Firmdesk Help¶

How to run your firm in Firmdesk: your clients and their CRA deadlines, the client portal, request lists, time and invoices. Search at the top of the page, or start with the topic you need.

Start here¶

Getting started: from signing up to a firm that runs from one place.
Importing your clients: your client list from a spreadsheet, or sent to us to import for you.
Your team and their roles: inviting people, and what each of them can see and do.
Two-factor sign-in: a code from your phone as well as your password.
Getting help: how to reach us, how fast we answer, and whether Firmdesk is up.

Deadlines and work¶

Services, and how deadlines are worked out: T2, T1, GST/HST, payroll and the dates that follow from them.
The deadlines board: everything coming up, and marking a filing done.
Tasks and checklists: the work behind each deadline, and My work.

Your clients' portal¶

The client portal, for your firm: sharing documents and giving clients access.
The client portal, as your clients see it: a page you can send your clients.
Request lists: asking a client for documents and answers, and seeing each one come in.
Reminders: emails that remind clients of what's still open.

Time and money¶

Time and timers: logging time as you work, and the weekly timesheet.
Approving timesheets: for partners and managers.
Invoicing and payments: invoices from your time or a fixed fee, and what clients paid.

Your data¶

Exporting your data: everything your firm keeps in Firmdesk, as spreadsheets and files, any time.

Videos¶

Still stuck?¶

Write to us at support@firmdesk.ca. A real person reads every message and answers within one business day. In Firmdesk, Help in the sidebar has the same address, Send feedback, and for owners and admins, a 30-minute call with us.

Is Firmdesk down? See status.firmdesk.ca. What changed lately: What's new. More in Getting help.