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OBS Practice Manager

Run Your Firm, Not Just Your Jobs Streamline client management, track deadlines, assign tasks, and automate workflows - all in one powerful dashboard. OBS Practice Manager helps accounting, audit, and secretarial firms boost productivity, stay compliant, and deliver exceptional client service with ease.

Key Features

Everything you need to streamline your practice operations

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Auto Task Scheduling & Reminders

Automate recurring tasks with scheduled reminders

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Digital Client & File Management

Generate account reports and SST filings in a few clicks.

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Team KPI Tracking

Monitor team performance via task KPI tracking

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OBS Account Integration

Seamlessly integrates with OBS Accounting

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Task Management & Checklist

Create customized templates and assign checklists

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Firm-wide Task Dashboard

View active tasks across your entire practice

Suitable For

Built specifically for professional service firms

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Accounting, Audit & Tax Firms

Streamline file management and audit processes

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Corporate Secretarial Firms

Manage compliance tasks and company secretary jobs

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Consultants & Freelancers

Organize client work and meet strict deadlines

Before vs After

See the transformation in your practice operations

Before using OBS

  • Scattered client data and manual inquiry updates
  • Missing deadlines, no shared accountability
  • Unclear tram workloads and KPIs
  • Manual task logs and reporting
  • Mixed file locations and compliance issues

With OBS Practice Manager

  • Centralized client file management
  • Task automation with shared responsibility
  • Real-time dashboard and KPI monitoring
  • Secure cloud document hub

Simple, Transparent Pricing

Everything included, no hidden fees

OBS Practice Manager

As Low RM 110 /month

All-in-one firm management suite

  • ✅ Annual Price: RM1,100/year
  • ✅ Complimentary : Free 2 months subscription
  • ✅ User and Cloud Storage : Unlimited
  • ✅ Support: Onboarding, Training, 24/7 Help
  • ✅ E-Invoice : Included
Get Started Today
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Ready to Transform Your Practice?

Start your 1-month free trial today. No creadit card required.

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Contact Us

Have questions? We’d love to hear from you.
Send us a message and we’ll respond as soon as possible.

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Frequently Asked Questions

Get answers to common questions

Can I use it without OBS Accounting?

Yes. OBS Practice Manager works independently or integrates with OBS Accounting.

Does it support client file uploads?

Absolutely. Each client has a secure document folder with upload access.

Can I track KPI and team task status?

Yes. You can assign KPIs and monitor task completion per staff.

Is there a client portal?

Not yet. However, client file sharing can be done via secure links.

Can I customize my own checklists?

Yes. You can build reusable templates for tasks and workflows.

How secure is the data?

All data is encrypted and stored in secure cloud servers.

Is a free trial available?

Yes, you'll get 3 months of free access with all features enabled.

What kind of support do you provide?

We offer email, chat, and guided onboarding support 24/7.