Create
Opens a space for each entity with the engagement letter, prior-year return and checklist already in place.
Spaces
Shared space for every entityto collaborate with your team
Spaces brings your firm, your clients and their finance teams into one AI-powered workspace, protected by the access controls and client confidentiality that tax work demands.
An animation of an agent opening a space for Ridgeline Capital Partners III, LP: it reads the 2025 intake folder, files eight documents into a binder, invites the preparer, reviewer and signing partner, then runs a first review with their comments.
One space for every entityshared with your team and your client
Invite
Adds your team and the client's finance team, each with only the access their role needs.
Collaborate
Requests, uploads, comments and agent work happen in one thread, attached to the return they belong to.
Protect
Ethical walls and client confidentiality are enforced per space, and every view and download is logged.
Everything one engagement
needs, in one place
Overview
Where the engagement stands at a glance: what has arrived, what ties out, and the few things waiting on a person.
Binders
Every document filed into the firm's own binder structure, with counts that show what is still missing.
Agent runs
Each session an agent ran in this space, what it worked on, and whether it is waiting for someone to approve it.
Team
Preparers, reviewers, signers and the client's own people, each with the access their role needs and ethical walls where they apply.
Every entity in one spacewith the right people in it
FAQs
One client's documents, workpapers, review history and outstanding requests in one place, with a readiness score for the return.
From what has arrived against what was asked for, and which checks have passed. Each part of the score links to the item behind it.
No. Files stay in the system that holds them. The Space keeps where each file is and the text Pernee has read.
The same people who can open the client's folders today.
