Practice management for accounting firms

Ten tools to run one firm. Or worse, spreadsheets.

1FirmOS puts the whole practice in one system. It's built for accounting firms with complex, multi-entity clients: deadlines, month-end close, staff capacity, client margin and the firm's own cash, all in one place and connected to your general ledger.

Book a walkthrough Call 917-768-0300

Built inside a working accounting firm, and run there every day.

Why 1FirmOS

Ten jobs, ten tools, and nobody holds the whole picture.

This is what it takes to run a typical accounting firm today. Each one is a separate app, a separate login and a separate version of the truth.

01
CRM

Leads and relationships, in a system nobody keeps up to date.

02
Proposals & e‑signature

Engagement letters drafted in one app and signed in another.

03
Deadlines & tasks

Returns and closes tracked in a task tool, if they're tracked at all.

04
Capacity & time

Hours logged in one place, workload guessed at in another.

05
Client billing

Invoices built from hours someone exports by hand.

06
Vendor invoices

Bills approved over email and keyed in twice.

07
General ledger

The books, cut off from who did the work and why.

08
Cash runway

A forecast someone rebuilds from scratch every month.

09
Meeting notes

Action items that live in somebody's notebook.

10
Client portal

Yet another login for your clients to forget.

Or worse, spreadsheets for some or all of the above. The gaps between them are where a firm loses time and margin: a missed extension, a close that slipped a week, a client that's been unprofitable for a year. 1FirmOS brings the practice into one system, with your general ledger connected, so those gaps show up before they cost you.
What it tracks

Six things every firm owner needs to know, in one view.

Tax obligations

Every return and periodic filing by entity and year, with preparer, due date and extension status.

Month-end close

Close status across every client and period, so you know who's done, who's stuck and who's next.

Entity groups

Related entities grouped under one client relationship and worked together, the way complex clients operate.

Margin by client

Time, rates and fees brought together per client, not just per project. See who's paying for the work.

Capacity and workload

Who has room, who's overloaded and how utilization is trending before deadlines turn into overtime.

The firm's own cash

Receivables, payables and a cash-runway forecast drawn from your general ledger.

Modules

One system, the whole practice.

Start with the pieces you need. Everything shares the same clients, people and data, so nothing gets entered twice.

Client work

Clients & entities

One record per relationship, with every entity, contact and engagement.

Tax tracker

Returns, filings, deadlines and POA by entity and year.

Close tracker

Firm-wide month-end status by client and period.

Projects

Engagements and internal work with owners and due dates.

People & time

Time & timesheets

Time entry, approvals and effective-dated rates.

Capacity & workload

Plan staffing and watch utilization.

PTO

Policies, balances and requests.

Organization

Directory, divisions and role-based access.

Growth & money

Pipeline

Leads, proposals and follow-ups to signed engagement.

Referrals & partners

Track where clients come from and who sent them.

Margin & commissions

Client profitability and commission plans.

Cash runway

Receivables, payables and forecast from your ledger.

Every day

Today's Brief

What's due, what's late and what changed, each morning.

Meetings to actions

Meeting notes turned into assigned action items.

Ask 1Firm

Plain-English questions about your clients and numbers.

Client portal

A separate, secure place for clients to share and request.

Coming soon

Coming soon
Client billing

Invoices built from time and fees, sent and collected without leaving 1FirmOS.

Coming soon
Proposals & e‑signature

Engagement letters drafted, sent and signed in the same place as the client record.

Not on QuickBooks Online? 1FirmOS connects to QuickBooks Online out of the box. If your general ledger has an API or connector, we can connect it instead as part of a custom implementation.
How it works

Connect. Set up. Run the firm from it.

01
Connect your general ledger

QuickBooks Online connects out of the box. Another ledger with an API can be connected as a custom implementation. Your books stay the book of record.

02
Load clients and people

Set up your clients, entities, staff and deadlines, starting from the spreadsheets you already keep.

03
Run it every day

Your team works in one place. You see the whole firm on one screen.

Security

Client data is the whole business. We treat it that way.

Accounting firms hold their clients' most sensitive information. 1FirmOS is built so the right people see the right things, and nothing else.

Role-based access

Staff see the clients and figures their role allows.

Encrypted credential vault

Client logins stored encrypted, not in a spreadsheet or someone's inbox.

Your books stay yours

1FirmOS reads from your general ledger. It doesn't replace it.

A separate client portal

Clients use their own portal, kept apart from your internal system.

About

Built by accountants who run a firm on it every day.

1FirmOS didn't start as a software idea. It started as the internal system for a multi-entity accounting practice that had outgrown spreadsheets and point tools, and it's still run there every day. Every module exists because the firm needed it.

  • Designed around multi-entity clients from day one
  • Works alongside your general ledger instead of replacing it
  • Improved every week by the people who use it
1FirmOS

A LaNeve Ventures product

Book a walkthrough

Bring your client list.
We'll show you your firm in one place.

We're opening 1FirmOS to a small number of accounting firms. Tell us how your practice runs and we'll walk you through it.

Email us Call 917-768-0300

info@laneveventures.com  ·  917-768-0300