For Accounting Firms
Tax returns, bookkeeping, payroll — manage all client work, documents, and billing in one place. Replace ShareFile, DocuSign, and your invoicing tool.
Start free 14-day trial →Upload tax returns, financial statements, and receipts. Clients access everything through their branded portal — no more email attachments.
Send engagement letters for signing with a full audit trail. Clients draw-to-sign on any device. No DocuSign fees.
Track time per client, per engagement, per team member. One-click timer or manual entry. Every minute is captured and billable.
Generate invoices from tracked time. Clients pay online via Stripe. Set up recurring invoices for retainer clients automatically.
Each client gets a branded login to view documents, sign letters, pay invoices, and message your firm. Your logo, your colours.
Stop chasing clients on WhatsApp and email. Built-in messaging with push notifications keeps everything in one secure place.
Monthly bookkeeping clients? Set up automatic invoicing. FirmFlow generates and sends invoices on your schedule.
Ask which clients have overdue invoices or what your revenue is this quarter in plain English. Powered by Claude AI.
| What you need | FirmFlow | Without FirmFlow |
|---|---|---|
| Document sharing | Included | ShareFile €27/user/mo |
| E-signatures | Unlimited | DocuSign €23/envelope |
| Time tracking | Built-in | Harvest €11/user/mo |
| Invoicing | Included | Xero/FreshBooks €27+/mo |
| Client portal | Branded | None or generic |
| Total cost (5 people) | €29–€89/mo | €300–€500/mo |
20-minute setup. No credit card. No per-user fees.
Start free 14-day trial →Yes. FirmFlow is built specifically for solo practitioners and accounting firms with 1-20 team members. Setup takes under 10 minutes and there are no per-user fees. The Starter plan at €29/month includes up to 5 team members.
No. FirmFlow is a practice management platform, not a bookkeeping tool. It works alongside QuickBooks, Xero, and other accounting software to handle client management, e-signatures, invoicing for your services, document sharing, and time tracking. Use Xero for client books, FirmFlow for running your firm.
Yes. Every plan includes unlimited legally binding e-signatures with full audit trails. No per-envelope fees like DocuSign. Compliant with eIDAS in the EU and ESIGN/UETA in the US.
Yes. FirmFlow uses AES-256 encryption, hosts EU customer data in EU data centres, and offers a Data Processing Agreement (DPA) for all customers. Two-factor authentication is available on every plan.
You can export all your client data, documents, invoices, and time entries at any time as CSV files. After cancellation your account is paused for 30 days so you can come back, then deleted. No vendor lock-in.
