A client portal for bookkeepers, because the same list comes round every month
Bookkeeping is not one collection problem. It is the same collection problem, twelve times a year, for every client you have. FirmHello makes it recur on its own.
Free for 14 days, no credit card. Your portal carries your firm's name from the first client you add.
March month end
5 of 8 received1 item overdue — FirmHello is chasing
- Business account statement Received 6 Apr
- Credit card statement Received 6 Apr
- Receipts for March 31 files
- ! Missing invoice — Kestrel Inc. Overdue
- Cash payments log Reminder Friday
Mera Bookkeeping's portal, as their client sees it.
Tax work has a deadline and a scramble. Bookkeeping has a rhythm, which is worse: the statements, the card receipts and the missing invoice explanations come round every month whether anyone chases them or not.
FirmHello turns that rhythm into a recurring request list. On the day you choose, every client's list reopens with the right items on it, the reminders start themselves, and you get one screen showing which month-ends are ready to work and which are still waiting.
The monthly grind
The same chase, every month, forever
Twelve times a year, per client. Nothing about it changes, which is exactly why it should not be a person's job.
Receipts arrive as photographs
Blurry, rotated, and attached to a message that says "here you go" so you cannot tell which month they belong to.
Unexplained transactions pile up
You need one sentence about a payment from six weeks ago, and getting that sentence takes four messages.
You cannot see which clients are ready
Some clients are complete on the third, some never answer until the twentieth, and you find out by checking each one.
Set the rhythm once
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Step 1
Build a recurring list
Statements, card statements, receipts, a cash log. Set it to reopen on the fifth of each month, or whatever day suits the client.
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Step 2
It reopens and chases itself
On the day, every client's list is live again and the reminders start. You did not touch anything.
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Step 3
Work the ones that are ready
One screen shows which month-ends are complete, which are waiting and on what. You start with the work you can actually finish.
What bookkeepers use most
Every featureRequest lists
Recurring lists rather than one-off asks, so a monthly cycle sets itself up for the next month the moment you close the last one.
Automatic chasing
A gentle rhythm for a reliable client and a firmer one for the client who always answers on the twentieth.
Client vault
Every statement and receipt filed by client and by period, so a query eighteen months later takes one search.
Roles and per-client access
Bring a subcontractor onto three clients for a busy month and remove them afterwards, without them ever seeing the rest of your book.
Your brand, your domain
A one-person bookkeeping practice looks as established as the firm down the road, because the portal carries your name.
Intake forms
New clients arrive with their details, their access and their first month's list already set up.
Client documents are the most sensitive thing a firm holds
So the portal is built to hold them properly: encrypted, access granted one client at a time, and every action recorded. Nothing travels as an email attachment.
How FirmHello is built- Encrypted in transit and at rest
- TLS 1.3 on every connection and AES-256 encryption for stored documents, with keys managed separately from the data they protect.
- Access is per client, not per firm
- A client can only ever load their own space. Staff access is granted per client, so a junior can be given three files and nothing else.
- No documents in email
- Notifications tell a client that something is waiting and link them to the portal. The material itself never leaves it as an attachment.
- Complete audit trail
- Views, uploads, downloads, approvals and permission changes are all recorded with actor, time and IP, and the log is exportable.
- Retention you control
- Set how long documents live per client or per matter, and hold or purge on request, so the portal matches the retention policy you already have.
- Hosted in your region
- Choose United States, Canada, the EU or the United Kingdom, and your firm's data stays in that region.
Questions from bookkeepers
Can lists repeat automatically each month?
Yes — recurring lists are the reason most bookkeepers use FirmHello. Set the items and the day of the month, and the list reopens and chases itself from then on.
What about clients who send receipts as photos?
They upload from their phone straight into the receipts item, so the photos are already attached to the right client and the right month rather than arriving loose in a message.
Can I see which clients are ready to work on?
Yes. The list of clients can be sorted by how complete their current period is, so you can work through the finished ones first.
Does this work alongside my accounting software?
It sits in front of it. FirmHello is how the documents and the answers reach you; your ledger stays wherever you keep it.
I am a one-person practice. Is this overkill?
The Practice plan exists for exactly that. The monthly chase costs a one-person practice proportionally more time than it costs a firm, because there is nobody to hand it to.
Related
Where to go next
Every page on the site, grouped by the question it answers.
Ready when you are
Tell us your monthly cycle and we will have your recurring lists ready for the next one.
No card and no sales call. If you would rather tell us about your firm first, use the longer form.