Set up your firm
Firm name, jurisdictions, and the preparer, reviewer and partner roles your
teammates inherit.
Connect your systems
Link the tax software, document store and mail your firm already runs on.
Review workspace
Checkpoints, prior-year comments side by side, and open items carried
forward year over year.
Clients
Partnerships and funds, corporations, and individuals — with engagement
letters, checklists and deadlines.
How a review works
1
Open the return you're reviewing
Pernee lines up this year’s return against the review history for the same
client.
2
Ask for a draft
Pernee proposes the checkpoints worth looking at, and shows you the
prior-year review comment each one came from.
3
You decide
Every suggestion is a draft. You accept, edit or discard it.
Pernee never files anything and never writes back into your tax software.
Everything it produces is a draft for a person to approve.
Everything else
Document finder
Plain-language search across every connected system.
AI helpers
What each agent drafts, and where a human signs off.
Integrations
What Pernee connects to, and what it reads versus writes.
Security & privacy
Client confidentiality, access scoping, SSO and retention.