The Operating System for Modern Accounting Firms
FirmDeskAI is the AI-powered infrastructure that connects your team, your clients, and your workflows—accelerating data collection and workpaper generation 3-4x faster engagement completion—without adding headcount.
Your Firm's Growth Is Bottlenecked by Workflow, Not Talent
The firms that scale aren't working harder—they're working on better infrastructure. Manual intake, fragmented communication, and disconnected workflows create operational drag that no amount of hiring can solve.
of engagement time is spent on intake and client coordination, not actual accounting work
longer engagement cycles when client data collection is manual and fragmented
of firm capacity is consumed by workflow inefficiency, limiting growth potential
average delay per engagement due to incomplete client information and back-and-forth
One Infrastructure to Run Your Entire Firm
FirmDeskAI is the shared workspace where your team and your clients collaborate on every engagement. Structured requirements, real-time visibility, and AI-powered analysis—all in one place. Documents are just one input. The output is faster, cleaner engagements.
Structured Client Requirements
Dynamic checklists adapt to each client's entity type and engagement needs. Clients know exactly what's needed—no guessing, no back-and-forth.
Real-Time Collaboration
Firm and client work in the same workspace. Status updates, messages, and submissions happen in one place—not scattered across email and shared drives.
Automatic Classification & Analysis
Incoming data is automatically categorized and analyzed. AI extracts key information and flags gaps before you even open a file.
Engagement-Level Intelligence
Ask questions across all client data at once. Get instant answers grounded in source documents—not generic responses.
Accelerated Workpaper Generation
AI-generated summaries and cross-document insights feed directly into workpaper creation. What took hours now takes minutes.
Everything You Need to Transform Your Practice
Explore the features that make FirmDeskAI the complete solution for modern accounting firms.
A Client Portal That Actually Works
Stop chasing clients for documents. Give them a dedicated space where they know exactly what to upload.
Secure Client Invitations
Invite clients with a single click to their own dedicated portal.
- One-click invitations
- Unique portal access
- No passwords to manage
AI-Guided Uploads
Clients see exactly what documents you need with smart checklists.
- Smart checklists
- Auto requirement tracking
- Real-time status
Fewer Emails
No more back-and-forth asking for missing documents.
- Eliminate request emails
- Auto reminders
- Organized submissions
Self-Service
Clients complete submissions independently with clear progress.
- Independent submission
- Progress indicators
- Auto notifications
Operational Acceleration That Enables Growth
FirmDeskAI doesn't just save time—it changes what's possible. Firms using the platform complete engagements faster, serve more clients without adding staff, and finally have the operational foundation to grow.
faster data collection and client readiness
reduction in engagement cycle time
client capacity without proportional headcount
time spent chasing clients for information
More capacity. Faster turnaround. Clients who arrive ready. A team focused on high-value work. This is what operational infrastructure makes possible.
Pricing Built Around Your Workflow
Every firm operates differently. Your document volume, team structure, and workflow complexity are unique to your practice. That's why we take a consultative approach to pricing—ensuring you get a solution tailored to your specific needs, not a one-size-fits-all package.
Personalized Discussion
We'll understand your firm's specific challenges and goals before recommending a solution.
Flexible Implementation
Onboarding and support tailored to your team's availability and workflow.
No Surprises
Transparent pricing based on your actual needs, with no hidden fees or unexpected costs.
Ready to see how FirmDeskAI can work for your firm?
Schedule a ConsultationReady to Build the Infrastructure Your Firm Needs?
The firms that scale aren't working harder—they're working on better infrastructure. See how FirmDeskAI can accelerate your data collection, streamline client collaboration, and transform your operational capacity.