What’s included

Everything a tax and advisory firm runs on, in one workspace.

Firmstead combines six areas firms usually buy separately: client records, workflow management, documents and e-signatures, a client portal, billing and payments, and reporting with a compliance audit trail. Every plan includes all of them.

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Clients & households

One complete record for every relationship, business, service, message, and note.

Individuals, businesses and households with members, notes and custom fields.
Possible duplicates are flagged by email and name similarity, and records can be merged.
Social Security numbers and dates of birth are encrypted; staff see the last four digits unless they re-authenticate to reveal, and every reveal is logged.
Access can be limited by service line, so a preparer who works only on tax sees only tax clients.

Workflow & capacity

See what’s due, what’s blocked, and who needs support before work falls behind.

Start a job from a workflow template; each step has an owner role and a due date.
Multi-level approvals (reviewer, partner, compliance) sign in order, and nobody approves their own work.
A job board and a personal My Work view show what is due today, overdue, waiting on the client or ready for review.
Recurring tasks create their next occurrence automatically when completed.

Documents & e-signatures

Request, review, approve, sign, and retain files in one encrypted workspace.

Document requests list each item a client needs to upload, with an automatic reminder schedule.
Every upload is checked by file type and scanned for viruses before staff can open it.
Downloads use short-lived signed links, and retention rules keep or remove files on schedule.
E-signature envelopes, with optional knowledge-based verification, produce a signing certificate.

A portal clients will use

A reassuring, white-labelled place for every request, message, invoice, and file.

Clients sign in with their email and a one-time code; there is no password to forget.
Clients upload requested documents, sign, read secure messages and pay invoices in one place.
Email notifications only say that something is waiting, with a link back to the portal; client data stays inside Firmstead.
Your firm’s name, logo and colors carry through the portal, emails, requests and signing pages.

Billing & payments

Send invoices, collect card or ACH payments, and keep recurring work moving.

Invoices are numbered per firm and their totals are always computed from the line items.
Each invoice gets a secure pay link for card or ACH payment through Stripe.
Recurring invoices are generated automatically on schedule.

Reporting & compliance

Understand firm health and produce the audit trail your security program needs.

A firm dashboard, reports and CSV exports that respect each person’s service-line access.
An append-only, tamper-evident audit log of who viewed, changed, downloaded or shared data.
Incident records, vendor oversight, tabletop exercises and a written information security program (WISP) workspace.
An AI tool register and usage log, with meeting summaries that require recorded consent and staff approval.