One plan includes every feature below at every price point. No feature-gated tiers, no add-ons to unlock later.
One login your clients actually keep using, instead of a shared inbox and a folder of PDFs.
Clients upload documents, respond to requests, and message your firm directly through the portal. Every file and thread stays tied to their record instead of buried in an inbox search.
Most client portals overwhelm a non-technical client with tabs. FirmLync's is deliberately thin: four sections, nothing to explain on a support call.
Built for real business documents, not just a typed name on a screen.
Every signature generates an audit-trail PDF automatically: who signed, when, and proof the document wasn't altered afterward. Covers engagement letters, consent forms, and fee agreements under ESIGN/UETA.
E-filing signature authorization requires IRS-mandated identity verification (KBA) that we don't currently integrate. Firms handle that one form by wet signature, in person, or a separate KBA-capable tool. See the security page for the full detail.
From first proposal to paid invoice, without leaving FirmLync.
Draft and e-sign a proposal before work starts. Once it's accepted, it's tied directly into billing instead of a separate document you track by hand.
Stripe Checkout for card payments, autopay for repeat billing on a saved card.
Check, cash, or bank transfer: record it directly against the invoice, with no workaround needed for clients who don't pay by card.
Your books stay in QuickBooks or Xero. FirmLync connects to them; it doesn't replace them.
Create a client in FirmLync and it syncs to QuickBooks/Xero as a customer. Financial reports pull back in live, so you're not re-entering numbers to track your own margin.
A real slice of two-way sync, beyond reporting alone. Full transaction-level categorization sync is on the roadmap; see our honest comparison with Financial Cents for exactly where that gap stands today.
30 prebuilt templates across 7 categories, plus AI drafts one from scratch when nothing fits.
Step dependencies and due-date offsets, so a monthly close or a tax return follows the same checklist every time, automatically.
See every engagement by stage and drag to move it forward: a firm-wide view of what's actually in progress.
Every task from every client and engagement, filterable by assignee or due date, in one place, instead of buried inside individual client records.
Mandatory 2FA, row-level data isolation, and a place to actually keep client logins safe.
Stop keeping client portal passwords in a spreadsheet. Store them encrypted, scoped to that one client's record.
Row-level security enforced in the database itself, not just app code. Full detail on the security & trust page.