What is FirmTamer?
All of your clients, contacts, and projects can be managed in a centralized location. This ensures that every team member can easily monitor all their clients, contacts, projects, and tasks from one platform. You have the option to utilize the kanban board or the client interface to make notes and track time as you manage your tasks. Task management works hand-in-hand with the tracking of billable, non-billable, and administrative hours. Billing by the hour is straightforward, as you can assign time directly to invoices. Invoices can be sent directly from the application via email to clients. Additionally, clients have the convenience of making payments online through our payment portal or through our cost-effective merchant services account. You can analyze profitability for each client, project, and task through graphs, summary reports, and detailed reports. This system provides real-time insights into the profitability and productivity levels of each team member, ensuring that you are always informed about your team's performance. Overall, it streamlines workflow and enhances efficiency across the board.
Pricing
Price Starts At:
$29 per month
Price Overview:
$10 per month for each additional user
Free Trial Offered?:
Yes
Integrations
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Screenshots and Video
Company Facts
Company Name:
FirmTamer
Date Founded:
2020
Company Location:
United States
Company Website:
www.firmtamer.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Startup
Supported Languages
English
FirmTamer Categories and Features
Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking