Practice management software, answered.

OneFirmOS is cloud practice management software for accounting, CPA, bookkeeping and other professional service firms. One system runs clients, workflow, time, billing and WIP, payments, the client portal, proposals and engagement letters, documents and e-signatures, bookkeeping, capacity planning and AI assistants.

Accounting and CPA firms, bookkeeping practices and tax preparers, plus consulting, engineering, architecture and other professional service firms that bill for time or fixed fees. It suits a two-person practice and is built to scale to multi-office, multi-currency firms.

Yes. It's built in Canada. Canadian firms' data is hosted in Canada (AWS Canada Central, Montreal), pricing is in Canadian dollars, and it handles HST/GST on invoices and in bookkeeping, plus a T1 tax organizer and a CaseWare-ready trial balance export.

Yes. Invoices can be in US dollars, sales tax is set per client, and client documents for US clients are stored in the United States. The platform itself is hosted in Canada.

OneFirmOS is hosted in Canada (AWS ca-central-1, Montreal). Client documents follow the client's location: Canada, or the United States for US clients. Data is encrypted in transit and at rest, backed up continuously with 30-day point-in-time recovery, and the restore process is tested.

$55 per user per month (CAD) for the whole Platform, with optional add-ons: Proposals $15, Documents (including e-signatures) $15, Capacity Planning (including HR and desk booking) $25 per user per month, and Cash Coding at $50 per client per year. The first month is free. See pricing.

Each signature follows an e-signing ceremony with an emailed one-time code to confirm identity, recorded consent and disclosures, and a hash-chained audit log. The finished PDF carries a certificate of completion with the document's SHA-256 fingerprint, each signer's IP address, device and time, and an integrity check of the log. See e-signatures.

Yes. Each office can have its own Stripe account and billing currency (13 currencies, including CAD, USD, GBP and EUR), and bookkeeping converts foreign-currency transactions at Bank of Canada rates. See growing firms.

Yes. Clients sign in to see and pay invoices, upload documents into folders, answer document requests, sign documents and fill in tax organizers.

Yes. Invoices, payments, credit notes, retainers and monthly WIP can sync to the firm's QuickBooks Online.

Built-in assistants can use Claude (Anthropic), ChatGPT (OpenAI) or Microsoft Copilot through the firm's own Azure tenant. AI runs only when a user asks, and firms can turn it off.

Yes. Client email from Microsoft 365 or Gmail is matched to the client it came from, and can be filed, replied to, or turned into a project, task or time entry.

Yes. Onboarding is assisted: we import clients, contacts and documents (including bulk folder imports), set up your workflows and train your team. See how it works and comparisons.

Multi-factor authentication, a staff sign-in gate in front of the app, per-firm data isolation tested on every release, encryption, malware scanning of uploads, audit logging and a documented security program mapped to the AICPA Trust Services Criteria. See trust & security.

Yes. A chart of accounts, ledger, cash coding from PDF bank and card statements (with HST split out), an HST report, trial balance and general ledger reports, and a CaseWare-ready export.