Review checkpoint
/review-returnRuns the review layers over a prepared return: complete, adds up, honours last year, and what is new.
Catch every variance.
Draft signer briefs in minutes.
In peak season, when returns pile up and data is scattered across systems, Pernee checks drafts against prior-year notes and generates audit-ready signer briefs in minutes.
A reviewer asks Pernee to review a draft partnership return against last year's return and review notes; every check passes and the return is marked ready for the signer.
A good review remembers. The note you left on the rental last year, the allocation a partner questioned, the tie-out that took three passes in 2023.
Automated signer briefs
Turn hours of manual summary writing into a concise, 5-minute brief detailing what changed, what is new, and key positions taken.
- What changed and what is new
- Positions carried and who took them
- Shared with the signer in one step
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.
Prior-year memory on this year’s draft
Instantly resolve open review items with direct citations to last year's memos, emails, and reviewer notes.
- Prior review comments on the same lines
- Resolutions and sign-offs kept with each note
- Answers cited to the firm’s own documents
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
Diagnostic checks before it reaches you
Run 300+ automated math, cross-footing, and prior-year consistency checks before the return hits your desk.
- Math and cross-footing on every schedule
- Consistency with last year’s return
- Every figure traced to its source
Agents for reviewers
from first pass to sign-off
Run a review, compare with last season and hand the signer a brief, each one a command away. Type / to see them all.
Signer brief
Writes the five-minute summary a signer reads before signing: what changed, what is new, what was resolved.
Compare
/comparePuts a sheet beside another season’s and shows only the differences.
Summarise
/summariseWhat changed on a sheet or a return since last year, in a paragraph.
Find
/findSearches a client’s documents for a figure or a phrase and takes you to it.
Workpaper builder
/rebuild-workpaperCarries each workpaper from last year and re-reads the figures, keeping what you entered.
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.
