Firm OS for small accounting firms

Run your CPA, tax, or bookkeeping firm from one workspace.

Organize clients, documents, tasks, messages, statements, invoices, and payments without piecing together spreadsheets, inboxes, and folders.

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Seven days to set up your firm and try the complete workspace.

What your first week looks like

From an empty workspace to real client work in six steps.

The setup is designed for a small firm. Start with your identity and team, then bring in clients with hands-on help and begin the work.

  1. 01

    Start the trial and name your firm

    Create the workspace that will hold your clients, employees, documents, work, and billing.

  2. 02

    Invite your team

    Add owners and staff, then decide which clients each staff member can see.

  3. 03

    Add your firm brand

    Set your firm name, logo, colors, contact details, and client-facing email settings.

  4. 04

    Bring in your client list

    Import clients from CSV, Excel, Google Sheets export, or a PDF client list.

  5. 05

    Connect Stripe

    Connect your firm Stripe account so invoices and payments stay with the right business.

  6. 06

    Begin the work

    Request documents, organize tasks, categorize statements, and collect payment from one workspace.

One client record, one clear workflow

Everything around a client stays connected.

Keep the team, files, messages, tasks, statements, invoices, and payments together. You do not have to reconstruct the story from separate inboxes and folders.

Works with the files firms already use

Bring your workflow over with hands-on help.

Start with the files and tools your firm already uses. We work with you to import and synchronize the client information, documents, and payment history you need.

Client documents without the email chase

Ask once. Give the client a private place to upload.

The request, email, upload page, and received files stay attached to the right client.

  1. 01

    Bookkeeper

    Requests 2025 bank statements

    Choose the client, name what is needed, and send the request.

  2. 02

    Branded email

    The client receives a clear request

    The message uses the firm's name, contact details, and reply address.

  3. 03

    Private upload

    The client opens a secure page

    They can send PDFs, photos, Excel, Word, or a ZIP package without entering the staff workspace.

  4. 04

    Received

    The firm sees the files arrive

    The request status and received documents stay with that client's record.

Team access and privacy

Owners see the firm. Staff see the clients assigned to them.

Every workspace belongs to one organization. Client records, files, work, and billing stay separated from other firms on the platform.

Owner and administrator

See all firm clients, manage employees, assign work, update branding, and control the Stripe connection.

Staff member

See only assigned clients and the related tasks, documents, statements, and invoices.

Two tools for statement work

Use AI for messy statements. Use rules for clean exports.

AI statement categorization

PDF, scans, CSV, Excel, ZIP

Use supported PDFs, scans or photos, CSV, Excel, and ZIP batches. Review every suggested category before the work is final.

Deterministic

Clean CSV and Excel

Use Deterministic for structured CSV and Excel bank exports when you want repeatable, rule-based cleanup and review.

Your firm in front of the client

Your name, logo, colors, contact details, and Stripe account.

The client experience belongs to the firm doing the work. Set the brand once and use it across the client-facing workflow.

  • Branded document and invoice emails
  • Private client upload and payment pages
  • Firm-branded invoice details and PDFs
  • Stripe-hosted invoices and payment status

Your Firm Name

Your address · Your phone · Your email

Ready to send

Client

Sample Client LLC

Due

On receipt

Monthly bookkeeping$850.00
Open secure payment page
one version, no tiers

One Firm OS. Everything is in it.

There is no starter version missing the parts you need and no call to unlock anything. Every firm gets the whole workspace on day one, including the trial.

Firm OS

$500per month

7 days free, then $500 a month for the whole tool suite

Your card is added when the trial starts and is not charged until day eight. Cancel before then in Settings and you pay nothing at all. The trial is the full workspace, so you can see how Firm OS fits your firm before anything renews.

Start the 7 day free trial
  • Every client, with several of your people on each
  • The task board: assign, prioritise, comment, close, archive
  • Client logins, messaging, and files both ways
  • Document requests and secure uploads
  • Notes with a full history on every client
  • Statement reading for PDFs, scans and phone photos
  • Deterministic cleanup for clean, structured files
  • Profit and loss, balance sheet, ledgers and exports
  • Invoices and card payments under your own name
  • Your client list imported from a spreadsheet or PDF
Start with one real client

Give your firm one organized week.

Set up your firm, bring in your client list, and run one real document or statement workflow during the seven-day trial.

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