The operating system for accounting offices.
Practice OS helps accounting offices manage clients, documents, credentials, tax workflows, collections, and profitability in one workspace — and turn the practice into an EAMS growth channel.
For the roles that run the practice
Run the whole office from one place.
Keep every client deadline and filing organized.
Stop chasing documents and credentials by email.
Turn client relationships into recurring growth.
Why accounting offices are overwhelmed today
Client files, deadlines, and documents tracked manually across tools.
Credentials and logins shared insecurely across the team.
Tax and compliance workflows handled late and inconsistently.
No clear view of client profitability or collections.
No structured way to grow revenue from the existing client base.
From client onboarding to expansion signals
The five key surfaces
All panels below are replaceable with real product screenshots before launch.
What actually changes in the practice
Run every client, deadline, and document from one workspace.
Reduce missed deadlines and manual document chasing.
Keep client credentials organized and access-controlled.
See client profitability and grow the practice deliberately.
Everything a practice needs, in one place
Client Workspace & client management
Every client in one organized workspace.
Credential Vault with role-based access
Secure credentials instead of email threads.
Client Portal & document intake
Clients upload directly, you review.
Tax & compliance workflows
Designed to support regional tax and workflow.
Deadline Radar & approvals
Every deadline visible, every approval logged.
Collections & client profitability
Know who earns and who drains.
Expansion Engine
Signals to grow client subscriptions.
Partner / reseller commission model
Recurring revenue from referred clients.
Governed AI assist
With human review for high-stakes steps.
The practice is not just a customer. It is a distribution channel.
Run your clients in Practice OS, and let Expansion Engine surface opportunities to bring them onto other EAMS modules — accounting, invoicing, POS, HR — with a partner revenue model. This is the engine that turns a practice into a platform.
Discover clients ready to upgrade automatically.
Reward the practice for every successful upgrade.
Every new client unlocks additional modules over time.
One tenant, one identity, one audit trail
Designed for the region, country by country
Designed to support Egyptian accounting, invoicing, and tax workflows.
Designed to support ZATCA-oriented and Saudi practice workflows.
On the expansion roadmap, country-by-country. Final availability is subject to validation, testing, and required launch gates.
Final availability is subject to validation, testing, and required launch gates.
Engineering discipline, not “not ready”
We treat the pilot stage as readiness gates, security review, and auth completion, so sensitive operations reach production with confidence.
Note: Practice OS is part of the EAMS roadmap. Activation and final commercial availability depend on authentication completion, implementation, testing, and launch gates.
Flexible packages — per office plus per active client
With per-user factors where relevant. Final prices are set before launch.
For small offices starting on EAMS.
For growing offices with an active client base.
For larger offices with multiple advisors.
For large practices with custom requirements.
A revenue model for partners and resellers
The practice earns recurring commission on every client moved onto EAMS modules via the Expansion Engine. Full terms are shared with pilot applicants.
Final pricing depends on selected modules, office size, active clients, AI usage, integrations, and rollout scope.
Most common Practice OS questions
Is Practice OS available for use today?
Currently on a structured pilot path — apply for the partner pilot to participate.
How does the growth channel / partner model work?
Expansion Engine surfaces growth signals on your clients, and the partner revenue model rewards you for moving them onto other EAMS modules.
Is the Credential Vault secure?
Role-based access, tenant isolation, and audit logging on every access.
Does it support Egyptian and Saudi tax workflows?
Designed to support them, subject to validation and launch requirements.
Can clients be moved onto other EAMS modules?
Yes, via the Expansion Engine on one EAMS tenant.
How is AI used?
Governed AI inside workflows, audit logging, and human review for high-stakes steps.
Run your practice — and grow it — on Practice OS.
Book a short walkthrough, or apply to the structured partner pilot.