Pilot program

Run your firm on Firmdesk through the 2027 tax season

We're looking for three to five small Canadian firms to use Firmdesk for their real work, from December 2026 to April 2027, and tell us what works and what doesn't.

The offer

What you get

  • Firmdesk free, every feature, until May 31, 2027.
  • Your clients moved in for you: send us your client list and we import it.
  • Set up within a week of saying yes: your clients, their services, five clients invited to the portal and your first request list sent.
  • A direct line to the people building it. What you tell us shapes what we build next.

What we ask

  • Use Firmdesk for your real client work through T1 season.
  • A 20-minute call each week for 8 weeks, booked when it suits you.
  • Tell us what gets in your way, as it happens: Send feedback is in the app.
  • If you're happy with it: a short testimonial, and your permission to show your logo on this site.

Then, the founding price

From June 1, 2027, if you stay: 30% off your plan, for as long as you keep it.

  • Solo: $34.30 a month instead of $49
  • Team: $104.30 a month instead of $149
  • Firm: $209.30 a month instead of $299

In Canadian dollars, before sales tax. Nothing is charged before June 1, 2027.

Who it's for

  • Accounting, bookkeeping and tax firms in Canada, from one person to about ten.
  • Firms busy with T1 returns, and firms with mostly corporate clients: we want both.
  • Firms ready to run their real client work in Firmdesk, not only to try it.

How it goes

  1. Apply

    Tell us about your firm on the form. We reply within a few business days.

  2. Set up

    Within a week: your clients in, their services set up, your first requests out.

  3. Tax season

    Weekly calls for 8 weeks; feedback any time.

  4. Decide

    On June 1, 2027, keep going at the founding price, or export everything and go.

Questions about the pilot

Is our clients' data safe during a pilot?

A pilot firm uses the same Firmdesk as everyone: servers in Québec, two-step sign-in, an activity log and nightly backups. How Firmdesk protects your data.

What if it doesn't work for us?

Stop whenever you like. Export everything first, from your settings: a spreadsheet for every kind of record, and every document. You owe nothing.

How do we move our clients in?

Export your client list from the software you use now, as a spreadsheet, and send it to us from your settings. It stays on our servers in Canada and is deleted 30 days after you send it. We import it, then go through it with you on a 30-minute call.

What goes in the application form?

Your firm, your name, email and role, and what you'd like to tell us about your firm. The form is on Tally, which keeps the answers in the European Union. Please don't put any client's information in it.

Apply to the pilot

Want to look around first?

Start a free trial on your own, or book 20 minutes and we'll show you Firmdesk with a made-up firm's clients.

30 days free, every feature, no card needed.