One platform for every department
A single source of truth for audit, tax and accounting.
Practice management for audit teams
Connected practice management for audit
Run PBC requests, capacity, time and billing in one place — while your team keeps the audit tools it already trusts.
Average 4.8/5 from 1,200+ reviews
Why audit teams choose Firmora
- tools consolidated
- 12+
- client portal rating
- 4.9/5
- encrypted client files
- 100%
Core pillars
Built around how audit teams work
Accurate capacity
Spread budgeted hours across weeks — not one due date.
Keep your binder
Run the practice around your audit binder, not instead of it.
Less switching, more auditing
“Engagements, invoicing, payments and client data finally live in one platform. We stopped jumping between systems all day.”
All-in-one
PBC requests that organize themselves
- Client uploads land on the right request and folder automatically
- Discussion threads stay on each request, even when staff change
- Tax and accounting reuse the schedules and trial balances audit collected
Time + billing
Capacity and profitability you can trust
- Capacity spread across weeks and co-assignees
- Time and expenses logged in one grid — no re-keying
- Budget vs. actuals updated in real time
- Profitability by industry, engagement or cost code
Switching is easy
Keep your audit tools, lose the busywork
- Keep your workpaper software; Firmora handles PBCs, capacity, time and billing
- Move time, expenses and client communication onto one platform
- Documents, time tracking and invoicing included together
Latest insights
Resources for audit teams
Advisory · Editorial Team
Year-end planning starts with a conversation
Why the best tax outcomes begin with a proactive client call — and how to systematize it.
Read article
Billing · Editorial Team
How monthly billing built a four-day-week firm
One firm’s move to subscription pricing and simple advisory freed up a whole day a week.
Read article
Workflow · Editorial Team
Build workflows people actually follow
Practical rules for designing templates your team will use instead of work around.
Read article
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
No. Keep your workpaper tools; Firmora runs requests, capacity, time, billing and client communication around them.
Client portal, document requests, e-signature, time tracking, billing, payments, CRM and workflow.
Clients upload against each request item, and files are filed to the right folder automatically.
Budgeted hours spread across the weeks of an engagement and across co-assignees, so workload is realistic.
Time and expenses roll into budget vs. actuals and invoices automatically, with no double entry.
Yes. Audit, tax and accounting work from the same client record, with permissions controlling access.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size