Run your practice
like the Big 4 do.
Legacy practice software is old — re-keying the same client data, chasing your own staff for status. THE FIRM AI OS flips that: one complete, end-to-end AI Operating System that does the working across every client, every service line, so you spend your time on decisions — your business, not data entry.
It doesn't replace your staff — it makes every one of them 10× more productive, and the work easier and happier.
No credit card · Add your first client in 2 minutes · built for decisions, not data entry
Every morning, VERIDIAN tells you exactly where things stand — before you ask.
Big firms have systems.
Small firms have you.
A firm of 4-20 people has all the client complexity of a Big 4 practice, with none of the practice- management systems — that's the one thing we designed this around.
You're the only one who knows which client is on scrutiny and who's free this week.
- Client status lives in your head, not in a system your team can see
- You find out a deadline was missed only after the client calls, upset
- You can't tell if you're about to lose a good associate to burnout
You're juggling 15 clients across Excel trackers that don't talk to each other.
- A GST tracker, a litigation tracker, a filing calendar — none of them agree
- Handing off a client to a colleague means explaining everything from scratch
- You only see your own clients — no visibility into who else needs help
Clients ask "what's the status of my notice?" and you have to dig through email.
- Tax notices, assessment orders, and appeals live in a dozen different inboxes
- Nobody tracks the actual statute-barred date until it's almost too late
- Billing lags behind the work — hours get logged nowhere and never invoiced
Everything a practice runs on. One system.
CA, CS, Legal, GRC, and Audit — five service lines covered from day one, each client scoped to exactly the ones they actually need.
Client roster & service-line scoping
One roster for every client — companies and individual taxpayees alike. Toggle exactly which of CA, CS, Legal, GRC, or Audit services each one receives, and who leads it.
Engagements & deliverables
Scope of work, fee arrangement, and a deliverable checklist per client per service line — linked straight to the compliance item, legal matter, or audit engagement it's actually about.
Indian tax-case workflow
Assessment year, section code, appellate forum — AO, CIT(A), ITAT, High Court, Supreme Court — and the statute-barred limitation date, tracked separately from just a reminder date.
Staff assignment & capacity
Assign partners, managers, associates, and staff to clients with allocated hours per week — then see actual logged hours against that allocation, per person, per week.
Time tracking
Start a timer against a client and engagement, or log hours manually. Every entry is billable by default, editable until the moment it's invoiced.
Billing
Generate an invoice straight from unbilled hours — rates resolve per staff member, per client, automatically. A time entry can never be billed twice.
GST reconciliation, per client
Import a client's sales/purchase register (Excel, CSV, Tally, Busy, Zoho Books) or their GSTR-2B, and the engine auto-maps columns, validates GSTINs and HSN codes, reconciles 2B against the books, and drafts the GSTR-1/3B JSON — deterministic, with an AI risk summary before anyone files.
Four steps to a firm that runs itself.
Add a client
Company or individual taxpayee — either way, one record, one roster.
Enable service lines & assign staff
Toggle CA/CS/Legal/GRC/Audit per client, assign who owns it and at what capacity.
Log engagements & time
Scope the work, track deliverables, log hours as the team actually does the work.
Invoice from unbilled hours
Deadlines surface automatically from every module already tracking this client's work.
Built on VERIDIAN AI OS
Already tracking GRC, legal matters, company secretarial, or audit engagements for your clients on VERIDIAN? THE FIRM sits directly on top — every compliance item, legal matter, and audit engagement you've already logged per client shows up on your practice dashboard automatically, with nothing to re-enter.
Firm owners who got their visibility back
I used to be the single point of failure for every client's status. Now my managers can see it themselves — and so can I, for the whole firm.
We finally have one place that tracks the actual limitation date on a scrutiny case, not just a reminder someone set two years ago.
Billing used to lag two months behind the work. Now it's a button — unbilled hours become an invoice the same afternoon.
We discuss cost. We don't publish price lists.
What a practice pays should track its own headcount and service lines — not a rate card. Tell us about your firm and we'll work out a number that pays for itself.
Three ways to see it, one team behind all of them
Every VERIDIAN product is sold and demonstrated through one sales organisation — VERIDIAN AI OS Sales — so whichever door you walk in through, you talk to people who know the whole system.
The product is the demo
Open a free account and watch THE FIRM AI OS work on your own data — live in minutes, no sales call required first.
Guided demo with our team
Thirty minutes on your actual use case — your workflows, your data shapes, your questions. We show, you decide.
Already a partner? Your dashboard link was sent when your account was created — pipeline, paid conversions and commission update in real time.