Staff files ready for tax season
Onboarding, e-signatures, training and staff records in one place, from staff accountants to tax preparers.
- Security training signed by each person, with the date
- CPA licenses and PTINs flagged when they expire
- Returning preparers back each season with their records
HR in a firm that handles client data runs on proof
About 115,300 accountant and auditor openings come up every year, and tax season brings overtime.* Without FirstHR, the answers sit in inboxes, spreadsheets and someone's memory. With it, every one has a date or a flag.
*Source: U.S. Bureau of Labor Statistics
Set the year up once, then let the season run
Build a template for each role once. For each hire, pick the person and the template, and launch.
- Build a template per roleStaff accountant, seasonal preparer, client service: each with its own documents, tasks and courses.
- Launch each hirePick the person and the template, set the deadlines and launch.
- Close the seasonTerminate with a reason like End of season. Access closes, and their records stay.
See FirstHR your way
Click through it, watch it, or get a demo of just the parts you need.
Product tour
Short click-through tours of onboarding, documents, training, your team and what employees see. No signup.
Demo videos
Short videos of each job in FirstHR, start to finish.
Your own demo
Tell us what you need and get a playlist of just those clips.
Signed once, provable for years
Every signed agreement gets a certificate page and can't be deleted, even after the person leaves the firm.
Your firm's paperwork, all in one place
Each person's training, signatures and licenses sit on their record with dates, ready when someone asks.
Who finished the course
Each person signs at the end, and you see who finished and when.
Who still has to sign
Send each code amendment to everyone and see who hasn't signed yet.
Whose license lapsed
Add each PTIN and license with its date. When one expires, you see it next to the person's name.
Preparers between seasons
Close their access when the season ends and bring them back in January, records and all.
A staff accountant's first weeks, set up once
An example plan for a staff accountant. Save it once, and the next one starts from it with their own deadlines.
FirstHR fits every kind of accounting and financial firm
Find your kind of firm below, and the rules it has to keep for every person you hire.
What the FTC, the SEC and the IRS ask of your people
Find your kind of firm, and see which rules reach your people.
- Security awareness training (FTC Safeguards Rule)Tax and CPA firmsState-registered advisers
- Acknowledge the code and each amendmentSEC-registered advisers
- First holdings report within 10 daysSEC-registered advisers
- Keep acknowledgments for five yearsSEC-registered advisers
- Taxpayer information used only for the return (Section 7216)Tax and CPA firms
- A valid PTIN, renewed by December 31Tax and CPA firms
Reviews
"Solid app with a ton of features that cover all HR needs. I'm impressed by how well the app is organized and how easy it is to navigate."
Iskandar ChacraHead of Engineering, Ultraspeaking"FirstHR centralises every HR process, from hiring to firing, in a sleek and user-friendly interface. Especially noteworthy is its modern design."
Daniel RödlerCo-founder, Octomind"There are many HR tools out there but firstHR manages to combine lots of features into one package very well and all with an affordable price tag."
Johnberg ArslanCo-founder, AppManagerFirstHR in the press
A free trial with no strings attached
When the 7 days are up, the trial simply stops. There's no card on file, so nothing renews and there's nothing to cancel.
- Sign-up in a couple of minutes
- Every feature from day one, like the paid plans
- No credit card
- Support from real people, like the paid plans
In tax season nobody has time for the firm's own paperwork. Then an examiner or a client asks who finished the security training and who signed the new code of ethics, and someone loses a day digging through email and spreadsheets. I think that answer should take a minute, not a day. In FirstHR each person signs the code and finishes the course in their own account, every license has its date, and you see right away when one expires. You open the list, and there's your answer.
Free help for accounting and financial firms
Job descriptions and guides from our library. Free, and no sign-up needed.
Questions from accounting and financial firms
Teams like yours
Nearby industries, and the company stages where firms like yours usually are.
Nearby industries
Keep your firm's acknowledgments, security training and licenses in one place
Onboarding, e-signatures, training and staff files for the whole firm. Sign-up takes a couple of minutes.
- 7-day free trial
- No credit card required
- Nothing to cancel