Roadmap | FirmLync

Live today

Client portal — document requests, uploads, and secure messaging.
Predrafted follow-up emails — editable per firm, one-click send from the missing-documents queue.
E-signature — engagement letters, consent forms, and fee agreements, with a one-time code, consent checkbox, and auto-generated audit trail.
30 prebuilt workflow templates across 7 service lines, plus custom workflow authoring.
Free AI workflow drafting from a description or CSV, and natural-language reporting — included with every seat, nothing to unlock.
QuickBooks & Xero sync — two-way: invoicing, bill pay, bank transaction review and recategorization, financial snapshots, and close packets.
Credential vault — per-client encrypted storage for logins you need to access.
Mandatory 2FA on every firm-staff account.

Building next

iOS & Android app for clients — built and currently in testing, so clients can upload and respond from their phone.
SMS follow-ups — already built, held back on purpose until we've validated demand with our first cohort of firms. At no separate cost once it opens up.
AI-drafted follow-up messages — already built, same reasoning as SMS. Personalized per client, per missing item.
Remote e-signature for IRS Form 8879/8878 — we're evaluating identity-verification (KBA) vendors for this.
Direct IRS transcript retrieval — pulling Wage & Income and Account transcripts automatically, instead of relying on an uploaded PDF.
Payment-plan installments syncing to QuickBooks/Xero.
Team capacity view — who's overloaded, realization and utilization for advisory-heavy firms.
Enterprise path for firms larger than 5 seats.
API access for firms who want to build their own automations on top of FirmLync.

Something you need that isn't here? Email us — the earlier we hear it, the more it shapes this list.

Where We're Headed.