Upload firm documents
Add PDFs, Word files, spreadsheets, text files, and other supported firm resources so your knowledge base starts from what your team already uses.
Private firm knowledge, ready when your team needs it.
AskFirmBrain helps accounting and tax firms turn internal documents, SOPs, templates, FAQs, and checklists into a searchable AI assistant with firm-level access controls.
Ask across firm knowledge
Staff can ask questions in plain English and receive answers grounded in the firm's uploaded content.
Answers with sources
When source references are available, AskFirmBrain shows where an answer came from so professionals can review before acting.
Organize documents
Documents can be grouped by category and curated into the Knowledge Library for cleaner retrieval and day-to-day use.
Role-based access
SuperAdmin, Admin, and User roles separate internal SaaS administration, firm management, and normal staff usage.
Firm-level separation
Core app data is scoped by FirmId so each firm's documents, users, settings, chats, and usage stay separated.
Review trust and setup details
For data-handling and access-control information, read the security overview and privacy policy. For rollout questions, see how AskFirmBrain works or request a demo.