Add authorized firm resources
The firm adds internal documents, templates, procedures, FAQs, and reference materials it is authorized to use inside AskFirmBrain.
From firm documents to answers your team can verify.
AskFirmBrain brings your firm's authorized resources into one secure workspace, organizes them for search, and helps your team find grounded answers with supporting sources.
Organize available content
AskFirmBrain processes uploaded content for firm knowledge search. Admins can manage documents, categories, team access, settings, and usage over time.
Ask questions in plain language
Authorized users ask natural-language questions about the firm's available knowledge instead of manually searching every folder or reference file.
Review answers and sources
The system retrieves relevant information and generates an answer. Users should review the answer and supporting source material before relying on it.
One connected workspace for firm knowledge
See how administrators and team members move from document management to cited answers in a clear, repeatable workflow.
01 · See what needs attention
Start each day with a clear firm overview
The dashboard brings questions, indexed documents, active users, storage, and items needing attention into one view.
- Monitor knowledge activity at a glance
- Spot unanswered questions quickly
- Move directly into documents or conversations
02 · Add firm resources
Upload approved documents securely
Select one or several authorized files, assign a useful category, and add them to the firm's secure document queue.
- Upload multiple files in one action
- Assign categories as content is added
- Review file requirements before uploading
03 · Build the knowledge base
Manage and monitor authorized documents
Track approved firm resources in one managed workspace as they move from upload to searchable content.
- Manage common accounting file formats
- Organize content by category
- See processing status without guesswork
04 · Keep knowledge organized
Turn files into a browsable knowledge library
Indexed resources become easy to search, filter, categorize, and review—giving administrators control over what FirmBrain can use.
- Search across indexed resources
- Group knowledge into practical collections
- Review file type, status, and update history
05 · Ask and verify
Get useful answers with supporting sources
Team members ask questions in plain language. FirmBrain retrieves relevant firm knowledge and presents an answer with citations for review.
- Ask follow-up questions naturally
- Keep related work in organized chats
- Trace important statements back to sources
06 · Configure for your firm
Manage the workspace from one settings area
Administrators can maintain company details, branding, team access, security preferences, billing, usage, and regional settings.
- Keep firm information current
- Apply company branding
- Manage operational settings in one place
Problem it solves
Accounting teams often store policies, procedures, templates, and client guidance across many files. AskFirmBrain gives the team one place to ask questions over the available firm knowledge.
How it is different from a general chatbot
AskFirmBrain is designed around firm-owned resources, workspace access, document management, and answer review. It is not a public chatbot intended to answer without firm context.
What professionals still do
Professionals remain responsible for checking sources, applying judgment, and deciding whether an answer is appropriate for tax, accounting, client, legal, or regulatory work.
Professional review still matters
AskFirmBrain helps retrieve and summarize firm knowledge. It does not replace professional judgment, tax research, legal review, or final client advice. Your team remains responsible for reviewing answers and sources before relying on them.