FirmdeskHelp
How to use Firmdesk
The help centre explains each part of Firmdesk step by step, with the app's own words.
Open the help centreStart here
- Getting started
From signing up to a firm that runs from one place. - Importing your clients
Your client list from a spreadsheet, or sent to us to import. - Your team and their roles
Inviting people, and what each can see and do. - Two-factor sign-in
A code from your phone as well as your password.
Deadlines and work
- Services, and how deadlines are worked out
T2, T1, GST/HST, payroll and the dates that follow. - The deadlines board
Everything coming up, and marking a filing done. - Tasks and checklists
The work behind each deadline, and My work.
Your clients' portal
- The client portal, for your firm
Sharing documents and giving clients access. - The client portal, as your clients see it
A page you can send your clients. - Request lists
Asking for documents and answers, and seeing each come in. - Reminders
Emails that remind clients of what's still open.
Time and money
- Time and timers
Logging time as you work, and the weekly timesheet. - Approving timesheets
For partners and managers. - Invoicing and payments
Invoices from your time or a fixed fee, and what clients paid. - Exporting your data
Everything your firm keeps in Firmdesk, any time.
Still stuck? Ask a person
- In Firmdesk, open Help in the sidebar: Send feedback reaches us directly, and owners and admins can book a 30-minute call.
- Or write to support@firmdesk.ca. We answer within one business day.
- Is Firmdesk up? status.firmdesk.ca says, and is checked every three minutes.