Operating
Holder: North Ledger Demo
Bank: Sample Credit Union
About us
Built by Canadian accountants, for Canadian practices
One board for clients, services, quotes, invoices, and payments.
Who we are
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.
01
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 payment receipt, all attached to the same client and the same service.
Your team sees what was promised, what was billed, and what was collected without opening five different tools. That is the day-to-day pain we remove for small Canadian practices: lost follow-ups, duplicate data entry, and unclear status when a client calls.
Your team sees what was promised, what was billed, and what was collected without opening five different tools. That is the day-to-day pain we remove for small Canadian practices: lost follow-ups, duplicate data entry, and unclear status when a client calls.
02
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, quotes, invoices, and payments — a straightforward interface your staff can learn in an afternoon.
Limits on each plan match how small firms actually work: a clear number of clients, and a clear monthly allowance for invoices, quotes, and payment receipts. No surprise modules. No feature you have to disable.
Limits on each plan match how small firms actually work: a clear number of clients, and a clear monthly allowance for invoices, quotes, and payment receipts. No surprise modules. No feature you have to disable.
03
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 filed. The product is deliberately narrow: client data at the centre, services attached to that client, and a clean path from quotation to cash.
Whether you run a solo bookkeeping desk or a small tax practice, the board stays the same — clients, service cards, a tracker, and financial documents that talk to each other.
Whether you run a solo bookkeeping desk or a small tax practice, the board stays the same — clients, service cards, a tracker, and financial documents that talk to each other.
What we stand for
Principles behind the product
Stay focused
We build only what a small practice touches every week: clients, services, quotes, invoices, and payments.
Respect the client journey
Your client sees one professional path from first quote to final receipt.
Think Canadian
Priced in CAD, shaped around e-transfers, HST/GST habits, and the busy-season calendar.
Keep it calm
No fifty-menu enterprise sprawl. A clear board your whole team can learn in an afternoon.