Every feature your practice needs, in one subscription
Productivity, compliance, accounts and AI — explore the full OneCosec feature set.
No credit card needed · 14-day free trial
Run the whole practice from one place
CRM — Contacts, Leads & Clients
Manage contacts, leads, clients and stakeholders with tagging and labels. Capture and nurture every opportunity, and keep a complete record of interactions for personalised service.
Entity Management
Simplify management of corporate entities, subsidiaries, partners and affiliates. Ensure regulatory compliance and maintain a clear governance structure, with ACRA BizFile import via OCR/AI.
KYC & CDD
Manual KYC checks or AI-powered online KYC verification with proprietary ID verification, AI CDD world-check screening, CDD review reminders and SingPass verification (Singapore).
AML Screening (AI)
Anti-money-laundering checks run automatically by AI. Anomalies are flagged and your administrator is notified to verify — continuous compliance without manual effort.
Staff Workload Monitor (Beta)
AI monitors every staff member’s daily workload, reports to managers, and recommends the best-suited colleague to take over when someone is overloaded or on leave — no integrations needed.
Client Portfolio Management (Beta)
Set team and individual revenue targets, monitor every portfolio, spot upsell and cross-sell opportunities, and reward top performers with an optional company-wide leaderboard.
Instant Setup Import
Upload a business profile or a spreadsheet of your whole client base — OneCosec creates every entity and officer automatically so you can start the same day.
eLetter Box
Manage incoming and outgoing correspondence digitally with an organised record of all communications — ideal for virtual office clients.
Documents & Templates
Store, categorise and retrieve files in one system. Auto-generate documents from templates with smart tags, and reduce paper-based processes.
Scan to Doc (OCR)
Digitise physical documents with OCR. Make scanned documents searchable and editable, saving hours of manual data entry.
eSignature
Unlimited electronic signing. Send and sign documents from any device with a full audit trail — no envelope limits.
Workspace
Collaborate in dedicated workspaces. Share documents, tasks and information with your team for better project coordination.
Pipeline
Visualise deals and jobs in pipeline views. Monitor progress, make informed decisions and forecast with accuracy.
Projects
Plan, track and collaborate on projects. Assign tasks, set milestones and monitor progress for on-time delivery.
Calendar & Reminders
Shared calendars with Google and Outlook sync. Schedule meetings and set reminders for critical dates so nothing is missed.
To-Do Tasks
Create and manage tasks with priorities, deadlines and progress tracking — assigned to the right people automatically.
Email Client
Manage email directly inside OneCosec. Stay connected and organised with integrated email tools and AI drafting.
Smart Emailer
Automate email campaigns and personalise communication with clients and leads using CRM data.
Automation Engine
Trigger document creation, invoices, approvals, reminders and escalations from events, actions or deadlines.
AI Business Analyst & Workload
AI-powered business analytics plus staff workload monitoring and automatic task assignment to available time slots.
Client Portal
Secure self-service access for clients: documents, invoices, entity details, reminders and updates in one place.
Client Enquiry Chat
Real-time chat for client enquiries — instant support, organised threads and better client satisfaction.
Appointment Booking Scheduler
Public and private booking pages connected to your real availability.
Offshore Jurisdiction Management
Track entities and obligations across multiple offshore jurisdictions alongside your Singapore portfolio.
Portfolio Management
A bird’s-eye view of your whole client portfolio: status, deadlines, billing and workload in one dashboard.
Billing built for professional firms
Quotation
Generate and send professional quotes swiftly. Customise pricing details and streamline the sales process.
Invoice
Create, send and track invoices seamlessly. Reduce administrative overhead and keep accurate financial records.
Payments
Offer multiple payment options for client convenience. Simplify payment, accelerate cash flow.
Receipts
Issue digital receipts stored securely in one central location — accessible whenever needed.
Statement of Account
Clear, detailed statements summarising transactions and balances for full transparency.
Ageing Report
See outstanding balances by age at a glance and act on overdue accounts before they become problems.
Multiple Currencies
Conduct international business seamlessly with multi-currency support for invoicing and reporting.
Grow beyond your own practice
Fully White-Labelled
Present the platform under your own brand for your top clients (available as an add-on).
Agency SaaS Reseller
Onboard your own clients as sub-accounts, set your own pricing and earn recurring revenue with EzPzeHub.
Developer API
Build your own integrations and custom solutions on our open API.
MCP Server Connection (Pro · Coming soon)
Coming soon: connect Claude, ChatGPT or any MCP-compatible AI tool directly to OneCosec — query your practice data, draft documents, create invoices and assign tasks from the AI you already use.