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FinanceOS
Smart Accounting & Finance Management System
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OMS
Office Management System for Professionals
OMS is an office management system for professional practices. It keeps client records, assignments, deadlines and team workload connected, so partners can see the state of the office without chasing individual updates. Like the rest of the AXPERTZ range it is local-first: your records are stored on your own computer, not on our servers. It is in development and is not yet available for purchase.
Coming SoonProfessional ToolsWindowsmacOS
Key benefits
Why teams use OMS
Nothing falls through
Every assignment has an owner, a deadline and a visible status.
Workload you can see
Know who is overloaded before a deadline is missed, not after.
Client context in one place
Records, work history and documents attached to the client, not a person.
Core features
What's inside
The capabilities OMS ships with.
Client management
Central client records with contacts, entities and work history.
Task & assignment tracking
Assign work, set deadlines and follow progress to completion.
Deadline calendar
Statutory and internal due dates in a single view.
Team workload
See allocation across the team before committing to new work.
Document attachments
Keep working papers attached to the assignment they belong to.
Practice reporting
Status, ageing and completion reports for partners and managers.
Automatic Local Backup
OMS automatically creates recovery backups on your computer so you can restore your data if the active database is accidentally deleted or becomes corrupted.
How it works
From setup to daily use
- 1
Add clients and services
Build your client list and the recurring services you deliver.
- 2
Create assignments
Turn each engagement into tracked work with owners and due dates.
- 3
Track through the office
Staff update progress; managers see status without asking.
- 4
Review and report
Use practice reports to spot bottlenecks and plan capacity.
Interface preview
Inside the product
Generated previews of the main screens, shown to illustrate layout and structure. These are not actual product screenshots — real captures will replace them.
- Practice dashboard
Practice dashboard
Open assignments, upcoming deadlines and team load.
Interface preview — not an actual screenshot
- Assignment register
Assignment register
Every job with owner, client, due date and status.
Interface preview — not an actual screenshot
- New assignment
New assignment
Structured intake so nothing is missed at creation.
Interface preview — not an actual screenshot
Supported Platforms
- Windows
- macOS
Security & Privacy
- Local-first — client and assignment records stay on your own computer
- Automatic local backups, kept on the same computer
- Nothing is uploaded to AXPERTZ, Google Drive or any other online service
- Role-based access for partners, managers and staff on your installation
- Activity history on assignments and status changes
- Export to Excel, CSV or PDF at any time
Who Is It For?
- CA and accounting firms
- Tax and compliance professionals
- Consulting and advisory practices
- Any professional office managing recurring client work
Pricing
OMS pricing
Subscription · pricing for this product is quoted on request.
Enterprise
For organisations with multiple users, custom workflows and dedicated requirements.
Custom pricing
Contact Sales
FAQ
Common questions
Not yet. OMS is in development. Register your interest and we will tell you when it is released.
Recurring assignments can be set up per client so each period generates the work automatically.
No — access follows role and assignment, so staff see the clients they are working on.
Both are part of the AXPERTZ ecosystem. Talk to our team about combining practice management with client bookkeeping.
Other AXPERTZ products
Products that work alongside this one.
AXPERTZ GST PRO
Accounting, GST Billing & Business Management Software
Learn MoreAXPERTZ BOOKS
Tally-style Accounting, Inventory & Payroll — Offline
Learn More
Ready to use OMS?
Everything is described above — download it, or talk to us if anything is unclear.