AI for accounting firms
Engagement terms, review rules, tax season procedures and IRS publications. Your staff ask in plain English and get the answer, with the passage it came from.
Mid-season, a staff accountant needs the business-gift deduction limit. They open IRS Publication 463 and start scrolling.
They ask the assistant. It answers from the publication and shows the exact passage.
Which returns need partner review? The answer depends on who you ask.
The assistant answers from your firm’s own review rules, the same way every time.
A client shows up with 300 crypto trades. How do you bill it? Someone emails a partner and waits.
The assistant pulls the answer from your engagement and fee guide, with the section it came from.
Pell & Arden CPAs is a made-up firm with an engagement and fee guide, tax season client procedures, and IRS Publications 583 and 463. Ask what your staff ask the partners.
Pick an example or ask your own question. Every answer links to the exact passage it came from.
Runs on business AI services that don’t train on your data.
The exact passage and a link to the page. Nothing you can’t check.
If the answer isn’t in your documents, it tells you instead of guessing.
It reads and answers. Your people decide what leaves the business.
No. Your assistant runs on business AI services that don’t train on what you put in, and your documents sit in your own private store.
Every answer shows the passage it came from, so your people can check it in seconds. When the answer isn’t in your documents, it says so instead of guessing.
Almost certainly. If your engagement letters, procedures and workpapers live somewhere, your assistant can learn from them. I handle the technical side.
It depends on how many documents you have and which tools we connect. You see the exact price before any work starts.
A free 20-minute call. We’ll look at which of your documents your assistant should answer from.
Pell & Arden CPAs is a made-up company. Scenarios on this page are illustrations.