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
Auto Task Scheduling & Reminders
Automate recurring tasks with scheduled reminders
Digital Client & File Management
Generate account reports and SST filings in a few clicks.
Team KPI Tracking
Monitor team performance via task KPI tracking
OBS Account Integration
Seamlessly integrates with OBS Accounting
Task Management & Checklist
Create customized templates and assign checklists
Firm-wide Task Dashboard
View active tasks across your entire practice
Suitable For
Built specifically for professional service firms
Accounting, Audit & Tax Firms
Streamline file management and audit processes
Corporate Secretarial Firms
Manage compliance tasks and company secretary jobs
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
Ready to Transform Your Practice?
Start your 1-month free trial today. No creadit card required.
Sart Free Trial Now
Contact Us
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Send us a message and we’ll respond as soon as possible.
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.