Every AskFirmBrain plan includes a private firm workspace, document processing, knowledge search, source-supported answers, drafting tools, templates, and checklists.
AskFirmBrain adapts to the documents, questions, and review standards of accounting and tax firms.
Make tax procedures, document-request checklists, notice-response guidance, workpaper instructions, and internal templates easier to find and reuse.
Move to a larger plan as your document library, team, and monthly usage grow. All plans use the same core private knowledge workflow.
For one professional getting firm knowledge organized and searchable.
$99/moFor small firms using AI across a shared document library.
$199/moFor growing firms with more staff and heavier document usage.
$299/moFor larger libraries, complex files, and firms that want guided setup.
Contact UsPlans 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.
Firm-level separation keeps each organization’s documents and knowledge within its own workspace.
Control who can manage documents, use firm knowledge, and administer workspace settings.
Review supporting references when they are available before acting on generated content.
Upload, organize, process, search, and manage authorized firm resources in one place.
Turn available firm knowledge into first drafts and repeatable steps for professional review.
Give administrators a clearer view of document, storage, and AI usage across the firm.
Tell us about your team size, document library, file types, and expected workflows. We’ll recommend a practical place to start.