keep every engagement moving — from "to be assigned" to filed.
02
Capacity planning
A wallchart of who is booked, for how long and on what — so you can see the crunch months coming and move work before they arrive.
03
Bookkeeping & Accounting Hub
A full accounting workspace per client — cash coding, HST/GST and working papers, built for Canadian compliance.
04
Proposals & e-sign
Branded proposals and engagement letters that turn into work and recurring billing the moment a client signs.
05
Billing & payments
Turn WIP into invoices, collect online through your own Stripe, and chase overdue accounts automatically.
06
Client portal
A secure, branded space where clients share documents, answer requests, e-sign and pay — no more email chasing.
07
Built-in AI
AI drafts proposals, creates clients and jobs, and answers questions about your practice — preview before anything saves.
04 / 07

Inside OneFirm

One system, built in connected layers.

Practice
Layer01
Work boardprojects
Capacitywallchart
Timesheetstime
Engagementsrecurring
Financial
Layer02
BillingWIP
PaymentsStripe
Sales taxHST/GST
Approvalsreview
Accounting
Layer03
LedgerWTB
AccountsCOA
StatementsASPE
Investmentsgain/loss
Practice Financial Accounting

The alternative

Six subscriptions.
Six copies of
your client list.

The comparison is not OneFirmOS against one competitor — it is one system against the stack a firm assembles when nothing covers the whole ground. Practice management, proposals, e-signature, time and billing, a portal, and something to plan capacity with.

Price the stack against ours →
05 / 07

Our results

Systems that run the practice — without the busywork.

0→1
Tools replaced
One platform in place of six apps.
0
Weeks to go live
Mapped on upload, live inside a month.
100%
In-region data
Hosted in Canada & the US.
0
Data tables
One connected core.
0
Login
For the whole firm.
06 / 07

About OneFirm

Built by people who know how firms run.

01 / 04

OneFirm is the operating system for professional service firms — practice management, bookkeeping, billing and client experience in one secure platform.

Less tool-switching. More time serving clients.

02 / 04

Field-level encryption, database-enforced tenant isolation and in-region data residency protect your clients' most sensitive information.

Enterprise-grade security, by default.

03 / 04

Recurring work generates itself from engagements, statuses advance on triggers, and overdue work is chased for you.

The system does the busywork.

04 / 04

A guided setup with a dedicated specialist and hands-on migration means most firms are live within days.

Because your growth shouldn't wait on software.

07 / 07

Let's talk

Bring your whole firm into one system.

Enter your work email and pick a time — we'll send a Microsoft Teams invite on the spot.