For accounting & CPA firms

Practice management software for accounting and CPA firms

Workflow, time and billing, client portal, proposals, documents, e-signatures and bookkeeping in one system, hosted in Canada, with client documents kept in Canada or the US to match each client's location.

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What's included

Everything a firm runs on, connected.

Recurring work and deadlinesYear-end, T1/T2, payroll and bookkeeping jobs generated on schedule, with a board showing where every file sits.
Time, billing and WIPTime on desktop or phone, WIP by engagement, invoices built from the time behind them, retainers, credit notes and card payment links.
Client portalClients pay invoices, upload documents, answer requests, sign and complete tax organizers in one place.
Proposals and engagement lettersPriced once, signed online, and carried straight through to billing.
Documents and requestsDocuments filed against the client and job, document request checklists and reminders, retention rules and one-click export.
Bookkeeping built inCash coding from PDF statements, ledger, HST report, trial balance and a CaseWare-ready export.
T1 tax organizerClients confirm their details and upload slips; slips are recognized and totalled for review.
Email intakeOutlook and Gmail messages matched to the client and turned into jobs, tasks or time.
AI that does real workClaude, ChatGPT or Microsoft Copilot drafting, summarizing and suggesting inside the file.

Canada & the US

Built for where you practice.

Canadian firmsHosted in Canada (AWS Montreal), CAD pricing, HST/GST on invoices and in the books, PIPEDA-aligned privacy.
US clients and firmsUSD invoicing, sales tax by client, and documents for US clients stored in the United States.
BothClients across the border? Offices can bill in different currencies from one firm.

E-signatures

Signatures that hold up.

Identity check before signingEach signer enters a one-time code emailed to the address the firm has on file. The code lasts ten minutes.
Consent and disclosures recordedThe signer agrees to sign electronically, and opening the e-signing disclosures is logged as its own event.
Tamper-evident audit trailEvery event (sent, viewed, identity verified, signed, reminded, voided) is written to a hash-chained log, so each entry links to the one before it. If anyone altered the log afterwards, the chain would break, and the certificate says so.
Document fingerprintThe SHA-256 hash of the document as sent is printed on the certificate, so the original can be proven unchanged.

How OneFirmOS e-signatures work →

FAQ

Questions accounting firms ask us.

What is the best practice management software for Canadian accounting firms?

It depends on your firm, but look for Canadian data hosting, CAD pricing, HST support and a tool that covers workflow, time, billing, the client portal and documents in one place. OneFirmOS was built in Canada for exactly that.

Does OneFirmOS replace Karbon or TaxDome?

For most firms, yes: workflow, time, billing, portal, proposals, documents and e-signatures are all included. See the side-by-side comparisons.

Can bookkeepers use it for client books?

Yes. Cash coding turns PDF bank and card statements into coded transactions posted to a ledger, with HST split out, plus trial balance and general ledger reports.

One platform

See it with your own firm's work

A 30-minute walkthrough on your firm's real workflow. First month free.

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