chivvy. Start a conversation
ProductsWhat we doWorkHow we workGuidesArticlesAboutFree toolContactStart a conversation

Case study · AOS

The whole practice on one system under your own name

AOS is the operating system built for our own accountancy firm, deployed for yours. Sales, jobs, capacity, tax filing, AI agents and a client portal, in your brand, on your own data.

AOS · morning view
Illustration of the AOS morning view for a fictional firm, Kembleford and Co
Illustration: the morning view for a fictional firm. Firm, staff and client names are made up.

Two ways in

For the firm that wants the whole system

Practice Portal and Growth Engine sell the front office as products: sign up, put your logo on it and go. AOS is the other answer. It is Buzz OS, the system built for Buzz Accounting, deployed as your system with your name on it.

Because it was built around a working practice, the question that stalls these projects, whether it handles the way you work, mostly has an answer already.

Practice Portal and Growth EngineAOS
How you startSign up, add your logo and goWe deploy it with you
What it coversThe front office: client portal, website, sales list and proposalsThe whole practice: add jobs, capacity, time, payroll, HMRC filing and AI agents
Your dataYour own walled-off slice of a shared databaseYour own instance
PriceFrom £49 a month, fourteen days freeA fixed set-up build, then a flat monthly platform fee
Where it is nowLive and taking sign-upsIn testing; live in our own firm first, after ISO 27001

One platform in three firms' colours

Each deployment carries the firm's own name, colour and logo through every screen and every email. The firms below are fictional.

Kembleford & CoAOS
OverviewClientsJobsPlanner

Good morning, Rachel

Capacity this week82%
Tax submissions14 filed
AI
Chase draftedWaiting for your approval
Review
Ashby Lane AccountantsAOS
OverviewClientsJobsPlanner

Good morning, Sam

Capacity this week76%
Tax submissions9 filed
AI
Chase draftedWaiting for your approval
Review
Fenwick Tax PartnersAOS
OverviewClientsJobsPlanner

Good morning, Priya

Capacity this week88%
Tax submissions11 filed
AI
Chase draftedWaiting for your approval
Review

Illustration

Everything in the platform

The platform exists and is in testing. Full HMRC Making Tax Digital agent filing is in it: digital records, quarterly submissions, year-end and Final Declaration, checked end to end against HMRC's sandbox.

AI

Six AI agents chase information, nudge new clients whose set-up has stalled, triage the inbox and pre-review jobs. None of them sends anything unsupervised. Everything lands in an approval queue.

  • Sales lists
  • Proposals
  • Engagement letters
  • E-signing
  • Jobs
  • Capacity
  • Time and work in progress
  • Payroll
  • HMRC tax filing
  • Client portal
  • Direct debit
  • Money-laundering checks

The deployment

What happens when a firm takes AOS

Our own firm goes live on it first, once ISO 27001 certification is in place. After that we take on one deployment at a time.

  1. 01

    Your own database

    A dedicated instance with its own data, walled off from every other firm.

  2. 02

    Your brand on every screen

    Your name, logo and colours through the system and every email it sends, with your engagement letters and templates.

  3. 03

    Your way of working

    Your workflows mapped onto the modules with you in a few working sessions, with changes made where the platform needs them.

  4. 04

    Your data moved across

    Clients, jobs and records migrated from whatever you run now.

  5. 05

    Run by us

    Updates, backups and monitoring that emails us before it emails you.

Decisions behind the offer

  1. Deployed with each firm

    Software for accountancy firms tends to fail at the edges, on the workflow a product almost supports. Selling AOS as a sign-up would recreate that. So we map your workflows onto the modules with you, migrate your data, and adjust where the platform needs it.

  2. Illustrations on purpose

    The screens shown for AOS use a fictional firm and fictional clients, because the real system holds real client records and we treat them the way you would want your own clients' records treated. The system itself is shown on a call, on our screen.

  3. Priced so growth is yours

    Pricing that scales per client punishes a firm for growing. AOS is a fixed set-up build plus a flat monthly platform fee, agreed for your size and reviewed once a year.

Tell us what's eating your week.

Tell us the job that keeps not getting done. We'll tell you if software can take it off you, and what it costs.

To: Andy Jackson, Chivvy

Hi Andy, I'm . The job that keeps not getting done is . You can reach me at .

It goes to Andy, and he replies himself.