firmstackBeta
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UPDATES

What’s new in FirmStack, newest first.

We are in beta, so things change quickly. Each entry is something that already works.

  1. Safer sign-in, and notes on what's newNew

    • Firm Owners can add an authenticator-app code to their sign-in. It is rolling out to firms gradually.
    • A What's new card inside the app tells your team about changes as they arrive.

  2. A work board, and settings you controlNew

    • A board view with a column per stage. Drag a card to move the work along.
    • Owners and Admins choose what Staff and clients may do, with switches instead of a support request.

  3. Invoicing grows upImproved

    • Monthly invoices are created as drafts for you to check.
    • Staff can raise invoices for their own clients when an Admin allows it.
    • Your firm's logo appears on invoices and in the client portal.

  4. Reminders, a filing calendar and GST invoicesNew

    • Clients with missing documents get scheduled reminder emails, and your team gets a daily digest.
    • A compliance calendar with the standard Indian filing dates for the work you do.
    • GST invoices with CGST and SGST or IGST, numbered per year, as a PDF you can email.

  5. Search, activity and exportNew

    • A home screen with search and a Remind now button.
    • A bell for what changed, and an audit log of who did what for Admins.
    • Export your firm's data, and edit your own checklist templates.

  6. The foundationNew

    • Firm sign-up, staff invitations and roles, and clients added by hand or imported from Excel or CSV.
    • Services and checklists per client and year.
    • Documents uploaded from a phone, reviewed, versioned and downloaded.
    • A client portal clients join by email invitation.