Firmora AI
Draft emails, build checklists and summarize client notes.
Take the tourExplore Firmora at your own pace
Self-guided tours of the features accounting firms use every day.
Client record
Illustrative
Harper & Lane, LLC
S corporation · Client since 2021 · Owner: M. Ortiz
Next: 1120-S, due Mar 16
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Document management
Organize, share and collaborate on client files securely.
Take the tourSmart intake
Pre-filled questionnaires, upload links and automatic reminders.
Take the tourWorkflow
Track tasks, automate status updates and assign work.
Take the tourEngagements & proposals
Create proposals, scope services and collect signatures.
Take the tourTime & billing
Track time, automate invoicing and accept payments.
Take the tourPayments
Card and ACH processing with automated invoices.
Take the tourAI notetaker
Record, transcribe and pull action items from meetings.
Take the tourInsights
Team productivity, realization and real-time firm data.
Take the tourReady 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