Accounting Practice Management Software
FirmTamer software helps you get organized and keep your accounting firm on track. Every aspect of your firm will be fully integrated:
- Clients & Contacts
- Jobs & Tasks
- Time & Billing
- Client Notes
- Invoices & Payments
You’re eligible for an extended free trial. Click the link below and use code S2C1MO to get started today!*
Work less, bill more
FirmTamer helps you efficiently track your time and accurately invoice your clients on customizable invoices that can be emailed directly from the software. For the convenience of clients, the emailed invoices include an integrated payment link. Whether your firm bills based on standard hourly rates or fixed fee, FirmTamer will help you efficiently and professionally invoice your clients. It allows you to set bill rates both by group and by item, so you can customize rates both by groups of team members and by the services you provide.
FirmTamer comes pre-loaded with many of the key lists to help get your firm up and running quickly. These items, categories, statuses and bill rates will help you keep track of your progress on your jobs, as well as provide information on your firm's productivity. You also have the ability to fully customize any of these lists to suit your firm's needs. Here are some examples:
Items:
- 1040
- 1120S
- 1065
- 941
- Bookkeeping - As Needed
- Bookkeeping - Monthly
- Compilation
- Review
- Payroll
- Full Customization
Item Categories:
- Tax
- Accounting & Bookkeeping
- Compilation
- Consulting
- Sick
- PTO
- Holiday
- Admin
- Payments
- Full Customization
Task Statuses:
- Ready to Work
- On Hold - Waiting on Info
- In Progress
- Sent for review
- Complete
- Full Customization
Job Statuses:
- Ready to Work
- On Hold
- In Progress
- In Review
- Complete
- Full Customization
Billing Statuses:
- Unbilled
- Billed
- Unbillable - Client Service
- Unbillable - Our Mistake
- Admin - Not Billable
- Full Customization
Billing Status Categories:
- Billable
- Unbillable
- Admin
- PTO
- Holiday
- Full Customization
Adjustment Codes
- Courtesy Discount
- First-Year Discount
- Charity Discount
- Appreciation
- Full Customization
