Legacy desktop suites
Cloud-native, always up to date, with support included and pricing that scales with you.
See how Firmora stacks up
Whether you run a legacy desktop suite or a patchwork of point tools, here’s how an all-in-one platform compares.
Client record
Illustrative
Harper & Lane, LLC
S corporation · Client since 2021 · Owner: M. Ortiz
Next: 1120-S, due Mar 16
3 of 5 complete
What are you using today?
Workflow-only tools
Go beyond task tracking with documents, portal, billing and payments built in.
Standalone client portals
A portal connected to your workflow, CRM and billing — not another silo.
Proposal and engagement apps
Proposals that launch the work, billing and payments automatically.
Generic CRMs
A CRM designed for accounting firms, ready to use without heavy customization.
AI point tools
AI works best inside the system that holds your client data and history.
Why all-in-one beats a patchwork
A patchwork of tools
- Client data split across apps
- Integrations to maintain
- Multiple subscriptions and logins
- AI without full context
Firmora, all-in-one
- One source of truth for every client
- Automation built in
- One platform, one login
- AI with complete context
Fewer tools, simpler days
Illustrative quotes
We replaced a stack of tools with one platform. Simpler for us, and simpler for our clients.
Frequently asked questions
Can’t find what you need? Our team is happy to help.
List the tools you use today, map where client data lives, and test how each option handles your real workflows end to end.
A planned migration, a short training period and a few weeks of adjustment — with our team guiding each step.
Look for software that fits today and scales with you, so you don’t have to switch again as you grow.
One shared client record means less double entry, fewer integrations and better visibility across the firm.
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