Practice Management With FirmTamer
Running a firm efficiently is its own job. FirmTamer is practice management software built for accounting firms by accountants — clients, jobs, tasks, time and billing in one place, at a price a small practice can actually justify.
Service2Client clients get an extended free trial: three months with code S2C3MO.
What It Does
Practice Management
Track clients, contacts, jobs and tasks in one place. Tax prep, audit and accounting, or admin — everyone works from an up-to-date, prioritised list.
Time Tracking
Record time from the Kanban board, the client screen or the timesheet. Billable, non-billable and admin time all tie back to the task.
Billing
Flat-rate and time-based billing both supported. Assign discounts and write-ups per team member to see where the margin actually goes.
Kanban Board
See the workflow by status — ready to work, on hold, ready for review, calls to return. Define your own statuses and drag tasks along.
Payment Processing
Email invoices to clients from inside the application. They pay online through the payment portal using the built-in merchant account.
Reporting & Analytics
Graphs and reports covering profitability by client, job, task and item, plus real-time productivity for each member of the team.
Transparent Pricing
$39 per month for the first user • $20 per month for each additional user
Unlimited clients. No minimum number of users. Card payment processing is 2.79% plus $0.25 per transaction, through Forte Payment Systems, which carries a $15 monthly account fee.
Questions? Call FirmTamer on (833) 347-6826 and mention code S2C3MO.
FirmTamer is built by Software that Works, LLC. Service2Client clients receive an extended trial through our partnership — billing and support for FirmTamer are handled directly by them.
Dear accountant, are you ready to grow with us?
