Fixila Ops · Professional Services pack · Coming soon
Fixila Ops for Professional Services
Advisory and professional firms that run on engagements, deadlines, retainers and sensitive client data.
The pack built around the engagement. A proposal becomes an e-signed scope, which spins up the recurring billing and the document-request list the client fills in through the portal. A compliance calendar never forgets a deadline, and retainers and fixed-fee work bill themselves. Because these firms hold their clients' most sensitive data, Fixila's managed IT and security sit right behind the software.
> These firms hold highly sensitive client data; Fixila SB managed IT and Fixila Guardian security are a natural part of the package.
The core every business in this pack gets
- The engagement or project as the central record
- Client document-request (PBC) lists with portal checklist and reminders
- Deadline and compliance calendar with recurring tasks
- Recurring engagement, retainer and fixed-fee billing with autopay
- Proposal to e-signed SOW to auto-spun recurring engagement
- Time tracking and multi-model billing
- Branded client portal — uploads, status, invoices, e-sign, messaging
- Out-of-scope change-request log
Who it's for
Pick your kind of business to see how we serve it.
Accountants & CPAs
For: CPA firms and tax practices
We give a CPA firm one place to run engagements and never miss a deadline — the document-request list clients fill in through the portal, the tax-and-compliance calendar that generates the filing and estimated-payment tasks, and recurring billing for monthly and fixed-fee work. Because you hold clients' financial lives, one local team keeps your systems, email and data locked down to the standard that data deserves.
The challenges you know
Chasing clients for documents at tax time eats the season — the requests and reminders are all manual.
Filing and estimated-payment deadlines are tracked across spreadsheets and calendars that don't talk.
Monthly and fixed-fee work gets done but the invoice goes out late or not at all.
What you get with Fixila Ops
- Client document-request (PBC) lists per engagement with a portal checklist and auto-reminders
- Tax and compliance calendar that generates filing, estimated-payment and payroll deadlines as tasks
- Recurring and fixed-fee billing with autopay and over-scope flagging
- Proposal to e-signed engagement letter to auto-spun recurring engagement
- Status roll-up so the whole firm sees which returns are waiting on what
- Secure client portal for uploads, invoices, e-sign and messaging
The rest of Fixila behind you
- Fixila SB — fully managed IT, Microsoft 365 and a secure network built for a firm holding financial data
- Fixila Guardian — endpoint, email and DNS security so client financial data is protected year-round
- Fixila Shield — vulnerability and compliance testing so you can prove your data handling is sound
- Fixila Core — the RMM that monitors, patches and secures every workstation and the server
Why Fixila is the right choice
- The season runs itself. Document requests, reminders and deadline tasks are automatic, not manual.
- Nothing bills late. Recurring and fixed-fee engagements invoice on schedule with autopay.
- Security that fits the data. Managed IT and Guardian protect financial records to the standard clients expect.
- One company, one number. Software, computers, email, network and security from a single local team.
- Grows with you. Add advisory, bookkeeping or more staff without switching systems.
Bookkeepers
For: Bookkeeping and outsourced-accounting firms
We give a bookkeeping firm recurring work that bills itself and documents that collect themselves — monthly retainers on autopay, a per-client close checklist, and the portal where clients drop statements and receipts without the back-and-forth. Behind the software, one local team keeps your systems and your clients' financial data secure.
The challenges you know
Monthly fixed fees are invoiced by hand, so billing lags behind the work every month.
Clients send statements and receipts over email and text, and nothing is ever all in one place.
Scope creep is invisible — extra work gets absorbed because nobody logs it.
What you get with Fixila Ops
- Recurring monthly retainer and fixed-fee billing with autopay and failed-card dunning
- Per-client document-request list and monthly close checklist in the portal
- Out-of-scope change-request log so extra work is captured and billed, not absorbed
- Deadline calendar for sales-tax, payroll and period-close tasks
- Status roll-up across clients so the firm sees what's open and what's late
- Secure client portal for statement and receipt uploads and messaging
The rest of Fixila behind you
- Fixila SB — fully managed IT, Microsoft 365 and a secure network for a firm handling client books
- Fixila Guardian — endpoint, email and DNS security so client financial data stays protected
- Fixila Core — the RMM that monitors, patches and secures every workstation
- Fixila Shield — vulnerability and compliance testing to prove your data handling is sound
Why Fixila is the right choice
- Retainers that bill on time. Monthly fixed fees invoice automatically with autopay — no manual billing run.
- Documents in one place. Clients upload to a portal checklist instead of scattering files across email.
- Scope creep made visible. The change-request log turns absorbed work into billable work.
- Security that fits the data. Managed IT and Guardian protect client books to a professional standard.
- One company, one number. Software, computers, email and security from a single local team.
Business consultants
For: Management and business consultants
We give a consultant a clean path from pitch to paid — the proposal that becomes an e-signed statement of work, the recurring or milestone billing it spins up, the document requests and deliverables tracked in the portal, and a change-request log that keeps scope honest. One local team keeps your systems and client materials secure behind it all.
The challenges you know
Proposals turn into projects informally, so scope and deliverables are never pinned down.
Milestone and retainer invoices are sent by hand and slip behind the work.
Out-of-scope requests get absorbed because there's no clean way to flag and bill them.
What you get with Fixila Ops
- Proposal to e-signed SOW to auto-spun recurring or milestone engagement
- Milestone and retainer billing with autopay tied to scoped deliverables
- Deliverable and document-request tracking with status in the client portal
- Out-of-scope change-request log so extra work is scoped and billed
- Time tracking by engagement feeding flexible billing
- Secure client portal for documents, invoices, e-sign and messaging
The rest of Fixila behind you
- Fixila SB — fully managed IT, Microsoft 365 and a secure network for the practice
- Fixila Guardian — endpoint and email security so confidential client materials stay protected
- Fixila Labs — custom automation and the AI engine to productize what you do by hand today
- Fixila Studio — a website and content that establish authority and bring in inbound work
Why Fixila is the right choice
- Scope that holds. Proposal to e-signed SOW pins down deliverables before the work starts.
- Milestones that bill themselves. Recurring and milestone invoices go out on schedule with autopay.
- Change orders made easy. The change-request log turns out-of-scope asks into billable work.
- One company, one number. Software, computers, email and security from a single local team.
- Grows with you. Add associates, retainers or productized services without switching systems.
Financial advisors & RIAs
For: Registered investment advisors and financial planners
We give an advisory firm a disciplined cadence and a locked-down back office — recurring review scheduling with meeting-prep checklists, a compliance calendar for annual reviews and filings, and a secure portal where clients exchange sensitive documents. Because you hold clients' financial lives and sit under regulatory scrutiny, one local team keeps your systems and data secure and testable.
The challenges you know
Annual and periodic client reviews are scheduled ad hoc, so the cadence quietly slips.
Compliance deadlines and the prep each meeting needs are tracked in disconnected places.
Clients send sensitive financial documents over email because there's no secure exchange.
What you get with Fixila Ops
- Advisory review-cadence tracker — annual and periodic reviews scheduled with reminders
- Meeting-prep checklist and compliance attestation per review
- Compliance calendar for annual reviews, filings and renewals as recurring tasks
- Recurring and retainer billing with autopay for ongoing advisory fees
- Document-request lists and a secure client portal for sensitive exchanges
- Insurance and policy register with renewal reminders where relevant
The rest of Fixila behind you
- Fixila SB — fully managed IT, Microsoft 365 and a secure network built for a regulated firm
- Fixila Guardian — endpoint, email and DNS security so client financial data is protected and monitored
- Fixila Shield — pen testing and compliance testing so you can evidence sound data handling to regulators
- Fixila Core — the RMM that monitors, patches and secures every workstation and the server
Why Fixila is the right choice
- A cadence that holds. Reviews are scheduled on their interval with prep checklists, not left to memory.
- Audit-ready security. Guardian and Shield help you evidence sound data handling under scrutiny.
- Sensitive exchange, done right. Clients share documents in a secure portal, not over email.
- One company, one number. Software, computers, email, network and security from a single local team.
- Grows with you. Add advisors, households or compliance tooling without switching systems.
Marketing agencies
For: Marketing, creative and digital agencies
We give an agency the back office its retainers deserve — recurring monthly billing on autopay, proposals that become e-signed scopes, deliverable and document tracking in the client portal, and a change-request log that keeps out-of-scope work from eating margin. One local team keeps your systems, files and client access secure behind the creative work.
The challenges you know
Monthly retainers are invoiced by hand and payment lags the work every cycle.
Scope creep eats margin because extra requests get absorbed without a change order.
Approvals and deliverables bounce across email and chat with no single source of truth.
What you get with Fixila Ops
- Recurring monthly retainer billing with autopay and failed-card dunning
- Proposal to e-signed SOW to auto-spun recurring engagement
- Deliverable tracking and approvals in the client portal
- Out-of-scope change-request log so extra work is scoped and billed
- Time tracking by client and project feeding retainer draw-down
- Document-request lists and secure client portal for assets and messaging
The rest of Fixila behind you
- Fixila SB — fully managed IT, Microsoft 365 and a secure network for the agency
- Fixila Guardian — endpoint and email security so client assets and access credentials stay protected
- Fixila Labs — custom automation and the AI engine to scale production without scaling headcount
- Fixila Core — the RMM that monitors, patches and secures every workstation
Why Fixila is the right choice
- Retainers that bill on time. Monthly fees invoice automatically with autopay, not a manual run.
- Margin protected. The change-request log turns scope creep into billable change orders.
- Approvals in one place. Deliverables and sign-off live in the portal, not scattered across chat.
- One company, one number. Software, computers, email and security from a single local team.
- Grows with you. Add clients, services or automation without switching systems.
HR & recruiting
For: HR consultancies and recruiting / staffing firms
We give an HR or recruiting firm a system for recurring engagements and sensitive records — retainer and placement billing, document-request lists for onboarding and compliance, and a secure portal for the personal data these firms handle. One local team keeps your systems and candidate and employee data locked down to the standard that data demands.
The challenges you know
Retainer and placement fees are invoiced by hand and don't keep pace with the work.
Onboarding and compliance documents are collected over email with no checklist or audit trail.
Candidate and employee personal data sits in inboxes and spreadsheets with no real security.
What you get with Fixila Ops
- Recurring retainer and placement-fee billing with autopay
- Document-request lists for onboarding and compliance with portal checklists and reminders
- Engagement tracking from proposal to e-signed SOW to recurring work
- Deadline and compliance calendar for renewals, reviews and filings
- Out-of-scope change-request log for added work beyond the agreement
- Secure client portal for sensitive document exchange and messaging
The rest of Fixila behind you
- Fixila SB — fully managed IT, Microsoft 365 and a secure network for a firm holding personal data
- Fixila Guardian — endpoint, email and DNS security so candidate and employee data stays protected
- Fixila Shield — vulnerability and compliance testing to evidence sound handling of personal data
- Fixila Core — the RMM that monitors, patches and secures every workstation
Why Fixila is the right choice
- Fees that keep pace. Retainer and placement billing run automatically with autopay.
- Documents with an audit trail. Onboarding and compliance files collect through a tracked portal checklist.
- Personal data, protected. Managed IT and Guardian secure candidate and employee records properly.
- One company, one number. Software, computers, email, network and security from a single local team.
- Grows with you. Add recruiters, clients or compliance tooling without switching systems.
Insurance agencies
For: Independent insurance agencies and brokers
We give an insurance agency a grip on renewals and client documents — a policy and renewal register that never lets a date slip, certificate-of-insurance request-and-issue, recurring service billing, and a secure portal for the sensitive information clients share. One local team keeps your systems and client data secure behind the book of business.
The challenges you know
Policy renewals slip because the dates live across carrier portals and spreadsheets.
Certificate-of-insurance requests come in ad hoc and get handled slowly and inconsistently.
Clients send sensitive personal and financial information over email with no secure channel.
What you get with Fixila Ops
- Policy and renewal register with renewal reminders so no date slips
- Certificate-of-insurance request-and-issue workflow with status tracking
- Document-request lists for applications and renewals in the client portal
- Recurring service-fee and agency billing with autopay where applicable
- Deadline and compliance calendar for license and E&O renewals
- Secure client portal for sensitive document exchange and messaging
The rest of Fixila behind you
- Fixila SB — fully managed IT, Microsoft 365 and a secure network for the agency
- Fixila Guardian — endpoint, email and DNS security so client personal and financial data stays protected
- Fixila Shield — vulnerability and compliance testing to evidence sound data handling
- Fixila Core — the RMM that monitors, patches and secures every workstation
Why Fixila is the right choice
- No renewal slips. The policy register and reminders keep every renewal date in front of the team.
- COIs on demand. Certificate request-and-issue is a clean, tracked workflow, not an email scramble.
- Sensitive data, secured. Managed IT and Guardian protect client information to a professional standard.
- One company, one number. Software, computers, email, network and security from a single local team.
- Grows with you. Add producers, lines of business or client-service tooling without switching systems.
Be first in line for the Professional Services pack.
Join the list and tell us how you work today. We'll let you know when the pack opens, and you can start on the core in the meantime.