# FirmFlow.ai

> AI Office Management for Accounting Firms — Core office management plus the optional Tax module

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FirmFlow is an AI-powered office manager built for CPA firms with 1-10 staff. The Core module automates document chasing, deadline tracking, email triage, client onboarding, and billing. One add-on module extends it: Tax (formerly TaxBolt.ai) for tax-season work. Enterprise adds unlimited clients, every channel, and API/SSO.

## Company

- Built by Barrett Agentic LLC
- Website: https://firmflow.ai
- App: https://app.firmflow.ai
- Contact: hello@firmflow.ai

## Core Features

- **Automated Document Chasing**: Per-client checklists with escalating follow-up emails. Auto-receipt detection when clients submit documents via email or portal.
- **Deadline Tracking**: Auto-populated federal and state filing deadlines by entity type and jurisdiction. Proactive alerts at 30/15/7 days. Extension tracking.
- **Email Triage & Routing**: AI reads, categorizes, and routes incoming client emails. Extracts action items. Flags urgent items (IRS notices, audit letters).
- **Client Onboarding**: Automated welcome sequences with engagement letter e-sign, document checklists, and portal provisioning.
- **Billing & AR**: Auto-generated invoices, payment reminders, aging dashboard. QuickBooks and Xero integration.
- **Compliance Calendar**: Unified view of every deadline across all clients. Filter by preparer, entity type, status, or jurisdiction.

## Modules

- **Core** (included in every plan): office management — document chasing, deadline tracking, email triage, client onboarding, billing & AR.
- **Tax module** (formerly TaxBolt.ai; https://firmflow.ai/tax/): tax-season intake, per-return document checklists, return status tracking from intake to e-filed, e-signature collection, deadline alerts for staff and clients, capacity planning for the Jan–Apr crunch. Included from the Core + Tax plan.

## Target Market

- Solo CPA practitioners
- Small accounting firms (2-10 staff)
- Bookkeeping firms
- Tax preparation practices
- Enrolled agents

## Pricing

- Core: $99/mo (office management for the whole firm)
- Core + Tax: $249/mo (Core plus the Tax module) — most popular
- Enterprise: $699/mo (everything in Core + Tax; unlimited clients, all channels including phone, custom workflows, API access, SSO)
- 14-day free trial, no credit card required
- Annual billing available: $990/yr, $2,490/yr, $6,990/yr (save ~2 months)

## Integrations

- QuickBooks Online
- Xero
- Gmail / Microsoft 365
- Google Calendar / Outlook Calendar

## Security

- TLS 1.3 encryption in transit
- AES-256 encryption at rest
- SOC 2 Type II certified infrastructure
- US-based data storage
- Role-based access controls
- Audit trail for all data access

## Pages

- [Home](https://firmflow.ai/)
- [Features](https://firmflow.ai/features/)
- [Tax module](https://firmflow.ai/tax/)
- [Pricing](https://firmflow.ai/pricing/)
- [FAQ](https://firmflow.ai/faq/)
- [About](https://firmflow.ai/about/)
- [Blog](https://firmflow.ai/blog/)

## All pages

- [FirmFlow Case Studies — AI Office Management for Accounting Firms](https://firmflow.ai/case-studies/): Real-world success stories from FirmFlow customers.
- [FirmFlow Comparisons — AI Office Management for Accounting Firms](https://firmflow.ai/comparisons/): See how FirmFlow stacks up against traditional solutions and competitors.
- [FirmFlow Guides — AI Office Management for Accounting Firms](https://firmflow.ai/guides/): In-depth guides and resources for Solo practitioners, small CPA firms (5-50 staff), regional accounting firms.
- [Accounting Firm Automation: A Practical Guide for CPAs | FirmFlow Blog](https://firmflow.ai/blog/accounting-firm-automation-practical-guide-cpas/): Discover how accounting firm automation saves solo and small CPA practices 15-20 hours per week. Actionable tips on client comms, billing, and more.
- [The Small CPA Firm Efficiency Guide: Doing More With Less in 2026 | FirmFlow Blog](https://firmflow.ai/blog/accounting-firm-efficiency/): A practical guide to running a more efficient small CPA firm in 2026. Eliminate admin waste, automate workflows, and increase per-partner revenue without adding headcount.
- [Accounting Practice Management: Run a Tighter Firm in 2025 | FirmFlow Blog](https://firmflow.ai/blog/accounting-practice-management-tips-cpa-firms/): Practical accounting practice management tips for solo CPAs and small firms. Reduce admin, improve cash flow, and serve more clients without burning out.
- [How to Onboard New Accounting Clients in One Day, Not Two Weeks | FirmFlow Blog](https://firmflow.ai/blog/client-onboarding-automation/): Automate your CPA firm's client onboarding process: engagement letters, document checklists, portal setup, and welcome sequences that work without manual effort.
- [Tax Season Chaos? 5 Ways to Fix Client Communication Now | FirmFlow Blog](https://firmflow.ai/blog/cpa-client-communication-tax-season-fixes/): Struggling with client communication during tax season? These 5 practical fixes help solo CPAs and small firms stop the chaos and reclaim billable hours.
- [CPA Client Portal: What Your Firm Needs in 2025 | FirmFlow Blog](https://firmflow.ai/blog/cpa-client-portal-what-your-firm-needs/): A CPA client portal should do more than store files. Learn what features actually reduce admin work and improve cash flow for solo and small CPA firms.
- [CPA Firm Software: How to Choose the Right Practice Management Tool | FirmFlow Blog](https://firmflow.ai/blog/cpa-firm-software-practice-management-tool-selection-guide/): Discover how to select the perfect CPA firm software for your practice. Compare features, pricing, and implementation strategies for accounting automation.
- [Never Miss a Filing Deadline Again: A CPA Firm's Guide to Deadline Management | FirmFlow Blog](https://firmflow.ai/blog/deadline-management-cpa/): A comprehensive guide to filing deadline management for CPA firms. Build a system that tracks federal, state, and extension deadlines and alerts your team proactively.
- [5 Document Collection Strategies That Actually Work for CPA Firms | FirmFlow Blog](https://firmflow.ai/blog/document-collection-tips/): Stop chasing clients for tax documents. These 5 proven strategies help CPA firms collect W-2s, 1099s, and supporting documents faster with fewer follow-ups.
- [Tax Document Collection Software: Stop Chasing Clients | FirmFlow Blog](https://firmflow.ai/blog/tax-document-collection-software-stop-chasing-clients/): The right tax document collection software eliminates client follow-up chaos. Here's how small CPA firms automate the chase and reclaim hours every week.
- [Tax Document Collection: 5 Strategies to End the Chase Forever | FirmFlow Blog](https://firmflow.ai/blog/tax-document-collection-strategies-cpa-firms/): Stop chasing clients for tax documents. Learn proven strategies to streamline tax document collection and reclaim 15+ hours per week.
- [How to Automate Your Tax Season Workflow Without Losing the Personal Touch | FirmFlow Blog](https://firmflow.ai/blog/tax-season-automation/): Tax season automation for CPA firms: how to automate document chasing, deadline tracking, and client communications while maintaining strong client relationships.
- [How a 3-CPA Firm Cut AR Days by 40% Using FirmFlow | FirmFlow Case Studies](https://firmflow.ai/case-studies/coastal-tax-partners-firmflow-case-study/): See how Coastal Tax Partners eliminated chasing clients for docs and payments—saving 16 hours weekly with accounting firm automation from FirmFlow.
- [How Maple Ridge CPA Reclaimed 18 Hours a Week With FirmFlow | FirmFlow Case Studies](https://firmflow.ai/case-studies/maple-ridge-cpa-firmflow-case-study/): See how a 6-person CPA firm in Ohio used FirmFlow's accounting firm automation to cut document chaos, reduce late filings, and recover $28K in overdue invoices.
- [FirmFlow vs. Traditional CPA Software: An Honest Comparison | FirmFlow Comparisons](https://firmflow.ai/comparisons/firmflow-vs-traditional-cpa-firm-software-comparison/): Comparing FirmFlow to traditional accounting practice management tools? See how AI automation stacks up on outcomes, cost, and time saved for CPA firms.
- [CPA Firm Software Stack: Build Your Ideal Setup in 2025 | FirmFlow Guides](https://firmflow.ai/guides/cpa-firm-software-stack-build-ideal-setup-2025/): Learn how to build a CPA firm software stack that eliminates redundancy, automates workflows, and lets your team focus on billable work. A practical 2025 guide.