Up and running fast, with minimal disruption
A proven onboarding process that keeps your firm working while you switch.
Implementation without the headache
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Minimal downtime
Go live in stages so client work never stops.
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An experienced team
Specialists who have launched hundreds of firms.
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Guides that last
Onboarding guides plus learning resources for new hires.
A smooth transition
Illustrative quotes
Our implementation team made switching feel easy. We were working in Firmora within weeks.
Two ways to implement
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Guided
A dedicated specialist plans your setup, migrates your data and trains your team.
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Self-guided
A step-by-step email roadmap and weekly office hours for firms that prefer to lead.
Firms that switched
Illustrative quotes
After our merger we onboarded hundreds of clients without missing a deadline.
“They helped us migrate everything and consolidate tools at the same time.”
“Setup was easier than we expected, and we dropped several vendors.”
Support long after go-live
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Firmora Academy
Self-paced training for new hires and new features.
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Firmora Support
Live help from people who know accounting firms.
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Firmora Community
A peer network of firm leaders sharing what works.
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Guided includes a dedicated specialist who manages setup and training; self-guided gives you a roadmap and office hours to lead it yourself.
It depends on your firm’s size and the path you choose. Our team will give you a clear quote up front.
No. Self-guided firms get weekly office hours and access to our support team.
Most large firms go live in phases over several weeks, with a dedicated team handling migration and training.
Yes. We help import clients, contacts, documents and open work from your current tools.
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