Everything your practice needs to run, in one place.

Built to do three things: increase your profit, save your team time and keep every deadline in front of the right person. Choose the modules you need today and switch on more as you grow. Unlimited users and unlimited clients on every plan.

30 days free. No credit card required.

PROFIT BY CLIENT

See which clients make you money, and which cost you.

Firmhub compares the SLA hours you promised each client with the actual hours your team worked. You see profit margin by client, so you can reprice, rescope or let go of the work that costs you money.

  • SLA hours against actual hours
  • Profit margin by client
  • Evidence for pricing conversations

Results shown: about 30 hours saved per week for the average size firm and 45% fewer missed deadlines. [SOURCE NOTE: same as the Home page footnote]

Firmhub Service Delivery team board showing open jobs, overdue counts, stages and assigned team members
01 JOBS AND DEADLINES

Every job and every deadline in one place

Deadlines live in three spreadsheets, a whiteboard and your head. Firmhub replaces that with standardised templates and stages across the practice. Every return, every set of financials and every SARS query is tracked, assigned and visible. Nothing depends on someone remembering, and when a senior leaves, the knowledge does not walk out the door with them.

  • Standardised templates and stages
  • Every job tracked and assigned
  • Deadline risk visible on one dashboard
02 CAPACITY

Know your capacity before your team burns out

Firmhub forecasts committed work against available hours, so you can see who is at 130% this month and who has room. You hire on evidence instead of on the resignation letter, and you spot burnout before it becomes a missed deadline.

  • Committed work against available hours
  • See who is overloaded and who has room
  • Evidence for hiring decisions
Firmhub Workforce Management showing staff capacity, assigned jobs and team workload per member
Firmhub Business register showing client structures, industries, active services and assigned managers
03 CLIENT STRUCTURES

Client structures that match reality

Groups, trusts, companies, individuals, directors and the relationships between them, modelled properly. No flat list of names that pretends every client is a single entity.

  • Groups and trusts
  • Companies, individuals and directors
  • The relationships between them
04 PIPELINE

A pipeline for the work you have not won yet

Track proposals, new work and expanded scope on existing clients. Most practices manage delivery carefully and manage growth by accident.

  • Proposals in progress
  • New work
  • Expanded scope on existing clients
Firmhub Growth Management opportunity pipeline showing leads, pipeline value, conversion and proposal stages
Firmhub Documents & Knowledge repository showing client documents, categories, versions and templates organized by client entity
05 DOCUMENTS AND TEMPLATES

Documents and templates where the work happens

Client documents held against the right entity, and templates that stop every job being rebuilt from scratch.

  • Documents held against the right entity
  • Templates for repeat jobs
  • Less rebuilding, more doing
06 DASHBOARDS

Run the practice on numbers

Throughput, capacity, deadline risk and pipeline on one dashboard. The questions you currently answer by instinct, answered by data.

  • Throughput
  • Capacity and deadline risk
  • Pipeline
Firmhub Reports & Business Intelligence overview showing client retention, on-time completion, compliance health, open workload by staff and pipeline value

Free onboarding, so you are up and running quickly

Every Firmhub practice gets free onboarding, including setup and staff training.

Setup.

We configure Firmhub around your services, stages and client structures.

Import.

We bring your existing client list across with our full import function.

Training.

We run staff training sessions so your whole team knows how to use Firmhub.

Why firms move from spreadsheets and imported tools to Firmhub

Spreadsheets and WhatsAppImported international toolsFirmhub
Client structures for groups and trustsFlat listsClient structures for groups and trustsOften adapted, not built for South AfricaClient structures for groups and trustsModelled properly
Capacity planningGuessworkCapacity planningVaries by planCapacity planningWorkforce module, on Max
PricingFree, until a deadline is missedPricingOften per user or per clientPricingPer module, with unlimited users and clients
Built and supported in South AfricaNoBuilt and supported in South AfricaVariesBuilt and supported in South AfricaYes

It sits above your tax and financial statement software.

Firmhub does not file returns with SARS or CIPC. It runs the practice around your filing tools: who is doing what, by when, for which client, and whether you have room to take on more.

Built for practices of every size

Small practices.

Start with the modules you need and add more as you grow, because a four person practice needs to see its numbers as much as a twenty person one does.

Growing firms.

Pricing that does not penalise growth. Win a new client tomorrow and your bill does not move.

Established practices.

Standardised templates and stages keep every job, team member and client structure visible as the team grows.

Find out where your practice is losing time and profit.

A 60-minute online review run on your own client book. No slides, no obligation, and no salesperson phoning you for six weeks afterwards.

30 days free. No credit card required.

Or call 013 747 2749.