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Nº 02Appointments · Coming soon

Every meeting starts ready.

One customer-service inbox that brings together email, WhatsApp and your website form. Clients ask for an appointment wherever they prefer, firmia asks for the documents you need, checks they are there and readable, takes the retainer and tells you if anything is missing.

I'd like early access See an appointment from start to finish

In development. We are looking for firms to shape the first version.

WhatsApptoday 11:40
Hi, I'm self-employed, can you do my tax return? I'm in a hurry+34 6·· ··· ···
Of course. Does Thursday 24 at 12:00 suit you? I'll need your ID card, your tax details and the year's invoices.firmia
Thursday is perfect 👍
Web formtoday 16:05
Service: Non-resident income tax
Name: Example client
Preference: afternoonsfirmia.io/contact
Proposed appointment: 28 Apr at 17:00. Documents requested in English and Spanish.firmia

All three requests land in the same inbox, each with its file and its status

Nº 01One appointment, start to finish

The meeting starts before the meeting.

Half of a first meeting goes on asking for papers the client didn't bring. firmia does that work beforehand, in writing and on record. This is how it looks from the inside.

Monday 13 · 09:12

01Client · email
Good morning, I need an appointment for my tax return. Which documents do I have to bring?
02firmia · booking
How about Thursday 24 at 10:30 with your adviser?You can change the time from this link. It goes into your calendar and the firm's.
Google CalendarMicrosoft 365
03firmia · documents
For the tax return I need three things.Your ID card, your tax details from the tax agency and the withholding certificate. Upload them here or reply with photos.

Tuesday 14 · 18:40

04Client · WhatsApp
Here's my ID card and the withholding certificate. I don't know how to get the tax details.
05firmia · checks
ID card and withholding certificate received and readable.You can download the tax details with Cl@ve; here are the steps. I've already checked the files are free of anything suspicious.
06firmia · payment
Retainer: €60.Payment link with receipt. The appointment is confirmed once paid.

Thursday 24 · 09:00

07firmia · to the firm
File ready for 10:30.Three documents checked, retainer paid. It's in your panel and, if you want, in firmia Invoices.
Nº 02The file

You see which appointment is ready and which isn't.

Every request opens a file with its status: documents received, readable, pending, payment. Reminders go out on their own through the same channel, and firmia tells you if the meeting won't be ready in time.

firmia · Appointment fileExample · Self Assessment
Appointment
ClientExample client
Date22 Apr 2027 · 10:30
ServiceSelf Assessment tax return
Documents
  • Passport: received and readable
  • P60: received
  • Bank interest statements: received
  • Rental income records: missing. Reminder sent
Payment
Retainer€60.00paid
1 document missing
Nº 03Who it's for

Built for professional firms.

Tax advisers

Tax season without the chasing

Personal tax, company tax, non-residents: every client arrives with their paperwork checked.

Lawyers

First consultations that get somewhere

Case documents and retainer in hand before you sit down with the client.

Accountants and consultancies

Fewer follow-up calls

Reminders go out on their own, and one panel shows you which appointments are ready and which aren't.

Want it in your firm?

We are building the first version with real firms. Tell us how you handle appointments today and we'll let you know when it is ready.

Sign me up

No commitment