Work /Accounting

Full practice management for a mid-tier accounting firm

Client
Under NDA
Sector
Accounting
Services
Business Operating System, Websites
Status
Built

The challenge

Client work, staff workflows and internal operations each lived in a different subscription, and the gaps between them were filled by hand.

What we built

One system that runs the firm's clients, staff and internal flows, shaped around how the firm works, and a website with a knowledge hub.

How the automation works

A new client is entered once and exists everywhere: files, tasks and billing read the same record.

What changed

The subscriptions collapsed into one system the firm owns.

Stack

Real code, a database the firm owns, hosted in Australia.

02Related work

More systems, same team.

Built and ready

Accounting / Crux Practice

In-house project, paused

Crux Practice: practice management for accounting firms

Our in-house project for accounting firms: client files and onboarding, tasks on ATO cycles, invoicing and collections with five payment channels, documents, a client portal, and AI that reads tax returns, BAS and bank statements. Built and tested; paused while we work with the first firms.

Have a problem like this?

Tell us the bottleneck that costs you the most. If we can build the system that fixes it, we commit. If we cannot, we say so.

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Melbourne, AU

Built in-house