⌘K everything
One keystroke to jump anywhere, start a timer, or quick-create a client mid-phone-call.
Practice management for accounting & tax firms
Run your firm like
you run your books.
Clients, engagements, deadlines, time and billing — one tidy system that always reconciles. Fiscalina replaces the spreadsheet sprawl a growing firm accretes, and it starts earning its keep the day you import your client list.
14 days · no card · import from Drake, Lacerte, ProConnect or UltraTax
0 clients
0 jobs this year
0 invoices
$0 billed
0 time entries
Summit Peak Advisors, the demo firm that ships inside Fiscalina — the same live data behind every screenshot on this page.
1200 · Work in process
A board that already knows the work.
Describe a service once — Monthly Bookkeeping, Quarterly Sales Tax, Annual 1120-S — and Fiscalina provisions the tasks, the document requests and the due dates every time the period comes around. Recurring engagements generate their own jobs; nobody re-types a checklist in January.
- Pipelines per service line, stages you define
- Task dependencies gate stage moves — nothing skips review
- A job waiting on client documents flags itself
- Capacity view shows who is over water, before Friday
2600 · Statutory deadlines
The calendar already knows the code.
Filing rules for 1040, 1065, 1120-S, 1120, 990 and 1041 are built in — including fiscal year-ends, extensions, weekend rolls and legal holidays down to DC Emancipation Day. Attach a return to a client and the deadline appears, correctly, with a burndown so busy season never sneaks up.
- Statutory rules computed per entity and fiscal year-end
- Custom deadlines for state reports, estimates, renewals
- Deadline burndown on the dashboard, 120 days out
- Overdue work surfaces itself — in red, where it belongs
1000 · Client ledger
Every client, filed properly.
Individuals, S-corps, partnerships, trusts, non-profits — with entity type, fiscal year-end, masked EIN/SSN (revealing one is itself an audited event), partner and bookkeeper assignments, tags, saved views, custom fields and household groups. The CSV importer speaks Drake, Lacerte, ProConnect and UltraTax column headers natively.
- One drawer per client: jobs, WIP, notes, activity, portal access
- Bulk tagging and shared saved views for the whole firm
- Export any list to CSV — it is your data
4000 · Revenue
From timesheet to bank deposit.
Run a timer or log time against a job; unbilled work ages on the dashboard until you turn it into an invoice in one click. Send it, and Fiscalina chases it — dunning reminders, partial payments, retainer draw-downs and Stripe checkout for clients who want to pay online at 11pm on a Sunday.
- WIP aging, realization and write-offs on the dashboard
- Invoice-from-WIP, fixed fees, expenses and credit notes
- Retainers as a proper append-only ledger
- Payments reconcile automatically via signed webhooks
4010 · Your letterhead
Invoices that dress properly.
Four typeset templates, your accent colour, your logo, your footer — previewed live and rendered to PDF exactly as shown. Your clients see your firm, not ours.
4400 · Client portal
Clients, without the email ping-pong.
Every client gets a portal behind a magic link — no passwords to reset in March. Document requests list exactly what you still need and gate the job until it arrives. Organizers collect the annual questionnaire. Engagement letters get signed with the built-in e-signature (or DocuSign, if that is what your insurer wants), and invoices get paid on the spot.
- Required items tracked per request — the job waits until they land
- Tax organizers filled in online, saved as they type
- E-sign with tamper-evident seals and signature certificates
- Uploads file themselves against the right client and job
6100 · The record
An audit trail you'd accept from a client.
You hold other people's books to a standard — your software should meet it. Every change lands in an audit log with who, what and before/after. Documents keep version history. Money rows are never edited: corrections are voids and compensating entries, the way a ledger is supposed to work.
- Role-based access, deny-by-default, per capability
- Two-factor sign-in (TOTP) for every user
- Soft delete with undo across the app — no accidental voids
- Signed webhooks in, deduplicated; CSV exports out, everywhere
6900 · Sundries
The rest of the ledger.
Capacity
Estimated minutes against each person's plate, so February's crunch is visible in January.
My Work
Each staffer's day, distilled: their tasks, their timer, nothing that isn't theirs.
Integrations, your keys
QuickBooks, Xero, Gmail, Outlook, Stripe, DocuSign — connected with your firm's own app registrations, stored encrypted. The platform holds no master keys to your clients' data.
Proposals → engagements
Send a priced proposal; acceptance provisions the engagement and its first job by itself.
Nothing unbilled, ever
A standing list of every unbilled hour by client, one button from becoming revenue.
Built for the firms that keep everyone else's books —
and deserve better than seventeen spreadsheets for their own.
INV-0001 · Pricing
One plan. Priced like an invoice,
because it is one.
Every feature, every firm size, unlimited clients. Pay monthly, or prepay the year and keep two months.
INVOICE
| Description | Amount |
|---|---|
| Fiscalina — full practice platform, per user / month | $59.00 |
| Unlimited clients, jobs & documents — included | $0.00 |
| Client portal, e-sign & Stripe payments — included | $0.00 |
| Every future feature — included | $0.00 |
| Total, per user / month | $59.00 |
| Description | Amount |
|---|---|
| Fiscalina — full practice platform, 12 months × $59, per user | $708.00 |
| Unlimited clients, jobs & documents — included | $0.00 |
| Client portal, e-sign & Stripe payments — included | $0.00 |
| Annual prepay — two months on us | ($118.00) |
| Total, per user / year | $590.00 |
No card required for the trial. When you're ready, subscribe from Settings → Plan & billing — payment is handled end-to-end by Stripe Checkout, and your card never touches our servers.
cancel any time · no setup fees · no per-client charges · CSV export everywhere, forever
9000 · Notes to the accounts
Fair questions.
Do I need a credit card for the trial?
No. Registering creates your firm with every feature unlocked for 14 days. Subscribe from inside the app when you've decided — not before.
What's in the plan? Which tier do I need?
There is one plan and it contains the entire product: unlimited clients, jobs, documents, portal users, e-signatures and integrations. $59 per user per month, or $590 per user per year — the yearly price is simply ten months. Seats are the only thing that changes your bill.
Can I bring my client list over?
Yes — the importer reads CSV exports from Drake, Lacerte, ProConnect and UltraTax with their native column headers, plus any generic CSV. It previews the mapping, flags duplicates, and imports are undoable like everything else.
What happens to my data if I leave?
It leaves with you. Every ledger — clients, invoices, time, payments, documents — exports to CSV from the interface at any time, on any plan, including the trial. No export fees, no retention hostage-taking.
How do the QuickBooks / Gmail / DocuSign integrations work?
Bring-your-own-credentials: your firm registers its own developer app with each provider and pastes the keys into Settings → Integrations. They're stored encrypted per firm, and the platform operator holds no master keys to your clients' data — your engagement letters can say so truthfully.
How is access controlled?
Role-based permissions with deny-by-default (owner, admin, manager, staff, bookkeeper), TOTP two-factor for any user, masked tax IDs whose reveal is itself audited, and an append-only audit log of every change with before and after values.
Closing entry
Close the books on firm chaos.
Fourteen days, every feature, your real clients. If it doesn't make next month-end calmer, export your data and walk away.