Operating
Holder: North Ledger Demo
Bank: Sample Credit Union
FAQs
Frequently asked questions
Questions practices ask before they switch.
Small 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.
FirmBoard records payments that reach your bank, such as e-transfers, cheques, and direct deposits, and issues the receipt. It does not hold your money. You choose which bank account each payment belongs to.
You can move to a larger plan whenever your client list or monthly document count grows. If your firm needs custom limits, an onboarding plan, or a security review, contact us and we will shape an Enterprise setup.