Streamline your workflow and consolidate your client data with the power of the FirmHero web dashboard. Manage client interaction, documentation, scheduling, task creation, and client application onboarding from one integrated platform.
With the FirmHero client application, your clients can request meetings, view tasks, upload important documents, and communicate with your firm from the palm of their hand.
Give your brand a voice by adopting FirmHero’s white label mobile application. Your new app--and all of its capabilities--will be completely branded for your firm.
Firm Hero assists accounting firms of all sizes; whether you are a one man shop, or your CPA firm has 100+ accountants, the application and web portal will only help streamline the organization of yours and your clients files, tasks, and meetings.
Don't believe it? See what our clients have to say.
Firm Hero has helped my firm stay more organized than ever before. From the ease of scheduling appointments to communicating with my clients and assigning them tasks, Firm Hero has basically become a necessity to have. One of my favorite parts about it is that the app and web portal all have my branding on it, so no one even knows that it is not custom. The Firm Hero team is also great to work with; they were a huge help when integrating the systems into our organization.
