One Stack to run your firm
CRM | Time Tracking | Billing | Task Management | Compliance Management | Client Workspace
As your firm grows, keeping everything connected gets harder.
Keep Client Work Moving
Client work, deadlines, assignments, and approvals become harder to keep on track as your firm grows.
Turn Work Into Revenue
Tracking billable time and connecting completed work to accurate, timely billing takes too much effort.
Centralize Client Communication
Emails, requests, follow-ups & documents can get scattered across conversations
Manage the Pipeline
Leads, proposals, and client relationships become harder to manage as your firm grows.
The Better Way
Run your firm with greater visibility and control.
Everything you need to run your firm.
Every essential capability your firm needs to manage clients, stay compliant, deliver work and bill clients, all in one connected platform.
CRM
Manage your client pipeline from first conversation to signed engagement.
Track leads, manage opportunities, send proposals and convert prospects into clients, all from one place.
Pipeline
Built-In "Compliance Automation"
Automatically identify, assign and track applicable compliance based on each client's business profile, entity type and operating jurisdictions.
Better visibility across your firm & your clients
Your firm sees the work. Your clients see their business.
Firm Workspace
Everything your team needs
Client Management
AssignCRM
Assign Lead| Company | POC | Stage | Proposal Value |
|---|---|---|---|
| Evergreen Capital Partners | Emily | Lead | - |
| Skyline Builders USA | Jennifer | Proposal | $534 |
| Titan Industrial Products | Robert | Won | $9246 |
Client Workspace
Everything your clients need
Fin-Start
Fin-Books
Fin-Tax
Fin-Comply
Fin-Sights
Fin-Hire
We built what we wished we had.
Born from real practice experience
Connected Client Onboarding
Create complete client profiles with business information, services, jurisdictions and subscriptions in one flow.
Automatic Compliance Assignment
Applicable statutory compliances are identified and assigned automatically based on entity data.
Streamlined Billing
Connect tasks, time and expenses to accurate invoicing, so billable work flows seamlessly into billing.
Client Visibility
Give clients one connected workspace to monitor bookkeeping, tax filings, compliance, payroll, and documents.
Built by Accountants
Designed from our own operational experience managing accounting and tax compliance for clients.
From Service to Product
Package recurring services into standardized offerings that are easier to deliver, manage and scale.
Built by accountants.
It started with the same operational challenges most firms face today.
As our team grew, we found ourselves managing clients, compliance, billing and communication across multiple systems.
Instead of trying to make those tools work together, we built one platform.
Today, it's the same platform our own team uses every day.
Built by an accounting team.
Used by an accounting team.
Now available for yours.
We experienced it
Managing clients, compliance, billing & communication across multiple systems.
The complexity grew
More clients meant more coordination, more follow-ups and more moving parts.
We built FirmStackk
A practice management platform shaped around our own accounting workflow.
We put it to work
Our own team uses the platform every day.
We're opening it up
Now other accounting firms can run their practice on it too.
One Simple Price
Practice Management
$50/ user / month
See how FirmStackk
can transform your practice.
Discover how one connected platform can help your firm manage clients, automate compliance and scale operations with confidence.