Archive Tasks

Here’s an update that works towards helping you keep your work diary clean. You can now select tasks and archive them. This effectively removes or discounts the tasks from all your reports. Archiving could be thought of as canceling a task or temporarily deleting tasks with the intention of optionally retrieving them later. Yes, you can unarchive tasks – which is basically like undeleting / un-canceling / re-opening previously archived tasks.  Continue reading

R C Jain & Associates (Mumbai) uses Firmzen

Firmzen, for our organisation, is nothing but a manifestation of what we already practised conscientiously in a manual form, on screen.

It is backed by a team of talented brilliant young and upbeat enthusiasts who not only promise to assist but go out of their way to ensure that the help reaches us. The level of research, updation, redressal, innovation and yet the extent of ease, humility and accessibility amazes us.

Monitoring our team of 90 and ensuring complete customer satisfaction just got easier, with all the information we need at our fingertips, whenever we want it, wherever we want it. Firmzen was a brilliant choice and with the magnitude of updates, it sure will forever be.

R.C. Jain
Founding Partner, R.C. Jain & Associates. Chartered Accountants.

Custom Fields Designer – Build Your Own App

About a month ago, when we introduced the ability to define your own client information structure (Custom Fields) for our beta testers. We knew it would be a useful feature for our users (because you told us) but we had no idea it would be so useful that our users would outgrow the abilities within days. We saw tens and in some cases hundreds of custom fields being added to the client’s information structure and soon the feature became difficult to consume. We heard from you again, we heard you again and we’re out with another major step forward in making your lives easier. Introducing – a visual Custom Fields Designer.

Continue reading

Intelligent, Auto-Generating, Recurring Tasks

So you create services according to your Practice’s processes. Some of them are processes for on-demand services (such as Incorporation), some scheduled – having departmental deadlines that recur every year. Within a year, a certain activity might repeat several times – monthly / quarterly / half yearly etc. We took all of this into account and gave you the ability to define Services from zilch to whatever complexity might be involved in the procedure and recurrence. In a way, we let you document your Practice.  Continue reading

Task Numbers – Unique Work Reference Codes

“A simple, single, unique code – to refer to a specific task, that I can just pass around in my team or even share with my client”…that’s what a lot of you asked for, that’s what we’re happy to release today.

Every task is now automatically assigned a unique numeric code. We’ve ensured that all your existing data is also tagged by unique references, which as shared by you all – you can use to refer to a specific job at hand, within your team or with clients too.

Backdating Time Sheet, Expense, Completion Entries

Earlier, the date of action of work logged (work completion, Time Sheet entry, Expense log) coincided with the day you carried out that action in Firmzen. A few users actually preferred it this way; they didn’t want their Staff back-dating any entries in Firmzen, to encourage prompt and timely tracking logging of information, on the day of occurence.

Given the abundance of data and information we work with daily, forgetting to note things down or tracking them in a timely manner can lead to information gaps and make things messy pretty quickly. While this view is understandable, there is often a genuine need to backdate entries.  Continue reading

Kashyap Umesh & Associates (Mumbai) uses Firmzen

Firmzen is a wonderful office management software. It takes care of every possible administrative problem which a professional comes across in day to day management of office. Besides, the support it is backed by is wonderful and one can expect a solution of any problem within a very short span of time.

Umesh Mehta
Partner, Kashyap Umesh & Associates. Chartered Accountants.


We’re happy to introduce support for Firmzen Customers across the globe. This update packs features such as multiple currencies, configurable fiscal year and much more. This is thanks to our CPA users who’ve guided us in getting this right. If you do not find the Currency option that you wish to use or find a geographically induced requirement missing in Firmzen, please drop us a line. Coming soon, is support for sending International SMS reminders.

Multiple Taxes In Invoices

Many Firms we come across still generate invoices manually. Digitally, but manually. The most common reason shared is the flexibility and customizability that a Word or PDF Editor provides.

In our opinion, that’s actually a very valid reason and depicts the general human tendency of why we adopt or resist technology. The moment technology becomes limiting (knowing my Invoices will HAVE to be structured according the the format followed by a certain software), resistance is natural.  Continue reading