Search by client or topic
Surface prior-year returns, workpapers, and notes by meaning in seconds.
For CPA & accounting firms
Every workpaper, return & client note — instantly findable
Put years of client records within instant reach of your staff, while sensitive financials stay on a private appliance we ship and support.
The problem
What firms like yours run into.
- Years of returns, workpapers, and correspondence are scattered across folders no one can search by content.
- Finding the one relevant note across thousands of client documents eats billable hours.
- Client financial data can’t be pasted into consumer AI tools — it’s a safeguards and confidentiality problem.
- Each client’s records must stay walled off from staff who aren’t on the engagement.
How FileFerret helps
Put your own files to work — privately.
Ask across an engagement
Get a cited answer assembled from that client’s own files — nothing taken on faith.
Read scanned source docs
OCR makes scanned receipts, statements, and signed forms fully searchable.
Separate every client
Per-client collections and access control keep engagements walled off.
Accountable by default
A complete audit log of who searched and opened what.
Built for your obligations
Helps meet your safeguards and confidentiality obligations (IRS Pub 4557, GLBA) by keeping client financial data on-premises — never in a public cloud.
See FileFerret on your own files.
We’ll scope your firm’s needs, ship and install a private FileFerret appliance, train your team, and support you for years to come. No client data leaves your office — ever.