Everything your team needs from you, with clear due dates and status.
Practice management for the next generation of accounting firms
Your firm.
Your way.
Manage client work, engagements, billing, and communication in one platform. Configure your workflows and client portal, and use Firmary directly or through ChatGPT or Claude.
We’ll email you when your firm can join.
Form submitted. Review assigned.
01 / Client work
Turn a submitted form
into assigned work.
Choose who reviews the submission and when it is due. The resulting task links to the client and can include answers from the submitted form.
Client submits the form
Northstar Studio submits its client intake form.
your business.
Your answers help us understand the services you need.
- 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.
02 / AI & integrations
Run your firm from ChatGPT or Claude.
Find information, create and update records, and take action in Firmary without leaving the conversation.
Product preview. Fictional client data.
AI access for your clients, too.
Clients can use a connected AI assistant to read and update information in their own portal. Access follows the client’s permissions.
Staff and client connections support read and write access through the Model Context Protocol (MCP).
Connect Firmary to your other tools.
- API
- Read and update supported Firmary records from your own software.
- Webhooks
- Notify connected systems when events occur in Firmary.
03 / Automations
Build workflows
around your practice.
Choose a trigger, define the actions, and assign responsibility. Review each run to see what happened.
Select a step to configure it.
Assign the task and set its due date.
Northstar Studio submits a form.
Run the workflow to see the result.
The task will show the client, assignee, and due date.
Product preview. Fictional client data.
- Triggers
- Choose what starts the workflow.
- Actions
- Set what happens next.
- Run history
- Review completed runs and steps that need attention.
Give clients a clear place to respond.
Clients can review requests, upload documents, complete forms, and message your team through a portal with your firm’s branding.
Open a request in the preview.
Product preview. Fictional client data.
Choose what
each client sees.
Set up the portal for the services you provide. Use client groups to determine which tools are available. In Firmary, client groups are called segments.
Blueprints: a starting configuration for your type of practice
Client fields and tags to record what matters to your firm
Reusable forms, emails, and engagement-letter templates
Set permissions for your team.
Set access by staff role and client assignment.
Turn modules on or off for a sample firm.
Onboarding blueprintsBy firm type
TemplatesEmail · letters · forms
Client fields & tagsYours to define
Product preview. Fictional client data.
Manage engagements
and billing.
Create proposals, manage engagements, and keep invoices and payment status with the client record.
- Services · Proposals · EngagementsSend proposals and track engagements.
- Define the services you offer, send a proposal, and keep the accepted agreement with the engagement it starts.
- Invoices · Payments · ReceivablesSee what’s billed and what’s outstanding.
- Keep invoice details and payment status with the client record, and review outstanding balances across your clients.
- Time · Budgets · ReportingTrack time and budgets.
- Record time against client work and compare it with your budgets. Reports show unbilled time and realization.
Control access
to client information.
Set access by role and client, and review sensitive activity in an audit log.
See security details09:31:04document.uploadedSeptember statementrecorded
09:31:22scan.completedcleanrecorded
11:12:47form.submittedClient intakerecorded
13:40:11authz_denyout-of-scope readblocked
16:56:20task.createdReview client intakerecorded
Product preview. Fictional client data.
Review your records
before inviting clients.
Import a client CSV, review the results, and invite clients when you’re ready.
Explore Firmary with sample data.
Try the workflows and client experience before adding your own records.
What is Firmary?
Firmary is practice management software for accounting, bookkeeping, and tax firms. It brings client work, engagements, billing, and communication into one platform, with configurable workflows, a client portal, and access through connected AI assistants.
Who is Firmary for?
Firmary is built for accounting, bookkeeping, and tax firms.
How do I get access?
Join the waitlist and we’ll email you when your firm can join.
What can connected AI assistants do?
Connected assistants can read and update information and carry out actions in Firmary. Staff and clients use their own account permissions.
Do we have to use AI?
No. Your team can do all of its work directly in Firmary. An administrator can turn off AI assistant access for the whole firm, allow only certain apps, or limit what each connection can reach and do.
Do clients need to install an app?
No. Clients use the portal in a web browser on a computer or phone, and can add it to their phone’s home screen. Your firm invites each client, who verifies their email address and sets a password. For a single request, a client can also respond from an emailed link after entering a one-time code, without signing in to the portal.
Which tools can I connect?
Clients pay invoices through Stripe. Staff and clients can connect an AI assistant, such as Claude, through Firmary’s MCP server. Your own software can read and update records through the API and receive webhooks when events occur in Firmary.
What does it replace, and can we keep our accounting and tax tools?
Firmary replaces the separate tools around client work: portal logins, document requests by email, intake forms, task lists, message threads, proposals, e-signing, and invoicing. Your general ledger and tax preparation software stay where they are.
What can I import?
You can import clients, tasks, and time entries from CSV files. You map the columns and review which rows will be imported, which have problems, and which are duplicates before anything is created. Importing clients doesn’t invite them. Documents, messages, engagements, and billing history aren’t imported.
What can I export?
Staff with the matching permission can export clients, client contacts, tasks, time entries, aged receivables, and the audit log as CSV files, and download documents as a ZIP file. A firm owner can export the whole firm as a ZIP file of CSV files and documents.
How is client data protected?
Every upload is scanned for viruses before anyone can open it, and infected files are quarantined. Each firm’s data is kept separate, access follows staff roles and client assignments, and sensitive actions are recorded in an audit log. Owners and admins must use multi-factor sign-in. The security page has the details.
Join the Firmary waitlist.
We’ll email you when your firm can join.