One firm, one spine — merging two practices into a single operational system.

Industry

Accounting / Professional Services

Role

Product lead & integration architect

Stack

ReactTypeScriptTanStack QueryTailwind

Summary

At a glance

A merger-integration and practice-management platform for a CPA firm that acquired a larger peer, replacing two legacy practice systems, spreadsheets, and shared drives with a single unified spine for clients, engagements, and ownership.

The Problem

What the team was up against

01
Two firms merged overnight but carried two of everything — practice systems, client lists, engagement workflows, file conventions, partner assignments — with no reconciled source of truth.
02
Client ownership was ambiguous during the transition: overlapping accounts, orphaned relationships, and duplicate outreach eroded trust with the most valuable clients.
03
Each legacy firm ran engagements to its own rhythm, so quality reviews, deliverables, and billing cadences drifted branch to branch and post-close synergies were invisible.

The Solution

How the platform answers it

01
A reconciliation layer that ingests both legacy practice systems, deduplicates clients, and assigns a single owner per account with a documented handoff trail.
02
A unified engagement workflow — Intake → Scoping → Prep → Review → Delivery — that collapses two legacy processes into one standardised path, with side-by-side visibility during transition.
03
A combined-practice overview for partners: migration progress, ownership assignment, workflow adoption, and legacy-system decommission plan tracked as one live plan of record.

Merger consolidation — Keystone