FirmLync

FirmLync is practice management software built for accounting, bookkeeping, and tax firms with fewer than 10 people. It replaces the spreadsheets, email threads, and sticky notes small firms often use to track client work with one shared system.

Client document requests and a client portal collect W-2s, receipts, and other documents without manual chasing - automated follow-up emails do the reminding. E-signature (OTP-verified, with an audit trail) handles engagement letters, consent forms, and fee agreements. Workflow templates cover 30 common service lines, and AI can draft a custom workflow from a plain-English description.

QuickBooks and Xero sync keeps the books current without double entry. Natural-language reporting lets a firm ask a question about their data instead of building a report from scratch.

FirmLync doesn't replace QuickBooks or Xero as the ledger of record - it handles the client-facing and workflow side of running a firm.