The Operating System for Philippine Accounting Firms
Manage every client, every BIR deadline, every document, and every conversation — in one platform built specifically for Philippine compliance requirements.
Philippine accounting firms are drowning in manual work
Missed BIR Deadlines
Tracking 20+ filing types across dozens of clients in spreadsheets and sticky notes. One missed deadline means penalties and client disputes.
Documents Everywhere
Clients send files over Messenger, email, Viber, and WhatsApp. Finding the right document at the right time is a daily struggle.
No Single View
Staff juggle multiple tools — and partners have no real-time visibility into what's filed, what's pending, and what's at risk.
One platform. Everything your firm needs.
Built from the ground up for BIR compliance, with the communication tools your clients already use.
Client Hub
360° client profiles with TIN, RDO code, entity type, and automatic compliance calendar generation.
BIR Compliance Calendar
Every applicable BIR filing auto-assigned to each client. Deadlines update automatically when BIR announces changes.
Document Vault
Encrypted document storage with client upload via Messenger. Version control. Expiry tracking for permits and registrations.
Task & Workflow
From document collection to partner approval to filing acknowledgement — every step tracked and assigned.
Billing & Retainer
Professional invoicing with GCash and Maya payment links. Retainer automation. Client profitability reports.
Communication Hub
Unified Messenger, WhatsApp, email, and SMS inbox. Every message linked to the correct client record.
AI Assistant
Claude-powered compliance intelligence. Auto-drafts Messenger reminders in English and Filipino. Reads uploaded BIR returns and extracts key figures.
Reports & Analytics
Compliance rate by client and staff. Revenue trends. Client risk ranking. Staff utilisation.
The compliance library that runs itself
We maintain the master BIR compliance library. When deadlines change, every firm's calendar updates automatically — no manual action required.
Up and running in days, not months
You become a Partner
Sign the partnership agreement. We configure your branded instance.
Brand it as your own
Your firm name, logo, and domain. Your clients never see our name.
Add your clients
Enter client TIN, entity type, and registration details. Compliance calendars generate automatically.
Manage everything in one place
Deadlines, documents, tasks, messages, and billing — all in your dashboard.
Built for firms who want to scale
Accounting Firm OS is a white-label partnership — not just a software subscription. You bring the clients. We bring the technology.
Your Brand, Your Platform
Launch under your firm's name and domain. Your clients see your brand on every screen, every email, and every document.
Zero Technical Overhead
We manage infrastructure, security, uptime, compliance library updates, and BIR rule changes. You focus on your clients.
Flexible Deployment
Host on our servers or deploy to your own AWS, GCP, or Azure account. You decide. We support both.
Your clients are already on Messenger. Meet them there.
In the Philippines, Messenger is how business gets done. Document requests, deadline reminders, filing confirmations — all delivered via Messenger, automatically.
- Clients upload documents via Messenger link
- Two-way conversation synced to client record
- Broadcast reminders to all clients with upcoming deadlines
- Message templates in English and Filipino
Ready to modernise your accounting practice?
Join the firms already using Accounting Firm OS to manage compliance, clients, and growth.