FirmAdmin is the Power Apps solution that unifies your client management, recurring engagements, projects, routing sheets, and team tasks — without adding a single new login.
Most accounting firms run on a patchwork of spreadsheets, paper routing sheets, sticky notes, and email threads. Tracking which clients have which returns in progress — and who's touched what — becomes a full-time job in itself.
Meanwhile, your team is buried in administrative work that should take minutes but takes hours. Tax season arrives and nobody is sure what's due, what's in review, or what's waiting on the client.
FirmAdmin brings your entire client engagement lifecycle — from onboarding to delivery — into a single model-driven Power App running in your Microsoft 365 tenant. Set up your services once, build recurring engagements, and let FirmAdmin handle the rest automatically.
Six purpose-built modules that talk to each other — so your data flows automatically from client to engagement to project to task.
A purpose-built CRM for accounting firms. Track accounts, contacts, roles (signer, preparer, spouse), client IDs, office assignments, and agency relationships in one place.
Define recurring services per client — annual tax prep, monthly bookkeeping, quarterly reviews. FirmAdmin auto-generates projects on schedule and tracks status, due dates, and billed hours.
Replace paper sign-off sheets entirely. Digital routing sheets capture tax year, filing method, delivery method, entity type, reviewer notes, and return status — all attached to the project.
When a project is generated, FirmAdmin automatically creates a Microsoft Planner task in the right bucket, assigned to the right team member — visible directly in Microsoft Teams.
Power Automate flows handle project generation, Planner task creation, engagement naming, service frequency autofill, and SMS client notifications — running in the background so your team doesn't have to.
Log time against any project in minutes with a description. FirmAdmin calculates decimal hours automatically and rolls up total hours worked per project — giving you billing visibility without a separate tool.
FirmAdmin is designed to match how accounting firms already work — not force you to learn a new paradigm.
Build your firm's product/service catalog — tax prep, bookkeeping, payroll, advisory. Define billing types, lead times, and service categories once.
Attach recurring engagements to each client. Weekly, monthly, quarterly, annual, or one-time — FirmAdmin knows when to generate each project.
Projects appear automatically. Planner tasks are created. Routing sheets are ready. Your team sees their work in Teams. You see status across every client.
FirmAdmin lives entirely inside your existing Microsoft 365 tenant. That means your data stays in an environment you already control, your team uses tools they already know, and your IT team doesn't have to onboard a new platform.
Tell us a bit about your firm and we'll reach out to schedule a personalized walkthrough.
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