Accounting & Tax
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. In Thomson Reuters’ 2025 survey of professionals, only 20% knew their organization was measuring GenAI ROI, 52% believed their organization had no GenAI policy, and 64% had received no GenAI 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
Where firms usually start
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 — closing the policy gap most firms have not yet addressed.
View pack details