Pricing

One price for the firm, not per client

Every plan has everything, except the portal on your own domain, which comes with the Firm plan. All three have unlimited clients and unlimited client portal users. Choose by how many people are on your team. Prices are in Canadian dollars, before sales tax.

Solo

For a practitioner working alone.

$49 CAD a month

or $490 a year paid at once: 2 months free

1 person
Unlimited clients and portal users
Every feature but the portal on your own domain
We import your clients for you, free on an annual plan
A 30-minute onboarding call
Email support within 1 business day

Start a free trial

Team

For a small firm with a few people.

$149 CAD a month

or $1,490 a year paid at once: 2 months free

Up to 5 people
Unlimited clients and portal users
Every feature but the portal on your own domain
We import your clients for you, free on an annual plan
A 30-minute onboarding call
Email support within 1 business day

Start a free trial

Firm

For a firm with a bigger team, and a portal on its own domain.

$299 CAD a month

or $2,990 a year paid at once: 2 months free

Up to 15 people
Unlimited clients and portal users
Every feature, including the portal on your own domain
We import your clients for you, free on an annual plan
A 30-minute onboarding call
Email support within 1 business day

Start a free trial

30 days free with every feature, no card needed. Nothing is charged until you choose a plan. More than 15 people? Write to us.

What each plan includes

What each plan includes
Feature	Solo	Team	Firm
People on your team	1	Up to 5	Up to 15
Clients, contacts and client portal users	Unlimited	Unlimited	Unlimited
Document storage	50 GB, fair use	50 GB, fair use	50 GB, fair use
CRA deadlines worked out from each client's services	Included	Included	Included
Deadlines board and list, filters and saved views	Included	Included	Included
Tasks and checklists for each service	Included	Included	Included
Client portal: documents, approvals, uploads from a phone	Included	Included	Included
The client portal on your own domain	Not included	Not included	Included
Request lists and templates, to one client or many	Included	Included	Included
Automatic reminders to clients	Included	Included	Included
Timers, timesheets and time reports	Included	Included	Included
Timesheet approval	Doesn't apply to one person	Included	Included
Invoices with GST/HST and QST, and payments	Included	Included	Included
Import your client list from a spreadsheet	Included	Included	Included
We import your client list for you	Free on annual plans	Free on annual plans	Free on annual plans
A 30-minute onboarding call	Included	Included	Included
Two-factor sign-in, activity log, export everything	Included	Included	Included
Your data hosted in Canada	Included	Included	Included
Support	Email, within 1 business day	Email, within 1 business day	Email, within 1 business day

Compare the plans in full

Every feature, plan by plan
Feature	Solo	Team	Firm
The basics
People on your team	1	Up to 5	Up to 15
Clients and contacts	Unlimited	Unlimited	Unlimited
Client portal users	Unlimited	Unlimited	Unlimited
Document storage	50 GB, fair use	50 GB, fair use	50 GB, fair use
Free trial	30 days, no card	30 days, no card	30 days, no card
Paying for a year at once	2 months free	2 months free	2 months free
Billed in	Canadian dollars	Canadian dollars	Canadian dollars
Data hosted in Canada (Québec)	Included	Included	Included
Support	Email, within 1 business day	Email, within 1 business day	Email, within 1 business day
Moving in	We import it for you, free on annual plans	We import it for you, free on annual plans	We import it for you, free on annual plans
A 30-minute onboarding call	Included	Included	Included
Clients
Client types: corporation, sole proprietorship, partnership, trust, non-profit, individual	Included	Included	Included
Households: an individual's spouse and dependants, billed together	Included	Included	Included
Contacts linked to several clients, with their role (director, officer, signing authority, bookkeeper)	Included	Included	Included
Your team on each client: partner, manager, preparer, reviewer	Included	Included	Included
Prospect, active and inactive clients	Included	Included	Included
Share register, cap table and related parties	Included	Included	Included
Import from CSV or Excel, columns matched for you (QuickBooks Online exports; TaxDome's and Karbon's exports' column names are recognized, to be confirmed with real files)	Included	Included	Included
Search everything with Ctrl+K	Included	Included	Included
A client's record with tabs: deadlines, tasks, documents, time and billing, people, activity	Included	Included	Included
Deadlines
Worked out from each client's services: T1, T2 with AT1 and CO-17, T3, T3010, T1044, T5013, GST/HST, QST, payroll remittances by remitter type, T4, T4A, T5, T5018 and instalments	Included	Included	Included
Bookkeeping, WSIB/WCB and your own recurring deadlines, on the schedule you set	Included	Included	Included
Weekends and the CRA's public holidays: the next business day shown	Included	Included	Included
Board by week, month or client, and a list, with filters	Included	Included	Included
Contractual deadlines and meetings beside the statutory ones	Included	Included	Included
Filings the client does itself, kept on the board and greyed out	Included	Included	Included
Saved views, such as "my T2s due this month"	Included	Included	Included
Services set up for many clients at once, with a preview of their deadlines	Included	Included	Included
Tasks and work
My work: your tasks by when they're due	Included	Included	Included
Checklists that add tasks a set number of days before each deadline	Included	Included	Included
Today: what's overdue, due this week and in from clients, for you or the whole firm	Included	Included	Included
Time and billing
Timers and a weekly timesheet, billable or not, a billing rate per person	Included	Included	Included
Timesheets submitted, approved or returned with a note	Doesn't apply to one person	Included	Included
Unbilled time to an invoice in one step	Included	Included	Included
Invoices with GST/HST and QST, your numbering, terms and notes; payments; what's overdue	Included	Included	Included
Invoices shown in the client's portal	Included	Included	Included
Billing overview: billed and received by month, client type and service	Included	Included	Included
Client portal
Your logo and colour; one login for all of a contact's clients	Included	Included	Included
The portal on your own domain (portal.yourfirm.ca)	Not included	Not included	Included
Documents by year and service, firm-only or shared, with who opened them	Included	Included	Included
Clients approve documents or ask for changes	Included	Included	Included
Clients send documents, from a phone's camera too	Included	Included	Included
Request lists: documents, answers and tasks, each accepted or sent back	Included	Included	Included
Request templates, and one request sent to many clients	Included	Included	Included
Reminders about instalments, balances due, deadlines and requests, from your templates	Included	Included	Included
Clients see their deadlines, invoices and profile, if you show them	Included	Included	Included
One email a day instead of one per event, for clients who choose it	Included	Included	Included
Works in the phone's browser: nothing to install	Included	Included	Included
Team and security
Access (owner, admin, member) and titles (partner to staff)	Doesn't apply to one person	Included	Included
Two-factor sign-in for your team, a code by email for clients	Included	Included	Included
Activity log: sign-ins, documents opened, downloaded and shared	Included	Included	Included
Export everything: spreadsheets and every document	Included	Included	Included
Public status page	Included	Included	Included

Not in Firmdesk today

So you know before you start. None of these is in any plan.

E-signature. Clients approve in the portal; upload the signed PDF.
Online card payment of invoices. Invoices show in the portal; clients pay you as they do today.
Recurring invoices
Proposals and engagement letters
QuickBooks Online, Xero, TaxCycle, ProFile or Taxprep integrations. Import from their exports.
Gmail or Microsoft 365 email and calendar sync
A shared email inbox. Firmdesk tracks the work, not the email: keep your mail program.
Workflow automation beyond checklists
Budgets, capacity and WIP reports
An API, webhooks or Zapier
Sign-in with Google or Microsoft, single sign-on, passkeys
A French interface
Virus scanning of uploads. Programs, web pages and scripts are refused, judged by what the file is, not only its name.
AI features
A mobile app to install. The portal is made for phones, in the browser.

Questions about pricing

What happens after the free trial?

The trial is 30 days with every feature, and needs no card. Nothing is charged until you choose a plan; without one, the workspace becomes read-only when the trial ends. Whatever you decide, what you put in is yours: owners and admins can export all of it any time, until it's deleted 90 days after the trial ends without a plan.

Do you charge by client, or by portal user?

No. Every plan has unlimited clients, contacts and client portal users. The plans differ by the number of people on your team, and the Firm plan adds the portal on your own domain.

Is sales tax included?

No. Prices are in Canadian dollars, before sales tax, which is added where it applies.

Can I cancel?

Yes, whenever you like. A yearly plan cancelled within 30 days of paying for it is refunded in full; otherwise your plan runs to the end of the period you paid for. After that, your workspace is read-only for 90 days, and you can still export everything; then it's deleted. We email the owners two weeks before. The details are in our terms.

Who counts as a person on my team?

Everyone at your firm who signs in to Firmdesk. Your clients and their contacts don't count: they use the portal, which is unlimited on every plan.

Will you move our clients in for us?

On any plan paid for a year, yes, free: send us your client list from your settings, and we import it within 3 business days of receiving it, then go through it with you on a 30-minute call. On any plan you can also import it yourself, from a spreadsheet.

Is there a discount for the pilot program?

Pilot firms use Firmdesk free until May 31, 2027, then pay the founding price: 30% off their plan for as long as they stay. About the pilot program.

One price for the firm, not per client

The plans

Solo

Team

Firm

What each plan includes

Not in Firmdesk today

Questions about pricing

Try it with your own clients