Built for CPA & Accounting Firms

From the first call
to the final payment.
One platform.
Built for how firms
actually run.

PracticeOps is a modular operating system for accounting firms. Start with the module where it hurts today. Add the rest as you grow. Every module reads the same client record, so nothing is entered twice.

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8 modules
The full client lifecycle,
one platform
1 record
Per client, read by
every module
5 roles
Each person sees
only their work
Any order
Start with one module,
add as you grow
Where Firms Feel It

Accounting firms break
in the same places. Every season.

Whether you have two people or twenty, the same problems come back every year. Each one costs you hours, cash or clients.

📞
The Phone Runs the Day
In season, the phone never stops: "Did you get my documents?" "When is my return done?" Every call pulls a preparer off billable work, and after-hours calls go to voicemail and are never returned.
📂
Chasing Documents, Again
Every year starts with emails, texts and phone calls asking for the same W-2s, 1099s and K-1s. Nobody can see what a client has already sent until someone opens the folder and checks.
🧾
Work Done, Never Billed
Recurring fees drift out of date. One-off work never makes it onto an invoice. Deposits land in the bank and someone matches them to invoices by hand, if they get matched at all.
⏳
Receivables Age Quietly
Nobody likes chasing a client for money, so it waits until someone has time. By then the invoice is 60 or 90 days old, the conversation is awkward, and some of it never comes in.
🚪
Knowledge Walks Out the Door
Who owns which client, which ones always send documents late, what is due this week: it lives in people's heads. When someone leaves, you find out what they knew one missed deadline at a time.
🔍
No Idea Who Is Profitable
You know revenue. You don't know margin per client: what each one pays compared with the hours it really takes. So pricing stays where it was set years ago, and the worst clients get the most time.
The Platform

One client record.
Eight modules. Enter anywhere.

Operations sits at the center: every client, the services you provide them and who owns each one. The other modules plug into it, so each one you add already knows your clients.

🗂️
Operations
The core record
Hover or tap any module
Eight modules on one connected platform. Each one solves a specific problem, and all of them share the same client record.
Most firms start with Billing and Collections, or with Front Desk just before tax season. Some turn on everything from day one. Either way works.
The Platform in Action

What running the firm looks like
when the system does the chasing.

Two examples of modules working together on the same client record.

💵
Billing → Collections: one ledger
You price each client once: the monthly bookkeeping fee, quarterly payroll, the annual return. Invoices are built on schedule, and one-off work is added as it happens. When a deposit arrives from the bank feed, it closes the invoices it pays. If an invoice goes past due, the Collections agent starts on its own. It sends a friendly reminder, then a firmer one, adjusting to how each client has paid before. It stops and asks you before anything serious, like an owner phone call or a formal letter. The same ledger feeds every screen, so the balance your team sees is the balance.
🎧
Front Desk + Doc Portal: clients served without staff time
An AI voice agent answers the phone in your firm's name, day and night. It knows each caller's return status, books appointments on your calendar, and passes on only what needs a person. Each client also gets a document checklist built from last year's return. They tick items off as they upload, and you watch the list fill in. "Did you get my documents?" is answered before anyone asks.
Enter a client once and everything else follows. Fix a name, a fee or an owner in one place, and it is right everywhere, for everyone.
Built for Every Role

Everyone sees exactly
what they need. Nothing more.

Access is set by role. Fees and margin stay with the owner. Offshore staff see only the work assigned to them. Nobody needs to manage the system to use it.

The Gap We Fill

What the market offers,
and what it leaves out.

Practice-management suites cover the basics, but they charge per seat and stop at the edges of the firm. Stacking separate tools covers more, but nothing shares a client record. PracticeOps is built to close that gap.

CapabilityPracticeOpsPractice-Mgmt SuitesSeparate Point Tools
Clients & Operations
One client record that every module reads✓✓✕ Re-entered in each tool
Turn a service on for a client and they join its worklist automatically✓Partial, template setup✕
Workload per person against real hours✓Partial✕
Billing & Cash
Recurring fees priced once, invoices built on schedule✓✓Separate billing app
Bank-feed deposits matched to the invoices they pay✓Partial, own payments onlyManual
AI collections agent that adapts to each client and checks with you before escalating✓Reminder emailsSeparate tool or manual
Margin per client from fees, hours and payments✓Partial, reports✕
Client-Facing
AI voice agent answering the phone in your firm's name✓✕ Not includedAnswering service, per call
Document checklist built from last year's return✓✓ OrganizersEmail & shared folders
Onboarding tracked from signed engagement to first clean cycle✓✓✕
Team & Access
Fees and margin visible to the owner only✓✓Varies by tool
Offshore team limited to their assigned worklists✓Partial✕
Training on your firm's own process, tracked per person✓Vendor product training✕
Cost & Fit
Priced on active clients and modules, not seats✓✕ Per user, per monthPer tool, per seat
Turn on one module; turn off what you don't use✓Mostly tiered bundles✓
Set up with you, around your services and fees✓Self-serve or paid add-on✕
15–20%
Typical annual staff turnover at accounting firms. Knowledge that isn't in a system leaves with people.
$50–100k
Typical cost to replace one senior accountant, including recruiting, vacancy and ramp-up time
Every
Tax preparer, at any firm size, must keep a written information security plan (FTC Safeguards Rule, IRS Pub. 5708)

Suite comparison reflects the common feature set and published per-user pricing of leading practice-management platforms. Individual products vary, so check the specific tool you use. Turnover and replacement-cost figures are industry ranges for US accounting firms. Security-plan requirement per the FTC Safeguards Rule (16 CFR §314.4) and IRS Publication 5708.

Pricing

Priced on the clients you serve.
Not the seats you fill.

Hiring a person shouldn't raise your software bill. You pay for the modules you turn on, sized to your active client count.

Per moduleTurn on only what solves today's problem. Add the next one when you're ready.
Sized to your client countYour price follows the number of active clients, not the size of your team.
Set up with youWe load your clients, services and fees with you, so the first cycle runs clean.
Switch off what you don't useSeasonal needs change, so your modules can change with them.

Pricing depends on your client count and the modules you pick, so we walk through it on a short call. No surprises.

Get Pricing for Your Firm →
Founding Firm Program
The first firms help shape the platform.
Founding firms get priority onboarding and a direct say in which modules we build next. We take on a small number of firms at a time, because the best platform is built with the people who use it.
Ask About Founding Firm Access →
Get Started

See it running. Then see it on your firm.

Tell us who you are and the live demo opens right away. From there, pick a time for a 30-minute call and we'll map it to your firm.

What you get
→The full working demo: Meridian CPA Group, a fictional firm with real workflows, all eight modules
→Five roles. Use "Viewing as" in the top bar to see what each person sees
→A 30-minute call, not a sales pitch: where your firm loses hours and cash, and which module to start with
→Whether the Founding Firm Program is a fit
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