Accounting & Tax Advisory co-build workshop
Coming soonHalf a day with the people who do the work. You leave with one working agent on your own data, not a slide about one.
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Research faster, advise with confidenceGive your team instant access to tax guidance and client history
Search across engagement files, tax guidance, and prior filings in seconds. Your team spends time advising, not searching.
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Every engagement file, one question away
Prior years, working papers and client correspondence answer as one archive, cited to the file behind them.
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Technical research with its sources attached
Guidance questions come back as a cited draft a qualified adviser can check line by line.
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Less chasing, more advising
Records requests, review points and client updates arrive drafted, so the team's time goes on the advice.
Agents
What your team actually runs
Each agent names what it reads, what it writes, and where a person still signs off. Open any card to see it in full.
01Onboarding & Engagement Planning
Engagement scoping brief
Reads last year's file and drafts the scope, the risks and who needs to be involved.
- Last year's file read in full
- Changes at the client since sign-off
- Scope, specialists and risks drafted
Reads
WritesThe engagement partner approves the brief before the work is scoped or quoted
The engagement partner approves the brief before the work is scoped or quotedRecords chasing
Tracks outstanding client records against the checklist and drafts each chase.
- Outstanding items tracked against the checklist
- Chase drafted in your house style
- List updated as records arrive
Reads
WritesThe manager approves each chase before it is sent to the client
The manager approves each chase before it is sent to the client02Preparation & Review
Working paper review
Checks a prepared file against your review programme and lists the points to raise.
- File checked against your review programme
- Unsupported figures and inconsistencies listed
- Each point linked to the working paper
Reads
WritesThe review manager approves the list before it is raised with the preparer
The review manager approves the list before it is raised with the preparerYear-on-year variance check
Lists the movements against the prior year and where the file already explains them.
- Movements against the prior year listed
- Explanations found in the file where they exist
- Points for the client meeting flagged
Reads
WritesThe manager approves the variance list before it goes on the engagement file
The manager approves the variance list before it goes on the engagement file03Technical Advisory & Client Reporting
Technical research memo
Drafts a cited memo on a client question from your guidance library and prior advice.
- Firm guidance and prior advice searched
- Position, authority and open questions set out
- Citation under every statement
Reads
WritesA qualified adviser approves the memo before it is relied on or sent
A qualified adviser approves the memo before it is relied on or sentClient update drafts
Turns a change in guidance into updates written for the clients it actually affects.
- Guidance changes turned into client updates
- Segmented by service line and exposure
- Source of the change cited in the draft
Reads
WritesA partner approves every update before it is sent to clients
A partner approves every update before it is sent to clientsConnectors
Every agent runs on systems you already use, through your existing permissions — no new data store, no re-permissioning exercise.
Built for Accounting & Tax Advisory
Capabilities designed around the specific knowledge workflows of your sector.
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Engagement file search
Find any client file, prior filing, or working paper across your entire archive in seconds.
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Tax guidance on demand
Query current regulations and internal guidance and get cited answers before advising a client.
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Draft and review assist
AI assists with drafting memos and reviewing filings using your own firm precedents.
How it works
Events
Co-build sessions for accounting & tax advisory
Working sessions where teams build a first agent on their own data. Dates for the next round are not set yet.
Agent teardown
Coming soonA live session on what the harness has to know before an agent’s output is worth reading.