Client Portal Software for Accountants

Easily Share Files With Your Clients

Firmsta helps accountants work efficiently with their clients by allowing them to securely and effortlessly share files through its cloud-based client portal software.

Powerful, yet simple

Firmsta has been intentionally designed to include the essential you need. It is not bloated and not 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 the portal remotely

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

Collaborate effectively

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 100 clients
$19/month
  • Unlimited client users
  • Unlimited staff members
  • Unlimited file storage
  • On-going portal upgrades
  • On-going help & support
  • Save 15% by paying yearly
Pro
Up to 500 clients
$49/month
  • Unlimited client users
  • Unlimited staff members
  • Unlimited file storage
  • On-going portal upgrades
  • On-going help & support
  • Save 15% by paying yearly
Enterprise
Unlimited clients
$79/month
  • Unlimited client users
  • Unlimited staff members
  • Unlimited file storage
  • On-going portal upgrades
  • On-going help & support
  • Save 15% by paying yearly

Level up your firm's productivity

Get started today and improve your firm's operations by including Firmsta into your workflow.