Signer brief
Writes the five-minute summary a signer reads before signing: what changed, what is new, what was resolved.
Run the practice with AI,
sign with exceptional confidence
Accelerate partner sign-offs without sacrificing oversight. Synthesize months of engagement workpapers, emails, and prior-year notes into a clear 5-minute signer brief.
A partner's firm overview for the season: returns done, hours saved, review cycle time and returns ready to sign, progress by return type, and insights such as partnership returns running ahead of last season.
A partner signs for work done by many hands. When information is scattered and time is compressed during busy season, Pernee puts the reasoning behind every return in front of you in minutes—turning hours of manual digging into an instant, audit-ready review.
Access decided in one click
When someone needs a client’s files, the request comes to you with who, what and why. Approve it and the decision is logged.
- Requests with the client and the scope
- Access that follows your firm’s permissions
- Every approval in the audit log
Requests for access to client files arrive for a partner, who approves each one; every approval is written to the audit log.
Signer brief: the whole return at a glance
Replaces hours of manual workpaper digging with a concise 5-minute brief on what changed, what is new and the key positions taken, drawn from the emails, engagement letters and review comments scattered across the file.
- Instant context in minutes
- Scattered information in one place
- Audit-ready citations before you sign
- Views for partners, directors and reviewers
A reviewer asks Pernee for the signer brief; it is written section by section — what changed, what is new, positions and review — and shared with the signing partner.
Every position, with its reasoning
Ask why the firm took a position and Pernee answers from the memo, the review notes and the client correspondence, each one cited.
- Elections and positions with who signed off
- Answers cited to the firm’s own documents
- Prior-year decisions carried into this year’s return
Why did we make the Section 754 election for Kestrel Bay Partners IV in 2024, and who signed off on the step-up allocation?
Firm memoryRecalled 4 items · 8s
The firm made the election because Harbor Point LP bought a 12% Class A interest for $4.1M more than its share of inside basis. Without it, Harbor Point would be taxed on gain it had already paid for.1
A. Morgan Marlowe signed the position memo on February 18, 2025, and the 2024 review approved allocating the Section 743(b) step-up to the portfolio investments under the residual method, not to goodwill at the fund level.12
Mark Ellison, the CFO, confirmed in March that more transfers were anticipated in 2025, which is why the team kept an election that cannot be revoked.3
The election statement is Statement 3, attached to the timely filed 2024 Form 1065, so it already covers the 2025 transfers.4
Memory · Kestrel Bay Partners IV
- 1Position memo · Section 754 election 2024Position · signed by A. Morgan Marlowe
- 2Review notes 2024Review · residual method allocation approved
- 3Email thread · Mark Ellison (CFO)Correspondence · Mar 12, 2025
- 42024 Form 1065 · Statement 3Vault · as filed
Agents for partners
ready when you are
Ask for a brief, a summary or a side-by-side with last year from anywhere in Pernee. Type / to see them all.
Summarise
/summariseWhat changed on a sheet or a return since last year, in a paragraph.
Compare
/comparePuts a sheet beside another season’s and shows only the differences.
Review checkpoint
/review-returnRuns the review layers over a prepared return: complete, adds up, honours last year, and what is new.
Find
/findSearches a client’s documents for a figure or a phrase and takes you to it.
Document chaser
/chase-documentsDrafts a chase for every document still outstanding. Drafts only, nothing sends.
Explore the platform
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.
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.
Security
Built for the data
your clients trust you with
Never trained on your data
Neither Pernee nor its model providers train on your returns, workpapers or comments.
Permissions that mirror your firm
People see in Pernee only what they can already open in your systems.
Drafts only
Pernee never files anything and never writes back into your tax software.
Encrypted end to end
TLS 1.2+ in transit and AES-256 at rest, with a full audit log.
