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Run lean, stay organized, look professional

Everything a small firm needs in one simple platform — so you spend less time on admin and more on clients.

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When the firm depends on you

  1. Slow client communication

    Emails, texts and calls scattered everywhere make every reply take longer.

  2. Unbilled admin work

    Chasing documents and payments takes hours you never get paid for.

  3. Hard to scale

    When everything runs through the owner, growth means longer nights.

Everything a small firm needs

Replace a patchwork of apps with one place to run your firm.

Workflow automation

Recurring tasks and checklists that keep work on track.

AI email tools

Draft replies faster and keep every conversation on the client record.

Smart intake

Organizers and requests that collect what you need the first time.

Document organization

Files sorted and stored securely, automatically.

Proposals

Send professional proposals and engagement letters in minutes.

Automated reminders

Clients get nudged for documents, signatures and payments — not you.

Like adding a team member, without the hire

Get hours back every week without growing payroll.

  • Files documents and matches them to requests
  • Drafts emails and follow-ups for your review
  • Handles routine steps while you approve every action
Like adding a team member, without the hire

Small firms love Firmora

Illustrative quotes

Seeing every client email in one place changed everything. Nothing falls through the cracks anymore.
Maria Lopez Owner, solo bookkeeping practice
“Clients love the portal. Uploading, signing and paying all happen in one spot.”
James Carter Founder, small CPA firm
“One login instead of six. It’s simple enough that I was running it on day one.”
Aisha Khan Enrolled Agent, two-person firm

Frequently asked questions

Can’t find what you need? Our team is happy to help.

Most small firms save several hours a week by automating reminders, intake, document filing and billing.

Usually, yes. CRM, documents, e-signature, portal, workflow, billing and payments are all built in.

No. Guided onboarding and ready-made templates get most small firms running within days.

Yes. Connect your inbox so client emails land on the right record automatically.

Yes. Send proposals and engagement letters with e-signature, then start the work automatically once signed.

Priced per connected client per month. See the pricing page for details.

Yes. Clients pay by card or ACH from the invoice, and automatic reminders follow up for you.

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

We only use your details to schedule your demo.