Firmtide
AutomatedWorkflow system for solo and boutique tax practices — tracks deadlines, organizes clients, and replaces spreadsheets.
Firmtide has 1 plan: paid plans from $10/month. We have not recorded a price change.
Firmtide plans and prices
Per Firm
monthly$10/mo
$10/mo per firm
- 10+ workflow types
- Daily digest email for what’s due
- 0 onboarding calls required
- 1-click year-end roll forward
- Due-date assignment with overdue and upcoming urgency cues
- Extensions tracked with a six-month auto-calculated default
- Filter by year to keep multi-season tracking clean
- Notes on any workflow — track missing docs, client calls, or anything else
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- Export to CSV when a partner or auditor asks for the list
- CSV import — bring last year’s spreadsheet over and be done
- Full workflow history for every client, visible on one page
- Export the whole roster to CSV whenever you need it
- Overdue workflows surfaced front and center
- Due today, this week, and this month — each in its own bucket
- Total active workflow count so nothing hides
- Reminders, automatically
- Roll forward in one click
- Built solo-first. No five-seat minimum
- Bring your client list and you’re running in an afternoon
Price history
Last 1 recorded changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 20, 2026 | Per Firm | New plan | — | $10 | — |
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