pernee
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Integrations

Connect the tools your firm already works in

Pernee reads across the systems your team uses every day — the document stores, the mailboxes, the ledger, the tax engine. Nothing has to be migrated, nobody has to change how they file, and access is read-only throughout.

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Directory

What Pernee connects to

Grouped by what the tool is for, because that is how a firm looks for it.

Documents & storage

Where the workpapers, returns and source files actually sit.

  • SharePoint
  • OneDrive
  • Google Drive
  • Dropbox

Email & chat

The client threads where the reasoning behind a position usually lives.

  • Outlook
  • Gmail
  • Microsoft Teams
  • Slack

Ledger & practice

The numbers and the client record, for tying an answer back to source.

  • QuickBooks
  • Salesforce
  • PowerPoint

Tax engines

Direct connections are in progress. Until then, upload the prior-year return and Pernee reads it the same way.

  • CCH Axcess
  • GoSystem Tax RS
  • UltraTax CS
  • ProSystem fx

Brand names and marks belong to their respective owners. Listing a tool here indicates an integration or a planned integration — it is not an endorsement by that vendor.

Connecting

Read-only, scoped, and reversible

Connecting Pernee changes nothing about how your team files or where anything lives. It reads; it never writes back.

  1. 01

    Authorise, read-only

    Connect through your existing identity provider. Pernee requests read scopes only — it can never write to, move, or delete anything in a connected system.

  2. 02

    It maps to your clients

    Files, threads and returns are tagged to the right client and year, then organised into a consistent structure so the set stays usable on its own.

  3. 03

    It stays current

    New material is picked up as it arrives. Once a return is signed, that year locks and carries forward as history.

Works with the tools your firm already runs

  • Microsoft Teams logoMicrosoft Teams
  • SharePoint logoSharePoint
  • OneDrive logoOneDrive
  • Outlook logoOutlook
  • Dropbox logoDropbox
  • Google Drive logoGoogle Drive
  • Gmail logoGmail
  • QuickBooks logoQuickBooks
  • Salesforce logoSalesforce
  • Slack logoSlack
  • PowerPoint logoPowerPoint
Enterprise-ready

Built for teams that take security seriously

GDPR compliant

We are GDPR compliant, with strict access controls on data synced from your connected tools.

Encrypted in transit

Data is encrypted in transit today, and integration credentials are never stored in plaintext.

SOC 2 & ISO 27001 in progress

Working toward SOC 2 and ISO 27001 certification, with estimated completion before end of 2026.

Want to see Pernee AI in action?

Designed for teams who need control, consistency, and measurable impact across every demo touchpoint.

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