Manage client work securely.
FirmDoor gives firm teams a focused web portal for onboarding, client invitations, task tracking, comments, chat, document collection, acknowledgements, notifications, and audit-ready visibility.
Fixed roles, invited clients, required 2FA, and task-based access built for the MVP.
Core Workflows, Simplified.
Built around the actual MVP scope: firm onboarding, client invitation, task coordination, secure file collection, acknowledgements, notifications, and audit-ready records.
Client Invite, Chat, and Comments
Invite clients into the mobile app, keep task comments in context, and use simple chat plus nudges when work is waiting on a response.
Task Tracking and Completion
Create tasks with required fields, track pending versus complete work, and collect acknowledgements when a client sign-off is required.
- Title, type, client, and due date
- Pending and Complete task states
- Optional acknowledgement required flag
Document Uploads and Malware Scanning
Upload task documents from either side, validate supported file types, enforce the 25 MB limit, and scan files before they are accepted.
Acknowledgements and Sign-Offs
Request a typed-name or signature acknowledgement on a task and store the signer, timestamp, and completion state with the work item.
Fixed Role Permissions
Owner, Admin, Accountant, Read Only, and client access follow a fixed MVP permission model so the right people can work without overexposure.
Audit Logs and Reporting
Review audit activity plus filtered client, task, and document lists from the firm portal, with audit-log visibility reserved for Owner and Admin.
Focused on the core MVP modules
Start with the core workflow, not the clutter.
FirmDoor keeps the MVP focused on secure firm onboarding, invited clients, tasks, documents, acknowledgements, notifications, and audit-ready records.