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Private AI for
Accounting & Tax Firms

Turn tax organizers, SOPs, templates, IRS notice workflows, and firm FAQs into a secure AI assistant your team can trust.

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Private & SecureYour firm controls access Built for Tax TeamsUnderstands 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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Answer Tax Workflow Questions

Find firm-approved guidance from organizers, SOPs, templates, and internal FAQs.

Draft Client Emails

Create missing document requests, extension updates, return-ready notes, and payment reminders.

Create Checklists

Build repeatable workflows for onboarding, 1040 prep, entity returns, notices, and review.

Answers with Citations

Review source files before relying on an answer or sending client communication.

Built for Busy Tax Seasons

Reduce repeated staff questionsGive preparers and admins fast answers from firm materials.
Keep answers consistentUse the same intake, notice, and review standards across the firm.
Train new staff fasterTurn internal knowledge into searchable onboarding support.
Use existing documentsUpload once, then use the knowledge across chat, drafts, and checklists.

Common Tax Firm Uses

Client document collectionAnswer what is needed for 1040, entity, extension, and notice work.
Client communicationDraft missing-document requests, return-ready notes, and follow-ups.
Review readinessUse checklists before returns, notices, or client packages move forward.
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.