Practice Management for Accounting Firms

Your CRM, practice management & integration platform — in one.

FirmAdmin brings client management, project tracking, and time keeping into a single platform built on Microsoft 365 — and connects to virtually any tool your firm already runs on.

Request a Demo Explore the Platform

30-minute walkthrough · No commitment · Runs inside your own Microsoft 365 tenant

FirmAdmin
Client Engagements Dashboard
ClientServiceStatus
To Do
In Review
Done
Kanban Board Microsoft Planner
Preparation
Review
Delivery
The Platform

Three systems, working as one

One platform that handles your client relationships, your work, and everything you connect it to — no patchwork of disconnected tools.

CRM

A complete client relationship manager. Track accounts, contacts, roles, office assignments, and agency relationships — every client detail in one place instead of scattered across spreadsheets.

Practice Management

Project tracking and time keeping built for recurring work. Manage engagements, track status and due dates, and log billable hours. Projects and tasks sync directly with Microsoft Planner.

Integration Platform

An open platform, not a walled garden. FirmAdmin connects to any third-party application with a Microsoft Power Automate connector or an open API — accounting tools, e-signature, SMS, document storage, and more.

How It Works

Set it up once. Let it run.

1

Set Up Your Services

Define your firm's services once — tax prep, bookkeeping, payroll, advisory — with billing types and lead times.

2

Build Client Engagements

Attach recurring engagements to each client: weekly, monthly, quarterly, annual, or one-time.

3

Let FirmAdmin Run

Projects generate automatically, Planner tasks appear, and you see status across every client.

Built on Microsoft 365

Runs inside your own tenant

No new logins, no data silos. FirmAdmin is built on the Microsoft Power Platform and lives in the Microsoft 365 environment you already control and trust.

Power Apps
Dataverse
Power Automate
Teams
Planner

Single sign-on with existing Microsoft accounts · enterprise-grade security and backup · your data never leaves your tenant.

Integrations

Connect the tools you already use

FirmAdmin links to any application with a Microsoft Power Automate connector or an open API. A few your firm may already rely on:

QuickBooks logoQuickBooks
Xero logoXero
Sage logoSage Intacct
BILL logoBILL
Stripe logoStripe
Plaid logoPlaid
Ramp logoRamp
Melio logoMelio
Gusto logoGusto
Expensify logoExpensify
DocuSign logoDocuSign
Ignition logoIgnition

Don't see yours? If it offers a Power Automate connector or an open API, FirmAdmin can connect to it.

Get Started

See FirmAdmin in action

Tell us a bit about your firm and we'll reach out to schedule a personalized walkthrough — built around how your practice actually works.

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