Starter
For growing firms
[Price]/ user / month
- Core practice management
- Client management
- Workflow management
- Documents
- Team collaboration
Assure Pro · Practice management
Run your accounting firm with AI built in.
Assure Pro brings your firm’s workflows, clients, teams, and billing together in one intelligent workspace.
Live preview with sample data. Drag cards, ask the agent, explore. Swipe sideways to see more.
One client record Connected workflows AI across every workflow
Built for modern accounting firms
20 minClient onboarding
90% lessFiling time
80%Follow-ups automated
3× fasterBilling cycles
The problem
Running the firm shouldn’t mean running between systems.
Client data, tasks, documents, and billing are scattered across tools creating duplicate work and lost context.
- Disconnected tools
- Lost context
- Manual handoffs
CRMClient EmailWorkflow SpreadsheetTeam DocumentsDocuments BillingBilling
Product
Everything your firm needs to run the work.
A connected workspace designed around the way accounting firms manage clients, teams, and engagements.
How it works
From client relationship to completed engagement, keep work moving.
Step 1 of 5
Everything about a client lands in one place.
Client details, emails, and files attach to a single client record instead of scattering across inboxes and folders.
Matches incoming information to the right client.
Step 2 of 5
Files and tasks sit where the work is.
Documents are filed by client and year and tied to the engagement they support, so nobody hunts for a folder.
Sorts and labels uploaded files so nothing sits unfiled.
Step 3 of 5
Every task has one owner and a date.
See who has room before you assign, so deadlines are realistic from the start. Try picking an owner.
Suggests who has room to take the work.
Prepare 2026 returnDue Oct 15
Assigned to Rosa S. · due Oct 15
Step 4 of 5
The whole team sees what’s next.
Work moves through your workflow stages, with tasks and documents advancing together with the engagement.
Flags what’s waiting on a client or a reviewer.
Step 5 of 5
One view of what’s done and what isn’t.
Status rolls up across engagements, so reviewers step in where it matters and nothing stalls unnoticed.
Surfaces the next action for anything that’s stalled.
8Completed
3Pending
2Need attention
Payroll filings · Q32 due
Waiting on Rosa S. · due in 3 days
AI helps organize information, surface priorities, and identify the next action.
Why Assure Pro
A better way to run the firm.
Select a step to change the live preview
HGHarper Group LLCClient
All linked to one client record
Intake follow-upsAI + automation
2026 Corporate returnAwaiting review
Features
Explore everything Assure Pro can do.
Client Management
Centralize client information and activity
Engagement Management
Manage client engagements and activities
Workflow Management
Create repeatable workflows
Task Management
Assign and prioritize work
Document Management
Organize documents around client work
Team Management
Manage roles, permissions, and ownership
Billing
Manage billing-related workflows
Reporting
See workload, status, and activity across the firm
AI Assistance
Surface context, priorities, and next actions
Pricing
Choose the way your firm wants to grow.
Professional
For established firms
[Price]/ user / month
- Everything in Starter, plus
- Advanced workflows
- AI capabilities
- Advanced reporting
- Additional controls
Enterprise
For larger firms
Custom
- Custom workflows
- Advanced permissions
- Integrations
- Implementation
- Dedicated support
AssureOne AI
AI that helps run the work, not just answer questions.
Assure Pro brings AI into the operational workflows behind your firm, helping organize information, identify priorities, and move repetitive work forward.
Client AgentHelps organize client information and surface relevant context.
Workflow AgentHelps identify pending work and next actions.
Document AgentHelps organize and extract information from documents.
Operations AgentHelps surface priorities across firm activity.
AssureOne AI Preview
Recent activity
Integrations 
Your existing tools. Connected.
Assure Pro fits into your firm’s technology ecosystem, helping bring systems, information, and workflows together.
Assure Pro 
✓Email filed to Harbor & Pine LLC
Security Built for the trust
Built for the trust
your firm requires.
01
Data Protection
Protect sensitive client and firm information.
02
Access Controls
Control access by role, responsibility, and need.
03
Auditability
Maintain visibility into actions and changes.
04
Human Oversight
Keep professionals in control of important decisions.
Compare
Compare the capabilities that matter.
| Feature | |  |  |  |  |
|---|---|---|---|---|---|
| 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 | × |
Disclaimer: This comparison is based on publicly available online information and is intended for general reference only. Please verify features and conduct your own due diligence before making a decision.
Customers
Built around the way accounting firms work.
Growing CPA Firm
20 minClient onboarding
80%Follow-ups automated
We used to jump between systems just to get a client from intake to engagement. Assure Pro brought the process together and took much of the follow-up work off our team.
Managing Partner
Regional Accounting Firm
90% lessFiling time
3×Faster billing cycles
Having client documents, tasks, billing, and team activity connected has changed how we work. Our team spends less time looking for information and more time getting the work done.
Head of Operations
The AssureOne platform
One platform. More ways to move work forward.
You’re exploring Assure Pro
FAQ
Questions about Assure Pro
Want to see it with your own workflow?
Book a demo and we'll walk through how Assure Pro fits the way your firm works.
Schedule a DemoAssure Pro is AssureOne's practice management product. It brings client management, workflows, documents, team operations, and billing into one connected workspace, with AI built in.
Assure Pro is $49 per user per month, and every feature is included. AI is charged at cost through credits, and every firm starts with $50 of free credits that never expire.
AI is built into everyday work: a daily brief of what changed and what's due, first drafts of client replies, meeting notes and summaries, and plain-English answers about your clients, work and deadlines. When AI suggests a change, you approve it before anything happens, so professionals stay in control.
Yes. Assure Pro connects with Gmail and Outlook, Calendly, Dropbox, OneDrive and Google Drive, and Stripe for payments. If you don't see a tool you rely on, ask us during your demo.
Security is built in layers: data protection at the core, access controls by role and responsibility, an audit trail of actions and changes, and human oversight on top. The security section above walks through each layer.
Schedule a demo and tell us about your firm. We'll follow up by email to set up your walkthrough.
See Assure Pro in action.
Explore how Assure Pro can simplify firm operations, connect your workflows, and put AI to work across your team.
Schedule a Demo
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