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, 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, and message their accountant. No password — 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
Accepted proposals become draft invoices; 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 and proposals. A plain-language daily brief of what needs attention.
Pipeline & CRM
Leads, 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.
We didn't theorize about this problem. We lived it.
RBM Business Holdings is a Houston-based firm 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.
Sextant is what came out of that experience. We built it to run our own firm, and it does — every day. Now we're opening it to a small group of founding firms. You won't be handed off to a support queue. You'll work directly with the people who built it, use it, and keep improving 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
Identity & productivity
Microsoft 365 / Entra ID, Google Workspace
Payments (optional)
Stripe, Square
Messaging (optional)
Twilio for SMS, Resend for email campaigns
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.
Provisioned in days, not months. A platform fee plus a per-seat fee, billed monthly. Add texting, AI, or email marketing as separate lines only if you want them. A one-time onboarding fee covers setup and your first data import.
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. The application menus currently show the Sextant name; full white-labeling is on the roadmap.
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: [email protected]