Industries
Accounting & Tax Firms
AI that handles the documents. Governance that handles the risk.
Accounting and tax firms show some of the highest AI adoption rates in professional services — but most lack AI policies, staff training, and ROI measurement. Thomson Reuters found only 20% of professional services firms were measuring GenAI ROI, 52% had no AI policies, and 64% received no training. That combination of high usage and weak governance is precisely where implementation and operationalization create the most value.
Compliance: Implementations include AI governance frameworks aligned with AICPA standards, with consideration for GLBA (financial data), data retention policies, and client confidentiality requirements.
Where the Gaps Are
Staff using AI for drafts and research with no firm-wide policy or guidelines
Hours lost to manual document classification, data entry, and workpaper prep
Client intake that requires multiple touchpoints and manual data collection
Knowledge siloed in individual partners and senior staff
No measurement of AI ROI despite widespread tool adoption
Implementation Packs for Accounting & Tax Firms
Client Intake & Onboarding
Automated intake workflows that collect client information, classify engagement type, check for conflicts, and route to the right team — with audit trails for regulatory documentation.
View pack detailsDocument Processing & Classification
AI-powered classification and extraction from tax documents, financial statements, engagement letters, and workpapers — with structured outputs fed into your practice management system.
View pack detailsFirm Knowledge Assistant
Secure internal assistant trained on your firm's procedures, tax research, and client engagement history — with citation requirements and partner-level access controls.
View pack detailsAI Governance & Policy
Firm-wide AI usage policy, staff training program, and ROI measurement framework — addressing the governance gap that 52% of professional services firms have today.
View pack details