Fixila Ops · Professional Services pack · Coming soon
Fixila for accountants and consultants
Your one-stop shop to run a professional services firm. Engagements, time and billing, retainers, document requests and a deadline calendar, with a client portal for every engagement.
The daily headaches
What accountants, bookkeepers and consultants tell us gets in the way, and what Fixila Ops does about it.
The headache
Clients who don't send documents
Tax season stalls waiting on paperwork.
What Fixila Ops does
Recurring document-request lists with status, reminders and an audit trail.
The headache
Scope creep
"Can you just also…" turns into free work.
What Fixila Ops does
Proposal to statement of work to recurring billing, with an out-of-scope change-request button.
The headache
Deadlines everywhere
Filing and compliance dates across every client.
What Fixila Ops does
A deadline calendar that builds each client's dates from rules and reminds everyone.
The headache
Annual reviews that slip
Advisory clients go a year without a check-in.
What Fixila Ops does
A review-cadence tracker with meeting-prep checklists.
Fixila Ops grows in stages, and some of these features arrive after launch. Your demo shows exactly what's live today.
Built around your engagements
Plus the core every business gets: clients and contacts, scheduling, quotes, invoices and payments, messaging, documents and e-signature, staff roles, reporting and a branded client portal.
For your team
- Engagements and projects
- Time tracking and billing: hourly, retainer or fixed
- Recurring billing
- Deadline and compliance calendar
For your clients, in their portal
- Upload requested documents
- See engagement status
- Invoices and retainer balance
- E-sign engagement letters and message
Onboarding new clients
The engagement letter, the retainer and the first document-request list.
AI that does the busywork
Pulling data out of statements and documents, and drafting letters and reports. Powered by Fixila Automate from Fixila Labs.
What else we can do for you
Fixila is your IT and security team too. These fit accountants, bookkeepers and consultants especially well.
- Managed ITHelp desk, devices, Microsoft 365 and security looked after for a flat monthly price per user.
- Fixila GuardianAround-the-clock monitoring of computers, email and cloud accounts, with fast response. Coming soon.
- Backup and disaster recoveryMicrosoft 365, server and computer backups, tested restores and a plan for the worst day.
- Compliance helpReadiness work for HIPAA, PCI, SOC 2 and other frameworks, with policies and evidence for audits.
- Fixila VoiceA business phone system that keeps ringing even when the internet doesn't. Coming soon.
- Staff security trainingShort monthly training and practice phishing so your team spots scams.
Be first in line for the Professional Services pack.
Join the list and tell us how you work today. We'll let you know when the pack opens, and you can start on the core in the meantime.