CRM for accounting & consulting firms

The CRM that fits how your firm actually works.

Oneesys keeps clients, deadline-driven work, documents, money and conversations in one place. It arrives configured for accounting, audit and tax firms — and it is built to be reshaped for whatever your business actually does.

Book a walkthrough See inside the CRM

Bring the spreadsheet you keep now. We will show you it running as a live system.

The Oneesys daily overview: filings overdue, due this week, awaiting client data and in review, with the compliance calendar alongside

Actual product interface. Client details hidden.

405: API endpoints
93: Data tables
160+: Screens
4: Workspaces

Why firms move

Four tools, and not one of them is a system

Most firms run on a spreadsheet, a messaging app, a shared mailbox and somebody’s memory. It holds together right until the deadline, and the failure is always the same shape.

Whose job was that client's VAT?
Nobody is certain until the deadline has passed and it is a penalty instead of a question.
The tax portal password is in a notebook.
Or three notebooks that disagree, or a spreadsheet called final_v2. Everyone has a copy; nobody has a record.
They sent forty-seven bills on WhatsApp.
At eleven at night. Somebody will retype every one of them into a spreadsheet tomorrow morning.
Last year's file is on a laptop that left.
The person who had it moved on months ago, and the working papers went with them.

Inside the CRM

One system, and the whole firm in it

Not a contact list with tax bolted on the side. Every part below is built around the way a client business actually delivers work, bills for it, and keeps its record.

Client register

Every client, and every detail you keep about them

The register is the centre of the CRM. Contacts, addresses, the services they buy, the fees agreed, and a contact log of every conversation you have had.

Grouped by status — prospect, onboarding, active, dormant — so a stalled relationship is visible
Custom fields and forms for whatever your business tracks that a tax firm would not
Who is looking after this client, shown on the card and filterable in one click
Access claims when somebody asks to be added to a company already on your books
Search across name, code, tax number and phone, with saved filters per person

The Oneesys client register, showing client cards with status, tax registration and who is responsible for each one

Credential vault

Client logins stop living in a notebook

Your business is trusted with logins to your clients' tax accounts, registries and banks. That is either a responsibility with a record, or it is a liability.

Credentials encrypted at rest, structured per portal type so each one asks for the fields it actually needs
Every reveal is recorded against a name and a reason
The vault page deliberately does not list passwords — a credential is read one at a time, on the client it belongs to
Flags logins that are locked, out of date, or were never handed over
Revealing a credential is a granted permission, not something every account has

One screen holding every password would be worth more to somebody else than it is to you.

So that screen does not exist. The vault shows you what needs attention and who has been looking, and nothing more.

The Oneesys credential vault showing credentials held, logins needing attention and the number of reveals recorded

Compliance work

Deadline-driven work that schedules itself

For firms doing statutory work, Oneesys opens the filing periods, attaches the real due date, and tracks each one from register to filed and locked.

Periods generated per client on that client's own frequency, from the Nepali fiscal calendar
VAT and withholding tax registers, returns computed with credit carried forward
Verified by a person, then recorded as filed with the submission reference — which locks the period
Annual and instalment-based income tax, statutory audit, and registry compliance
Generated filing report documents, watermarked as drafts until they are actually filed

Oneesys never files on your behalf.

It prepares, computes and cross-checks. A qualified person reviews and submits, and the system records the reference and locks the numbers so what was filed stays on record.

The Oneesys filings board showing filing periods grouped by status with due dates against each one

Document scanning

The register types itself. A person still signs it off.

Photograph a bill or drop in a PDF. Oneesys reads it, matches it to the right client, and writes a draft line for review.

Sales and purchase bills, credit and debit notes, and import declarations
Works out which side of the invoice your client is on before deciding vendor or customer
Re-reads local-calendar dates from the literal text rather than assuming a Gregorian year
Cross-checks taxable value, tax and total, and shows a confidence score for every field
Or skip it entirely — type by hand, or import a spreadsheet

It writes a draft, never a posting.

Software that quietly misreads a number is worse than typing the number. So it is not allowed to be quiet: a person confirms every line.

The Oneesys bill register with scanned lines awaiting human confirmation before they enter the return

Engagements

Your checklist and your client's to-do list are one object

Open a job from a template and you get a stage ladder plus steps, and every step has an owner — your team, or the client.

A step you own is work. A step the client owns is a request that appears in their portal
Document steps come with an upload button; approval steps come with approve or ask-for-changes
Nothing to chase separately, because the checklist and the request are the same record
Templates per service, editable — build ladders for onboarding, delivery, or anything you repeat
Progress is a count of real steps, not somebody's guess at a percentage

The Oneesys engagements board showing jobs grouped by service with progress against each stage

Document library

Every file you hold, filed where you would have filed it

Anything stored anywhere in Oneesys is mirrored into one library and put away automatically. Nothing depends on somebody remembering where it goes.

Versioned, tagged, and linked to any record — a client, a period, a job, an invoice, a staff file
Search across title, tags, filename and link labels
Original filenames kept exactly as they were, including Nepali characters
Restrict a folder and its whole subtree vanishes from the tree, search, links and downloads for anyone not named
Mark a document confidential and it returns nothing at all to accounts without access

The Oneesys document library with an automatically organised folder tree and versioned files

Client portal

Clients stop ringing to ask where things stand

They sign in and look. Work in progress, documents, what you still need from them, invoices, reports and messages.

One sign-in covering every company a person is involved with, as owner, member or viewer
Owners invite their own colleagues; clients can add another company they run
Passwordless one-time-code sign-in — nothing for a client to forget or reuse
Requests arrive as a plain list with upload buttons instead of a buried email thread
Clients can request more services from a catalogue you publish and control

The Oneesys client portal listing exactly which documents the firm still needs, each with an upload button

Billing & money

The work you delivered becomes the invoice you send

Fees, invoices, receipts and your own expenses in the same system as the work, so revenue stops depending on memory.

Draft line by line, or raise and email an invoice in a single action, or bill straight from agreed fees
Documents attached on send, reminders, payments recorded, receipts emailed automatically
An overnight pass marks invoices overdue and follows them up
Your own expense ledger with categories, budgets, receipts, approvals and staff reimbursement
Reports by category against budget, by month, and a management view against invoiced work

The Oneesys invoices screen showing invoiced, paid and outstanding amounts with follow-up state per invoice

Conversations

One inbox, kept as a record rather than a chat log

Threads across clients, colleagues and inbound email, attached to the client and the job they belong to.

Inbound mail is parsed into the right thread with the reply quoting stripped out
Edit or delete your own message: revisions are kept and a deletion leaves a marker rather than a gap
An edit notifies nobody, because a correction is not a new message
Read state, attachments, link previews and digest emails
Owners can widen the inbox to the whole firm, and a thread being watched says so

The Oneesys conversations inbox with threads across clients and colleagues

Make it yours

Configured for accounting. Not limited to it.

Oneesys ships set up for statutory work because that is the hardest version of the problem — deadlines, registers, filings and confidential credentials all at once. Solve that and a simpler business is straightforward.

What your business tracks, what it sells, who may see what, and which parts of the system exist at all are settings rather than a rebuild.

Already suits

Accounting & audit firms
Tax consultants
Company registration & secretarial
Business & management consulting
Law & compliance practices
Engineering & project consultancies
Agencies with retained clients
Any client-and-deadline business

Fields, forms and stages you define

Client records, engagement templates and stage ladders are configuration, not code. Track a case number, a property, a shipment or a course cohort — whatever your business actually keys work on.

Services you publish yourself

The service catalogue drives what gets scheduled, what a client can request, and what they must provide. Rewrite it for your industry and the rest of the CRM follows.

Permissions per person, not per licence tier

Roles come with sensible defaults, then every capability is grantable individually or applied from a preset. Front desk, senior, manager — or something your firm invented.

Turn modules off

A consultancy with no statutory filing can run the register, engagements, documents, billing and the portal, and never see a tax screen. Nothing is forced on.

Your own branding and public site

The website content workspace drives your public pages, team profiles and posts from the same place as the client work.

Deliberately quiet by default

Automatic task creation is off unless you ask for it. The CRM will not manufacture a hundred jobs nobody requested just to look busy.

The Oneesys staff permissions screen: per-person capability grants with one-click presets and the option to copy access from a colleague

Permissions are granted per person, from presets, or copied from a colleague — not bought as a licence tier.

Built for Nepal

Ashadh is not “around June”

Software that treats the Nepali calendar as a conversion step will eventually miss a date, and the date it misses becomes somebody’s penalty. Oneesys works in Bikram Sambat from the data layer up.

Fiscal years, filing frequencies, month-close, payroll periods and payslips all run on the Nepali month. Dates read from a scanned bill are re-parsed from the literal text rather than assumed.

25thVAT return and paymentOf the following Nepali month, monthly or four-monthly per registrationIRD
25thWithholding tax return and depositSalaries, rent, services and contract paymentsIRD
Ashwin endAnnual income tax returnExtendable to Poush end — both dates trackedIRD
Poush · Chaitra · AshadhAdvance tax instalments40 percent, then 70 percent, then the balanceIRD
AnnualCompany annual return and share recordsRegistry filings, generated from rules and swept weeklyOCR
MonthlySocial security and salary taxComputed in the payroll run and posted to expensesSSF

The Oneesys compliance calendar showing a Nepali month with filing tasks and statutory deadlines marked against dates

Service catalogue

A service is not a label. It is the work it creates.

Switching a service on for a client schedules the periods, deadlines, recurring jobs and files that service needs, and publishes to the client what they must provide. The catalogue is yours to rewrite.

Services Oneesys ships with, how often each runs, and what activating one schedules
Service	Cadence	What switching it on creates	Group
VAT returns	Monthly or four-monthly	Filing periods with due dates, registers, computation, filing record	Tax
Withholding tax	Monthly	Periods, register, return, payee certificates, deposit voucher	Tax
Income tax return	Yearly	Deadline, job file, computation, financial statements	Tax
Advance tax instalments	Three instalments a year	Three deadlines, estimate workspace, vouchers	Tax
Statutory audit	Yearly	Job file with stage ladder, findings workspace, report	Assurance
Bookkeeping	Monthly	Recurring month-close job, ledgers, reconciliation, ageing	Accounting
Payroll	Monthly	Recurring run, salary sheet, payslips, contribution schedules	Accounting
Company registration	One time	Checklist, quote, incorporation and tax registration, then activates the client	Corporate
Secretarial compliance	Yearly	Registry deadline, share records, updated register	Corporate
Advisory	As needed	Job file, written opinion, per-engagement fee	Advisory
Tax clearance	As needed	Job file, once returns are filed and dues settled	Tax

Clients can request most of these themselves from the portal. Add, rename or remove any of them.

Security & confidentiality

You hold your clients’ keys. Act like it.

A client business is trusted with logins, bank access, salary data and papers no junior should browse casually. Oneesys treats those as four separate problems, because they are.

Encrypted at rest, short-lived links in transit
Credentials are encrypted. Client documents sit in private storage with managed keys and are only ever reached through links that expire. There is no public URL to a client's paper.
Every reveal is on the record
Opening a stored credential writes down who looked and why. It is not a setting, and the person revealing it cannot switch it off.
Sensitive actions are off by default
Revealing a credential, recording a filing, issuing an invoice, generating periods, payroll and firm money are deliberate grants — per person, from a preset, or copied from a colleague.
Restriction that actually hides
A restricted folder disappears from the tree, from search, from links and from downloads. A confidential document returns nothing at all, rather than a refusal that confirms it exists.
An audit trail you can answer questions from
Modern password hashing, signed sessions, request rate limiting, error capture, and an activity log across the record — including who restricted what, and when.

The Oneesys credential vault: counts of credentials held, logins needing attention and reveals recorded, with a note that the page never lists passwords

The vault reports what needs attention and who has been looking. It deliberately never shows a list of passwords, because that screen would be worth more to somebody else than it is to you.

Four workspaces, one record

Everybody sees the part that is theirs

The same client record, presented four ways. Nobody has to learn to ignore screens that do not apply to them.

Owner
Full control
Everything: the register, work, documents, money, people, permissions, the public site, and oversight across the whole business.
Team
Scoped by grant
The same surfaces, limited to what each person has been given. Actions they do not hold are absent rather than shown and refused.
Client
Their side of it
Progress, documents, requests, invoices, reports, messages and support — with a switcher for people who run more than one company.
Public
The front door
Sign-in, one-time-code access for clients, and a public enquiry form that lands as a real record with a checklist attached.

Every screen

Twenty screens, no mock-ups

All of these are the running product with client details hidden. Nothing here is a rendering of a feature we intend to build.

Daily overview
The whole business in the order it needs attention.
Client register
Every client, their services and who looks after them.
Credential vault
Encrypted logins with every reveal recorded.
Filing workflow
Registers, computation and the filing record.
Filings board
Where every period stands against its deadline.
Bill scanning
Scanned lines held as drafts for review.
Compliance calendar
Statutory dates on the Nepali calendar.
Engagements
Jobs, stages and steps with real owners.
The desk
Tasks with owners, priorities and progress.
Document library
Everything filed, versioned and searchable.
Client requests
Exactly what you still need, with upload buttons.
Client portal
What your client sees when they sign in.
Conversations
One inbox across clients and colleagues.
Support desk
Tickets from new through to resolved.
Invoices
Billed, paid and still outstanding.
Expenses
Your own ledger, approvals and receipts.
Payroll
Runs, payslips and contribution schedules.
Registrations
From public enquiry to an active client.
Permissions
Granular access, per person.
Website content
Your public pages, from the same place.

Straight answers

The questions we always get

Is Oneesys only for accounting and tax firms?

No. It ships configured for them because that is the hardest version of the problem — statutory deadlines, registers, filings and confidential credentials all at once.

The register, engagements, document library, billing, portal and conversations are not tax-specific. Turn the compliance modules off and you have a client CRM with real document control and a client portal. Fields, service catalogues, templates and permissions are all configuration.

Does it submit filings to the tax authority automatically?

No, and it should not. Oneesys builds the register, computes the return, carries credit forward and cross-checks the arithmetic.

A qualified person reviews and submits. The system then records the submission reference and locks the period, so the figures that were filed are the figures that stay on record.

Can we trust the document scanning?

Trust it to draft, not to post. Every field comes back with a confidence score, dates are re-read from the literal text, and a line whose taxable value, tax and total do not reconcile is refused.

Then it writes a draft for a person to confirm. If scanning is not for you, typing and spreadsheet import are first-class paths, not fallbacks.

Can one client see another client's information?

No. A client sign-in resolves to its own record and nothing else — that is how the data layer is built, not a filter somebody has to remember to apply.

Inside your business, visibility follows granted permissions, and owners can restrict document folders and mark individual papers confidential.

Several of our clients run more than one company.

That is a first-class case. One sign-in holds memberships across companies as owner, member or viewer, with a switcher for the active one.

Owners invite their own colleagues, and a client adding another company they run reaches you as a claim to approve rather than a duplicate account to reconcile.

How much work is it to move over?

Bring the spreadsheet you keep now. A multi-tab client list merges on tax number, then on normalised name, and you run it as a dry pass first to see exactly what would change before anything is written.

That same pass opens filing periods, deadlines and job files, moves any portal passwords in the sheet into the encrypted vault, requests standing documents from clients, and creates a sign-in per email address.

What does it cost?

It depends on how many people use it and how much of the CRM you switch on. Send an enquiry and we will give you a straight figure for your business rather than a price list you have to translate.

Talk to us

Bring your client list. We will show you it running.

Fifteen minutes with the actual product. You will know inside the first five whether Oneesys fits how your business works.

A walkthrough of the real system, not a slide deck
Bring your own client spreadsheet and see it imported
A straight price for the size of your business
No obligation, and nothing imported until you say so

info@oneewaee.com +977 9769685662 WhatsApp us directly

The CRM that fits how your firm actually works.

Four tools, and not one of them is a system

One system, and the whole firm in it

Every client, and every detail you keep about them

Client logins stop living in a notebook

Deadline-driven work that schedules itself

The register types itself. A person still signs it off.

Your checklist and your client's to-do list are one object

Every file you hold, filed where you would have filed it

Clients stop ringing to ask where things stand

The work you delivered becomes the invoice you send

One inbox, kept as a record rather than a chat log

Configured for accounting. Not limited to it.

Fields, forms and stages you define

Services you publish yourself

Permissions per person, not per licence tier

Turn modules off

Your own branding and public site

Deliberately quiet by default

Ashadh is not “around June”

A service is not a label. It is the work it creates.

You hold your clients’ keys. Act like it.

Encrypted at rest, short-lived links in transit

Every reveal is on the record

Sensitive actions are off by default

Restriction that actually hides

An audit trail you can answer questions from

Everybody sees the part that is theirs

Full control

Scoped by grant

Their side of it

The front door

Twenty screens, no mock-ups

Daily overview

Client register

Credential vault

Filing workflow

Filings board

Bill scanning

Compliance calendar

Engagements

The desk

Document library

Client requests

Client portal

Conversations

Support desk

Invoices

Expenses

Payroll

Registrations

Permissions

Website content

The questions we always get

Bring your client list. We will show you it running.