Automate the busywork. Focus on your expertise.
An AI-powered platform that runs routine work in the background, so your team can do the work only people can do.
Automation where it matters
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Firmora AI
An AI teammate that runs tasks and surfaces insights proactively.
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Tax workflow automation
Pulls source files and drafts returns in the background.
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Secure client portal
Contact-level permissions for protected collaboration.
Hand the routine to AI
- Reduce repetitive admin across the firm
- AI drafts and summarizes for your review
- Flags workload bottlenecks early
- Helps you do more through staffing shortages
Firms running on autopilot
Illustrative quotes
Automation took data entry and bank reconciliation off our plates entirely.
“We tested three platforms. Firmora was the easiest for staff and clients.”
See exactly what automation saves
- Track tasks eliminated by automation
- Measure hours saved per person
- Find your highest-impact automations
- Forecast capacity for the months ahead
AI that respects your data
- Encryption and access controls on every file
- AI follows the same file permissions as your team
- You control what data AI can use
- Your firm and client data is never used to train models
From drafting to chasing — handled
- Drafts and sends documents for your approval
- Places e-signature fields automatically
- Chases clients for missing data
Frequently asked questions
Can’t find what you need? Our team is happy to help.
AI-assisted organizers and requests that collect client information and documents up front.
Clients upload, sign, pay, message and answer requests from one secure portal and app.
Role-based and contact-level permissions decide who sees what.
Yes. Automation and AI absorb routine work so your team handles more clients.
It drafts, summarizes, files documents and follows up for your review.
Yes. Capacity views forecast workload so you can plan ahead.
Encryption, multi-factor authentication, permissions and audit logs.
Yes. AI only sees what the user it’s working for can see.
Yes. Admins decide which data and features AI can use.
No. Your firm and client data is never used to train models.
AI that records meetings, transcribes them and files notes to the client record.
An AI teammate that drafts communication, organizes documents and keeps records current — with your team approving every action.
It works on the same client data and permissions as everything else, so it has full context.
An end-to-end flow that automates intake, preparation and delivery, with your team in control at every review step.
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