Your Firm's Entire History, One Search Away.

Your Firm's Entire History,
One Search Away.

Stop losing hours searching through emails, ShareFile, and CCH. The Firmory unifies your systems and makes your firm's knowledge instantly searchable.

Get StartedWatch Demo
No credit card required • Free 3-month trial

You Have Tools for Everything — Except
Searching Them All at Once.

Gmail
Drive
CCH
Outlook
Excel

Simple. Powerful. Essential.

Everything you need.
Nothing you don't.

Real-time

Search across everything

Type once. Get results from Gmail, ShareFile, and CCH simultaneously. No more tab switching.

Gmail logo
Drive logo
CCH logo

Average time saved

2.1

hours per day

Per partner
2.1 hrs
Per firm
42 hrs
Per year
520+ hrs

This month

63 hrs

All time

1.2K hrs

5-minute setup

Connect Gmail
Link ShareFile
Integrate CCH
Start searching

IT approved

Enterprise-grade security built in

Forever

Preserve institutional knowledge

When partners retire, their decades of client strategies and expertise remain searchable by your entire firm.

See how it works
15 years of tax strategiesPreserved
40 client relationshipsPreserved
200+ email threadsPreserved

Authentic Reviews from
Our Valued Partners

Find out why accounting firms trust us for their knowledge management needs. Their testimonials provide insight into the real-world impact of our platform.

Finding 15 years of tax strategies in 8 seconds instead of 45 minutes? The Firmory paid for itself in week one. Now when clients call, we have answers instantly.
Michael Rodriguez

Michael Rodriguez

Managing Partner

Rodriguez & Associates CPA

When our senior partner retired, we thought we'd lose decades of client knowledge. The Firmory preserved everything. It's like having her expertise on demand.
Sarah Chen

Sarah Chen

Director of Operations

Chen & Partners LLP

We stopped wasting hours jumping between Gmail, ShareFile, and CCH. One search, every system, instant results. Our team adoption was 100% in the first week.
James Martinez

James Martinez

Senior Partner

Martinez Tax Advisory

Simple, Transparent Pricing

Choose the plan that fits your firm

All plans include 30-day free trial. No credit card required. Cancel anytime.

Foundation

For individual accountants

$833/month
$9,999/year (save 2 months)

What’s included:

  • Up to 10 users
  • Gmail + Google Drive integration
  • Unified search across all tools
  • Basic AI-powered answers
  • Email support (24hr response)
  • 30-day free trial
Get Started
Most Popular

Intelligence

For small to mid-size teams

$1,667/month
$19,999/year (save 2 months)

What’s included:

  • Everything in Foundation, plus:
  • 11-30 users (expandable to 50)
  • ShareFile + CCH integration
  • Client-level search filtering
  • Advanced AI with tax context
  • Priority support (4hr response)
  • Dedicated onboarding specialist
  • Quarterly business reviews
Get Started

Enterprise

For large practices

$3,333/month
Custom pricing for 50+ users

What’s included:

  • Everything in Intelligence, plus:
  • 51-200 users (unlimited available)
  • All integrations + Custom APIs
  • White-glove onboarding
  • 24/7 phone & chat support
  • Dedicated Customer Success Manager
  • Custom AI training
  • SLA guarantees (99.9% uptime)
Get Started

Monthly billing available at standard rates. Custom pricing for 100+ employees.

Questions? Answers.

Frequently Asked Questions

Everything you need to know about The Firmory

We connect securely to Gmail, ShareFile, and CCH through their official APIs. Your IT team grants us read-only access once, and we handle the rest. Setup takes about 5 minutes per system. Your data stays in your systems—we never store client information.