Books, contracts, proposals, client portal, scheduling, onboarding, and docs — everything your business runs on, finally in one place.
14-day free trial · Cancel anytime · SOC 2 compliant
Stop paying for 8 different tools. FIRMA replaces all of them — built to work together from day one.
Full double-entry accounting
P&L, balance sheet, chart of accounts, journal entries, and tax-ready exports. No more emailing spreadsheets to your accountant.
Banking without the bank portal
Connect your business accounts, track cash flow in real time, and reconcile automatically. Powered by Plaid.
E-sign in minutes
Create, send, and store contracts with legally binding e-signatures. Template library, version history, and expiry reminders.
Win more work
Branded proposals with interactive pricing tables, package options, and one-click accept. Clients sign online — no PDFs.
Your clients' home base
A white-label client portal for files, updates, invoices, and project status. Your brand, your domain.
Bookings without Calendly
Appointment booking, intake forms, reminders, and two-way calendar sync. One less subscription to pay for.
First impressions automated
Automated client onboarding workflows — document collection, checklists, welcome sequences, and kickoff scheduling.
Your team's brain
Internal SOPs, runbooks, and client-facing knowledge bases. Full-text search, versioning, and permission controls.
Run a holding company, multiple LLCs, or a franchise group? Multiplace gives you a single dashboard to manage all your entities — with full isolation, consolidated reporting, and cross-entity transactions.
Consolidated view — all entities
No per-user fees. No hidden add-ons. Everything included.
For solo operators
For growing teams
Multiplace — unlimited entities
All plans include a 14-day free trial. No credit card required.
QuickBooks and FreshBooks are accounting tools. FIRMA is your entire business OS.
| Feature | FIRMA | QuickBooks | FreshBooks | Wave |
|---|---|---|---|---|
| Accounting (Books) | ✓ | ✓ | ✓ | ✓ |
| Contract E-signatures | ✓ | — | — | — |
| Client Proposals | ✓ | — | ✓ | — |
| White-label Client Portal | ✓ | — | — | — |
| Appointment Scheduling | ✓ | — | — | — |
| Client Onboarding | ✓ | — | — | — |
| Internal Docs & Wiki | ✓ | — | — | — |
| Multi-entity (Multiplace) | ✓ | — | — | — |
| HIPAA BAA available | ✓ | — | — | — |
14-day free trial. No credit card. Migrate from QuickBooks, FreshBooks, or Wave in minutes.
Start your free trial →Questions? hello@usefirma.io