Firm-level configuration. More tabs land in upcoming releases.
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Roles: admin = full control · manager = edit + assign · staff = work only · viewOnly = read-only.
Only admins can change roles or deactivate users.
Tune how each statutory deadline is computed. Anchor is the date on the client record we calculate from. Statutory is what HMRC / Companies House require. Target is your firm's internal aim — typically earlier than statutory by a buffer of your choice.
Defaults shown until you save an override. Saving a row replaces the default for your firm. "Reset" reverts that row to the default again.
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Refresh CH for every company client. Hits Companies House for every active Ltd / PropertyLtd / LLP, applies date changes automatically, flags address / name / status changes for review via notification, cascades into deadline recompute. Daily cron runs this at 06:00 UTC anyway — manual button is for instant updates.
Recalculate every active service. Walks every active client service and recomputes its statutory + target dates from the current rules + each client's anchor data. Use after changing rules, after a CH refresh sweep, or to backfill empty deadlines on existing services.
Stage probabilities for the Pipeline KPI weighted-value calculation and the per-row % pills. Each stage represents how likely a deal at that stage is to close. Defaults are sensible starting points — tune for your firm.
Lead stages
Proposal stages
Declined / Lost / Expired / Archived are always 0% and not shown above.
Per-browser display preferences. These settings are stored locally on this device — different machines or browsers can have different defaults.
Connections to third-party systems FirmPulse uses on your behalf. Today: HMRC for 64-8 Agent Authorisations and (later) MTD filings. Future: AML providers, client portal, accounting software sync.
HMRC
Agent Services Account + Government Gateway. Powers automatic 64-8 issue when a service is added with all the data HMRC needs.
Not configured
Per-tax type
Agent Services Account credentials
Paste the credentials from your HMRC Developer Hub application. Sandbox first while we prove the flow — production credentials are issued per-API after compliance review. (Client Secret stored in tenant settings — encryption at rest in #169.)
VAT handshake email
VAT is the only authorisation HMRC doesn't expose via API for net-new — clients have to click an electronic-handshake link and sign in to their Government Gateway. FirmPulse generates the email automatically when a VAT service is added. Edit the body below; placeholders {{firmName}}, {{clientName}}, {{handshakeUrl}} get replaced when sent.
More integrations land on this tab as they ship: AML providers (#74), client portal (#76), accounting-software sync.
Supplements added on top of the Sole Trader SA fee.
Tax year being filed
One ongoing SA return is priced for the year above. If client also needs older tax years filed, set "SA: prior years" in the Catch-up section below — each adds another year at the C2 remedial rate.
Additional supplements (prices flagged TBC)
Compliance core
Dormant mode active. Quote will use £200/yr Dormant Accounts only.
CT600, bookkeeping, VAT and property-Ltd uplifts are skipped automatically.
Catch-up uses £200/yr flat per prior year (no complexity uplift).
Director SAs:
No. of properties:
Bookkeeping & VAT
VAT quarter ends:Drives filing deadlines in the proposal
For pure property businesses, use the Property Ltd type. This adds per-property bookkeeping on top of standard bookkeeping.
£150/property/yr
£300/property/yr
Payment Bureau (we make payments on the client's behalf)
No. /month:£3 each (£15/mo min)
Payroll
Subcontractors:
Employees with benefits:
Co Secretarial & Add-ons
Software
Pass-through subscriptions billed at cost + small margin. Migration fees are one-offs.
Entity setup (one-offs)
No. to verify:
HMRC Remedial / Disclosures
Reference letters & confirmations
Promotional discount (optional)
Apply a time-limited discount to the monthly recurring fee — e.g. "first 3 months at 50% off" or "£100 off the first 12 months".
Proposal sections (toggle which sections appear in the rendered proposal)
Tick = include that section in the rendered proposal. Untick to produce a leaner proposal — useful for SA-only or single-service quotes.
Catch-up — C1 (current FY) & C2 (prior years)
Year-end has already passed but accounts haven't been filed yet — automatically adds 1 year to C2 Accounts: prior years below. Untick if not applicable (e.g. previous accountant has handled it).
C1 — Current FY shortfall (per-line)
Tick the lines to include in catch-up. Annual services (Accounts/CT/Conf Stmt etc.) are automatic. Untick if a line isn't needed (e.g. payroll already handled elsewhere).
C2 — Prior-year remedial
Headline
£0
/month ongoing
£0
/year ongoing
£0
upfront day 1
incl VAT: £0/mo
incl VAT: £0/yr
incl VAT: £0
Ongoing recurring
0 lines
One-off fees
0 lines
C1 — Alignment (current FY catch-up at BAU rate)
0 lines
C2 — Historic remedial (prior years × complexity)
0 lines
VAT analysis
Billing schedule
Diagnostics (band lookups, multipliers, notes)
Proposal Pipeline
All proposals saved on this firm. Sorted by most recently updated.
Storage: FirmPulse database (Neon Postgres)
Leads — pre-proposal stage
Contact
Source
Stage
Follow-up
Owner
Actions
No open leads. Click + New lead to add one.
Proposals — quoted, awaiting accept
Ref
Created
Client
Type
Monthly
Annual
Day-1
Status
Actions
No proposals saved yet. Generate one to get started.
Onboarding · Pulse Stream
Track every accepted proposal through AML → risk → LoE → DD → BM → onboarded.
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Clients
Every client at a glance — auto-created when proposals are accepted.
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Add client
Create a blank client record. You can build a quote for them afterwards.