Clients, jobs, time, email, workflows — stitched together with AI that helps your team move faster without ever auto-touching a number. No more swivel-chairing between five tools.
Six surfaces, one source of truth. Each one tuned for how accounting firms actually work.
A real CRM tuned for accounting firms: contacts, notes, status, custom fields — not a glorified spreadsheet.
Templated workflows + drag-and-drop kanban. Status changes trigger reminders, hand-offs, and client requests automatically.
Live stopwatch on every job. Billable vs non-billable. Realization and utilization reports without the spreadsheet wrangling.
Connect Gmail or Outlook and route every reply to the right client and job. Convert any email into a task in one click.
Bookkeeper, follow-up bot, period-close copilot — they propose, you approve. Never auto-execute on financial data.
Multi-tenant, RBAC, audit log, SOC2-track. Field-level encryption on PII. WCAG 2.1 AA accessible.
Bookkeepers and tax preparers are pricing transactional work like commodities. Practice OS gives your team the leverage to stay advisors, not data-entry clerks.
The median firm uses 7–11 SaaS tools to run a single client. Each new tool is one more place your team forgets to check. We end the sprawl, one workflow at a time.
Accounting data is the most sensitive a client owns. We're built multi-tenant, RBAC-enforced, audit-logged from day zero — not retrofitted after a breach.
Spin up a workspace in 60 seconds. We'll seed it with sample clients and jobs so you can click around.
owner@northwood.example.com / Demo1234!Made with Emergent