Firmstead · Practice management
A steadier practice.
Firmstead gives tax and financial advisory firms of 2 to 20 people one secure place to run clients, documents, deadlines and work.
Firmstead · Deadline board
Filing season
5 engagements · 2 due this week
Waiting on client
Okafor Household
1040 · docs 4 of 7
Brightline Dental
1120-S · bank statements
In preparation
Reyes & Co.
1065 · due Mar 15
T. Whitfield
1040 · due Apr 15
Ready for review
Northgate Farms
Schedule F · reviewer: AM
Okafor Household uploaded W-2 (2 of 2) to the client portal
SecureIllustrative example with sample data.
How it works
01
Bring your clients in
Import client records and open engagements.
02
Plan the season
Every filing has a deadline, an owner and a status.
03
Collect documents securely
Clients upload to a portal instead of email.
Key capabilities
Client records
Every client, engagement and document in one place.
Deadlines and work
Track filings and tasks across the team.
Secure document exchange
Collect and share sensitive files safely.
Access controls
Each staff member sees only what they need.
Use cases
Who it is for.
- Tax practices moving off spreadsheets and email
- Advisory firms handling sensitive client data
- Growing firms adding their first few staff