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AI-powered document management

Tame document sprawl for good

Collect, organize, share and sign client files in one secure place — and let AI do the sorting.

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Average 4.8/5 from 1,200+ reviews
Do it right

If managing documents hurts, there’s a better way

Firmora makes paperless simple — and automatic.

Get organized

Smart folders linked to every client record. Auto-rename and classify uploads with firm-wide rules.

Collaborate efficiently

Collect and share in one place, search instantly, and keep internal files internal.

Secure by default

Encrypted storage, MFA and audited access — no more emailing tax returns as attachments.

With AI, Firmora can

Your document requests, on autopilot

  • Build request lists from a client profile or last year’s return
  • Match each upload to the right checklist item automatically
  • Pre-fill client organizers from scanned documents
  • Turn meeting transcripts into clean notes
  • Flag new uploads that differ from prior years
Your document requests, on autopilot
Secure file sharing

Share and manage documents with ease

  • Share through the branded client portal or secure links
  • Set folder-level permissions for staff and clients
  • Create and apply retention rules automatically
Share and manage documents with ease
eSignatures

Collect signatures in minutes, not days

  • Unlimited eSignatures on every plan
  • Reusable signature templates
  • Knowledge-based authentication for regulated forms
  • AI auto-placement of signature fields
Collect signatures in minutes, not days
Document interaction

Edit and annotate without leaving Firmora

  • Rotate, reorder, combine or delete pages
  • Highlight, comment and annotate PDFs
  • Version history with internal-only flags
  • Virtual drive access from your desktop
Edit and annotate without leaving Firmora

Firms that went paperless

“We retired four separate tools in our first quarter. Everyone finally works from the same client record.”
M Maya R.Managing Partner
“Invoices go out the day work is done, and clients pay from their phone. Our collections time dropped by half.”
D Daniel K.Operations Director
“The AI assistant drafts my document requests from last year’s return. That alone saves us days every season.”
P Priya S.Tax Manager
FAQ

Document management FAQ

Files are encrypted in transit and at rest, stored in redundant cloud infrastructure, and protected with multi-factor authentication and granular permissions.

Yes. Unlimited eSignatures are included on every plan, with optional knowledge-based authentication billed per use.

No. Firmora includes unlimited secure storage, so you can retire separate file-sharing and signature tools.

Yes. Mark any file or folder internal-only and it will never appear in the client portal.

Yes. Apply retention rules per folder template to archive or purge documents on schedule.

Book a demo

Ready to go paperless?

Get a personalized walkthrough built around how your firm works today — and where you want it to go.

  • 30-minute session with a product specialist
  • Migration plan for your existing tools
  • Transparent pricing for your team size

No spam. We only use your details to schedule your demo.