The Firmiva platform

One platform for the whole firm, built one module at a time

Every Firmiva module is meant to share one foundation: your firm’s workspace, the same clients and engagements, the same roles and permissions, and the same audit history. Practice is the first module. Apart from Practice and the foundation it’s built on, everything on this page is planned and isn’t available yet.

Plans can change. This page has no release dates, and nothing planned here is a promise of a feature or a date.

Architecture

Modules on a shared foundation

Practice runs on the foundation today. Each planned module is designed to use the same records rather than its own copy, so a client, an engagement or a permission means the same thing everywhere. Select a module to see what it adds.

Shared foundation

One record of your firm

Firm identityOne workspace per firm: its people, sign-in and settings.
ClientsOne client record, with its contacts, notes and history.
EngagementsWhat the firm agreed to do, for whom, and who approved it.
PermissionsRoles checked by the server for every action on firm data.
Audit historyWho changed what, and when, in an append-only record.

Firmiva PracticeEarly access · requests not open yet

Adds: Projects, tasks, workflow templates, My work, the board and the firm dashboard.

Uses today: firm identity, clients, engagements, permissions and audit history.

Firmiva AccountingPlanned

Adds: Planned: bank statement import, transaction review, reconciliations and period close.

Planned to use: firm identity, clients, engagements, permissions and audit history.

Firmiva PortalPlanned

Adds: Planned: document requests, organizers, messages and tasks for your clients.

Planned to use: firm identity, clients, engagements, permissions and audit history.

Firmiva BillingPlanned

Adds: Planned: time tracking, invoices, recurring billing from engagement fees, and payments.

Planned to use: firm identity, clients, engagements, permissions and audit history.

Firmiva TaxPlanned

Adds: Planned: tax engagements, organizers, document workflows, review queues and tax-notice tracking.

Planned to use: firm identity, clients, engagements, permissions and audit history.

Luna AIPlanned

Adds: Planned: designed to answer only from the records you’re allowed to see, and to propose actions that wait for your approval.

Planned to use: firm identity, clients, engagements, permissions and audit history.

Modules

Six modules

Practice is built, and it isn’t generally available yet. Each of the others would be a separate release, after Practice, and none of them is available today. Their pictures are concept illustrations, not product screens.

Practice Accounting Portal Billing Tax Luna AI

Early access · requests not open yet

Firmiva Practice

Clients, engagements, projects and tasks

The workspace for a firm’s client work: who you work for, what you agreed to do, and the projects and tasks that deliver it, with roles and an audit trail built in.

Client workspaces with contacts, notes and activity
Engagements with an internal approval record
Reusable workflow templates that become tasks
Projects, My work, All tasks and the board

Uses the shared firm identity, clients, engagements, permissions and audit history.

Explore Firmiva Practice

A Firmiva Practice project workspace with sample data.

From Firmiva Practice, with sample data.

Planned

Firmiva Accounting

Reconciliation and period close

Planned: bank statement import, transaction review, reconciliations and period close, attached to the engagements and tasks the firm already tracks in Practice.

Bank statement import
Transaction review
Reconciliations
Period close checklists

Planned to use the shared firm identity, clients, engagements, permissions and audit history.

ConceptIllustration of a planned module. Not a product screen; not available.

Planned

Firmiva Portal

Access for your clients

Planned: a place for your clients to answer document requests and organizers, exchange messages, and complete the tasks you give them.

Document requests
Organizers
Messages
Tasks your clients complete themselves

Planned to use the shared firm identity, clients, engagements, permissions and audit history.

ConceptIllustration of a planned module. Not a product screen; not available.

Planned

Firmiva Billing

Time, invoices and payments

Planned: time tracking, invoices, recurring billing from engagement fees, and payments.

Time tracking
Invoices
Recurring billing from engagement fees
Payments

Planned to use the shared firm identity, clients, engagements, permissions and audit history.

ConceptIllustration of a planned module. Not a product screen; not available.

Planned

Firmiva Tax

Tax engagements and review

Planned: tax engagements, organizers, document workflows, review queues and tax-notice tracking.

Tax engagements
Organizers and document workflows
Review queues
Tax-notice tracking

This plan doesn’t include electronic filing or certified tax calculations.

Planned to use the shared firm identity, clients, engagements, permissions and audit history.

ConceptIllustration of a planned module. Not a product screen; not available.

Planned

Luna AI

A firm-aware assistant

Planned: an assistant designed to answer only from the records the person asking is allowed to see, and to propose actions rather than take them, writing nothing without explicit approval.

Designed to answer only from records you’re allowed to see
Designed to propose actions, not take them
Designed to write nothing without explicit approval

Planned to use the shared firm identity, clients, engagements, permissions and audit history.

ConceptIllustration of a planned module. Not a product screen; not available.

Roadmap

What’s built, what’s next, what’s planned

Improvements to Practice come before any new module. No dates: plans can change.

Built
Early access · requests not open yet
Firmiva Practice
- Clients and client workspaces
- Engagements with an approval record
- Reusable workflow templates
- Projects, My work, All tasks and the board
- The firm dashboard, roles and the audit trail
Now
Not released yet
Next for Practice
- Bulk task actions (built, not yet released)
- Recurring engagements (in development)
Next
Planned
Then
- Email notifications
- Multi-factor authentication
Later
Planned
New modules, one release at a time
- Firmiva Accounting
- Firmiva Portal
- Firmiva Billing
- Firmiva Tax
- Luna AI

Firmiva isn’t generally available yet

Early-access requests aren’t open yet. If you run or work in an accounting firm, see what early access will include and how requests will open.

Early access See the platform