1FirmOS

Why 1FirmOS

Deadlines, workload and profitability live in different places. Nobody holds the whole picture.

Deadlines & close

The tracking spreadsheet

Knows what's due, as long as someone remembers to update it.

Hours & fees

Time and billing

Knows the hours that went in, but not whether the client is worth them.

The books

QuickBooks Online

Holds the money, but not who is doing the work or what's slipping.

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 puts all of it in one system, 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 QuickBooks Online.

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 QuickBooks Online.

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.

How it works

Connect. Set up. Run the firm from it.

Connect QuickBooks Online

1FirmOS reads your QuickBooks Online data. Your books stay the book of record.

Load clients and people

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

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 QuickBooks Online. It doesn't replace your ledger.

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 QuickBooks Online instead of replacing it
Improved every week by the people who use it

A LaNeve Ventures product

Your firm's work is spread across five tools. We put it in one.

Deadlines, workload and profitability live in different places. Nobody holds the whole picture.

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

One system, the whole practice.

Client work

People & time

Growth & money

Every day

Connect. Set up. Run the firm from it.

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

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

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

Deadlines, workload and profitability live in different places. Nobody holds the whole picture.

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

One system, the whole practice.

Client work

People & time

Growth & money

Every day

Connect. Set up. Run the firm from it.

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

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

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

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