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.

The plans

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

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
FeatureSoloTeamFirm
People on your team1Up to 5Up to 15
Clients, contacts and client portal usersUnlimitedUnlimitedUnlimited
Document storage50 GB, fair use50 GB, fair use50 GB, fair use
CRA deadlines worked out from each client's servicesIncludedIncludedIncluded
Deadlines board and list, filters and saved viewsIncludedIncludedIncluded
Tasks and checklists for each serviceIncludedIncludedIncluded
Client portal: documents, approvals, uploads from a phoneIncludedIncludedIncluded
The client portal on your own domainNot includedNot includedIncluded
Request lists and templates, to one client or manyIncludedIncludedIncluded
Automatic reminders to clientsIncludedIncludedIncluded
Timers, timesheets and time reportsIncludedIncludedIncluded
Timesheet approvalDoesn't apply to one personIncludedIncluded
Invoices with GST/HST and QST, and paymentsIncludedIncludedIncluded
Import your client list from a spreadsheetIncludedIncludedIncluded
We import your client list for youFree on annual plansFree on annual plansFree on annual plans
A 30-minute onboarding callIncludedIncludedIncluded
Two-factor sign-in, activity log, export everythingIncludedIncludedIncluded
Your data hosted in CanadaIncludedIncludedIncluded
SupportEmail, within 1 business dayEmail, within 1 business dayEmail, within 1 business day
Compare the plans in full
Every feature, plan by plan
FeatureSoloTeamFirm
The basics
People on your team1Up to 5Up to 15
Clients and contactsUnlimitedUnlimitedUnlimited
Client portal usersUnlimitedUnlimitedUnlimited
Document storage50 GB, fair use50 GB, fair use50 GB, fair use
Free trial30 days, no card30 days, no card30 days, no card
Paying for a year at once2 months free2 months free2 months free
Billed inCanadian dollarsCanadian dollarsCanadian dollars
Data hosted in Canada (Québec)IncludedIncludedIncluded
SupportEmail, within 1 business dayEmail, within 1 business dayEmail, within 1 business day
Moving inWe import it for you, free on annual plansWe import it for you, free on annual plansWe import it for you, free on annual plans
A 30-minute onboarding callIncludedIncludedIncluded
Clients
Client types: corporation, sole proprietorship, partnership, trust, non-profit, individualIncludedIncludedIncluded
Households: an individual's spouse and dependants, billed togetherIncludedIncludedIncluded
Contacts linked to several clients, with their role (director, officer, signing authority, bookkeeper)IncludedIncludedIncluded
Your team on each client: partner, manager, preparer, reviewerIncludedIncludedIncluded
Prospect, active and inactive clientsIncludedIncludedIncluded
Share register, cap table and related partiesIncludedIncludedIncluded
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)IncludedIncludedIncluded
Search everything with Ctrl+KIncludedIncludedIncluded
A client's record with tabs: deadlines, tasks, documents, time and billing, people, activityIncludedIncludedIncluded
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 instalmentsIncludedIncludedIncluded
Bookkeeping, WSIB/WCB and your own recurring deadlines, on the schedule you setIncludedIncludedIncluded
Weekends and the CRA's public holidays: the next business day shownIncludedIncludedIncluded
Board by week, month or client, and a list, with filtersIncludedIncludedIncluded
Contractual deadlines and meetings beside the statutory onesIncludedIncludedIncluded
Filings the client does itself, kept on the board and greyed outIncludedIncludedIncluded
Saved views, such as "my T2s due this month"IncludedIncludedIncluded
Services set up for many clients at once, with a preview of their deadlinesIncludedIncludedIncluded
Tasks and work
My work: your tasks by when they're dueIncludedIncludedIncluded
Checklists that add tasks a set number of days before each deadlineIncludedIncludedIncluded
Today: what's overdue, due this week and in from clients, for you or the whole firmIncludedIncludedIncluded
Time and billing
Timers and a weekly timesheet, billable or not, a billing rate per personIncludedIncludedIncluded
Timesheets submitted, approved or returned with a noteDoesn't apply to one personIncludedIncluded
Unbilled time to an invoice in one stepIncludedIncludedIncluded
Invoices with GST/HST and QST, your numbering, terms and notes; payments; what's overdueIncludedIncludedIncluded
Invoices shown in the client's portalIncludedIncludedIncluded
Billing overview: billed and received by month, client type and serviceIncludedIncludedIncluded
Client portal
Your logo and colour; one login for all of a contact's clientsIncludedIncludedIncluded
The portal on your own domain (portal.yourfirm.ca)Not includedNot includedIncluded
Documents by year and service, firm-only or shared, with who opened themIncludedIncludedIncluded
Clients approve documents or ask for changesIncludedIncludedIncluded
Clients send documents, from a phone's camera tooIncludedIncludedIncluded
Request lists: documents, answers and tasks, each accepted or sent backIncludedIncludedIncluded
Request templates, and one request sent to many clientsIncludedIncludedIncluded
Reminders about instalments, balances due, deadlines and requests, from your templatesIncludedIncludedIncluded
Clients see their deadlines, invoices and profile, if you show themIncludedIncludedIncluded
One email a day instead of one per event, for clients who choose itIncludedIncludedIncluded
Works in the phone's browser: nothing to installIncludedIncludedIncluded
Team and security
Access (owner, admin, member) and titles (partner to staff)Doesn't apply to one personIncludedIncluded
Two-factor sign-in for your team, a code by email for clientsIncludedIncludedIncluded
Activity log: sign-ins, documents opened, downloaded and sharedIncludedIncludedIncluded
Export everything: spreadsheets and every documentIncludedIncludedIncluded
Public status pageIncludedIncludedIncluded

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.

Try it with your own clients

30 days with every feature, no card. Or book 20 minutes and we'll show you around.

30 days free, every feature, no card needed.