Practice Management That Keeps Client Data On Your Servers
Tax returns, financial statements and client books contain some of the most sensitive data in business. Accounting firms need practice management software that keeps it on their own infrastructure — not routed through a SaaS you don't control. AuxBOS gives you time tracking, workflow management, a secure client portal and invoicing in one self-hosted install.
The problem for Accounting Firms
Fragmented today. Unified tomorrow.
Fragmented workflow
Most accounting firms operate across a stack of disconnected tools:
- Client documents sent by email (huge security risk) or a $30/user portal app
- Time tracking, workflow, billing all separate — reconciliation is manual
- Compliance reviews (SOC 2, ISO 27001) blocked by SaaS vendor questionnaires
- Every partner uses a different filing convention — chaos come audit season
- Per-user pricing means seasonal hires (Jan-April rush) cost double
The AuxBOS way
AuxBOS unifies every one of those in one platform, deployed on your own server:
- One place for HR, time tracking, tasks, CRM, invoicing and the client portal
- Single login, unified data, real-time visibility
- One-time license (PKR 500,000 or USD $3,000) — no monthly fees
- White-label rebranding included so it launches as your product
How AuxBOS helps Accounting Firms
The modules that matter most for your workflow
Client data on your infrastructure
Self-hosted install means tax returns, financial statements and personal client data never leave your firm. Simplifies every compliance conversation.
Secure client document portal
Clients upload documents to their portal — receipts, W-2s, bank statements — behind role-based access, permission-checked file serving.
Workflow per client engagement
Tax season, month-end close, audit prep — build reusable task templates per engagement type, assign to staff, track completion with hours.
Time tracking for accurate WIP
Live timers mean staff log time as they work. WIP and realisation reports are always current, not reconstructed at month-end.
Invoices tied to actual work
Invoice from real tracked hours per engagement, send from your firm domain, track paid status — no separate billing tool required.
Seasonal hires cost nothing extra
One-time PKR 500,000 or USD $3,000 license covers unlimited staff. Add 10 seasonal preparers in January without renegotiating.
A typical day on AuxBOS
What a accounting firms team's workflow looks like
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1
Client onboards through the portal — uploads their docs behind role-based access with your logo and colors.
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2
Engagement is set up with a reusable workflow template (tax return, audit, monthly close) — tasks assigned to prep, review, partner.
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3
Staff clock time against tasks. WIP report reflects real hours in real time.
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4
On completion, invoice generates from actual hours, engagement letter and financials attach to the client record.
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5
Client accesses everything through the portal — no email attachments, no dropbox links, no sensitive files in transit.
Common questions from Accounting Firms
Is this compliant with data-residency rules?
Because AuxBOS is self-hosted, you control where the data lives. Install on a Pakistan-based server for local residency, EU server for GDPR, Canada for PIPEDA — you decide.
Can clients upload documents securely without email?
Yes. Each client gets a portal login. Documents upload directly to their engagement record, served through permission-checked endpoints rather than public links.
How do we handle staff time tracking with client budgets?
Each engagement can have an hours budget. Staff log time against engagement tasks; reports flag when a project is approaching or over budget so partners can act early.
Does it integrate with QuickBooks / Xero for the accounting itself?
AuxBOS is a practice-management platform for how your firm runs, not a general ledger. It complements accounting software — you deliver client engagements through AuxBOS, and post the resulting revenue to your GL tool.
Ready to run your accounting firms on AuxBOS?
Own the platform with a one-time PKR 500,000 or USD $3,000 self-hosted license.