Trusted by Accounting Firms

Run your firm β€”not after your clients.

Modern document workflows for accounting firms.

Stop wasting hours on manual follow-ups. FirmEase automatically asks clients for documents, sends smart reminders, and organizes everything into a secured vault for you.

Document Automation
Smart Reminders
Secure Vault
Everything in one platform

What FirmEase Helps You Do

Everything you need to manage your accounting practice β€” automated, organized, and beautifully simple.

Client Tracking

Client Management

Onboard clients in seconds. Track every client, their filing status, outstanding documents, and upcoming deadlines β€” all from one clean dashboard.

Document Collection

Document Requests

Request any document with one click or use pre-built Tax Packs for ITR, GST, Audit, and more. FirmEase generates a secure upload link instantly.

Automation

Smart Reminders

Stop chasing clients manually. FirmEase automatically sends follow-up reminders via WhatsApp and email until every required document is submitted.

Security

Encrypted Vault

Every client gets a dedicated, AES-256 encrypted folder. Documents are automatically organized, date-stamped, and instantly searchable β€” never lost again.

Compliance

Deadline Dashboard

See exactly whose paperwork is missing before deadlines hit. A real-time overview of all pending, uploaded, and approved documents across every client.

Self-Service

Client Portal

Every client gets their own branded login. They can upload documents, check request status, download completed returns β€” no more chasing over WhatsApp or email.

Ready to transform your practice?

Join hundreds of accounting firms already saving hours every week.

The Transformation: From Chaos to FirmEase

See the difference FirmEase makes for your practice

Before

Manual Chasing:

You spend hours on WhatsApp and email asking for the same Bank Statements and documents.

After

Set & Forget Reminders:

FirmEase "chases" the client for you, reminds them and collects the document.

Before

Document Chaos:

Files are scattered across WhatsApp, Email, and physical folders.

After

The Centralized Vault:

Every client has a dedicated, encrypted folder. Search once, find everything instantly.

Before

Missed Deadlines:

You don't know who hasn't sent their paperwork until you are already behind schedule.

After

Deadline Dashboard:

A system which shows you exactly whose paperwork is missing before the deadline hits.

How FirmEase Works

A simple, streamlined workflow designed for busy accounting professionals.

Step 1

Onboard in Seconds

Add your client and select their tax region (India, US, UK, etc.). Takes less than 60 seconds to get started.

Step 2

Request with One Click

Select the exact documents you need or use our pre-built "Tax Packs" for ITR, GST, Audit, and more.

Step 3

Automated Chasing

Your client receives a secure, no-login upload link directly on WhatsApp or email. FirmEase automatically follows up with smart reminders until every document is submitted.

Step 4

Instant Organization

Documents land directly in the client's encrypted vault β€” automatically organized, date-stamped, and ready for you to review, download, or use.

Simple, transparent pricing

Start free for 14 days. No credit card required.

πŸ‡ΊπŸ‡Έ Showing prices in USD for your region

Starter

Up to 50 clients

$29/USD/mo
  • 50 clients
  • Unlimited document requests
  • Email & WhatsApp reminders
  • Secure upload portal
  • Priority support
Start free trial
MOST POPULAR

Growth

Up to 100 clients

$49/USD/mo
  • 100 clients
  • Unlimited document requests
  • Email & WhatsApp reminders
  • Secure upload portal
  • Custom branding (soon)
  • Priority support
Start free trial

Studio

Unlimited clients

$89/USD/mo
  • Unlimited clients
  • Unlimited document requests
  • Email & WhatsApp reminders
  • Secure upload portal
  • Custom branding (soon)
  • Dedicated support
  • API access (soon)
Start free trial

All plans include a 7-day money-back guarantee Β· Payments processed securely by Dodo Payments

Frequently Asked Questions

Everything you need to know about FirmEase.

Yes. FirmEase is built from the ground up for CAs, tax consultants, and accounting firms across the world. Every feature β€” from Tax Packs to WhatsApp reminders β€” is designed around how accountants actually work.

Contact FirmEase

Have a question? We're here to help.

Get in Touch

Support Email

support@firmeasehq.com

WhatsApp Support

Available on all plans

Our support team typically responds within 24 business hours. For urgent matters, include "URGENT" in your subject.

Your Data, Safeguarded.

We understand that tax documents are the most sensitive data a client owns. Unlike chat apps, FirmEase is built on SOC2-compliant infrastructure. We do not sell data, we do not train AI on your documents, and our team has zero visibility into your private vault. It's your data, locked with your keys.

256-bit Encryption
SOC2-Compliant Infrastructure
Zero Data Selling
Read our full security overview β†’