For accounting firms
Proposal to signature to engagement to invoice to paid. Every client, every document, every deadline — one place, under your firm’s name. Built inside a working CPA firm.
24
Engagements
3
Signatures
2
To review
Needs attention
3 open
watching for activity
The problem
Proposals in one app. E-signatures in another. Billing in a third. A portal your clients ignore — and email holding the whole thing together.
Every hand-off between those tools is a place where a name gets re-typed, a file gets lost, and a deadline goes quiet. Knowledge workers lose nearly two hours a day just hunting for information across tools.* You bill by the hour. You know exactly what that costs.
The fix isn’t another app. It’s one system.
~2 hrs
lost per person, per day, to scattered information
* McKinsey Global Institute, on time spent searching & gathering information
What it feels like
8:02 AM
The engagement opens itself — scope, owner, and due date already set. Nobody copied anything into anything.
25
Engagements
2
Signatures
2
To review
Needs attention
3 open
8:15 AM
The file is scanned, filed against the request, and the request checks itself off. No email. No “did you get it?”
25
Engagements
2
Signatures
3
To review
Needs attention
2 open
8:30 AM
Every engagement, every signature, every thing that actually needs a human — one list, current as of right now.
25
Engagements
2
Signatures
3
To review
Needs attention
all clear
Nothing waiting on you. Coffee’s still warm.
24
Engagements
3
Signatures
2
To review
Needs attention
3 open
watching for activity
ONE SYSTEM · EVERYTHING LANDS HERE
Why it works
Firmary isn’t ten tools wearing one logo. It’s one system built around one object: the client.
The proposal becomes the engagement. The engagement drives the work. The signed letter files itself against the client. You never re-enter a name, a rate, or a scope — and there is exactly one version of the truth.
That’s the difference between software that has features and software that has your back.
The whole firm
Turn modules on or off per firm — run just what you need. Each one reads and writes the same client record, so they compound instead of accumulating.
Clients sign in at your domain, see your logo, your colors, your firm. They get the experience of a firm ten times your size — you get the credit. Firmary stays out of sight.
Meridian Tax Group
Client portal
sample firms — the rebrand is live config, no rebuild
Who built this
We’re Jahn CPA. We tried the market — and every tool made our clients do the work and our staff do the re-typing. So we built the system we wanted to buy. It’s finishing its hardening pass inside our own practice right now: our proposals, our engagement letters, our deadlines.
We didn’t research these workflows. We live them.
Because it holds tax documents, the serious parts came first
Early access
Every founding firm gets set up personally — your templates, your engagement letters, your billing rules — so day one actually works. That takes time we won’t rush. In exchange, founding firms get a direct line to the people building Firmary, a real say in what gets built next, and founding-cohort terms.