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

🚀 Founding Member Opportunity

Join as a Founding Member

Be one of the first 50 firms. Lock in $299/month forever.

⚡ First 50 Firms Only
$499Regular Price
$299
/month

or $2,999/year (save $600)

Lock in $299/mo forever — never pay more

Price increases to $499/month on April 1, 2026

Founding Member Benefits:

  • Lifetime discount: Save $200/month forever (40% off)
  • Shape our roadmap: Your feedback drives what we build next
  • Founding member badge: Recognized as a founding partner

Everything Included:

  • Up to 25 users included
  • Gmail + Google Drive integration
  • Outlook + OneDrive integration
  • Unlimited search queries
  • AI-powered answers with context
  • Email support (24hr response)
  • ShareFile integration (Q2 2026)
  • CCH integration (Q2 2026)
  • Shape our product roadmap
  • 30-day money-back guarantee
Join as a Founding Member

Launches January 1, 2026 • 30-day money-back guarantee

500+ firms waiting

Launches Jan 1, 2026

Only 50 spots available

What happens after the founding member period?

Standard pricing (April 1, 2026):$499/month
Professional tier (July 1, 2026):$999/month
You'll keep $299/month forever

Founding members are grandfathered at $299/month for life

Questions about founding membership? Contact us or see our FAQ