pernee

Start every return with full context
and auto-matched files

Stop wasting hours searching scattered folders and re-keying prior-year numbers during busy season. Pernee organizes client source files and rolls forward workpapers automatically.

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A preparer inherits years of work they never saw. The carryover from 2022, the client who always sends the K-1 late, the way this firm treats the home office.

Instant citation search

Ask questions in plain English and get exact line-item citations to IRC codes, regs, or client source documents.

  • Prior-year treatment for the same client
  • The firm’s own positions and memos, cited
  • Context a new hire would otherwise wait for

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

  1. 1Position memo · Section 754 election 2024Position · signed by A. Morgan Marlowe
  2. 2Review notes 2024Review · residual method allocation approved
  3. 3Email thread · Mark Ellison (CFO)Correspondence · Mar 12, 2025
  4. 42024 Form 1065 · Statement 3Vault · as filed

An auto-filed vault

Incoming W-2s, 1099s, and K-1s are automatically matched to client binders without manual data entry.

  • Documents from Microsoft 365 and Google Workspace
  • Each file matched to its client
  • Filed into the firm’s binder structure

An animation of connecting Microsoft 365, then 12 files appearing in an all-files list, each matched to a client and assigned to that client's binder folders.

Workpaper roll-forward

Rebuild prior-year workpapers instantly while carrying forward formulas, elections, and underlying source cells.

  • Formulas and elections carried forward
  • Links back to the source cells
  • Schedule C, E and K-1 tie-outs

Agents for preparers
that do the groundwork

Chase documents, build workpapers and draft the return from the client’s own file. Type / to see them all.

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Document chaser

/chase-documents

Drafts a chase for every document still outstanding. Drafts only, nothing sends.

Workpaper builder

/rebuild-workpaper

Carries each workpaper from last year and re-reads the figures, keeping what you entered.

Draft return

Builds a first draft from the trial balance, the ledger and last year’s filing, every line with its source.

Find

/find

Searches a client’s documents for a figure or a phrase and takes you to it.

Summarise

/summarise

What changed on a sheet or a return since last year, in a paragraph.

Compare

/compare

Puts a sheet beside another season’s and shows only the differences.

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.

Empower Your Firm with Pernee

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