The Operating System for Accounting Firms & CPAs
Tax season shouldn't be survived — it should be systematized. SectorOps gives your firm a structured client workflow, deadline engine, and team capacity planner.
Accounting firms lose clients to missed deadlines, inconsistent onboarding, and no centralized system for tracking engagement progress.
The infrastructure gap is costing you
Traditional methods don't scale. SectorOps replaces the patchwork with precision-engineered systems.
6 purpose-built modules
Every module in the Accounting OS is crafted specifically for your firm's workflows, databases, and decision-making processes.
Client Engagement Database
Centralized client profiles with engagement type, status, responsible staff, and communication history.
Tax Deadline Calendar
Automated tax deadline tracking by entity type and jurisdiction with team assignment workflows.
Workflow & Review Tracker
Structured prepare-review-approve workflows with status tracking per engagement.
Document Request Manager
Track outstanding client document requests with automated reminder sequences.
Billing & WIP Dashboard
Monitor work in progress, billing status, realization rates, and AR aging per client.
Firm Capacity Planner
Visualize team bandwidth during peak periods and optimize engagement assignments.
One system. One price. Permanent ownership.
No subscriptions. No per-seat fees. Buy once and run your entire operation on it.
One-time payment · Instant delivery · Lifetime access
- Complete Notion system — ready to deploy
- All databases, templates & dashboards
- Lifetime access — no subscription required
- Free updates and future iterations
- 30-day money-back guarantee
- Priority email support
Secure checkout powered by Lemon Squeezy · 30-day guarantee
Not ready for the full system?
Start with a focused mini template that solves one specific accounting workflow.
Trusted by operators across industries
30,000+ professionals have replaced chaotic spreadsheets with engineered SectorOps systems.
“We replaced three separate spreadsheets with one SectorOps system. Our project team finally has a single source of truth. The RFI tracker alone saved us countless hours per month.”
“Client intake went from a 2-hour manual process to 20 minutes. Paralegal productivity is up, and nothing falls through the cracks during onboarding anymore.”
“I track 40+ deals across three markets. This system gives me a real-time pipeline view I'd expect from tools costing 10x more. One-time $97 for this was a no-brainer.”
“Our SaaS metrics dashboard in Notion now syncs with our actual data. The product roadmap and sprint tracker features are exactly what we needed at our growth stage.”
“Onboarding new clients used to be 12 touchpoints. Now it's 4. The agency OS handles retainer briefs, deliverable tracking, and monthly reports in one place.”
“We hired 23 people in Q1. The HR recruiting OS made the process feel structured and professional. Candidates noticed. Our offer acceptance rate jumped to 94%.”