Tax practice management software, from prospect to paid.
Praxio is the tax practice management platform, built for accounting and tax firms. It runs the full client lifecycle in one system — prospects and clients, engagements moving through defined stages, document collection, time capture and WIP, invoicing and collection — and gives every client a secure portal to share documents, review invoices, accept quotes and message the firm.
Praxio is built by Servio, the team behind Servio Portals — the multi-tenant white-label portal platform already running in production.
What Praxio is
For tax and accounting firms running their practice across disconnected tools, Praxio is the all-in-one practice management platform that takes every client from prospect to paid — with enforced process, accounting-grade billing, and a client portal — unlike legacy suites that just store records or lightweight tools that just track tasks.
Three front doors, one system of record.
Staff, clients and multi-firm operators each get an application built for what they actually do — reading and writing the same underlying records.
Back-office
Your staff
The internal workspace where the firm runs. Clients, engagements, documents, time, billing, workflows, capacity and reporting in one place.
- Client and prospect records
- Engagements through defined stages
- Time capture and approval
- Invoicing, quotes and the client ledger
- Reporting and dashboards
Client portal
Your clients
A secure, external area where each client sees only their own work — jobs in progress, documents requested, invoices outstanding and quotes to accept.
- View engagements and progress
- Upload requested documents
- View invoices, statements and balances
- Accept or decline quotes
- Message the firm directly
Admin panel
Multi-firm operators
For groups, networks and platform operators running more than one firm: provision firms, manage plans and announcements, and support tenants with fully audited impersonation.
- Provision and manage firms
- Subscription plans and limits
- Platform-wide announcements
- Time-limited, audited support access
What the software insists on.
Most practice tools record what happened. These four rules are enforced by the application, which is what makes the record trustworthy afterwards.
The process is enforced, not remembered
Engagements are built from workflow templates, and a stage cannot advance until every mandatory task in it is complete. Review steps do not get skipped because it is March.
Every hour reaches an invoice
Approved billable time becomes WIP. Sending an invoice deducts it. Voiding reverses the entire chain — ledger, payments, credit notes, write-offs, WIP and applied advances.
Clients do their own chasing
Document requests land in the client portal with due dates. The client uploads, the request updates itself, and the task closes when every item is in.
Nobody sees more than they should
Role permissions decide what a person can do. Data scopes and visibility rules decide which records they ever see. The audit log cannot be edited or deleted.
Prospect to paid, in one place.
The client lifecycle is the spine of the product. Each step hands off to the next inside the same system, so nothing is re-keyed and nothing is lost between tools.
- Stage 01
Prospect
A lead enters the pipeline with a source. Stages, loss reasons and stale-lead reminders are yours to configure.
- Stage 02
Client
Conversion is blocked until every required field is complete. History carries over and a document folder is provisioned.
- Stage 03
Engagement
A job is created from a workflow template with all its stages, tasks and a unique job code. Stages gate on mandatory tasks.
- Stage 04
Delivery
Staff work tasks, request documents from the client, and log time against the job. Client tasks move the job to Waiting on Client.
- Stage 05
Billing
Approved billable time becomes WIP. An invoice is raised, tax resolves automatically, and sending it generates a branded PDF.
- Stage 06
Collection
The client sees the invoice and its balance in the portal. Your team records the payment, the ledger updates, and the period can be closed and locked.
Everything the practice runs on.
12 modules, all included in the platform rather than sold as add-ons. Tiering decides depth, not whether a module exists.
Contacts & leads
One master record for prospects and clients, a configurable lead pipeline with sources and loss reasons, tags, duplicate detection and KYC verification.
Jobs & workflows
Engagements built from reusable workflow templates. Stages advance only when every mandatory task is done, and each job carries a unique code.
Time & WIP
Timer and weekly timesheet, manager approval with no self-approval, and an append-only work-in-progress ledger behind realization and profitability reporting.
Billing
Invoices with automatic tax resolution and rounding, quotes, credit and debit notes, write-offs, discounts, advances, a running client ledger and financial periods.
Documents
Central store with folders, versioning, locking, time-limited share links, document requests to clients, malware scanning on every upload and text extraction.
Client portal
Secure client login with email verification. Clients see their own jobs, fulfil document requests, review invoices, accept quotes and message the firm.
Automation
A no-code rules engine: when a trigger fires and conditions match, reassign work, change a status, notify someone or create a task. Every firing is logged.
SLA
Per-job-type service targets with warnings, breach detection and escalation up a configured chain of recipients.
Capacity
Staff availability, workload forecasting, utilization against configurable thresholds, and load-balancing suggestions across employees that require a person to approve them.
Reports
Prebuilt practice reports, a custom report builder, dashboards, saved and shared views, and scheduled delivery to inboxes.
Security & audit
Tenant isolation, role permissions, data scopes, fine-grained visibility rules and an audit log that cannot be edited or deleted.
Migration & email sync
A guided CSV wizard for legacy data, including CCH iFirm exports, and staff mailbox sync that auto-links correspondence to the right client and job.
Explore the platform
Jobs & Workflows
Templated engagements with stage gates, task assignment, recurrence and dependencies
Learn moreTime & Billing
Time capture, approval, WIP ledger, invoicing, quotes and financial periods
Learn moreClient Portal
Secure per-client access to jobs, documents, invoices, quotes and messaging
Learn moreDocument Management
Central store, versioning, document requests, malware scanning and text extraction
Learn moreAutomation & SLA
No-code automation rules, per-job-type SLA targets, warnings and escalation
Learn moreCapacity Planning
Availability, workload forecasting, utilization thresholds and load balancing across staff
Learn moreReporting & Analytics
WIP, aged receivables, realization, profitability and utilization reporting
Learn moreSecurity & Access Control
Role permissions, per-user data scopes, visibility rules and an immutable audit log
Learn moreBuilt for the firm you are now
The same platform, configured differently depending on how many people are in it and how many entities it has to bill from.
Solo & Small Firms
Replace the folder-and-spreadsheet stack without a six-month implementation
Growing Firms
Standardised workflows, approval gates, SLA targets and per-team data scopes
Multi-Entity Firms
Per-entity branding, invoice numbering, tax defaults and job codes under one firm
Switching Platforms
Staged CSV import with review at each step, including CCH iFirm exports
Frequently asked questions
What is Praxio?
How is Praxio different from Servio Portals?
Does each client get their own login?
Can I stop staff from seeing every client in the firm?
How does tax get applied to invoices?
What happens if we invoice something incorrectly?
Can we bring data from our current system?
Is there a record of who did what?
See it running your engagements.
Book a walkthrough configured around your engagement types, your review steps and your billing model.