Stop chasing clients. Start closing books.
Client comms, document collection, engagement letters, proposals, and billing in one workspace. Free up 12 hours a week from chasing missing receipts and unanswered emails.
Tax season shouldn't break your firm.
You shouldn't need a project tool, an e-sign tool, a phone system, and three spreadsheets to onboard one client.
Document chasing eats hours
Automated request lists, reminders, and a secure client portal — built in. Clients see exactly what's still missing.
Email + Slack + DMs = chaos
Every client conversation across email, SMS, and portal chat lands on one timeline tagged by engagement.
QuickBooks is its own island
Engagement letters, proposals, invoices, and payments sync both ways. No double entry. No reconciliation Saturdays.
Scope creep without proof
Every call, email, and document request is timestamped to the engagement. Out-of-scope work is obvious — and billable.
Built for the way firms actually work.
Secure client portal
Branded portal on your domain. Document upload, request lists, e-signature, and message thread per client.
Engagement letters & proposals
Reusable templates, in-line edits, e-sign, deposit invoice — all on the client timeline.
QuickBooks & Xero sync
Two-way sync for invoices, payments, and clients. ACH, card, and Apple Pay — no extra fee tier.
Business phone & SMS
Port your line. Transcribed voicemails. Calls auto-attach to the client record.
Time & scope tracking
Every comm and document is timestamped. Surface scope creep before it eats your margin.
SOC 2 path & audit logs
Full audit trail. SSO/SAML on Business. EU residency on request.
What firms see in one tax season.
Automated doc requests and a self-serve portal eliminate most of the back-and-forth.
Every billable touchpoint is logged. Out-of-scope work surfaces before the invoice is sent.
Engagement signed Monday morning, deposit paid by lunch, kickoff scheduled before close of business.
“We were burning 12 hours a week reconciling QuickBooks with our CRM. OVirtual just keeps them in sync. That's a hire we didn't have to make.”
Trust controls your clients (and their lawyers) will recognize.
Firms handling personal and financial data need more than "secure-ish." OVirtual is built for the controls auditors actually ask about.
- SOC 2 Type II audit in progress (Type I complete)
- SSO/SAML, SCIM, and full audit logs on Business
- AES-256 at rest · TLS 1.2+ in transit
- PCI-DSS via Stripe — we never see card numbers
- Daily encrypted backups, 35-day retention
Run your firm from one screen.
Free for 7 days. No credit card. Migration help included.