For accountantsBuilt for portfolio-wide compliance visibility
Monitor client companies without chasing spreadsheets.
DirectorOS gives firms a structured way to monitor deadlines, surface risk, track officers and identity verification, decode high-risk compliance emails, and keep an audit trail of what happened and when.
What firms get
DirectorOS is designed to reduce reactive compliance work and make it easier to see where the real risk is across a portfolio.
Portfolio dashboard
See client companies in one place, sorted by urgency and risk.
Officer + IDV tracking
Monitor officer sync status and identity verification obligations.
Email Decoder
Turn dense or alarming compliance messages into a summary and checklist.
Audit trail
Keep a record of refreshes, exports, syncs, and key operational activity.
Why firms care
Know where attention is needed
Surface which client companies are genuinely at risk instead of reviewing every file manually.
Reduce reactive compliance work
Deadlines, sync status, and identity verification issues are easier to spot before they become a scramble.
Improve handover and oversight
A structured dashboard is easier to share across a team than inboxes, notes, and half-maintained spreadsheets.
Best fit for
Great fit
- • Firms handling dozens or hundreds of companies
- • Teams that want a clearer risk overview
- • Practices that want better visibility around deadlines, officers, and compliance signals
- • Firms that are tired of relying on spreadsheets and inbox memory
Probably not the best fit yet
- • Teams looking for a full practice management suite
- • Firms expecting broad bookkeeping workflows
- • Very small one-off use cases with no appetite for structured monitoring
Beta programme
Founding firms receive 60 days complimentary access
Early partner firms get direct onboarding support, influence over the roadmap, and a chance to shape how DirectorOS fits into real compliance workflows.
- • 60-day complimentary beta access
- • Founder-led onboarding support
- • Best fit for firms handling 50 to 300 companies