Multi-entity clients for accounting firms
Accounting practices rarely serve one legal person per relationship. A client may own a company, a partnership and a sole proprietorship — each with different filings. FirmRix Practice Management models entities under the client so compliance and billing stay accurate.
Why contacts are not enough
A CRM contact cannot hold three tax IDs and three VAT frequencies without becoming a spreadsheet. Multi-entity clients need a parent relationship plus child legal entities. Documents, tasks and invoices attach to the entity that owns the obligation, while the human relationship stays on the client.
Subscriptions drive the calendar
Service subscriptions on each entity generate recurring compliance work. Corporate tax on the company does not create the same tasks as bookkeeping on the sole prop. That is how the compliance calendar stays honest instead of copy-pasted.
Billing without confusion
Time and invoices can target the entity that received the work. Partners review WIP by entity when needed. Clients using the portal see the entities they are allowed to see — not the firm’s entire book.
Discovery stays on the firm
Public discovery still happens on the firm profile and marketplace. Multi-entity structure is an operating concern inside Practice Management. Hire through /firms and /marketplace; run entities on /practice-management.
Questions
- Can one client have many companies?
- Yes. Add multiple entities under one client — companies, partnerships, sole proprietors — each with its own identifiers and services.
- Do entities share one compliance calendar?
- The calendar is entity-aware. Frequencies and filings can differ per legal entity while the team still works from one practice queue.
- Is this the same as clinic patient records?
- No. Multi-entity clients are an accounting practice concept. Clinic OS uses patient records for front-desk care — a different product.
Continue to the product: Accounting Practice Management Software.
