The operating system for your accounting practice.

The problem

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.

What's inside

• 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.

What it replaces

• Spreadsheet compliance calendars
• Generic task trackers that do not know entities
• Separate time-and-billing tools that never post to the books
• A brochure website with no verified delivery proof

Client and guest experience

Clients get a separate portal login. They see their entities, compliance, tasks, documents and invoices — not your whole firm. That replaces “please find attached.”

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.

How it works

1. Set up your firm

   Add your team, clients and service types. Your chart of accounts and task statuses are seeded for accounting on day one.

2. Run the compliance year

   Recurring deadlines generate automatically. Assign, review and complete work from one queue.

3. Bill and report

   Convert unbilled time into invoices, chase receivables, and see practice health in real time.

Questions

What is the FirmRix Practice Management System?

It is an all-in-one practice management platform for accounting and tax firms — clients, entities, compliance deadlines, tasks, time tracking, billing, team management and reporting in one connected workspace.

Is it built specifically for accounting firms?

Yes. Entity types, task statuses, chart-of-accounts hints and the compliance calendar are all seeded for accounting and tax practice on day one. FirmRix ships separate products for legal, salon, clinic and travel businesses.

Can I track billable time and raise invoices?

Yes. Time is captured against clients and engagements, and unbilled work converts into invoices with receivables tracking built in.

Does it connect to the FirmRix network?

Yes. Your workspace is connected to the FirmRix network, so the same verified track record that helps you run your firm also helps you get discovered and win clients.

How do I get started?

Create a free account, set up your firm and team, and start managing your first engagement in minutes. There is nothing to install.

Is this only invoicing, or a real ledger?

It is practice workflow plus double-entry books: chart of accounts, journals, invoices that post, trial balance, P&L, balance sheet and cash flow generated on demand from posted entries.

What about multi-entity clients?

One client can have many legal entities — companies, partnerships, sole proprietors — each with tax IDs, jurisdictions and service subscriptions. Generic CRMs do not model that.

Does FirmRix replace my spreadsheet compliance calendar?

Yes for firms ready to generate recurring tasks from entity service subscriptions. You still own professional judgment; FirmRix owns the dates, owners and unbilled trail.

Can clients see their own work?

Yes. The client portal shows entities, compliance, tasks, documents and invoices with separate credentials — not your internal firm queue.

Is this hospital or clinic software?

No. Practice Management System is for accounting and tax firms. Clinic and salon products are separate FirmRix operating systems.