Platform

    Operational Management

    The operational backbone of your firm. Deadline tracking, client files, and tax obligations — to replace Excel for good.

    • —Automated tax deadline tracking
    • —Centralized client file management
    • —Designed for Quebec Law 25
    • —100% Canadian hosting
    DaxioOS
    HE
    12
    LATE
    8
    URGENT
    2
    BLOCKED
    580
    COMPLETED
    Firm statistics
    744
    Active client files
    78 %
    Completion rate
    Completion by type
    T2/CO-17198/269 (74%)
    GST/QST51/62 (82%)
    PD720/22 (91%)
    T1287/391 (73%)
    Interface preview — fictitious data

    What DaxioOS handles for you.

    While you advise your clients, DaxioOS monitors, calculates, and alerts.

    01Priority

    The system decides what to handle first.

    Every client file is prioritized automatically.

    02Alerts

    Zero missed deadlines. Every filing deadline is monitored.

    5 types of alerts trigger automatically.

    03Obligations

    All your obligations already built in.

    T2, CO-17, GST/QST, PD7, T1 — calculated automatically.

    04Audit Trail

    You know who did what. Instantly.

    Every action is time-stamped and linked to a user.

    How It Works

    Launch DaxioOS for your firm in three simple steps

    01

    Schedule a Consultation

    Book a free 30-minute consultation with our team to understand your firm's specific needs and configure your environment.

    02

    Import Your Data

    Simple migration from your existing Excel files. Our team handles the complete onboarding: client import, module configuration, and team training.

    03

    Let DaxioOS Take the Wheel

    From day one, the system calculates priorities, sends automatic alerts, and generates your reports. Your team stays focused on high-value work.

    What DaxioOS brings to your firm's bottom line.

    Based on real data from CPA firms.

    3
    120
    $150
    $100$300

    Market average: $150/h

    Hours recovered / year
    1,080 hours
    3 CPAs × 30h/month × 12 months
    Value recovered / year
    $162,000
    At $150/h billable
    Average penalty avoided
    ~$10,000
    CRA/RQ penalties paid by the firm — on average per year
    Estimated ROI vs DaxioOS cost
    ~45× return
    Hours recovered + penalties avoided vs DaxioOS subscription

    These numbers are yours. See them in action at your firm.

    Book my free consultation →

    Take back control of my firm

    Book a free 30-minute consultation with our team.

    Book my consultation

    No commitment·48h setup·Bilingual support FR/EN
    S
    Sarah Kettani
    Founder, DaxioOS

    « I personally respond to every inquiry within 24h. We discuss your firm — you decide what comes next. »

    Already used in production by CPA firms.