For clients of accounting firms
Your firm, in your pocket.
PocketFirm is where your accounting firm asks for what it needs and you send it, from your phone or computer.
Not sure where to sign in? Use Find your firm and we’ll email you the link.
How it works
Send it once. See that it landed.
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Your firm asks
Each request has a due date, and the ones waiting on you are counted.
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You answer
Upload a file, fill in a form, or sign, from your phone or computer.
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You see it landed
Every request shows where it stands: with you, with your firm, or done.
Nothing to install. PocketFirm opens in your web browser, and on a phone you can add it to your home screen.
Keeping it safe
Built for documents you’d rather not email.
Your firm decides who can see your files. Firmary, the company behind PocketFirm, runs the service.
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Easy to check it’s real
PocketFirm opens on a pocketfirm.app address or your firm’s own. The sign‑in links we email you work once and expire after 10 minutes.
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Checked before anyone opens it
Every upload is scanned for malware before it can be downloaded.
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Encrypted on the way and in storage
Your files are encrypted while they upload, while they’re stored, and in backups.
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Kept within your firm
Each firm’s data is kept separate, and other clients of your firm can’t see yours.
No firm yet?
Looking for an accountant?
PocketFirm works through your accounting firm, and we don’t run a directory of firms. Tell us where you are and what you need help with. A person at Firmary reads every request and replies by email.
We can’t promise a match, and we’ll say so if we can’t help.
Thanks. Your request is in.
We’ll reply by email.
Are you an accounting firm?
PocketFirm is part of Firmary, practice management for accounting, bookkeeping, and tax firms.
Go to firmary.app