Find any return or form fast
Search prior-year returns, organizers, and source docs by client or topic.
For Tax practices
Survive tax season with every document one search away
From organizers to signed 8879s, find the right client document instantly — without sending a single return to the cloud.
The problem
What firms like yours run into.
- At peak season, staff lose hours hunting for the right prior-year return or source document.
- Client docs arrive as scans, photos, and PDFs that aren’t searchable by content.
- Sensitive taxpayer data (SSNs, financials) can’t go near consumer AI tools.
- Retention and confidentiality rules require records stay under your control.
How FileFerret helps
Put your own files to work — privately.
Compare year over year
Surface what changed between a client’s prior and current filings.
Read scans & photos
OCR turns scanned W-2s, 1099s, and receipts into searchable text.
Spot sensitive data
Find documents containing SSNs or EINs before you share or produce them.
Private by default
Indexing, search, and AI all run on-premises; nothing leaves the office.
Built for your obligations
Keeps taxpayer data on a private appliance we ship and support — supporting IRS Pub 4557 / GLBA safeguards and your retention duties, with no public-cloud exposure.
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.