Before AssureOne Ten tools, nothing connected
10Apps to juggle
9.4hLost this week
31Duplicate records
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.
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.
With AssureOne Every tool, one client record
1Platform
0hLost this week
0Duplicate records
One platform. Four core solutions.
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
- Tax Client Directory
- Tax Organizers
- Document Checklist
- Client Reminders
- Prepare Worklist
- Return Binders
- Leadsheets
- Review Points
- CCH Axcess Connector
- Prior-year Return Import
- 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
- 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
- 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
- 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
- Audit Engagements
- Audit Client Management
- Audit Dashboard & Deadlines
- Document Requests
- Client Portal Responses
- Trial Balance Import
- General Ledger Import
- Account Mapping
- Leadsheet Review
- Workpaper Export
- Financial Dashboard
- Transaction Coding
- Bank Accounts
- Bank Reconciliation
- Chart of Accounts
- Bills & Payables
- Invoicing
- Financial Reports
- Budgets & Forecasts
- Document Requests
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 solution. 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 Tax Automation 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 Tax Automation 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 Tax Automation and CCH Axcess.
AssureOne AI
Meet the agents running the firm
Tell them what you want and they get on with it, so your team spends its time on the work a person has to do.
See them workingNo report to build and no filter to set. Ask what you would ask a senior associate, and get back named clients, amounts and a next step - not a chart you still have to read.
Fifty-plus of them chase missing documents, code transactions, draft letters and follow up on unpaid invoices on their own schedule, and surface only what needs a person.
Each number traces back to the records it came from in one click. An answer you cannot check is an answer you cannot put in front of a client.
Which clients still owe us documents?
Six engagements are waiting on a client. Three have been chased twice:
- Harper GroupBank statements, Q3Chased 2x
- Bell & SonsSigned engagement letterChased 2x
- Quay LogisticsFixed asset registerChased 2x
What did the agents do overnight?
Four agents worked while the office was closed:
Handled without a person
Document classifierPBC chaserBookkeepingInvoice and AR
Where does that number come from?
Built from 3 records. Open any one of them:
- Invoice 2214Harper GroupPosted
- Time entry 8871Bell & SonsApproved
- Credit note 119Quay LogisticsIssued
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.
Practice Management 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
Practice Management Inbox triage Sorts incoming client mail by what needs action WhenClient email arrives ThenSorted by what actually needs action
Practice Management Reply drafting Drafts replies and summarizes threads WhenA client email needs a reply ThenReply drafted, long thread summarized
Practice Management Morning brief What changed and what’s due, every morning WhenThe working day starts ThenWhat changed and what’s due, summarized
Practice Management Call transcription Transcribes and summarizes client calls WhenA client call ends ThenCall transcribed and summarized
Practice Management Meeting notetaker Joins the call and files the notes as a PDF WhenA meeting starts ThenNotes taken and filed as a PDF
Practice Management Document intake Classification, extraction and OCR in one intake layer WhenA document is uploaded ThenClassified, read and extracted
Practice Management Client import mapping Maps spreadsheet columns onto your fields WhenA client spreadsheet is imported ThenColumns mapped onto the right fields
Practice Management SOP builder Turns a screen recording into written steps WhenYou record a narrated walkthrough ThenWritten steps generated
Tax Automation Checklist builder Builds the checklist from the prior-year return WhenA new tax year begins ThenChecklist generated from last year’s return
Tax Automation Document classifier Classifies and splits client source documents WhenA client uploads source documents ThenClassified, split and matched to a checklist row
Tax Automation 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
Tax Automation Return review Reviews the prepared return WhenA return has been prepared ThenPrepared return reviewed
Tax Automation Notice summary Summarizes IRS and state notices WhenAn IRS or state notice arrives ThenNotice summarized in plain terms
Audit Automation 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
Audit Automation Evidence classifier Classifies and splits client evidence WhenClient evidence is uploaded ThenClassified, split and matched to a request row
Audit Automation Evidence extraction Extracts values from confirmations, statements and schedules WhenA confirmation, statement or schedule arrives ThenValues extracted from the evidence
Audit Automation Risk assessment Flags where more audit work is needed WhenBalances and evidence are in ThenAccounts and assertions needing more work flagged
Audit Automation Workpaper summary Turns tested evidence into the workpaper write-up WhenTesting is complete ThenWrite-up drafted from the tested evidence
Audit Automation Financial statement report Drafts the financial statement report WhenThe audit file is ready ThenFinancial statement report drafted
Accounting Automation Month’s checklist Statements, payroll, loans and vendor bills, listed for you WhenA new month begins ThenChecklist generated from last month’s close
Accounting Automation Document classifier Classifies and splits client source documents WhenClient documents are uploaded ThenClassified, split and matched to a checklist row
Accounting Automation Value extraction Extracts transaction lines, invoice items and totals WhenA statement, invoice or receipt is uploaded ThenLines, headers and totals extracted
Accounting Automation Categorization Codes each transaction and learns your firm’s rules WhenTransactions come in ThenCoded to your chart of accounts, vendors recognized
Accounting Automation Reconciliation Reconciles the bank feed against the books WhenThe bank feed syncs ThenDuplicates, missing entries and unmatched items surfaced
Accounting Automation 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 | AssureOnePractice Management | Karbon | Canopy | TaxDome | Jetpack WF |
|---|---|---|---|---|---|
| CRM & Prospect Pipeline | − Partial | − Partial | − Partial | − Partial | |
| Branded Client Portal | × | ||||
| Client Mobile App | × | ||||
| Unified Communication | − Partial | − Partial | × | ||
| AI Meeting Notetaker | × | Not found | × | ||
| Document Management & Requests | − Partial | ||||
| Workflow & Task Automation | |||||
| Proposals, Eng. Letters & E-sign | − Partial | − Partial | − Partial | × | |
| Billing & Payments | × | ||||
| Time Tracking | |||||
| Reports & Dashboards | − Partial | ||||
| AI Practice Assistant | − Partial | − Partial | × |
| Feature | AssureOneAccounting Automation | Keeper | Botkeeper | Digits | Campfire | Zeni | Fincent | Kick |
|---|---|---|---|---|---|---|---|---|
| AI Transaction Coding | − Partial | − Partial | ||||||
| Core Accounting | − Partial | − Partial | − Partial | |||||
| Bank Reconciliation | ||||||||
| Close & Books Review | − Partial | − Partial | ||||||
| AR & AP Automation | − Partial | Not found | − Partial | − Partial | − Partial | |||
| Client Collaboration | − Partial | − Partial | Not found | − Partial | Not found | |||
| Dashboards | − Partial | − Partial | ||||||
| Financial & Mgt Reports | Not found | |||||||
| Budgets & Forecasts | Not found | Not found | − Partial | − Partial | − Partial | Not found | ||
| FP&A | Coming soon | − Partial | Not found | − Partial | − Partial | − Partial | − Partial | |
| Book Health Score | Coming soon | Not found | Not found | Not found | Not found | Not found | Not found | Not found |
| Feature | AssureOneAudit Automation | Trullion | Suralink | Agentive | Data Sniper |
|---|---|---|---|---|---|
| Engagement Mgt & Dashboards | − Partial | − Partial | − Partial | Not found | |
| Trial Balance & GL Intake | Not found | Not found | × | − Partial | |
| PBC Request Automation | Not found | − Partial | |||
| Secure Client Portal | − Partial | ||||
| Audit Planning & Risk | Coming soon | Not found | Not found | × | − Partial |
| AI Fieldwork & Testing | |||||
| Workpaper Library & Templates | Not found | − Partial | |||
| AI Sampling & Flux | Coming soon | − Partial | Not found | − Partial | − Partial |
| Financial Statement Review | Coming soon | ||||
| Digital Audit Confirmations | Coming soon | Not found | Not found | × | − Partial |
| Accounting Software Integrations | Coming soon | Not found | × | × | − Partial |
| Feature | AssureOneTax Automation | Soraban | TaxDome (Tax) | SafeSend | Canopy (Tax) | Filed | TaxGPT | Juno |
|---|---|---|---|---|---|---|---|---|
| Tax Organizers & Intake | Form 1040 | − Partial | − Partial | × | − Partial | |||
| AI Document Extraction | Form 1040 | − Partial | − Partial | − Partial | − Partial | |||
| Digital Binders & Workpapers | Form 1040 | − Partial | − Partial | − Partial | × | |||
| Tax Software Integration | Form 1040 | − Partial | − Partial | − Partial | − Partial | |||
| Review Workflow | Form 1040 | − Partial | − Partial | − Partial | − Partial | |||
| Return Delivery & E-sign | Coming soon | × | × | × | ||||
| Business Return Coverage | Coming soon | − Partial | − Partial | − Partial | − Partial | − Partial | ||
| Tax Planning & Advisory | Coming soon | Not found | Not found | Not found | Not found | |||
| Tax Research | Coming soon | Not found | Not found | Not found | Not found | − Partial | ||
| Firm Dashboard & Reporting | − Partial | − Partial | Not found | Not found |
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
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
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
GJ
DR
MK
TOCase Studies
Why firms love AssureOne.
Real stories. Real outcomes. Here's what firms say after switching to AssureOne.
Explore More Case StudiesTrusted by firms like
H&PHarbor & Pine R&CRenner & Cole KAKestrel Advisory OTOakshire Tax
3.5x
"We had apps for everything. We wanted to scale back and find one platform that could do it all."
GJ Gina JohnsonChief of Staff · Harbor & Pine LLC
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 CenterSupport
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 CenterFAQs
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 DemoAssureOne 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.
AssureOne includes four core solutions: Practice Management, Accounting Automation, Audit Automation and Tax Automation, with Sales Tax Automation coming soon. You can start with one solution or run the full suite.
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.
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.
Pricing depends on the solutions your team uses and how you want AI credits handled. We offer plans with AI credits included, and plans where AI credits are billed separately. Schedule a Demo and we'll walk you through both.
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.
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.
Set up in 10 mins.
Back to work by ….
Connect your systems, centralize your data, and put AI to work across your firm, all from one platform.
Schedule a Demo
ESOF Shield
SOC 2 Type II
ISO 27001
ISO 42001