Requests
Everything your team needs from you, with clear due dates and status.
Practice management for accounting firms
Your firm.
Wide open.
Less chasing. Clear next steps.
A connected practice that works your way.
Built for accounting firms. Open to what’s next.
Pre-launch · Be first to hear when your firm can join.
One submission. Everything moves.
01 / The connected practice
Good work deserves
a better handoff.
The form is in. But who reviews it? What happens next? Firmary connects the client experience to the work behind it—so your team spends less time coordinating and more time moving clients forward.
A clear request.
Your client sees what you need, fills in the form, and knows it reached you. No attachment hunt. No “did you get it?” email.
A good place
to begin.
A few details help us get your work moving.
- Business name
- Northstar Studio
- What can we help with?
- Monthly bookkeeping & advisory
- Anything we should know?
- We’re ready to bring you up to date.
Documents, form answers, secure messages, and assigned work stay with the client. Find the context behind a task without rebuilding the relationship from scattered attachments.
02 / Open by design
Run your firm from the conversation.
Ask in Claude or ChatGPT. Watch Firmary move through the actual work—clients, workflows, messages, and deadlines—while your rules decide what can happen.
Simulated ChatGPT experience · fictional data · saved in this browser · no external actions
No command language. Start with the outcome you want.
Every tool call opens the Firmary page and record it actually affects.
Firmary moves safe work and holds consequential changes for you.
03 / Your process, on repeat
Set it in motion.
Skip the repeat work.
A submitted form can create a task, assign a reviewer, and set a due date. Your team gets a clear next step without someone recreating the handoff each time.
Review submitted forms
Select a step. Make the process yours.
Create task
Give the right person the next step.
Northstar Studio submits a form.
Watch the handoff happen.
A task with the client, the owner, and a due date.
Interactive example · fictional data. Adapted from Firmary’s automation builder. No live workflow is changed.
Go beyond this example with document requests, form assignments, notifications, and conditions. Published automations keep a run history, so you can check what happened and follow the work they created.
One firm. Two perspectives.
Your firm.
In their pocket.
Try a request or send a sample reply.
Clear requests, secure uploads, and a direct line to your team. Give clients a simple way to keep their side of the work moving.
Try the phone: open a request, complete a form, or send a sample reply.
Interactive preview · Fictional data
Different clients.
The right experience.
Your tax, bookkeeping, and advisory clients don’t all need the same portal. Use client fields, tags, and segments to shape the tools they see. Set staff roles and client access around who actually does the work.
Your brand, with portal tools chosen for each client segment
Reusable forms, emails, and engagement-letter templates
Firm-type blueprints to start with relevant fields and modules
Shape the tools a sample practice uses.
Onboarding blueprintsBy firm type
TemplatesEmail · letters · forms
Client fields & tagsYours to define
Illustrative configuration · fictional firm · availability varies by feature
The business behind
the client work.
Bring agreed services, invoices, and recorded time back to the client relationship. See how the work your team does connects to the business you’re running.
- Services · Proposals · EngagementsCarry the agreement into the work.
- Define the services you offer, prepare a proposal, and keep the accepted agreement connected to the engagement. Give your team a clear record of what the client agreed to and what comes next.
- Invoices · Receipts · ReceivablesSee what’s billed and what’s outstanding.
- Keep invoice details and payment status with the client relationship. Review outstanding balances, prepare invoices from recorded time, and follow billing questions back to the work behind them.
- Time · Budgets · ReportingUnderstand the effort behind delivery.
- Record time against client work, compare effort with budgets, and review unbilled work and realization. Give staffing and pricing conversations something more concrete than a busy calendar.
Proposals, signing, and payment workflows are still in testing. Time tracking and firm analytics are built and still being tested; they come after initial early access.
Client trust belongs
in the workflow.
Control who can reach client records, check uploaded files, and keep a record of sensitive activity. Roles and client access rules help your team share the work with the right people; an audit trail helps answer who did what.
Review our security controlsFirmary is pre-launch and not SOC 2 certified. Our security page explains the controls in place and the work ahead.
09:31:04document.uploadedSeptember statementrecorded
09:31:22scan.completedcleanrecorded
11:12:47form.submittedClient intakerecorded
13:40:11authz_denyout-of-scope readblocked
16:56:20task.createdReview client intakerecorded
Illustrative audit trail · fictional data
Learn it before
your clients do.
A change of software is a change in how your team works. Firmary’s onboarding includes a separate Practice environment and reviewable client imports, so you can explore the experience and check your records before involving clients.
Practice with fictional records.
Walk through the staff and client experience in an isolated Practice firm. Learn the workflow without experimenting on client records.
Review what you bring across.
Map client CSV fields, inspect duplicates and problem rows, then import. Client and task exports provide ways to retrieve those records as your needs change.
The Practice firm is built and still being tested. Client CSV import and client and task exports are available; migration options depend on the records you bring.
What is Firmary?
Firmary is practice management software for US accounting firms. Your team gets one workspace for client requests, documents, forms, tasks, and messages, and your clients get a portal carrying your firm’s brand. The work stays connected from what a client sends to whoever handles it next, and your firm decides who—and which tools—can see what. Firmary is pre-launch.
Who is it for?
US accounting firms—tax, bookkeeping, and advisory practices—that want client requests and the work behind them in one place, not scattered across inboxes and attachments. Staff work in Firmary’s workspace; clients use a portal with your firm’s brand. Roles, client fields, and segments shape what each person sees and which portal tools each group of clients gets.
How does early access work?
Join the waitlist with your email address. When we can bring your firm on, we’ll email you an invitation—there’s no self-serve sign-up yet, and we haven’t published dates. Joining doesn’t create an account or start a paid plan. Once invited, you can import clients from a CSV file and check every row before anyone on the client side is invited.
What’s ready, and what’s still coming?
Firmary is pre-launch. Document requests, forms, tasks, secure messaging, and the client portal are the core of early access. Automation, proposals, e-signing, invoicing, and payments are built and being tested. Time tracking and firm analytics are built too, but come after initial early access. Claude connects today; ChatGPT support is in testing. Scheduling isn’t available yet.
Does it work with ChatGPT and Claude?
Claude connects to Firmary today as a custom connector, for staff at firms already using Firmary. ChatGPT support is built and in testing, and Firmary isn’t listed in either app’s directory yet. Either way, the assistant acts as the person who connected it, stays within the limits your firm sets, and every change it makes lands in your audit log.
Do we have to use AI?
No. Your team can do all of its work directly in Firmary. AI assistant access is optional: an administrator can switch it off for the whole firm, allow only certain apps, or limit what each connection can reach and do. Critical actions, like voiding an invoice or changing someone’s access, still need approval inside Firmary. The AI demo on this page uses fictional data.
What does “open by design” mean for my firm?
It means your firm decides which tools and AI assistants can work with Firmary and what they can reach. Claude already connects through Firmary’s MCP server. A REST API with API keys, plus webhooks that notify your other systems when something changes, is built and being tested before we open it publicly. Each of them uses the same permissions and audit trail as the app.
What does it replace—and can we keep our accounting and tax tools?
Firmary replaces the patchwork around client work: portal logins, document requests by email, intake forms, task lists, and message threads. Proposals, e-signing, and invoicing are built and in testing. Your ledger and tax preparation software stay where they are. Connections to accounting and tax tools aren’t live yet, so tell us at info@firmary.app which ones matter to you.
How is client data protected?
Every upload is virus-scanned before anyone can open it, and infected files are quarantined. Each firm is isolated, access follows staff roles and client rules, and sensitive actions land in an append-only audit log. Owners and admins must use multi-factor sign-in. Firmary is pre-launch and not SOC 2 certified; our security page covers what’s in place and what’s ahead.
How much does it cost?
We haven’t published pricing yet, so we won’t guess at a number here. Joining the waitlist is free and doesn’t create an account or start a paid plan. If cost will decide whether Firmary fits your firm, email info@firmary.app with what you need to know, and tell us a little about your practice.
A more connected firm
starts with your team.
If you want clearer client work, repeatable delivery, and more control over the tools behind your practice, join the Firmary waitlist. We’ll email you when we can invite your firm.
Get an invitation when early access opens.
Joining the list doesn’t create an account or start a paid plan.