Practice management,
built for the way accounting firms
actually work.
Fynlum keeps every client request, document, and conversation on one record — with client portals that don’t require passwords and an inbox that already knows who the email is from.
Q1 2026 tax preparation — documents needed
Upload the items below when ready. No login required. Your responses are encrypted and delivered directly to Hillcrest.
- W-2 forms for all employeesUploaded · W2-ACME-2025.pdf
- 1099 forms issued and receivedUploaded · 1099-summary.pdf
- Year-end brokerage statement
- Mortgage interest (Form 1098)
The status quo runs on email threads, shared drives, and sticky notes. Documents go missing. Requests slip past deadlines. Clients ask “did I already send that?” on week four of a close. Fynlum puts the client record at the center, and everything else falls in line.
A branded client portal without the login dance.
Send a client a secure link from any member request. They upload documents and respond in the browser — no account, no password reset ticket on a Sunday night. Every response posts back to the original request automatically.
- Per-request secure links, expire on your terms
- Works on phones — 70% of clients upload from mobile
- Your firm’s name and colors on every screen the client sees
- Document uploads flow directly onto the client record
Q1 2026 tax preparation — documents needed
Upload the items below when ready. No login required. Your responses are encrypted and delivered directly to Hillcrest.
- W-2 forms for all employeesUploaded · W2-ACME-2025.pdf
- 1099 forms issued and receivedUploaded · 1099-summary.pdf
- Year-end brokerage statement
- Mortgage interest (Form 1098)
Every inbound email lands on the right client.
Connect your firm’s Outlook mailbox once. Fynlum syncs every five minutes and uses AI to match incoming messages to the client record they belong to. The rare email that doesn’t match lands in a triage queue with a suggested assignment — one click to confirm.
- Read-only Microsoft Graph sync
- AI-matched on sender, subject, and prior context
- Unmatched queue with one-click client assignment
- Attachments land on the client’s file list
Internal requests with deadlines, owners, and a thread.
Stop routing the “can you pull October?” handoff through a Slack DM you’ll forget by Friday. Member requests live on the client record, with priorities, due dates, threaded messages, and linked tasks — and they show up on the right person’s dashboard until they’re closed.
- Attached to the client, not buried in chat
- Priorities and deadlines that roll up to the dashboard
- Internal and client-facing requests share one workflow
- Full audit trail on every field change
Reconcile October bank feed before deadline
- Priority
- Medium
- Deadline
- Apr 22, 2026
- Assigned
- IMCT
- Linked task
- T-2211 · Oct recon
Pulled the October feed — two transfers between checking and savings that need coding. Attached the CSV.
Thanks — I’ll code those as transfers and close this out today.
Your firm’s name. Your firm’s voice.
Fynlum is invisible to your clients. Every email sends as your firm’s name with your reply-to address. Every portal is branded to your firm. When custom sending domains roll out, your firm keeps the same setup — no reconfiguration.
- Firm-scoped data — no cross-firm leakage, ever
- Display name, reply-to, and branding pulled from your organization record
- Per-field access control on sensitive client data
- Full audit log of access, changes, and sends
Hi Devon,
We’re starting the Q4 close for Acme Industries. Please upload the four documents below through the secure link — no account or password required.
You’re receiving this because Meridian Accounting is collecting documents for your engagement. Questions? Reply to this email and you’ll reach your accountant directly.
Fynlum is invite-only while we’re onboarding partner firms.
Tell us a little about your firm and we’ll schedule a call to walk through the platform and confirm it fits your workflow before provisioning your workspace.