We’re helping the world’s best tax teams
transform the way they work
Every firm has spent years learning things it can no longer find. We exist to give that knowledge back to the tax and accounting professionals who earned it.
Tax intelligence should belong to the firm—
not leave with the people who built it.
Every review, every handoff, and every complex election in the middle of busy season runs into the same wall: the answer already exists inside your firm, but it’s buried. It lives in an email from three years ago, a review note on a prior-year workpaper, or the memory of a senior partner who just retired.
When accountants leave, their institutional knowledge goes with them. As staff turnover rises and information fragments across disparate systems, CPA firms spend thousands of billable hours re-solving problems they have already solved.
Pernee exists to capture and preserve your firm’s institutional memory—so your team never has to start from scratch.
We build enterprise tax intelligence that turns decades of scattered workpapers, client elections, and review notes into an active, searchable asset. Every associate, reviewer, and signing partner starts every engagement with full historical context, instant citations, and complete firm-wide clarity.
Firms lose people every season
and the reasoning goes with them
left
Accountants and auditors who left the US profession between 2019 and 2022, a 17% drop from its peak.
Wall Street Journal analysis of BLS data, 2022
a year
Average staff turnover at CPA firms. 84% of it is voluntary.
INSIDE Public Accounting, 2023 Practice Management Report
hrs / day
Time the average knowledge worker spends searching for and gathering information.
McKinsey Global Institute
of salary
Direct cost of replacing one staff member at a public accounting firm.
Johnson and Pike, 2018, via The CPA Journal
How we work,
and what we will not compromise on
Practitioner-First Engineering
We build strictly for working CPA tax teams, not theoretical AI scenarios. Every feature we ship solves a documented workflow bottleneck faced by preparers, reviewers, or signing partners during peak busy season.
Time Reclaimed is the Metric
We measure product success by billable hours given back to accounting teams. If a workflow doesn’t eliminate manual workpaper digging, document chasing, or redundant review steps, we don’t build it.
Absolute Human Sovereignty
AI assists; tax professionals decide. No tax position, client request, or workpaper summary is ever filed or delivered on a firm’s behalf without explicit human review and partner sign-off.
Privacy & IRC §7216 Rigor
Firms trust us with their core asset—their client records. We operate under zero-model-training guarantees, read-only integrations, and strict IRC §7216 tax privacy compliance.
Focus Over Distraction
We choose depth in tax intelligence over breadth across multiple industries. We maintain a deliberate list of features we refuse to build yet, keeping our technology razor-focused on tax return workflows.
Built for Generational Permanence
Lost tax context compounds over a career, and so does great infrastructure. We engineer row-level data security and institutional memory systems designed to serve your firm for decades.
