AI-first integrated platform for CPA and accounting firms

One connected platform for practice management, bookkeeping, audit, and tax, with AI that understands your firm, your clients, and the work that needs to get done.

Schedule a Demo Explore the Platform

One client record · AI in every workflow

AssureOne AI

Trusted by growing accounting firms and the businesses they serve

Gamble & Associates
A2Z Financials
Gamble & Associates
A2Z Financials

From disconnected to connected

A leaner tech stack for your firm.

AssureOne brings all different firm’s tools together on one platform.

Schedule a Demo See how it connects

Before AssureOne Ten tools, nothing connected

10Apps to juggle

9.4hLost this week

31Duplicate records

With AssureOne Every tool, one client record

1Platform

0hLost this week

0Duplicate records

One platform. Four core products.

Everything your firm needs. Connected by AI.

From running the firm to closing the books, completing audits and preparing returns, AssureOne connects the workflows that power modern accounting firms.

Run the firm.

Practice management, workflows, client management, billing and firm operations.

Run the tax workflow.

Individual returns, start to finish.

Collect organizers, extract figures with AI, prepare in digital binders and sync with CCH Axcess.

Partnership returns, organized.

Collect partnership information, track every document and read incoming K-1s.

C corporation returns, organized.

Corporate organizers, document checklists and status tracking in one place.

S corporation returns, organized.

Collect shareholder and business information with tailored organizers and checklists.

Trust and estate returns.

Keep fiduciary clients and their related entities organized, and read incoming K-1s.

Run the audit.

AI-powered evidence, testing, workpapers and audit workflows.

Run the books.

AI-powered bookkeeping, reconciliation, close and financial workflows.

Overview Dashboard
Client Profiles
Prospect Pipelines
Workflow Builder
Document Workspace
Engagement Letters
Unified Inbox
Invoicing
Time Tracking
Branded Client Portal
Lead Source Tracking
Client Folder Sharing
AI Conversation Summaries
Automated Client Reminders
Report Dashboards
Client-level Access

Tax Client Directory
Tax Organizers
Document Checklist
Client Reminders
Prepare Worklist
Return Binders
Leadsheets
Review Points
CCH Axcess Connector
Prior-year Return Import
Organizer Status Tracking
Document Compare
On-page Calculations
Frozen Snapshots
Internal Notes
Export to Tax Software

Tax Client Directory
Related Entities
Question Catalog Soon
Organizer Assignment Soon
Document Checklist
Send Organizer & Link Soon
Client Reminders
Organizer Status Tracking
Client Answers Review Soon
Tax Organizers Soon
Organizer Defaults
Firm Dashboard
Activity Feed & Notifications
Requested Document Settings
AI Usage Credits
Frozen Snapshots Soon

Tax Client Directory
Related Entities
Question Catalog Soon
Organizer Assignment Soon
Document Checklist
Send Organizer & Link Soon
Client Reminders
Organizer Status Tracking
Client Answers Review Soon
Tax Organizers Soon
Firm Dashboard
Activity Feed & Notifications
Requested Document Settings
AI Usage Credits
Final Review Checklist Soon
Signing Reminders Soon

Tax Client Directory
Related Entities
Question Catalog Soon
Organizer Assignment Soon
Document Checklist
Send Organizer & Link Soon
Client Reminders
Organizer Status Tracking
Return Year Selection Soon
Tax Organizers Soon
Firm Dashboard
Activity Feed & Notifications
Requested Document Settings
AI Usage Credits
Internal Notes Soon
Document Compare Soon

Tax Client Directory
Related Entities
Organizer Progress Soon
Firm Dashboard
Activity Feed & Notifications
Requested Document Settings
Tax Organizers Soon
Document Checklist
Client Reminders
Organizer Status Tracking
AI Usage Credits
Document Naming Rules
Organizer Defaults Soon
Frozen Snapshots Soon
Delivery Packages Soon
Delivery Letters Soon

Engagements
Client Management
Dashboard & Deadlines
Document Requests
Client Portal Responses
Trial Balance Import
General Ledger Import
Account Mapping
Leadsheet Review
Workpaper Export
Engagement Team & Details
Comments & Activity
Workpaper Summary
Activity Log & Filters
Audit Plan Soon
AI Sampling Soon

Financial Dashboard
Transaction Coding
Bank Accounts
Bank Reconciliation
Chart of Accounts
Bills & Payables
Invoicing
Financial Reports
Budgets & Forecasts
Document Requests
Journal Entries
Recurring Transactions
Credit Memos
Approver Rules
Client Q&A
Book Health Score Soon

Live preview with sample data. Drag cards, ask the agent, explore. Swipe sideways to see more.

Live preview with sample data. Create an organizer, export returns, explore. Swipe sideways to see more.

Live preview with sample data. Switch clients, open an engagement, explore. Swipe sideways to see more.

Capabilities

Everything inside each product. Built in, not bolted on.

Ask About Your Practice

Ask questions about clients, work and deadlines in plain English.

AI Daily Brief

An AI summary of what changed, what’s due and who’s stuck.

AI Meeting Notetaker

An AI assistant joins, records and takes notes on your calls.

Auto-advance on Task Completion

Work moves to the next stage when required tasks are done.

Payment at Signing

Collect a card or bank account when the client signs.

Engagement Blockers

Flag missing documents, payments, signatures or dependencies.

Proposed Actions with Approval

The agent suggests changes; you approve before anything happens.

AI Reply Drafts

AI writes a first draft of your reply.

AI Categorization

AI suggests the account and vendor, and learns from every correction.

Smart Inbox

Incoming bills and receipts are read by OCR to extract their fields.

Bank Rules

Code matching transactions automatically.

Transactions Fix

Find and fix miscoded or incomplete transactions.

GL Consistency Review

Flag transactions coded inconsistently across GL accounts.

Balance Sheet Review

Review aged payables, receivables, undeposited funds and prepaids.

Management Reports

Build custom management report packages for each client.

Online Payments

Collect invoice payments through Stripe.

AI Agent Workpapers

An AI agent tests files and drafts the workpaper.

AI Workbook

Work through each audit area in an AI-assisted workbook.

Reusable AI Workbook Templates

Save AI workbooks as templates for future audits.

Workpaper Template Library

Ready-made workpaper templates for common audit areas.

Data Quality Review

Spot gaps and errors in imported data.

Reconciliation Review

Confirm the ledger ties to the trial balance.

Materiality Determination

Calculate and record materiality.

Export & Clone Requests

Export request lists or reuse them next year.

AI Data Extraction

AI reads figures from tax documents automatically.

AI Document Classification

AI identifies each document’s type automatically.

Review Queue

Every extracted value waiting for review, in one list.

Confidence-based Filtering

Focus on low-confidence extractions first.

Binder Auto-routing

Documents file themselves into the right binder folder.

Excel Workbook Export & Import

Work in Excel and bring changes back safely.

Tickmarks & References

Apply standard review tickmarks and cross-references.

Soon

State e-file Authorizations

State 8879 equivalents for AZ, CA, IN, NY and VA.

K-1 Extraction

Read K-1s received as inputs to a return.

Soon

Organizer for Clients & Prospects

Send organizers to existing clients or new prospects.

Bulk Actions & Archive

Update or archive many organizers at once.

Soon

Start Prepare from Collect

Move a client straight into preparation when ready.

Soon

AI Data Extraction

AI reads figures from tax documents automatically.

Soon

Review Queue

Every extracted value waiting for review, in one list.

Soon

Return Binders

One digital binder per return holding every source document.

Soon

CCH Axcess Connector

Move return data between Assure Tax and CCH Axcess.

Soon

Upload Tracking by Section

See which sections have documents and which don’t.

Soon

Organizer for Clients & Prospects

Send organizers to existing clients or new prospects.

Soon

Start Prepare from Collect

Move a client straight into preparation when ready.

K-1 Extraction

Read K-1s received as inputs to a return.

Soon

AI Data Extraction

AI reads figures from tax documents automatically.

Soon

AI Document Classification

AI identifies each document’s type automatically.

Soon

Return Binders

One digital binder per return holding every source document.

Soon

CCH Axcess Connector

Move return data between Assure Tax and CCH Axcess.

K-1 Extraction

Read K-1s received as inputs to a return.

Soon

Organizer Progress by Client

See each client’s organizer progress at a glance.

Soon

Upload Tracking by Section

See which sections have documents and which don’t.

Soon

Client Answers Review

Read client answers and flag items to follow up.

Soon

AI Data Extraction

AI reads figures from tax documents automatically.

Soon

Leadsheets

Organized working sheets built from extracted data.

Soon

Review Points

Raise, answer and clear reviewer questions.

Soon

Prior-year Return Import

Import last year’s returns to pre-fill this year.

K-1 Extraction

Read K-1s received as inputs to a return.

Restricted Client Data

Control which client data scoped preparers can see.

Soon

Upload Tracking by Section

See which sections have documents and which don’t.

Soon

Start Prepare from Collect

Move a client straight into preparation when ready.

Soon

AI Data Extraction

AI reads figures from tax documents automatically.

Soon

AI Document Classification

AI identifies each document’s type automatically.

Soon

Return Binders

One digital binder per return holding every source document.

Soon

CCH Axcess Connector

Move return data between Assure Tax and CCH Axcess.

Explore Assure Pro Explore Assure Tax Explore Assure Audit Explore Assure Books

AI agentsComing soon

50+ Agents for every firm workflow

Deploy pre-built agents in a click, or have us build custom ones around how your firm actually works.

Assure Pro Practice agent Answers questions and takes actions across your practice WhenYou ask a question or give an instruction ThenAnswers, or acts on clients, documents, tasks and invoices

Assure Pro Inbox triage Sorts incoming client mail by what needs action WhenClient email arrives ThenSorted by what actually needs action

Assure Pro Reply drafting Drafts replies and summarizes threads WhenA client email needs a reply ThenReply drafted, long thread summarized

Assure Pro Morning brief What changed and what’s due, every morning WhenThe working day starts ThenWhat changed and what’s due, summarized

Assure Pro Call transcription Transcribes and summarizes client calls WhenA client call ends ThenCall transcribed and summarized

Assure Pro Meeting notetaker Joins the call and files the notes as a PDF WhenA meeting starts ThenNotes taken and filed as a PDF

Assure Pro Document intake Classification, extraction and OCR in one intake layer WhenA document is uploaded ThenClassified, read and extracted

Assure Pro Client import mapping Maps spreadsheet columns onto your fields WhenA client spreadsheet is imported ThenColumns mapped onto the right fields

Assure Pro SOP builder Turns a screen recording into written steps WhenYou record a narrated walkthrough ThenWritten steps generated

Assure Tax Checklist builder Builds the checklist from the prior-year return WhenA new tax year begins ThenChecklist generated from last year’s return

Assure Tax Document classifier Classifies and splits client source documents WhenA client uploads source documents ThenClassified, split and matched to a checklist row

Assure Tax Value extraction Extracts values from W-2s, 1099s, K-1s and more WhenA W-2, 1099 or K-1 arrives ThenValues extracted from the source document

Assure Tax Return review Reviews the prepared return WhenA return has been prepared ThenPrepared return reviewed

Assure Tax Notice summary Summarizes IRS and state notices WhenAn IRS or state notice arrives ThenNotice summarized in plain terms

Assure Audit PBC list builder Builds the PBC and request list WhenAn engagement is set up ThenPBC list built from last year’s file and engagement type

Assure Audit Evidence classifier Classifies and splits client evidence WhenClient evidence is uploaded ThenClassified, split and matched to a request row

Assure Audit Evidence extraction Extracts values from confirmations, statements and schedules WhenA confirmation, statement or schedule arrives ThenValues extracted from the evidence

Assure Audit Risk assessment Flags where more audit work is needed WhenBalances and evidence are in ThenAccounts and assertions needing more work flagged

Assure Audit Workpaper summary Turns tested evidence into the workpaper write-up WhenTesting is complete ThenWrite-up drafted from the tested evidence

Assure Audit Financial statement report Drafts the financial statement report WhenThe audit file is ready ThenFinancial statement report drafted

Assure Books Month’s checklist Statements, payroll, loans and vendor bills, listed for you WhenA new month begins ThenChecklist generated from last month’s close

Assure Books Document classifier Classifies and splits client source documents WhenClient documents are uploaded ThenClassified, split and matched to a checklist row

Assure Books Value extraction Extracts transaction lines, invoice items and totals WhenA statement, invoice or receipt is uploaded ThenLines, headers and totals extracted

Assure Books Categorization Codes each transaction and learns your firm’s rules WhenTransactions come in ThenCoded to your chart of accounts, vendors recognized

Assure Books Reconciliation Reconciles the bank feed against the books WhenThe bank feed syncs ThenDuplicates, missing entries and unmatched items surfaced

Assure Books Month-end close review Reviews the close and flags what needs a person WhenThe month is ready to close ThenAnomalies, uncategorized items and open questions flagged

Why AssureOne

One platform vs. Five subscriptions

How AssureOne compares with the single-point tools most firms are stitching together today.

Feature	Karbon	Canopy	TaxDome	Jetpack WF
Task & Workflow Management
Time Sheet Management				×
CRM			− Limited	×
Client Portal				×
Mobile App for Clients	− Limited			×
AI Note Taker	×	×	×	×
Unified Communication	− Partial	− Partial	− Partial	×
Billing & Engagement Management				×
Client Intake / Onboarding				×
Proposal Management		− Partial		×

Feature	Keeper	Botkeeper	Digits	Campfire	Zeni	Fincent	Kick
Reporting & Analytics (FP&A)
Bookkeeping & Automation
Books Review
Month-End Close Automation
Integrations
Core Accounting	×	×		×	×	×
AR/AP Automation	×	− Partial					×
Inventory Management	×	×	×	×	×	×	×
Budgeting & Forecasting	×	×					×

Feature	Trullion	Suralink	Agentive	Data Sniper
PBC Request Automation	− Partial
Secure Document Management & Portal			×
AI Fieldwork & Testing
Fieldwork & Testing
Digital Audit Confirmations	×	×	×	×
Reports & Dashboards	− Partial		×	− Partial
Engagement Management	×	×	×	×
Financial Statement Validation			×
Conversational AI		− Partial
Integrations			− Partial

Feature	Soraban	TaxDome (Tax)	SafeSend	Canopy (Tax)	Filed	TaxGPT	Juno
Dashboard & Reporting	×	×	×	×	×	×	×
Tax Intake & Organizer
AI-Powered Tax Intake						− Partial
Tax Preparation
Review Features
Tax Advisory & Planning						− Partial
Tax Research	×	×	×	×	− Partial
Tax Filing & Compliance					− Partial	− Partial
Integrations	− Partial	×		− Partial	×	×	×

Integrations

Connect everything in one place.

AssureOne works with the email, meeting, payment and document tools your firm already uses, so every update lands on one client record.

AssureOne

✓Email filed to Harbor & Pine LLC

Case studies

Firms that stopped reconciling their tools.

Growing CPA Firm

4 daysoff the
monthly close

5 to 1tools consolidated

We were running five subscriptions and reconciling between them by hand. The week we stopped doing that is the week the month-end scramble ended.

Managing Partner

Mid-Sized Accounting Firm

80%of follow-ups
automated

20 minto onboard a client

The agents chase the documents we used to chase. Nobody on the team has written a 'just following up' email since February.

Director of Operations

Enterprise ready

Security you can trust

Security

Protected at every layer

Encryption, access control and AI privacy at every layer, with the documentation your own diligence process is going to ask for before anything is signed.

Visit the Trust Center

Support

Support you can count on

Migration, firm setup and training are run by us rather than handed to you, with hands-on implementation and no cap on the hours your team can use.

Visit the Help Center

FAQs

Frequently asked questions

Book a 10 min call

If you have any questions, just book a 10-minute call with our team before you get started.

Schedule a Demo

What is AssureOne?

AssureOne is an AI-first platform that brings practice management, bookkeeping, audit and tax into one connected system, so every client record, document and deadline lives in one place instead of across ten disconnected tools.

Which products are included?

AssureOne includes four core products: Assure Pro (practice management), Assure Books (bookkeeping & close), Assure Audit (audit & assurance) and Assure Tax (tax preparation). You can start with one product or run the full suite.

Does it integrate with the tools we already use?

Yes. AssureOne connects with the email, calendar, cloud storage, payment and accounting tools most firms already run, including Gmail, Outlook, Calendly, Dropbox, OneDrive, Google Drive, Stripe and QuickBooks Online, so you don't have to rip anything out on day one.

Can we migrate from our current software?

Yes. Our onboarding team maps your existing clients, engagements and historical data during setup. Most firms are fully migrated within 2-4 weeks, depending on firm size and how much historical data needs to move over.

Is our client data secure?

Client data is encrypted in transit and at rest, access is role-based, and each firm's data is kept separate. Our SOC 2 Type II examination is underway.

Does the AI replace our staff?

No. AssureOne's AI handles repetitive work (reconciliations, document requests, intake, first-pass reviews), so your team spends less time on data entry and more time on client work and judgment calls. It's built to extend your team's capacity, not replace it.

One Platform · One Workflow · AI-Powered

Simplify how your firm works.

Connect your systems, centralize your data, and put AI to work across your firm, all from one platform.

Schedule a Demo

AI-first integrated platform for CPA and accounting firms

A leaner tech stack for your firm.

Everything your firm needs. Connected by AI.

Run the firm.

Run the tax workflow.

Individual returns, start to finish.

Partnership returns, organized.

C corporation returns, organized.

S corporation returns, organized.

Trust and estate returns.

Run the audit.

Run the books.

Everything inside each product. Built in, not bolted on.

Ask About Your Practice

AI Daily Brief

AI Meeting Notetaker

Auto-advance on Task Completion

Payment at Signing

Engagement Blockers

Proposed Actions with Approval

AI Reply Drafts

AI Categorization

Smart Inbox

Bank Rules

Transactions Fix

GL Consistency Review

Balance Sheet Review

Management Reports

Online Payments

AI Agent Workpapers

AI Workbook

Reusable AI Workbook Templates

Workpaper Template Library

Data Quality Review

Reconciliation Review

Materiality Determination

Export & Clone Requests

AI Data Extraction

AI Document Classification

Review Queue

Confidence-based Filtering

Binder Auto-routing

Excel Workbook Export & Import

Tickmarks & References

State e-file Authorizations

K-1 Extraction

Organizer for Clients & Prospects

Bulk Actions & Archive

Start Prepare from Collect

AI Data Extraction

Review Queue

Return Binders

CCH Axcess Connector

Upload Tracking by Section

Organizer for Clients & Prospects

Start Prepare from Collect

K-1 Extraction

AI Data Extraction

AI Document Classification

Return Binders

CCH Axcess Connector

K-1 Extraction

Organizer Progress by Client

Upload Tracking by Section

Client Answers Review

AI Data Extraction

Leadsheets

Review Points

Prior-year Return Import

K-1 Extraction

Restricted Client Data

Upload Tracking by Section

Start Prepare from Collect

AI Data Extraction

AI Document Classification

Return Binders

CCH Axcess Connector

Meet the agents running the firm

Ask the firm a question, in words

Agents that work when nobody asked