From application to live in 14 days
Getting your firm live
Partnership application
Submit the form at accountingfirmos.com/partnership. We review within 2 business days and confirm your eligibility.
Discovery and configuration
A discovery call followed by platform configuration: your logo, domain, colour scheme, and initial firm settings.
Client data import
We help you import your existing client list — legal names, TINs, entity types, and contact information.
Compliance calendars generated
The moment clients are entered, their full-year compliance calendars are auto-generated based on entity type and BIR registration.
Staff training and go-live
We train your team on the platform. Your clients are invited to their portals. You are live.
What a typical day looks like for your team
Morning briefing
Staff log in to the dashboard. They see tasks due today, overdue items, documents awaiting review, and unread client messages — all in one screen.
Client reminder cycle
The system has already sent automated Messenger reminders to clients with deadlines in 7 and 2 days. Staff review draft messages and send one-click approvals.
Document collection
A client uploads their January sales journal via the secure portal link. The file is automatically attached to their 2550M task. Staff are notified instantly.
What happens when BIR announces a change
Ready to see the platform in action?
Book a demo or explore all features in detail.