Skip to content

The platform

Everything your firm knows about every client, in one place.

Eight capabilities, built to work as one, from the first record a client sends to the advice you give.

See FirmSuit in action Start free trial
01Client Intelligence Profile

The complete financial picture behind every client.

Client financial profiles for tax and advisory firms

Ready before every meeting, without anyone opening a folder.

  • Every account, property and counterparty in one place
  • Each financial year organised and accounted for
  • What needs attention, surfaced before you ask
02Ledger Intelligence

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

Bank statement analysis and transaction categorisation

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
03Verified Record

Figures your partners can sign their name to.

Review, sign-off and audit trail for client figures

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
04Wealth & Compliance Intelligence

Assets, declarations and tax positions, held together.

Wealth statement preparation and withholding tax reconciliation

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
05Ledger Books

Audit-ready books that build from verified records.

Bookkeeping, trial balance and financial statements

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
06Firm Memory

Every client, every year, instantly recallable.

Search across every client record, every year

Your firm keeps what it knows, even after people move on.

  • One search across your entire client base
  • Years of history, never more than a moment away
  • Knowledge that stays with the firm, not the individual
07Ask Ledger

Ask about any client in plain English.

Plain-English answers about client finances

Answers you can trace back to the record.

  • Answers without building another spreadsheet
  • Every answer grounded in your verified records
  • Available across a single client or the whole firm
08Practice Command

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

Engagement, deadline and workload management for tax firms

Know where every engagement stands, at a glance.

  • Every filing and engagement, with its owner and due date
  • Work at risk surfaced before it becomes late
  • Client relationships and history in the same place

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