FirmdeskEverything a small firm runs on, in one place
Your clients, their deadlines, the work behind them, the documents going back and forth, your time and your invoices. One product, shaped around how a Canadian firm works.
30 days free, every feature, no card needed.
The four parts of Firmdesk
Deadlines
Each client's CRA and Revenu Québec deadlines, worked out from its services. A board by week, month or client, checklists and saved views.
More about deadlinesClient portal and request lists
Request lists clients complete item by item, documents to share and approve, reminders, and a portal made for phones.
More about client portal and request listsTime and billing
Timers and weekly timesheets, approval, unbilled time to an invoice with GST/HST or QST, payments and a billing overview.
More about time and billingClients
Corporations, individuals and households, contacts with their roles, your team on each client, a share register, and imports from a spreadsheet.
More about clientsStart each day on Today
What's overdue, what's due in the next seven days and what clients sent you. Partners and managers switch between the whole firm and their own work. Every number opens the list behind it.
Also in Firmdesk
Today
What's overdue, what's due this week and what clients sent you, for you or for the whole firm.
Search everything
Ctrl+K finds clients, contacts, deadlines, documents, tasks, requests and invoices from any page.
Access and titles
Owners, admins and members; partners to staff. Billing and other people's time stay with managers and up.
Two-step sign-in
A code from an app for your team, required for owners and admins. A code by email for your clients.
Activity log
Who signed in, and who opened, downloaded or shared each document, kept 12 months, downloadable as a spreadsheet.
Export everything
A spreadsheet for every kind of record and every document, whenever you ask, with no help needed from us.
A sample firm to explore
A made-up firm with a year of work in it, your own copy to click around before you bring your clients in.
Help where you are
Help in the sidebar has the articles for the page you're on, and Send feedback, which a real person reads. Short tips greet your first visits.