# Full practice management for a mid-tier accounting firm.

Source: https://cruxlabs.com.au/case-studies/accounting-practice-management

Client: Unnamed, 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.

## Related work

- [Crux Practice: practice management for accounting firms](https://cruxlabs.com.au/case-studies/crux-practice)
- [A complete in-house system for a security company](https://cruxlabs.com.au/case-studies/security-operations-system)
- [Business Operating System](https://cruxlabs.com.au/services/business-operating-system)
- [Accounting](https://cruxlabs.com.au/industries/accounting-firms)

## Same modules, other industries

Industries this system's modules would run: [Professional services](https://cruxlabs.com.au/industries/professional-services).

[Book a call](https://cruxlabs.com.au/contact) · [All our work](https://cruxlabs.com.au/case-studies)
