Run your entire CA practice from one AI-powered workspace.
Manage clients, compliance, billing, collections, documents, team workflows and AI automation from a single platform — built specifically for Indian Chartered Accountants.
14-day free trial · no credit card · GST, ITR, TDS, ROC & Audit ready
See Firmio in action
Watch how CA firms automate compliance, billing, collections and client management.
60–90 second walkthrough · click to play with sound
Stop running your practice on Excel, WhatsApp and follow-ups.
One system replaces the dozen tools your firm juggles today.
Everything your firm runs on
Six core modules, one workspace, zero context-switching.
Client Management
Every client's PAN, GSTIN, contacts, services and documents in one record.
Compliance Calendar
GSTR, TDS, ITR, ROC & Audit deadlines auto-generated from each client's profile.
Billing Automation
GST invoices, auto numbering, payments and receipts — done in seconds.
Collection Tracking
Ageing buckets, top outstanding clients and automatic payment reminders.
Team Workflows
Assign, track and escalate work across partners, managers and executives.
AI Assistant
Run your practice by text or voice on WhatsApp — it understands and acts.
Save 20+ hours every week.
Automate the admin grind and put time back into advisory.
Compliance tracking
Collections
Client reminders
Estimated annual time saved per firm
0+ hours / year
Built by a Chartered Accountant.
After years of managing clients, compliance deadlines, collections and internal operations, we realised firms spend far too much time on administration — and not enough on advisory work that actually grows the practice.
Firmio was built to change that: one workspace that handles the busywork, so your team can focus on clients.
From firms like yours
We're onboarding our first firms now — your story could be here.
Be one of the founding firms featured here. Share how Firmio changed your practice.
Be one of the founding firms featured here. Share how Firmio changed your practice.
Be one of the founding firms featured here. Share how Firmio changed your practice.
Enterprise-grade security.
Your firm's data is isolated, encrypted and access-controlled by design.
Data encryption
Sensitive credentials encrypted at rest with AES-256.
Secure backups
Managed Postgres with automated, point-in-time backups.
Role-based access
Granular roles for partners, managers and executives.
Audit logs
Every key action is recorded for full accountability.
Access controls
PIN-gated vault, per-firm isolation, instant kill-switch.
Tenant isolation
Each firm's data is strictly separated — never shared.
Simple, per-user pricing
Start free for 14 days. Scale as your firm grows.
Starter
For solo practitioners getting started.
- 50 clients
- 3 team members
- No AI / WhatsApp actions
- 1 GB secure storage
Growth
For growing firms that need automation.
- 500 clients
- 25 team members
- 100 AI / WhatsApp actions
- 10 GB secure storage
- All modules included
Pro
For established firms with high volume.
- 2000 clients
- 100 team members
- 500 AI / WhatsApp actions
- 50 GB secure storage
- All modules included
Enterprise
Custom limits, white-label, dedicated support.
- Unlimited clients
- Unlimited team members
- Unlimited AI / WhatsApp actions
- Unlimited secure storage
- All modules included
- Dedicated support + onboarding
14-day free trial on all plans · pay securely with Razorpay · cancel anytime
The future of CA practice management starts here.
See it on your own clients in a 20-minute demo — or start your free trial today.