One Platform. Every Tool Your Firm Needs.
Stop juggling 6-8 disconnected tools that cost your firm $40-70K a year in lost productivity. FirmAura consolidates client management, workflows, and AI-powered tax planning into one platform built by a firm owner who gets it.
Free 14-day trial.
$40-70K
Average Annual Savings
6-8 → 1
Tools Replaced By One Platform
Built Inside
A Real Accounting Firm
THE PROBLEM
Running a Firm Shouldn’t Be This Hard
Most firm owners are dealing with the same daily frustrations. Sound familiar?
- Way too many disconnected tools that don't talk to each other
- Workflows held together by spreadsheets and hope
- Zero visibility into who is actually doing what in your firm
- Tax season chaos - every year, without fail
- Critical knowledge trapped in one or two people's heads
WHAT FIRMAURA DOES
One System to Run Your Firm
Four pillars that cover everything your firm needs - from client onboarding to tax strategy delivery.
Manage
Clients, contacts, compliance tracking, and firm settings - all in one place.
Execute
Workflows, automated tasks, deadlines, and real-time team visibility.
Plan
AI tax planning with IRS-backed strategies. Built by a tax professional, not a chatbot.
Connect
QuickBooks and Plaid integrations. Real-time client financial data at your fingertips.
MANAGE
Every Client. Every Detail. One Place.
Stop digging through folders and spreadsheets. FirmAura centralizes client identity, compliance data, team assignments, and integration status into a single, structured view.
- Client identity and contact management
- Compliance and tax information tracking
- Team assignments and services provided
- Integration status at a glance
EXECUTE
Workflows That Run Themselves
See who's doing what, right now. Automate recurring tasks, track deadlines, and give your team the structure they need to deliver consistent work - without the micromanagement.
- Board, list, and calendar views
- Automated task creation from templates
- Priority and deadline tracking
- Real-time team workload visibility
PLAN
Tax Planning That Doesn't Retire When Your People Do
FirmAura's AI tax planning engine - the Tax Strategy Puzzler - is built by a tax professional, not a generic chatbot. It uses IRS code guardrails to generate consistent, defensible strategies across all your clients.
- Spot tax planning opportunities faster
- IRS-backed strategies with code citations
- Consistent planning across all clients
- Capture and retain institutional tax knowledge
INTEGRATIONS
Connected to the Tools Your Clients Already Use
Stay aligned with real client data. Reduce endless check-in emails. See issues earlier. Manage workload proactively.
PRICING
Simple, Transparent Pricing
Two simple licenses. Priced per client. No hidden fees.
Full Client License
Full system capabilities for businesses and individuals that need advanced tax planning and AI features.
- Client management & compliance tracking
- Task workflows & automation
- AI-powered tax planning
- QuickBooks & Plaid integrations
- Team visibility & workload management
- Template center for recurring work
- Transaction categorization
- Advanced document management
Basic Client License
Limited system capabilities best fitted for individual/household accounting and yearly reporting.
- Client management & compliance tracking
- Transaction categorization
- Advanced document management
- Limited workflows functionality
- Team visibility
Free 14-day trial.
“I run a tax and accounting firm. I absolutely love the work. But running a firm shouldn’t be as hard as it is. So instead of taping together another workaround, I built the system I wished existed.”
Founder, FirmAura
Firm Owner, JAO Services Inc.
THE FUTURE
Future-Proof Your Firm
The Silver Tsunami of retiring CPAs is already here. The firms that win next are the ones who can systemize everything.
Capture Knowledge
Systemize institutional expertise before it walks out the door. Turn tribal knowledge into repeatable processes.
Train Faster
Onboard new staff with guided workflows, not tribal knowledge. Build more than one or two heroes in your firm.
Scale Without Burnout
Do more with fewer people without lowering standards. Your firm runs on systems - not superhuman effort.
Ready to Run Your Firm Smarter?
Join firm owners who are replacing chaos with clarity. Start your free trial today.
Free 14-day trial.