Client journey From quote to cash, connected
FirmBoard keeps the entire client journey on one timeline. A quote is not a dead PDF in an inbox — it becomes the invoice, and the invoice becomes the...
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Practice management for Canadian accountants
Run your practice without the spreadsheet chaos
Built for bookkeepers
FirmBoard guides every client from first quote to final payment — designed for Canadian small accountants who want clarity, not clutter.
Made for Canadian practices
Quote to receipt, one path
Onboard in an afternoon
- One client workspace
People, services, and status on a single card.
- Quote to invoice
The number you agreed is the number you bill.
- Payment on the same path
Receipts sit beside the work, not in a side file.
Practice management for Canadian accountants
Client journey in one place
Built for bookkeepers
Quotes, invoices, and payment receipts stay linked so your team always knows what happened last.
Made for Canadian practices
Quote to receipt, one path
Onboard in an afternoon
- One client workspace
People, services, and status on a single card.
- Quote to invoice
The number you agreed is the number you bill.
- Payment on the same path
Receipts sit beside the work, not in a side file.
Practice management for Canadian accountants
Simple interface. Serious practice management.
Built for bookkeepers
Onboard in an afternoon and give clients a professional experience they will remember.
Made for Canadian practices
Quote to receipt, one path
Onboard in an afternoon
- One client workspace
People, services, and status on a single card.
- Quote to invoice
The number you agreed is the number you bill.
- Payment on the same path
Receipts sit beside the work, not in a side file.
Trusted by practices and partners across Canada
Built for CanadaQuote → Invoice → Receipt
About FirmBoard
One client journey. No extra software.
FirmBoard is a practice management solution for small accountants who deliver bookkeeping, tax, and other accounting services to clients in Canada. Every feature revolves around client data and the services you provide — a full client journey from quotation to invoicing and payment, without the clutter of enterprise software.
- Client-first recordsEvery service, quote, and receipt hangs off one profile.
- Clear job trackingSee who owns what and which return is filed.
- Quotes that convertAn accepted quote becomes the invoice, no retyping.
- Calm and secureA narrow, focused tool your team will actually use.
Client journey 
Simple interface Calm software for busy season
Busy season should not mean a new piece of software with fifty menus you will never open. FirmBoard stays focused on clients, service cards, tracking,...
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Why firms switch Designed around Canadian practice life
FirmBoard was built by Canadian accountants who still remember chasing e-transfers, rewriting the same quote, and losing track of which return was fil...
Learn moreHow it works
From first call to final receipt in four steps
Every piece of work follows the same path, so nobody on your team has to ask where a client stands.
1
Add the client
Create one profile with contacts, legal type, and tags. Everything else attaches to it.
2
Open a service card
Pick the business line and service. Fee, tax, team, and status travel together.
3
Quote, then invoice
The accepted quote becomes the invoice. The number you agreed is the number you bill.
4
Record the payment
Log the e-transfer or cheque and issue a receipt that sits next to the work.
What we offer
The work small firms actually run
Clients and the services you deliver sit in the middle. Quotes, invoices, and payment receipts follow that work.
Trusted practitioners
What practice owners say after the first busy season
★★★★★
We used to rebuild the same numbers in a quote, then again on the invoice. FirmBoard keeps the client, the service, and the money on one board. Tax season is still busy — it is just no longer chaotic.
Sarah Chen, CPA
Owner, Chen & Associates — Toronto
★★★★★
My bookkeepers learned the tracker in a morning. Clients ask fewer “where is my invoice?” questions because the status is obvious, and payment receipts sit right beside the work.
James Okonkwo
Managing Partner — Mississauga Lakeview Bookkeeping
★★★★★
Our clients used to ask for a payment receipt weeks after they had paid. Now the receipt is created the moment I record the e-transfer, and it sits on the same card as the invoice. That alone saved me an hour every Friday.
Emily Hartman
Bookkeeper and owner Hartman Books, Kitchener
★★★★★
I run a one-person practice, so I do not have time for a platform with fifty menus. FirmBoard gave me a client list, a tracker, and clean quotes. My returns are filed on time and my invoices go out the same day.
Daniel Roy
Tax preparer Roy Tax Services, Ottawa
Our team
People who have sat in the practice
Amelia Torres
Co-founder & Product
Former Toronto practice manager. She shapes FirmBoard around the work accountants actually do between January...
David Singh
Engineering
Builds the client timeline, service tracker, and billing flows so nothing has to be re-typed.
Priya Nair
Customer success
Onboards bookkeeping and tax firms across Ontario and British Columbia — usually in a single afternoon.
Marc Leblanc
Compliance advisor
Keeps product decisions aligned with how Canadian practices handle client records and privacy.
Journal
Notes for practice owners
Pricing
Plans sized for a small Canadian practice
One monthly price covers the client journey: clients, quotes, invoices, and payment receipts. Prices are in Canadian dollars.
Basic
$25
CAD / month
A smaller book that is just leaving the spreadsheet.
- 50 clients
- 10 invoices / month
- 10 quotes / month
- 10 receipts / month
- Email support
- Client journey timeline
- PDF quotes & invoices
Most popular
Premium
$120
CAD / month
The plan most growing firms compare first.
- 120 clients
- 30 invoices / month
- 30 quotes / month
- 30 receipts / month
- Priority support
- Team seats (up to 5)
- Branded client emails
Pro
$199
CAD / month
A larger client list and a higher monthly document count.
- 250 clients
- 75 invoices / month
- 75 quotes / month
- 75 receipts / month
- Dedicated success manager
- Advanced reporting
- API access (beta)
Enterprise
Custom
Talk with us
Limits and onboarding shaped around your firm.
- Custom limits
- SSO & security review
- Migration assistance
FAQs
Questions practices ask before they switch
Can't find your answer? Our team replies to every message.
All questions Ask usSmall Canadian accounting and bookkeeping practices that want quote-to-payment workflows without enterprise complexity.
Yes. Move between plans as your active client count grows — limits adjust on your next billing cycle.
No. FirmBoard focuses on client management, quotes, invoices, and payment records — your tax prep tools stay as they are.
Production hosting targets Canadian regions; contact us for enterprise data residency details.
Most small practices are ready in an afternoon. You add your business details and logo, create your bank accounts and business lines, list the services you sell, and then import or add your first clients. Our team can walk you through the first session if you would like company.
Yes. Terms are stored separately for invoices, payments, and quotations, so each document prints the wording you chose. Your business name, address, and logo from General settings appear on every document.
Get in touch
Ready to simplify your practice?
Tell us about your firm. We will show you how FirmBoard supports quotes, invoices, and payments without the clutter.
- 647-243-2884
- info@firmboard.app
- 40 Wynford Drive, Toronto, ON, Canada