Advisory
Year-end planning starts with a conversation
Why the best tax outcomes begin with a proactive client call — and how to systematize it.
Every return, deadline and bottleneck — in one view
Track tax work from intake to delivery, automate client follow-ups and get through busy season without the chaos.
Take the friction out of tax season
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Smart intake
Organizers and document requests that collect everything up front.
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Automated follow-ups
Clients get reminded about missing items automatically — not by you.
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A simple client portal
Clients upload, sign and pay from any device.
Tax teams love the simplicity
Illustrative quotes
It is the easiest system we have ever rolled out. The team was comfortable in days, right before busy season.
From intake to delivery, all connected
- Smart intake gathers documents and answers before prep starts
- AI-assisted prep organizes source documents for preparers
- Delivery, e-signature and payment in one client step
Scale capacity without adding headcount
- Standardized workflows for every return type
- Balance workloads across preparers and reviewers
- Recurring task templates for extensions and estimates
- Firm-wide visibility into what’s stuck and why
Protect your margins before work begins
- Set scope and pricing up front in proposals
- Tie e-signature and payment to client approval
- Support fixed-fee, tiered and hourly pricing
- Start work only once the engagement is confirmed
Modernize without ripping out your tax software
- Keep the tax prep software your team already knows
- Run intake, workflow, portal and billing around it
- Centralize operations without changing core tools
An AI teammate for busy season
- Summarizes long client email threads
- Creates tasks from client requests automatically
- Flags work that falls outside the engagement scope
- Answers questions instantly from past records
- Drafts follow-ups for your review
Resources for tax teams
Billing
How monthly billing built a four-day-week firm
One firm’s move to subscription pricing and simple advisory freed up a whole day a week.
Workflow
Build workflows people actually follow
Practical rules for designing templates your team will use instead of work around.
Frequently asked questions
Can’t find what you need? Our team is happy to help.
A connected process for intake, prep, review, delivery and payment, built around the tax software you already use.
No. Firmora runs the practice around your tax software — intake, workflow, client communication and billing.
Automated reminders, standardized workflows and live capacity views keep returns moving and nothing stuck.
Clients complete organizers and upload documents through the portal, and Firmora checks items off as they arrive.
AI organizes and labels incoming source documents so preparers start with a complete, sorted file.
No. Start with intake or the portal, then add workflow, engagements and billing when you’re ready.
Yes. Many tax-only firms use Firmora to run intake, deadlines, client communication and billing.
No. Firmora also supports bookkeeping, advisory, audit and multi-service firms on the same platform.
Proposals define scope up front, and AI flags requests that fall outside the engagement.
Yes. Clients upload documents, sign and pay through a secure, branded portal and mobile app.
Spreadsheets go stale. Firmora updates status, deadlines and workload automatically as work moves.
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