FirmdeskEvery client, and everything about them, on one page
Corporations, individuals and their households, trusts, partnerships and non-profits, with their contacts, your team, their services and deadlines, documents, time and invoices, a tab away.
30 days free, every feature, no card needed.
Set up the way your clients really are
Households
A spouse and dependants under one main client, each with their own services and return, billed together. The household shows on one page, with each person's return.
Contacts with a role
One person can be a director of one client, the bookkeeper of another and a client themselves. One contact, linked to each.
Your team on each client
The engagement partner, manager, preparer and reviewer. Checklist tasks go to whoever holds the role.
Share register
Share classes and transactions, the cap table they make, and related parties, on the client's Ownership tab.
Bring your client list in from a spreadsheet
A CSV or Excel file of up to 2,000 rows: your tax software's client list, your QuickBooks Online customers, a TaxDome or Karbon export, or your own list.
- Columns are matched from their names, in English or French, and you can change any match.
- Each row says what it will do before anything is saved: new, update, adds a contact, already here.
- Types are guessed from the names ("Inc.", "Ltd.", "Trust"), and households suggested for you to tick.
- Social insurance numbers are never imported.
- Import the same list again and it updates, rather than adding everyone twice.
Rather not? On an annual plan, send the file to us from your settings and we'll import it for you, free. The file is kept in Canada, never in backups, and deleted after 30 days.
Then, in a few clicks
- Set up your new clients' services, all at once, and see their deadlines.
- Invite their contacts to the portal, many at once, with a note from you.
- Send your first request list from a template.
Getting started, on your Today page, takes you from one step to the next.
Find anything from anywhere
Press Ctrl+K on any page and type: clients, contacts, deadlines, documents, tasks, requests and invoices come up as you type, with actions such as "New task" and "Log time".
Lists that remember
Filter your clients by type, status, year-end, service or team member, sort any column, and save the view.
Prospects to former clients
Mark each client a prospect, active or inactive: a prospect's notes before they sign, a former client's history after they leave.
A client leaves
Export that client's records and documents, then delete them for good, with everything linked to them.