1 · Policies & attestations
Publish policies with sign-off tracking and run annual independence, confidentiality and AML cycles.
Product · Intelligence & team
An HR hub for policies, attestations and CPD, plus floor-plan desk and room booking — the people side of the firm, in the same system.
What you can do
The people side of the firm — policies with sign-off tracking, annual attestations, CPD against your CPA requirement, and floor-plan desk booking — all in one place.
Publish policies with versioned read-and-sign-off tracking.
Annual independence, confidentiality, conduct and AML cycles.
Hours vs. your CPA body's requirement, with shortfall flags.
A drawn floor plan of bookable desks, offices and boardrooms.
Hybrid patterns like “in every Tuesday & Wednesday”.
See who's in on any day and plan office occupancy.
Why OneFirmOS
How it works
1 · Policies & attestations
Publish policies with sign-off tracking and run annual independence, confidentiality and AML cycles.
2 · CPD on track
Each person's hours are measured against their CPA body's requirement, with shortfall flags.
3 · Book a space
A drawn floor plan of desks, offices and boardrooms, with recurring hybrid patterns and attendance.
FAQ
It comes with the Capacity Planning add-on — $25 per user per month on top of the $55 Platform.
Yes — staff read policies, confirm their own attestations and log their own CPD; managers get firm-wide oversight.
Book a space on a drawn floor plan by time slot or half/full day, including recurring weekly patterns, with an attendance view.
One platform
Compliance evidence, CPD records and desk bookings live with everything else — one system, not three spreadsheets.