Can I add a confidentiality or compliance disclosure to signatures?

Yes. Firma lets you include confidentiality notices and required disclosures in the template, so every email from your firm carries the appropriate language automatically. (Firma helps standardize disclosures; confirm specific requirements with your compliance team.)

Can we display advisor credentials accurately?

Yes. Credentials (CPA, CFP, RIA), titles, and contact details fill in automatically, so they are always correct and never mistyped across advisors and offices.

Does Firma work with Google Workspace and Microsoft 365?

Yes. On Google Workspace, Firma installs from the Marketplace and deploys across your firm's Gmail accounts. On Microsoft 365, you deploy the Firma Outlook add-in from your admin center.

Is there a free plan?

Firma is free for up to 2 users, with per-seat pricing from $1.20/user/month billed annually ($1.50 monthly) and volume discounts for larger firms.

For finance & accounting

Email signatures for finance teams

Give every advisor, accountant, and staff member a consistent, professional signature with the credentials and disclosures your firm requires, deployed across your Google Workspace or Microsoft 365 accounts from one dashboard.

Credentials and disclosures on every signature
Accurate titles and booking links
Central management for the whole firm

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Financial advisor

Wealth management

Use this template

Elena Ross

Senior Financial Advisor

|

Larkspur Capital

CPA · CFP® · Registered Investment Advisor

T.(555) 029-7140

E.elena@larkspurcapital.com

W.larkspurcapital.com

A.500 Montgomery St, Suite 1400, San Francisco, CA

Schedule a consultation

This email and any attachments are confidential and intended only for the named recipient. If received in error, please notify the sender and delete it. Nothing herein constitutes tax or investment advice.

Use this template and Firma fills in your own details automatically.

Signature inconsistency is a compliance risk

When advisors and staff format their own signatures, required disclosures get dropped, credentials are inconsistent, and branding varies across the firm, exactly the kind of detail that matters in a regulated industry.

Firma lets you design compliant templates centrally and deploy them to every account, with credentials and disclosures applied automatically and updated everywhere at once.

Built for how advisory and accounting firms run

Consistent across advisors and staff

Keep every advisor, accountant, and support staffer on-brand with the same logo, colors, and layout across the firm.

Credentials and disclosures, every time

Display credentials (CPA, CFP, RIA) and required disclosures or confidentiality notices automatically on every signature.

Works with Google Workspace and Microsoft 365

Deploy across Gmail with a 1-click Marketplace install, or to Outlook with the Firma add-in from your Microsoft 365 admin center.

Accurate titles and contact details

Credentials, titles, office locations, and booking links fill in from your directory, so they are always correct.

Update everywhere instantly

Revise a disclosure or a detail once and it updates across every signature immediately, no chasing staff.

Central control for compliance

Lock branding and disclosures in a template and deploy it firm-wide, so nothing slips through on an individual account.

Roll out firm-wide signatures in minutes

Design firm templates

Create on-brand signatures with your logo, colors, credential lines, and any required disclosure.

Install for your domain

Add Firma from the Google Workspace Marketplace, or deploy the Firma Outlook add-in from your Microsoft 365 admin center.

Deploy to the firm

Assign templates by role or office and push them to every Gmail or Outlook account at once.