Purpose-built for accounting firms

The CRM that speaks
accountant.

Manage clients, proposals, invoices, and tax deadlines in one place built specifically for CPA and accounting firms. No generic CRM customization required.

Start 14-day free trial View pricing

No credit card required  |  14-day trial  |  Cancel anytime

☷
⚘
⚙
⚓
Contacts
148
Outstanding
$28.4k
Pipeline
$92k
Tasks
12
Everything you need

Built around how your firm actually works

Firmiq replaces the spreadsheets, sticky notes, and generic tools that slow accounting firms down.

👥
Client CRM
Track every client with pipeline stages, custom tags, lead scoring, and a full timeline of every interaction.
📋
Proposals & E-Sign
Send engagement letters with real e-signature capture. Built-in templates for tax, bookkeeping, and advisory.
💰
Invoicing & Payments
Create and send invoices with online payment via Stripe. Track outstanding balances and recurring billing.
📅
IRS Deadline Calendar
Your calendar auto-populates with quarterly estimated taxes, 1099 deadlines, S-corp returns, and more.
💌
Email Sequences
Nurture prospects with automated drip sequences. Follow up on proposals and collect year-end documents.
⚡
Workflow Automation
Set triggers and actions that run your firm while you focus on client work.
🔒
Client Portal
Give every client a branded portal to view invoices, sign proposals, and upload documents.
📊
Reports & Analytics
See pipeline value, revenue trends, invoice aging, and sign rates in one dashboard.
🤖
Claude AI Integration
Connect Firmiq directly to Claude AI. Ask Claude to pull up client data, create invoices, check deadlines, or summarize your pipeline — without leaving your chat. Growth and Agency plans.
👪
Team Collaboration
Invite your staff, assign roles, and track activity across the whole team.
Simple setup

Up and running in minutes

No IT department needed. Firmiq is live the same afternoon you sign up.

1
Create your firm
Sign up with your email. Your workspace is ready instantly with pipeline stages and templates pre-configured.
2
Import your clients
Upload a CSV of existing clients or add them manually. All your contacts in Firmiq in minutes.
3
Send your first proposal
Pick a template, personalize it, and send it with one click. Your client signs online.
4
Get paid faster
Create an invoice, email it to your client, and let them pay by card. Payments within 2 days.
Simple pricing

Plans that grow with your firm

All plans include a 14-day free trial. No credit card required to start.

🤖
Now with Claude AI Integration
Growth and Agency subscribers can connect Firmiq directly to Claude via MCP. Ask Claude to manage your clients, check invoices, and run your practice using natural language.
Starter
For solo accountants getting started
$29/month
  • Up to 50 contacts
  • 10 invoices per month
  • Proposals & e-signature
  • Client portal
  • IRS deadline calendar
  • 1 email sequence
Start free trial
Most Popular
Growth
For active firms scaling their practice
$79/month
  • Unlimited contacts
  • Unlimited invoices
  • Recurring invoices
  • 10 email sequences
  • 10 workflow automations
  • Up to 3 team members
  • Claude AI integration (MCP)
Start free trial
Agency
For multi-staff firms with bigger teams
$159/month
  • Everything in Growth
  • Up to 15 team members
  • Unlimited sequences
  • Unlimited workflows
  • Advanced reports
  • Custom branding
  • Claude AI integration (MCP)
Start free trial
What firms say

Real results for real firms

Accounting professionals who switched to Firmiq get their client work done.

★★★★★
"I used to track proposals in a spreadsheet. Now I send a proposal, client signs online, and I get paid - all from one place. My close rate went up immediately."
SM
Sarah M.
Solo CPA, Tampa FL
★★★★★
"The IRS deadline calendar alone is worth the subscription. My whole team can see what is due when, and the automated reminders keep clients on track."
RK
Robert K.
Founding Partner, K&H Advisors
★★★★★
"We replaced three different tools with Firmiq. Our billing cycle went from 3 weeks to 3 days. The client portal is a game-changer."
JL
Jennifer L.
Managing Director, Ledger Group
Get started today

Your firm deserves a better system

Join accounting firms who run their practice on Firmiq. Start your 14-day free trial.

Create your firm for free

14-day free trial  |  No credit card required  |  Cancel anytime