Clients & households
One complete record for every relationship, business, service, message, and note.
See how it works: Clients & householdsPractice management, thoughtfully complete
Run your tax and advisory firm from one secure place.
Clients, workflows, documents, e-signatures and billing, ready on day one. No setup project.
- Ready in one day
- No implementation fee
- Safeguards-ready
Built for the firms clients trust most
- Tax advisory
- Wealth planning
- Bookkeeping
- Insurance
- Federal benefits
What is Firmstead?
Firmstead is practice management software for tax, accounting, bookkeeping and financial advisory firms. It brings client records, workflows, document requests, e-signatures, a client portal, invoicing and payments, and security controls into one workspace. Plans start at $299 per month, with no implementation fee.
The problem
Your firm shouldn’t run on ten tools glued together with Zapier.
Disconnected software creates duplicate data, missed handoffs, and security gaps. Your team spends more time maintaining the system than serving clients.
Information gets copied between tools
Creating errors and no reliable source of truth.
Clients navigate a maze of logins
Making every document request harder than it should be.
Security evidence lives everywhere
Turning access reviews and audits into manual projects.
What’s included
One calm operating system for the whole firm.
Firmstead connects every client interaction to the work behind it—without giving your team another system to manage.Workflow & capacity
See what’s due, what’s blocked, and who needs support before work falls behind.
See how it works: Workflow & capacityDocuments & e-signatures
Request, review, approve, sign, and retain files in one encrypted workspace.
See how it works: Documents & e-signaturesA portal clients will use
A reassuring, white-labelled place for every request, message, invoice, and file.
See how it works: A portal clients will useBilling & payments
Send invoices, collect card or ACH payments, and keep recurring work moving.
See how it works: Billing & paymentsReporting & compliance
Understand firm health and produce the audit trail your security program needs.
See how it works: Reporting & complianceReady on day one
Fourteen workflows your firm already knows.
Start with proven processes for tax, advisory, bookkeeping, insurance, and operations. Adapt them when you want—not because setup depends on it.
Explore workflow templates- Client onboardingMost used
- Individual tax returnMost used
- Business tax returnMost used
- Tax planning engagementMost used
- Bookkeeping onboardingBookkeeping
- Monthly bookkeeping closeBookkeeping
- Financial Clarity Gap ReviewPlanning
- Federal Benefits ReviewFederal Benefits
- Financial planning onboarding (RightCapital)Planning
- Investment advisory onboardingAdvisory
- Insurance case follow-upInsurance
- Money Management Solutions onboardingAdvisory
- Annual client reviewAdvisory
- Client offboardingAdvisory
Security by design
Protect the confidence your clients place in you.
Security shouldn’t be a collection of promises. Firmstead gives small firms practical controls, clear evidence, and fewer places for sensitive data to hide.
FTC Safeguards readyControls and evidence designed for your WISP
Multi-factor authentication
MFA is required for every staff account, and enrollment status is visible at a glance.
Encryption everywhere
Client information is encrypted in transit and at rest.
Complete audit log
Know who viewed, changed, downloaded, or shared sensitive data.
Quarterly access reviews
Confirm or revoke access with a documented owner sign-off.
Simple, transparent pricing
Choose the plan that fits your firm today.
Every plan includes unlimited client portal users, all 14 workflows, secure documents, and support.
Starter
For a focused solo or small practice.
$299/ month
Includes up to 3 staffBook a demo for the Starter plan- Client CRM & portal
- All workflow templates
- Documents & e-signatures
- Invoicing & ACH payments
Practice
For an established team managing more complexity.
$599/ month
Includes up to 10 staffBook a demo for the Practice plan- Everything in Starter
- Capacity planning
- Advanced automations
- Firm analytics & reporting
Growth
For a growing multi-service advisory firm.
$999/ month
Includes up to 25 staffBook a demo for the Growth plan- Everything in Practice
- Advanced permissions
- Custom reporting
- Priority support
All prices in USD. No implementation fees. Annual billing available.
Frequently asked questions
A simpler system starts with clear answers.
Have a question we haven’t covered? Talk with our team.
What is Firmstead?
Firmstead is practice management software for tax, accounting, bookkeeping and financial advisory firms. It combines client records, workflows, document requests, e-signatures, a client portal, invoicing and payments, and security controls in one workspace.
How quickly can we get started?
Most firms are ready to invite clients in a day. Your workflows, document requests, roles, and client portal are configured from the start—there is no implementation project.
Can Firmstead replace our existing tools?
Yes. Firmstead brings client records, workflows, documents, e-signatures, messaging, invoicing, and payments into one connected workspace.
How does Firmstead protect client information?
Firmstead requires MFA for staff, encrypts client information in transit and at rest, and provides role-based access, detailed audit logs, vendor oversight, and controls designed around the FTC Safeguards Rule.
How much does Firmstead cost?
Starter is $299 per month for up to 3 staff, Practice is $599 per month for up to 10 staff, and Growth is $999 per month for up to 25 staff. Prices are in USD, there are no implementation fees, and annual billing is available.