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Firmiva PracticeEarly access · requests not open yet

The workspace for your firm’s client work

Firmiva Practice connects your clients, the services you agree with them, and the projects and tasks that deliver those services, with roles, permissions and an audit trail built in.

Take the tour Early access
The task board with sample data, from to do to done.
The dashboard on a phone, with sample data.

Guided tour

Nine screens, one connected workspace

Real screens from Firmiva Practice, with an invented firm and its sample data. Pick a step, or use the arrow keys.

Step 1 of 9 · Dashboard

Start with what needs attention

The dashboard counts the firm’s own records: what’s overdue, what’s due this week, open work, active engagements and active clients.

The dashboard with sample data: five headline figures, the signed-in person's work grouped by overdue, due today and the next seven days, and upcoming deadlines.
  1. Five headline figures. Each one opens the list behind it.
  2. Your own work, grouped: overdue, due today, the next seven days.
  3. Upcoming deadlines across the firm, with each task’s owner.

Step 2 of 9 · Client workspace

Each client, in one place

A workspace per client brings together contacts, notes, engagements, tasks and an activity history of changes.

A client workspace for Juniper Bakery LLC with sample data: status, owner, primary contact, tags, open tasks, contacts and pinned notes.
  1. Status, owner and primary contact at a glance.
  2. Overview, contacts, notes, engagements, tasks and activity.
  3. Pinned notes stay on top.

Step 3 of 9 · Engagement

The service you agreed, and its approval

An engagement records what you agreed to do: service, scope, owner, deadline and an internal price estimate, with a lifecycle and an approval record.

An active monthly bookkeeping engagement with sample data: engagement status, owner and service deadline, the lifecycle from draft to completed, the service commitment and the approval record.
  1. Engagement status, owner and service deadline.
  2. The lifecycle: draft, proposed, active, completed.
  3. Who approved it, when, and on what basis.

Step 4 of 9 · Approval

See the work before you approve it

Approving asks how the engagement was approved and shows what the workflow will create: how many tasks, when they’re due and who they’re assigned to.

The Approve and activate dialog with sample data: internal approval or client acceptance on file, a summary of the six tasks the workflow will create with their dates and assignee, and an optional note.
  1. Internal approval, or the client’s acceptance on file. A record, not a signature.
  2. What the workflow will create, before anything is created.
  3. An optional note, kept in the status history.

Step 5 of 9 · Workflow template

Write your process once

A workflow template is an ordered list of steps. Each step becomes a task when the workflow starts.

The Monthly bookkeeping workflow template with sample data: six ordered steps, each with a day offset, an owner rule, and for some a priority and checklist items.
  1. Ordered steps, each one a future task.
  2. Due dates as days after the start.
  3. Reorder by dragging, or with the arrow buttons.

Step 6 of 9 · Project

The work that delivers the service

A project has its own status, owner and dates, its progress and tasks, and a link to the engagement it belongs to, or none if it stands alone.

A project workspace with sample data: part of the Juniper Bakery bookkeeping engagement, project status, owner and dates, progress, open, completed and overdue tasks, and the task list.
  1. Part of an engagement, with both statuses shown.
  2. Progress and task counts from the project’s tasks.
  3. Change status inline, or open a task.

Step 7 of 9 · My work

Your own work, in the order it’s due

My work groups the tasks assigned to you into overdue, due today, this week and later, with a link to each group and one-click completion.

My work with sample data: links to the overdue, due today, this week and later groups, then the signed-in person's tasks grouped by when they're due.
  1. A link to each group, with its count.
  2. Grouped by when it’s due.
  3. Change a task’s status right from the list.

Step 8 of 9 · Board

Move work across the board

Five columns from to do to done. Drag a card, or use the “Move to” menu on every card, which works with a keyboard.

The task board with sample data: to do, in progress, waiting on client, in review and done, each card showing its client, owner and due date.
  1. Status columns with counts.
  2. “Move to” on every card.
  3. Waiting on the client, kept visible.

Step 9 of 9 · Team and roles

Roles the server enforces

Each person has a role, from owner to read-only. The server checks it for every action on firm data, and the interface hides what a role can’t do.

The Team page with sample data: members with their roles and status, a pending invitation, and what each role can do.
  1. Change a member’s role.
  2. Pending invitations.
  3. What each role can do, said plainly.

Clients

Every client, in one place

Keep every client in one searchable directory, then open a workspace with their contacts, notes, engagements and work.

  • Businesses and individuals, with a status from lead to active, an owner, tags and your own custom fields.
  • Several contacts per client, one of them primary, and notes for calls, meetings and emails, with pinned notes on top.
  • CSV import that matches columns, checks every row and flags duplicates before anything is saved; CSV export that follows your filters.
  • Archive and restore: client records aren’t deleted from the interface.
The clients directory with sample data: search, filters for status, type, owner and tag, and a table of clients with their status, owner, tags, engagements and open tasks.

From Firmiva Practice, with sample data.

Engagements

The service you agreed, with an approval record

An engagement records what you agreed to do for a client: the service, scope, owner, team, deadline and an internal price estimate. Start from a service template or from scratch.

  • A clear lifecycle: draft, proposed, active and completed, with on hold and cancelled. Moves that don’t make sense are refused.
  • Activation records an approval: an internal approval, or a note that the client’s acceptance is on file, with who and when. A record, not an electronic signature.
  • Completion waits until every task is done. Cancelling retires the open tasks without deleting them.
An active monthly bookkeeping engagement with sample data: status, owner and deadline, the lifecycle stepper, the service commitment and the approval record.

From Firmiva Practice, with sample data.

Workflow templates

Write your process once. Reuse it.

A workflow template is an ordered list of steps, and each step becomes a task when the workflow starts.

  • Due dates set as a number of days after the start date.
  • An owner rule for each step: the engagement owner, a named person, or unassigned; a priority and a checklist.
  • Reorder steps by dragging, or with the arrow buttons.
  • Edits apply to future work only, so nothing already under way changes.
The Monthly bookkeeping workflow template with sample data: six steps with day offsets, owner rules, priorities and checklist counts.

From Firmiva Practice, with sample data.

Projects

The engagement is the service. The project is the work.

When an engagement with a workflow is approved, Firmiva starts its project. An engagement can have several projects, and a project can also stand on its own.

  • Exactly once: double clicks, retries and simultaneous requests don’t create duplicate projects or tasks.
  • A project workspace with progress, open, completed and overdue tasks, the linked client and engagement, and activity.
  • A project has its own status; when its engagement is completed or cancelled, its projects follow.
  • A projects directory with views, search, filters and sorting.
The projects directory with sample data: views, search and filters, and a table of projects with client, owner, status, progress and due date.

From Firmiva Practice, with sample data.

Tasks

My work, All tasks, the board and the task page

A task can have an owner, a due date, a priority, a checklist and comments, and moves through five statuses from to do to done. In-app notifications tell you when a task or engagement is assigned to you, or someone comments on a task you own.

My work

Your tasks grouped into overdue, due today, this week and later.

My work with sample data: the signed-in person's tasks grouped by when they're due, with a link to each group.

From Firmiva Practice, with sample data.

All tasks

The firm’s work, filtered by status, assignee, priority, due date, client or search.

All tasks with sample data: views, filters and a table of the firm's tasks with status, assignee, client and due date.

From Firmiva Practice, with sample data.

Board

To do, in progress, waiting on client, in review and done. Drag a card, or use “Move to”.

The task board with sample data: five status columns with cards showing client, owner and due date.

From Firmiva Practice, with sample data.

Task page

Description, checklist and comments, with status, priority, assignee and due date beside them.

A task page with sample data: its description, a checklist with one item done, a comment, and its details and links.

From Firmiva Practice, with sample data.

Dashboard

A dashboard that counts your own data

The dashboard shows what needs attention first. Every number is computed from your firm’s records, and each headline figure opens the list behind it.

  • Overdue tasks, tasks due this week, open tasks, active engagements and active clients.
  • Your own work and the upcoming deadlines.
  • Work by status, the engagement pipeline and recent activity.
  • Quick actions for a new client, engagement, task or workflow.
The dashboard with sample data: five headline figures, the signed-in person's work and upcoming deadlines.

From Firmiva Practice, with sample data.

Team and roles

Five roles, enforced by the server

Each person in your firm has a role. The server checks it for every change to firm data, and the interface hides what a role can’t do. One person can belong to several firms and switch between them. Invitations are built as single-use links, but nothing delivers them yet: email delivery is planned.

  1. Owner

    Everything, including granting owner and admin access. A firm always keeps at least one active owner.

  2. Admin

    The team (except owner and admin access), the firm profile and client custom fields, plus all client work.

  3. Manager

    Clients, including import and export, engagements, templates and projects. Can assign any task.

  4. Staff

    Sees all of the firm’s work and creates clients, notes and tasks. Among tasks, changes only those assigned to or created by them, and assigns tasks only to themselves.

  5. Read-only

    Sees the firm’s clients, engagements, projects, tasks and team, and changes nothing.

Audit trail

Who changed what, and when

Changes to clients, engagements, projects, tasks, workflow templates, the team and the firm are recorded with who made them and when, and for core records which fields changed. Not every change is recorded yet: tag and checklist edits, for example, aren’t. A database trigger rejects edits and deletions of audit records, and the application’s database role can only add and read them.
  • WhoThe person who made the change.
  • WhenThe time it happened.
  • WhatThe record, and for core records the fields that changed.
  • Append-onlyNo edits, no deletions, enforced in the database.

Anywhere you work

Phones, tablets and desktops

Firmiva Practice is designed for phones, tablets and desktops and works with a keyboard. Automated accessibility tests check its main screens at phone, tablet and desktop sizes and fail on serious or critical issues.
The dashboard on a phone, with sample data.
My work on a phone, with sample data.

What’s next

Coming next, and not in Practice yet

We’d rather say it plainly. These aren’t available yet:
  • Built, not yet released · not available yet

    Bulk task actions

    Select several tasks in All tasks or My work and update them in one step.

  • In development · not available yet

    Recurring engagements

    Monthly, quarterly and annual schedules on an ongoing engagement, so each period’s work starts once, with deadlines in your firm’s time zone.

Not in Practice yet

  • Email delivery of invitations, password resets and notifications (planned).
  • Multi-factor authentication or single sign-on (planned).
  • A client portal, time and billing, accounting or tax features (planned modules).
  • Production hosting for customer data (not yet).
See the roadmap

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