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One platform instead of a dozen

See the tools your firm can retire when everything runs in Firmora.

Get started See how it works

Why firms consolidate

  1. Faster tools

    Less switching between apps means work moves faster.

  2. Simpler client relationships

    Every interaction logged on one client record.

  3. Secure and scalable

    One security model and one support team as you grow.

Twelve categories, one login

Document management

File storage, sharing and e-signature.

Client communication

Email, secure messaging and client chat.

Engagements & proposals

Proposal and engagement letter apps.

CRM

Contact and client management tools.

Payments

Card and ACH payment processors.

Close automation

Month-end close checklists and trackers.

Time & billing

Timers, timesheets and invoicing tools.

AI assistant

Standalone AI writing and summarizing tools.

Reporting

Spreadsheets and BI dashboards.

Notetaker

Meeting recording and transcription apps.

Tax workflow

Tax organizers and intake trackers.

Task & project management

Generic to-do and project tools.

Firms that consolidated

Illustrative quotes

We cut four subscriptions in the first month and our team actually likes the one system we kept.
Hannah Scott Owner, bookkeeping practice
“Moving our data over was painless, and invoicing inside the CRM changed how we bill.”
Mark Davis Partner, CPA firm

We help you make the move

  • Help importing clients, contacts and documents
  • Training and adoption resources for every role
  • Live support from people who know accounting firms
We help you make the move

Frequently asked questions

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

Document management, e-signature, client portal, CRM, proposals, workflow, time and billing, payments, reporting and more.

One shared record means no double entry, fewer integrations and one place to see everything.

Yes. Secure storage, sharing, e-signatures and automatic filing are built in.

Yes. Email sync, secure messaging and requests all live on the client record.

Yes. Our team helps import clients, contacts and documents from your current tools.

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

Yes. AI drafts, summarizes, organizes documents and runs routine steps with your approval.

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.