A simpler system starts with clear answers.

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.

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.

Yes. Firmstead brings client records, workflows, documents, e-signatures, messaging, invoicing, and payments into one connected workspace.

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.

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.

No. Every plan includes unlimited client portal users. Clients sign in with their email and a one-time code.

Every plan includes 14 ready-made workflows, including client onboarding, individual and business tax returns, tax planning, bookkeeping onboarding and monthly close, financial planning and investment advisory onboarding, insurance case follow-up, annual client review and client offboarding.

Yes. Your client portal, emails, document requests, and signing experiences can carry your firm’s name, logo, and colors.

Yes. Your firm owns its data. Client, workflow, document, and billing records can be exported whenever you need them.