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Private AI for
Accounting & Tax Firms

AskFirmBrain is an AI-powered knowledge assistant for accounting and CPA firms. It helps authorized team members find answers across the firm's internal documents, policies, procedures, templates, and reference materials.

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Private & SecureYour data belongs to you Built for AccountantsUnderstand firm workflows Access ControlledRole-based permissions
AskFirmBrain New Chat Chats Documents Templates Checklists Knowledge Settings
JS
Jane SmithSmith CPA Group
New ChatJS
What documents do we need for a new S-corp client?

For a new S-corp client, please collect the following documents:

  • Completed Engagement Letter
  • Form SS-4 (EIN Confirmation)
  • Articles of Incorporation
  • Corporate Bylaws or Operating Agreement
  • Shareholder Information (name, address, % ownership)
  • Prior Year Tax Returns (if applicable)
  • Bank Account Information
  • Sales Tax / State ID (if applicable)

Let me know if you'd like a client intake checklist.

Sources
PDFS-Corp Client Intake
Checklist.pdf WEngagement Letter
Template.docx SNew Client FAQ
S-Corp.xlsx
View all sources (3)
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What is AskFirmBrain?

AskFirmBrain is built for accounting teams that need a practical way to search firm-owned knowledge instead of hunting through folders, messages, and scattered procedure documents. Unlike a general-purpose AI chatbot, it is designed around a firm's own uploaded resources, workspace access, source review, and professional judgment.

Firms can use AskFirmBrain to help staff find internal guidance, understand procedures, draft reusable firm communications, and turn repeatable work into checklists. AI-generated answers should be reviewed against available source material before they are used for client-facing, tax, accounting, legal, or regulatory decisions.

Ask your firm's knowledge

Staff can ask plain-language questions about internal documents, SOPs, templates, and FAQs.

Draft firm communication

Create first drafts of client emails and internal notes that professionals can review before sending.

Create repeatable checklists

Turn common procedures into step-by-step checklists for onboarding, document collection, and reviews.

Review answers with sources

When source references are available, the team can review supporting material before relying on an answer.

Find internal policies and procedures

Problem: firm guidance often lives in different folders and files. AskFirmBrain helps authorized staff ask questions across available firm resources. Operations leaders and team members benefit, while final decisions still require professional review.

Support staff onboarding

Problem: new team members repeatedly ask where to find approved processes. AskFirmBrain can make onboarding resources easier to search and reuse. Managers and new hires benefit when answers are reviewed against firm materials.

Preserve institutional knowledge

Problem: valuable process knowledge can be trapped in templates, checklists, and long-standing habits. AskFirmBrain helps organize searchable firm knowledge so teams can find relevant context without treating AI output as final advice.

Search across multiple documents

Problem: a single question may require checking several resources. AskFirmBrain helps retrieve relevant information from the available knowledge base so professionals can compare sources and decide what applies.

Built for Busy Firms

Reduce repetitive questionsFree up your team's time.
Keep guidance consistentHelp teams find the same source-backed guidance.
Support staff onboardingHelp new staff find approved processes faster.
Works with your existing documentsUpload once. Use everywhere.

Good Fit For

Document-heavy teamsFirms with SOPs, templates, checklists, FAQs, and reference files.
Repeatable workflowsTeams that answer the same operational questions again and again.
Private knowledge needsOrganizations that need firm-level separation and controlled access.

Learn more about public product details

Review the AskFirmBrain feature overview, see how AskFirmBrain works, read the security overview, or visit the FAQ for common buyer questions.

Simple firm pricing

Choose the plan that matches your team size.

Every plan includes private firm knowledge search, document processing, cited answers, email drafting, templates, and checklists.

Essential

For one professional getting firm knowledge organized and searchable.

$99/mo
  • 1 user included
  • 2 GB document storage
  • 2,500 search-ready pages
  • 1,000 shared AI chat & answers/mo
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Best value

Team

For small firms using AI across a shared document library.

$199/mo
  • 3 users included
  • 10 GB document storage
  • 15,000 search-ready pages
  • 3,000 shared AI chat & answers/mo
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Pro

For growing firms with more staff and heavier document usage.

$299/mo
  • 5 users included
  • 25 GB document storage
  • 50,000 search-ready pages
  • 10,000 shared AI chat & answers/mo
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Firm Plus

For larger libraries, complex files, and firms that want guided setup.

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  • Larger storage and usage allowances
  • OCR-heavy scanned documents
  • Complex PDF and Excel processing
  • Onboarding and priority support
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Additional users: available on Team and Pro Complex files: may use more capacity Cancel anytime

Plans are sized for your firm’s internal knowledge base — SOPs, procedures, templates, checklists, and reference material — not for storing your full client file or tax-return archive. Search-ready pages are pages processed for AskFirmBrain search and chat. Scanned, image-heavy, spreadsheet, or unusually complex files may count as additional pages. Monthly AI chat and answer capacity is shared across the business workspace, with usage visibility for team admins. A standard AI answer covers a normal question over your document library; larger tasks such as long summaries, document comparisons, OCR-heavy files, or complex Excel analysis may use more capacity.