Accounting & Tax on FirmRix
Accountants, auditors and tax advisors running compliant, growing practices.
Ready to run the business? Explore the Practice Management System.
The challenge
Accounting firms still run filings from WhatsApp, Excel and a desktop ledger. Deadlines live in one person’s head, completed work goes unbilled, and the public website has no relationship to actual delivery.
Inside Practice Management System
Clients & entities
Every client, entity and contact in one record — companies, partnerships and sole proprietors, with documents and history attached. Multi-entity clients keep separate tax IDs and service subscriptions without duplicating the human relationship.
Compliance calendar
Recurring filings and statutory deadlines generate themselves, so tax season never starts with a spreadsheet audit. Owners and due dates are visible to the whole team, not trapped in one person’s head.
Tasks & review workflow
Move work through Not Started, In Progress and Review with owners and due dates the whole team can see. Review queues make partner sign-off a status, not a chat message.
Time & billing
Capture billable hours against clients and engagements, then turn unbilled work into invoices in a click. Unbilled-done views surface completed work that has not become revenue yet.
Finance & reports
Trial balance, profit and loss, balance sheet and practice dashboards generated on demand from your own ledger. Reports read posted entries — not spreadsheet exports that drift from reality.
AI reporting
Ask questions of your practice data in plain language and get answers backed by real numbers, not estimates. The assistant sits on the same books your team already posts.
Product scope
This product is for accounting and tax practices. It is not Legal Practice OS, salon POS, or a hospital EMR. Multi-country tax jurisdictions and entities are first-class; it is not a substitute for a Big Four audit methodology.
