Client Portal Software for Accountants

Client Portal Software for Accountants

Firmsta is a modern and secure client portal software for accountants. With our robust cloud platform, your firm will effortlessly onboard clients, easily create folders, and securely share files in a user-friendly interface.

Powerful, yet simple

Firmsta has been intentionally designed to include the features you want, right where you need them - without being bloated and overly complicated.

Intuitive

Get setup quickly

Signing up your firm is easy and fast. And it takes even less time to add your team members, client accounts and start working. The portal is so intuitive that you will love how simple it is to find your way around.

SECURE

Share files securely

Securely share files back and forth as you work on your clients' projects. We use top-level end-to-end data transfer and database encryption to ensure your team and clients' information are always kept safe and secure.

RESPONSIVE

Access on all your devices

We understand how remote work has become. That's why Firmsta allows you to conveniently access the portal and keep working on any device, from anywhere with a reliable Internet connection even if you are not at the office.

TEAMWORK

Work with your staff

Having a team is essential to complete clients' projects on time. Firmsta makes it a breeze to add your staff members with different roles. You will be happy to know that your staff can also access clients' folders, files, and others for seamless collaboration.

Get started with a free trial

Every plan comes with a free 60-day trial to give you ample time to test the portal and incorporate it into your current workflow before paying a dime.

Starter
Up to 125 clients
$49/month
  • Unlimited client users
  • Unlimited staff members
  • Unlimited folders and files
  • Future software upgrades
  • On-going help & support
  • Save 15% by paying yearly
Premium
Up to 250 clients
$99/month
  • Unlimited client users
  • Unlimited staff members
  • Unlimited folders and files
  • Future software upgrades
  • On-going help & support
  • Save 16% by paying yearly
Pro
Up to 500 clients
$179/month
  • Unlimited client users
  • Unlimited staff members
  • Unlimited folders and files
  • Future software upgrades
  • On-going help & support
  • Save 17% by paying yearly

Have more than 500 clients?

That's no problem! We also have an Enterprise plan that includes a base fee and a tiered structure. And if you need a customized one just for your firm, we can build you a plan based on your needs and resources as well.

Level up your firm's productivity

Get started today and improve your accounting practice's workflow.