The Operating System for Modern Professional Services
The Operating System for Modern Professional Services PraxisOne is the operating system for compliance, accounting, and advisory firms. Manage clients, documents, workflows, communications, and compliance from a single platform.
Status: Active
Reg: 2024/123456/07
📁 Documents
vat_certificate.pdf ✓
tax_clearance.pdf ✓
💬 WhatsApp Inbox
TS
Tony Stark: Sent the tax docs over.
☑ Active Tasks
● Annual Return Filing
● VAT Submission
Trusted by Modern Firms Accounting Firms Tax Practitioners Compliance Consultants Business Advisors Corporate Secretarial Firms
50+
Professional Firms Trust Us
10,000+
Documents Securely Managed
5,000+
Compliance Tasks Processed
The Operational Challenge Professional Services Run on Too Many Systems Managing a firm using separate apps leads to chaos.
✕ Fragmented InfrastructureWhatsApp Email Google Drive Excel Shared Folders Sticky Notes
⚠️ Lost client documents and certificates ⚠️ Missed critical compliance deadlines ⚠️ Endless manual follow-ups on WhatsApp ⚠️ Duplicate team work and limited tracking visibility ✓ Unified Operations with PraxisOneClients Documents Workflows WhatsApp Inbox Team Tasks
✨ One central workspace: single source of truth ✨ Automated reminders and deadline monitors ✨ WhatsApp messages linked straight to tasks ✨ Clear staff tracking and analytics Platform Features Designed for Professional Service Operations Everything your firm needs to deliver high-quality advisory services efficiently.
👥
Client Operations Manage every client relationship from a single unified workspace.
Comprehensive company profiles and metadata Detailed director records and contact lists Full compliance and filing histories Integrated document repositories ⚙️
Workflow Automation Standardize and track every service process from start to finish.
CIPC company registrations and annual returns SARS tax clearance certificate filings VAT registration and compliance workflows Sleek payroll onboarding checklists 💬
Unified Inbox Bring WhatsApp and client communication directly into your team workflows.
Chat with clients directly from the dashboard Receive documents and automatically link them to profiles Maintain complete audit trails of client conversations Create tasks directly from active client chats 📁
Document Intelligence Store, classify, and retrieve important documentation instantly.
OCR text extraction and details matching Smart document categorization tags Secure encrypted cloud storage Rigorous document history audit trails Process Lifecycle How It Works PraxisOne streamlines operations for both your staff and your clients.
1
Client sends documents Documents can be sent via WhatsApp, email, or direct upload to the portal.
2
PraxisOne organizes everything Documents, tasks, and communications are automatically linked to the client profile.
3
Complete work faster Track progress, manage SLA deadlines, and deliver outstanding services efficiently.
Dashboard Tour Your Entire Practice. One Dashboard. Monitor key metrics, ongoing tasks, and client documents in real time.
Dashboard Welcome back, Bruce Wayne 👋
+ New Client Recent Clients Wayne Enterprises ACTIVE
Stark Industries ACTIVE
LexCorp INACTIVE
Daily Bugle ACTIVE
Active Tasks Arkham Security Audit
Due: 6/16/2026
NEW Iron Man Suit Patents
Due: 6/18/2026
WAITING_ON_CLIENT Why Us Why Firms Choose PraxisOne Unlock new operational efficiencies and deliver elite customer satisfaction.
⏱️ Save Time Significantly reduce manual administration so your staff can focus on high-value client advisory work.
📈 Increase Capacity Handle double the caseload volume without needing to increase internal staff headcount.
👁️ Improve Visibility Know exactly which task needs attention next, who is assigned, and monitor real-time SLA metrics.
Target Industries Built for Your Firm PraxisOne adapts to standard operating models of professional business services.
📊 Accounting Firms Bookkeeping, tax submissions, and monthly payroll operations.
⚖️ Compliance Firms Company registrations, licensing renewals, and annual return filings.
🤝 Business Consultants Automated client onboarding, structured workspaces, and workflows.
🏛️ Corporate Secretarial Governance records, statutory compliance, and director administration.
Pricing Strategy Transparent Pricing for Any Size Choose the right tier to help your firm scale seamlessly.
Professional R7,999/mo
Unlimited users AI features Get Started Enterprise Custom
Custom implementation Dedicated support & SLAs Bespoke integrations Contact Us