A tour of every part of FirmHello
Every screen an accounting practice touches, in the order you would meet them. This is the whole product — there is no second, more complicated version behind a sales call.
2024 personal tax return
9 of 14 received- W-2 — Meridian Health Received 2 Mar
- 1099-INT — Fairview Credit Union Received 2 Mar
- Mortgage interest statement Received 6 Mar
- ! Rental income ledger — Ash Street Overdue
- Childcare provider details Reminder tomorrow
- Engagement letter Approved 28 Feb
A client's request list, as your firm sees it.
The request list is the whole idea
A request list is a named set of things you need from one client for one piece of work. Each item is a file to upload, a question to answer, a fact to confirm or a document to sign, and each one carries its own instructions so it arrives usable the first time.
Your client sees a checklist with a progress bar. You see the same list with the state of every item. Nobody has to ask what is still outstanding, because the list is the answer.
- Four item types — upload, answer, confirmation, approval
- Saved as templates and reused across clients and years
- Reminders attach to the item, not to a person at your firm
| Client | Waiting on | Age | Assigned |
|---|---|---|---|
| Cawdor Holdings Corporate return | Rental schedules | 11 days | T. Beaumont |
| Okafor, N. Personal return | Rental income ledger | 4 days | J. Okonkwo |
| Ferndale Logistics Corporate return | Officer compensation | 3 days | T. Beaumont |
| Halloran, S. Personal return | 1099-B | 2 days | Unassigned |
| Vance Partners Partnership return | Partner drawings | 1 day | J. Okonkwo |
| Bramfield Estates Onboarding | Proof of address | 1 day | A. Rowe |
The screen a partner opens instead of asking around.
One screen for everything that is stuck
Every engagement with something outstanding, oldest first, with the blocking item named and the staff member it is assigned to. This is the screen a partner opens instead of asking around, and the one a preparer works down.
Nothing here is a chart. Charts tell you how you did last quarter; this tells you who to chase this afternoon.
- Sorted by how long an item has been waiting, not by client name
- Filter by assignee, engagement type or office
- Unassigned work is surfaced rather than quietly waiting
2024 personal tax return
- Rental income ledger — Ash Street A statement for the year, or the spreadsheet you keep Upload
- Childcare provider details Name, address and tax ID of the provider Answer
- W-2 — Meridian Health Received 2 March View
Anything you send here stays between you and Harbour & Co.
The same list, as your client sees it on their phone.
What your client actually opens
No account to create, no password to invent, no software to install. Your client follows the link, lands in their own space under your firm's name, and sees a short list of what you need with a button beside each.
Most client documents start life as a photograph on a phone, so uploading from one is the path the screen is designed around rather than an afterthought.
- Works on a phone, which is where the document already is
- Optional password or one-time code for clients who want one
- Their own prior documents are always available to them
- Correspondence 12 Mar 2026
- 2024 return as filed.pdf v3 14 Mar 2026
- Engagement letter approved.pdf Approved 28 Feb 2026
- Rental income ledger.xlsx v2 9 Mar 2026
- W-2 Meridian Health.pdf 2 Mar 2026
- 2023 2 Apr 2025
Every document this client has sent or been sent.
Every document, for as long as you need it
Everything a client has ever sent or been sent, foldered by engagement and year, versioned, and searchable by name or content. The vault is what clients come back for, which quietly removes a whole category of request from your inbox.
Because it is permanent and structured, a year-end archive or a handover is an export rather than an afternoon of assembly.
- Version history, so the executed copy is never in doubt
- Retention set per client or per engagement, and purges are logged
- Full export at any time, structure intact, without asking us
- 2 Mar First request Opened
- 5 Mar Reminder 1 Opened
- 8 Mar Reminder 2 Opened
- 11 Mar Reminder 3 Unopened
- 14 Mar Next notice Scheduled
Three notices sent, none of them written by anyone at the firm
You have one item left for your 2024 personal tax return. It takes a minute and you can do it from your phone.
Nobody at the firm sent any of these.
The chasing happens without you
Every outstanding item has a reminder schedule. FirmHello sends the notices from your firm, on the rhythm you set, naming the specific items that are still missing — and stops the moment they arrive.
The reminders belong to the request rather than to a person at your firm, so a client is never chased twice about the same thing by two people, and nothing stops because somebody is on leave.
- Schedules per template, tightening as a deadline approaches
- Sent from your firm's address, and they carry no client detail
- Every notice sent, opened and acted on is on the record
- Approved by
- —
- Approved at
- —
- Verified by
- One-time code to n****@okaforco.com
- Version fingerprint
- 8f3c 41ab d2e7 90c5
The approval record files itself into the client vault with the document.
An approval, recorded properly. Not a signature.
An approval you could still rely on in two years
Put a document up for approval as an item on the same checklist. The record captures the person who approved it, the exact wording they agreed to, the time, the address they came from, the way they were verified, and a fingerprint of the version they were looking at.
That last part is the one that matters. A later edit cannot inherit an earlier approval, so "this is the version you approved" is a fact rather than a memory.
This is not an electronic signature, and we do not describe it as one. Where a document genuinely requires a signature — an engagement letter your regulator expects signed, a form with its own signing rules, anything a court would look at — use a qualified e-signature provider. An approval is for the far larger pile of things that only ever needed somebody with authority to say yes, on the record.
- Person, wording, time, IP, verification method and document fingerprint
- The approved version is locked, so it cannot be edited afterwards
- Approval records export with the document, not separately
New client enquiry
What this creates
- A client record with their details already filled in
- Portal access issued to their email address
- Their first request list, from the template you chose
One public link, and the client onboards themselves.
A new client onboards before you speak to them
One public link, on your website or in your email signature, that turns an enquiry into a client record, their portal access and their first request list — without anybody at your firm typing anything.
For a remote practice this is the whole top of the funnel. For everybody else it means onboarding runs the same way whoever answers the phone.
- Fields you choose, with your own wording
- Creates the client, the access and the first request list
- The new client is already uploading before your first call
| When | Who | Action |
|---|---|---|
| 14 Mar 11:02 | T. Beaumont (staff) | Downloaded |
| 12 Mar 16:48 | Nadia Okafor (client) | Viewed |
| 9 Mar 08:31 | Nadia Okafor (client) | Uploaded |
| 7 Mar 09:15 | J. Okonkwo (staff) | Granted access |
| 28 Feb 14:20 | Nadia Okafor (client) | Approved |
Views are logged, not only downloads.
Who opened it, and when
Every view, upload, download, approval and permission change, recorded with the person, the time and the address. Views are logged and not just downloads, because the question a client actually asks is who looked at their file.
The log is yours to export, per client or per engagement, whenever an insurer, a reviewer or a client asks. You do not have to raise a ticket with us to get it.
- Actor, timestamp and IP on every action
- Permission changes recorded alongside document access
- Self-service export, per client or per engagement
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.
That is the whole product
There is no enterprise edition with the good parts in it. Every plan gets every screen on this page, with unlimited staff seats and unlimited client logins. What changes is storage, how long documents are kept, and the controls a larger firm has to have.
See the plans- Practice
-
$79
/month USD
Unlimited seats · 250 GB vault · retention you set
- Firm
-
$149
/month USD
Unlimited seats · 2 TB vault · firm-wide controls
- Group
-
$299
/month USD
Unlimited seats · 10 TB vault · multi-office and SSO
Written for the practice you actually run
The mechanics are the same everywhere. The document lists, the vocabulary and the deadlines are not, so each page below is written in its own.
Try it on the client who never replies
Start a free 14-day trial, brand your portal, and put a real request list in front of the client you have chased three times. That is the honest test.
No card and no sales call. If you would rather tell us about your firm first, use the longer form.