Practice management for accounting, tax, and bookkeeping firms
Know exactly where your firm stands
Sextant replaces the DocuSign-portal-email-spreadsheet patchwork with one system your clients actually use — engagement letters, document requests, e-signature, invoicing, and your FTC Safeguards plan. Built by a firm that runs on it.
The busy-season bottleneck isn't the returns. It's everything around them.
Chasing clients for the last few documents in March. Re-explaining where to sign, where to upload, where to pay. A written security plan from a webinar two years ago that nobody has touched since. Four logins for what should be one.
Sextant puts the whole client side of your practice in one place — for them and for you.
One system, not six subscriptions
Everything a client engagement needs, from the first booked call to the final invoice, behind a single branded login.
Client portal
One branded login where clients sign the engagement letter, upload documents against a checklist, view and pay invoices, message their accountant, and book a meeting. No password, just a one-time code.
Document requests
Reusable checklists (1040, 1120-S, year-end, and your own) with due dates and automatic reminders. You watch "4 of 9 received" instead of sending another email.
Engagement letters & e-signature
Send, track, and countersign in the same system. No separate DocuSign bill.
Billing & time
Track time against each engagement and turn it into invoices. Accepted proposals become draft invoices, and paid invoices show back up in the CRM. Clients pay by card or through your accounting platform's own pay page.
FTC Safeguards / WISP
Generates the written information security plan, keeps the access log the rule requires, and tracks the annual review. A living record, not a binder.
AI assist (optional)
Reads uploaded W-2s and 1099s and pulls the numbers. Drafts emails, proposals, and notice responses. Writes up your call notes. A plain-language daily brief of what needs attention.
Pipeline & CRM
Leads Inbox, proposals, engagements, client records, and staff assignments, so you can see who is holding up what.
Texting (optional)
Reminders and quick client messages by SMS, from the same client page.
Client scheduling
Your own booking link — crm.yourfirm.com/meet — for your email signature, website, Google profile, and Facebook "Book now" button. Works with Microsoft Bookings. New bookings land in Sextant automatically: existing clients on their record, new prospects in your Leads Inbox.
Tax notices & deadlines
A tax profile on every client, IRS and state notices tracked to their response dates with AI-drafted replies, and a filing-deadline calendar so nothing slips in March.
Client strategy books
Printable, personalized explainers that walk a client through a planning move — like a cost segregation study — in plain language. Hand one over at the meeting instead of re-explaining it by email.
Marketing (optional)
Email campaigns to a segment of your client list, and drip sequences by email and text. Plan your social posts once: AI drafts a version for each network, you schedule it, and Sextant publishes to Facebook, Instagram, and LinkedIn.
We didn't theorize about this problem. We lived it.
RBM Business Holdings is an accounting firm in Texas City, serving the Houston area, that does accounting and tax, management consulting, managed IT, and software development — all under one roof. That's not a pitch; it's the reason Sextant exists. We've sat across the table from operators, reviewed their books, untangled their technology, and rebuilt their back-office processes from scratch. We know exactly where the friction is, because we've felt it ourselves and helped clients through it for years.
We run our own firm on it every day. Now we're opening it to a small group of founding firms. You'll work directly with the people who built it and still use it.
Your clients' data, isolated and accounted for
Every firm runs on its own dedicated instance — a separate application and a separate database, never shared with another firm. Sign-in goes through your own Microsoft 365 or Google Workspace, with your multi-factor authentication. Every record view, edit, export, and login is written to an immutable audit log. Encrypted in transit and at rest. Automatic point-in-time backups of your database.
A data processing addendum, a current subprocessor list, and a SOC 2 readiness mapping are available for your review before you sign.
Live about two days after your admin signs off
We set up your private instance. It has its own application and its own database.
Your Microsoft 365 or Google admin approves sign-in. This is a one-time step of about 15 minutes.
You point crm.yourfirm.com at it. It's one DNS record. Your clients sign in on your domain, and you can add a "Client login" button to your own website.
We train your team. You can start using it that same day.
You bring your Microsoft 365 or Google Workspace, your accounting credentials, and your logo. We host, secure, back up, and upgrade it for a flat monthly fee.
Connects to what you already run
Accounting
QuickBooks Online, Xero, Zoho Books (connected with you during onboarding)
Identity & productivity
Microsoft 365 / Entra ID, Google Workspace, Outlook mail, calendar & contacts, OneDrive
Scheduling
Microsoft Bookings, or Sextant's built-in scheduler
Payments (optional)
Stripe, Square
Messaging (optional)
Twilio for SMS, Resend for email campaigns
Social (optional)
Facebook Pages, Instagram, LinkedIn
Your accounting software stays where it is — Sextant links to it so accepted proposals become draft invoices and paid invoices show up in the CRM.
Founding-firm rate
For our first few firms, in exchange for a reference and a short case study. Then $625/month.
One-time onboarding: $1,500. That covers setting up your private instance, your sign-in and web address, your accounting connection, moving your client data in by hand, and training your team.
Hosting, backups, upgrades, and support are included. Texting, AI, email campaigns, and social publishing are optional add-ons, priced per firm.
Example: an 8-person firm on the founding rate pays $560/month, plus $1,500 once.
We'll show your actual firm and client workflow running in Sextant, live. Not a slide deck, not a canned demo.
Common questions
Is my data separated from other firms'?
Yes. Your own database and your own deployment. Nothing is commingled with another firm's or with ours.
Do my clients need to create an account?
No. They get a link and sign in with a one-time code — no password to reset.
What happens to the tools I use now?
Most firms drop DocuSign and their separate portal. Your accounting software stays; Sextant connects to it.
Will my clients see "Sextant"?
They sign in at your address — crm.yourfirm.com or similar — with your logo and your firm's name on the login page. Inside the app, your logo and your firm's name can replace "Sextant" too. Tell us at setup.
Can clients book time with us?
Yes. You get a permanent link — crm.yourfirm.com/meet — for your email signature, website, Google Business Profile, and Facebook "Book now" button, plus a QR code for letters. If you use Microsoft Bookings, new bookings show up in Sextant automatically: existing clients on their record, new people in your Leads Inbox.
Can Sextant post to our social media?
Yes. Describe a post once and AI drafts a version for each network — LinkedIn, Facebook, Instagram, X, and Google Business Profile — sized to each one's limits. Schedule them, and Sextant publishes straight to your Facebook Page, Instagram business account, and LinkedIn once they're connected. X and Google posts are one click to copy.
Can I get my data out?
Yes. Full export any time from inside the app, and again on request if you ever leave.
Do you write our WISP for us?
Sextant generates the plan and keeps the records the FTC Safeguards Rule requires. You review it, adopt it, and sign it — it's your firm's plan.
See it on your own screen
Twenty minutes, a screen share, and your real busy-season bottleneck. Not a canned demo.
Or email us directly: sales@sextantcrm.com