A bookkeeper's job is closing books and filing returns, not chasing a client for the W-2 they forgot to send. FirmLync does the chasing for you, and pushes harder as the deadline closes in.
STEP 1
Onboard clients in minutes.
In Wolters Kluwer's annual survey of nearly 2,000 US accounting firms, "late and unprepared clients" ranked as the #1 challenge firms face, ahead of everything else.
It drafts the workflow. It answers the question. You do neither by hand.
A spreadsheet, a CSV export, or a plain-English description of how you already run a close or a return. FirmLync turns it into a working checklist, no template library to configure first.
"What's overdue?" "What did we bill this month?" Type it, get an answer, right from the dashboard. No filters, no exporting.
Client work, paperwork, and payments, finally under one roof.
Documents, messages, and e-signature live behind one client login. Nobody needs a second app to find anything.
Email OTP verification, explicit consent, a document hash, and an audit-trail PDF, generated automatically every time.
Stripe Checkout for one-off and recurring invoices, autopay for repeat billing, manual recording for check or bank transfer.
New clients and invoices push to QuickBooks or Xero on their own. Payments and reports pull back in, so nothing gets entered twice.
A kanban view across the whole practice, recurring templates, and due dates that roll forward on their own.
CSV import for clients, team, and engagements, mapped and ready in minutes.
Design Partnership: Open to Our First 100 Firms
We're onboarding 100 firms as design partners. Firm size doesn't matter. No card required, start a free trial and let us know you're interested.
Direct access to the founding team
$249/user/year
Direct input on the roadmap
Pay year one, $249 rate holds through year 3, cancel anytime, new seats included
“We got tired of watching small firms duct-tape five tools together just to keep clients on track. So we built the one that does the work itself.”
The FirmLync team
Building in the open with our first 100 firms
Three ways to buy, one full product.
No feature-gated tiers, no per-client fees. Every plan includes AI workflow drafting and natural-language reporting.
New Firm rate
$50/user off standard, for firms in their first year.
Start free trial3-Year Prepay
Billed once, upfront, for 3 years. The deepest discount we offer.
Start free trialDesign partners get $249/user/year, with that rate locked through year 3, cancel anytime, no obligation to renew. See the design partnership program above.