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The financial intelligence platform for modern tax & advisory firms

Know every client. Without the document work.

FirmSuit turns fragmented client records into structured, verified and searchable financial intelligence, giving your team a complete client picture for faster review, better decisions and more confident advisory.

See FirmSuit in action Explore the platform

Illustrative example. Names and figures are fictional.

Works with the records your clients already send

  • Bank statements
  • FBR withholding certificates
  • Property records
  • Invoices & receipts
  • Payroll
  • Contracts

The client picture

One client. Years of records. One financial picture.

Statements, certificates, property papers and spreadsheets arrive from every direction. FirmSuit brings them together into a single, structured view of each client, year after year.

What arrives
What your team sees

Firm Memory

Your firm’s client knowledge shouldn’t live in folders.

Every client, every year and every figure your team has verified stays organised, connected and instantly recallable, long after the people who prepared it have moved on.

  • A permanent record for every client your firm serves
  • Years of history, ready the moment you need it
  • Questions answered in plain English with Ask Ledger

How FirmSuit works

From the records you receive to the advice you give.

  1. 01

    Bring it in

    Client records arrive as they always have. FirmSuit takes them as they come, in any order, from any client.

  2. 02

    Trust it

    Figures are organised, checked and signed off by your team, so what you rely on is something you can stand behind.

  3. 03

    Book it

    Verified activity becomes books and statements without anyone re-keying a figure.

  4. 04

    Advise on it

    Walk into every client conversation with the complete picture, and spend your time on judgement, not paperwork.

The platform

One platform for the whole client picture.

Intelligence, verification, books and practice oversight, built to work as one.

01Ledger Intelligence

Every transaction, understood the way your firm would classify it.

Client activity arrives organised into the categories your firm actually reports on, and the picture gets sharper with every client file you close.

  • Categories that reflect your practice, not a generic chart
  • Totals that tie out before anyone signs off
  • Consistency across every client and every year
02Verified Record

Figures your partners can sign their name to.

Every sign-off is accountable, and every verified figure stays exactly as it was approved.

  • Clear ownership from preparation to approval
  • Approved figures that stay as approved
  • A complete history behind every number
03Wealth & Compliance Intelligence

Assets, declarations and tax positions, held together.

Brought into one view and kept consistent across the year.

  • Property and asset movements caught before filing
  • Withholding credits matched to the evidence
  • Fewer surprises at declaration time
04Ledger Books

Audit-ready books that build from verified records.

Statements your firm can stand behind, without re-keying a single figure.

  • Profit & loss, balance sheet and trial balance, ready when you are
  • Wealth statements for individual clients
  • Client billing that flows into the same books
05Practice Command

Full visibility of your firm's workload, deadlines and risk.

Know where every engagement stands, at a glance.

Explore the platform

Built for tax firms like yours

Designed around the way serious practices work.

Independent practitioners
More clients without more evenings.
Every file arrives organised, so your time goes to the work only you can do.
Growing tax practices
Consistency as the team grows.
One standard for every client file, whoever prepared it, and visibility of every deadline.
Multi-partner firms
Accountability at scale.
Sign-offs, ownership and history across the whole firm, with access matched to responsibility.

Trust & governance

Enterprise-grade governance, from the first client file.

Your clients trust you with their most sensitive records. FirmSuit is built so that trust is never in question.

Read about trust & governance
01
Isolation
Each firm’s data is kept entirely separate.
02
Protection
Encrypted in transit and at rest, and never used to train shared systems.
03
Accountability
Every sign-off and every change can be traced.
04
Control
Access matched to each person’s responsibility.

Pricing

The whole platform, on every plan.

Plans scale with the size of your practice. Every plan includes every capability.

Solo

For independent practitioners and two-person practices.

PKR5,999/ monthPKR 59,990 a year with annual prepay

  • 30 client files
  • 3,000 pages a year
  • 2 team members
  • Guided start, email and WhatsApp support
Start free trial
Recommended

Practice

For established practices with a growing client base.

PKR17,999/ monthPKR 179,990 a year with annual prepay

  • 120 client files
  • 12,000 pages a year
  • 8 team members
  • Priority onboarding and support
Start free trial

Firm

For multi-partner firms and firms with branches.

PKR44,999/ monthPKR 449,990 a year with annual prepay

  • 400 client files
  • 40,000 pages a year
  • 25 team members
  • Dedicated onboarding
Start free trial

Enterprise

For large and network firms with 500+ clients.

Contact usAnnual agreement, priced to your volume

  • 500+ client files
  • Pages sized to your volume
  • Unlimited team members
  • Account manager and service agreement
Contact us
Prices in PKR per month, excluding sales tax. Annual prepay includes two months free.Compare plans in detail

Questions

What firms ask before they start.

Who is FirmSuit built for?

Tax, accounting and advisory firms that look after many clients and need a complete, reliable financial picture of each one, from independent practitioners to multi-partner firms.

What client records can we bring in?

The records your clients already send you: bank statements, FBR withholding certificates, property records, invoices and receipts, payroll records, contracts and more.

How can we be confident in the figures?

Nothing becomes final until your team signs it off. Every verified figure carries a record of who approved it and when.

Is our client data secure?

Yes. Each firm’s data is kept entirely separate, encrypted in transit and at rest, and never used to train shared systems. Access is matched to each team member’s responsibility.

Do we need to change how our clients send records?

No. Clients keep sending records the way they do today. FirmSuit works with what arrives.

Can we try FirmSuit before committing?

Yes. You can start a free trial workspace without entering payment details, or book a demo and we will walk you through it on a client file like yours.

Get started

Less document work.
More client insight.

See FirmSuit in action Start free trial

Book a demo

See FirmSuit on a client file like yours.

A guided session with our team, shaped around how your firm works today.

Request by email

Prefer to explore on your own? Start free trial