Frequently asked questions
Everything Indian CA firms ask before getting started with Firmio.
Is Firmio GST, ITR, TDS and ROC compliant?
Yes. Firmio is built specifically for Indian Chartered Accountants. It auto-generates a compliance calendar for GST (GSTR-1, GSTR-3B), TDS payments and returns, Income Tax (ITR) filings, ROC filings and statutory audits from each client's profile, so your firm never misses a statutory deadline.
How does the WhatsApp AI assistant work?
You run your practice from WhatsApp using plain text or voice notes. Ask it to add a client, raise an invoice, check outstanding amounts, or send a document, and the AI understands the request, performs the action in your workspace, and replies with a confirmation — no app switching required.
How much does Firmio cost, and is pricing in INR?
Pricing is in Indian Rupees, per user per month. The Starter plan is free, Growth is ₹119 per user/month and Pro is ₹212 per user/month when billed annually, with custom Enterprise pricing for larger firms. Every paid plan includes a 14-day free trial with no credit card required.
Is each firm's client data isolated and secure?
Yes. Firmio is multi-tenant with strict per-firm isolation — your data is never shared with or visible to other firms. Sensitive credentials are encrypted at rest with AES-256, access is role-based, every key action is audit-logged, and a PIN-gated vault protects critical secrets.
Can my whole team use it — partners, managers and executives?
Yes. Firmio supports role-based access for partners, managers and executives. You can assign, track and escalate work across the team, and each role only sees what it is permitted to, so delegation stays controlled and accountable.
Does it track compliance deadlines automatically?
Yes. Once a client's services are configured, Firmio generates the recurring compliance calendar automatically and sends proactive reminders, so deadlines for GST, TDS, ITR, ROC and audits are surfaced well in advance instead of being tracked in spreadsheets.
Can I import my existing clients?
Yes. You can bulk-import your existing client list so you are up and running quickly, rather than re-entering every record by hand. Each client record holds PAN, GSTIN, contacts, service categories, documents and notes in one place.
Is there a free trial?
Yes. Every plan includes a 14-day free trial with no credit card required, and the Starter plan is free to use. You can explore the full workspace on your own clients before deciding to upgrade, and cancel anytime.