FirmTide
A simple tax workflow tracker
What it does
A simple tax workflow tracker meant to replace clunky software and messy spreadsheets
FirmTide helps solo and boutique tax practices track clients, deadlines, and tax returns. Replace your spreadsheets with a purpose-built workflow system. $10/month.
A simple workflow system for solo and boutique tax practices. One place for every client, every return, every due date — so nothing slips. Ten workflow types out of the box — tax returns, extensions, quarterly estimates, bookkeeping, payroll, and more. Each one moves from not started through in progress to completed . Individuals and businesses in one place, with every workflow they’ve ever had visible from a single page. Search by name, email, or business name. Open the app and the dashboard tells you exactly what needs attention today — no hunting through lists or sorting spreadsheets. Overdue, due today, this week, this month: bucketed and ready. A daily digest…from firmtide.com
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