Spaces
A Space holds the documents, the workpapers, the review history and the outstanding asks together — and tells you honestly how far from ready it is.
Frontier Intelligence for Tax Practices
The intelligence layer for enterprise tax teams—unifying firm memory, multi-agent workflows, and client spaces into one secure system.
Multiply your expertise
with multi-agent AI workflows.
Built by practitioners, Pernee is committed to giving tax professionals the most advanced AI tools for work — every prior-year workpaper, reviewer comment, and tax position directly to this year's return.
Large Language Models
Pernee picks the model for each task, and every answer it writes is cited back to your own sources.
One Platform for Tax Work
The operating system for modern tax teams. Unify your client files, workpapers, and AI workflows on a single collaborative platform.
Agents
Purpose-built agents pull the firm's own precedent into a draft memo, response or checklist. Every claim carries its source, and every draft waits for a person to approve.
Vault
One client's files in one place, in the firm's own folders. The bytes stay in the system that owns them — what Pernee keeps is where each file is, and the text of what it has read.
Memory
Pernee stores every client interaction, past position, and reviewer comment in a secure workspace—allowing your team to get instant answers without tapping a busy colleague.
Automated Roll-Forward Intelligence
Instantly surface prior-year reviewer comments, tax positions, and workpaper links right where you're preparing.
Compliant with the most rigorous
security and safety standards.
- AES-256 and TLS 1.2+Fully encrypted
- Designed forSOC 2 Type II
- Designed forISO 27001
- Compliant withCCPA / CPRA
- Adheres toIRC 7216
- Designed forGDPR
