Firmly Client Portal support

The Firmly Client Portal app is how you work with your accounting or bookkeeping firm — respond to requests, send documents, follow your filings, and pay invoices.

Who to contact

Questions about your documents, requests, filings, or invoices go to your firm — they control everything in your portal.

Problems with the app itself — signing in, crashes, something not loading — email us at hello@firmlyhq.com and we’ll get back to you promptly.

Common questions

How do I sign in?: Enter the email address your firm has on file for you, then type the 6-digit code we email you. There is no password to create or remember.
I didn't get my sign-in code: Check your spam or junk folder first. If it isn't there, the email address you entered may not match the one your firm has on file — ask your firm to confirm which address they use for you.
I can't see my firm, or a document I expected: Your firm controls what appears in your portal. If something you expect is missing — a document, a request, a filing — your firm can share it or fix the mix-up in a moment, so reach out to them directly.
How do I pay an invoice?: Open the invoice from your to-do list or the Billing section and tap Pay. Payment is handled on a secure checkout page — your card number is never stored by Firmly.
How is my data protected?: Your documents are encrypted, stored in Canada, and visible only to you and your firm. The full details are in our Privacy Policy.

Firmly Client Portal support

The Firmly Client Portal app is how you work with your accounting or bookkeeping firm — respond to requests, send documents, follow your filings, and pay invoices.

Who to contact

Questions about your documents, requests, filings, or invoices go to your firm — they control everything in your portal.

Problems with the app itself — signing in, crashes, something not loading — email us at hello@firmlyhq.com and we’ll get back to you promptly.

Common questions

How do I sign in?: Enter the email address your firm has on file for you, then type the 6-digit code we email you. There is no password to create or remember.
I didn't get my sign-in code: Check your spam or junk folder first. If it isn't there, the email address you entered may not match the one your firm has on file — ask your firm to confirm which address they use for you.
I can't see my firm, or a document I expected: Your firm controls what appears in your portal. If something you expect is missing — a document, a request, a filing — your firm can share it or fix the mix-up in a moment, so reach out to them directly.
How do I pay an invoice?: Open the invoice from your to-do list or the Billing section and tap Pay. Payment is handled on a secure checkout page — your card number is never stored by Firmly.
How is my data protected?: Your documents are encrypted, stored in Canada, and visible only to you and your firm. The full details are in our Privacy Policy.