CPA Practice Management Software | for CPAs by CPAs
We know the challenges of efficiently operating a CPA firm. We’ve found the key is working smarter – not harder. That’s why we created FirmTamer! It is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. Sign up now to get three months of FirmTamer for free!
Track all of your clients, contacts, jobs, and tasks in one place. Whether it is tax return prep, audit and accounting, or admin tasks, every member of the team will stay organized and on task with an up-to-date and prioritized to-do list.
Use the kanban board, the client screen, or the timesheet screen to record notes and enter time as you update your tasks. Tracking billable, non billable, and admin time is fully integrated with task management. One stone, many birds.
Maximize your firm's profitability with efficient
and accurate billing. Flat-rate and time-based billing are both supported. Assign discounts and
appreciation per team member to better measure productivity.
Visualize and reprioritize your workflow by status (Ready to Work, On Hold, Ready for Review, Phone Calls to Return, etc). Create
your own list of custom statuses. Then, as tasks progress, simply drag them to the next status.
Assigning time incurred to each invoice makes it convenient for hourly billing. Email invoices directly to clients from within the application. Clients can pay online with our payment portal and our affordable merchant services account.
Graphs, summary reports, and detailed reports are available to analyze the profitability of each client, job, task, and item. It also provides real-time analysis of the productivity and profitability of each team member.
Work Smarter... Tame Your Firm!
We know how challenging it can be to manage your firm. Proactive action is necessary to keep you from becoming overwhelmed. FirmTamer can help you keep your priorities (and your firm) in order. Our Kanban board allows you to view, manage, and track your time for all of your tasks—all in one place.
Transparent, Affordable Pricing
for the first user
for each additional user
2.79% + $0.25
card payment processing fee*
Unlimited number of clients – No minimum number of users
*Merchant services provided by Forte Payment Systems – $15 monthly account fee
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Have any questions? Give us a call! (833) 347-6826