# AssureOne platform overview > What AssureOne is, its four solutions, integrations, security, onboarding and FAQs. This is the Markdown version of https://assureone.ai/. Every page on this site is listed in https://assureone.ai/llms.txt. ## 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. **Firms using AssureOne** Trusted by **growing accounting firms** and the businesses they serve - 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. Before AssureOne Ten tools, nothing connected Before AssureOne: a firm's team juggles ten disconnected tools, causing duplicate records, version conflicts and lost hours. With AssureOne Every tool, one client record With AssureOne: the same ten tools connect to one client record, with no lost hours and no duplicate 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. **Practice Management features** - Overview Dashboard - Client Profiles - Prospect Pipelines - Workflow Builder - Document Workspace - Engagement Letters - Unified Inbox - Invoicing - Time Tracking - Branded Client Portal **Tax Automation features** **1040 features** - Tax Client Directory - Tax Organizers - Document Checklist - Client Reminders - Prepare Worklist - Return Binders - Leadsheets - Review Points - CCH Axcess Connector - Prior-year Return Import **1065 features** - 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* **1120 features** - 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* **1120-S features** - 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* **1041 features** - 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 Automation features** - 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 **Accounting Automation features** - Financial Dashboard - Transaction Coding - Bank Accounts - Bank Reconciliation - Chart of Accounts - Bills & Payables - Invoicing - Financial Reports - Budgets & Forecasts - Document Requests [Explore Practice Management](https://assureone.ai/) [Explore Tax Automation](https://assureone.ai/) [Explore Audit Automation](https://assureone.ai/) [Explore Accounting Automation](https://assureone.ai/) Capabilities ### Everything inside each solution. Built in, not bolted on. **Practice Management capabilities** #### 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. **Accounting Automation capabilities** #### 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. **Audit Automation capabilities** #### 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. **Tax Automation 1040 capabilities** #### 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. **Tax Automation 1065 capabilities** #### 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. **Tax Automation 1120 capabilities** 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. **Tax Automation 1120-S capabilities** #### 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. **Tax Automation 1041 capabilities** #### 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. [Explore Practice Management](https://assureone.ai/) [Explore Tax Automation](https://assureone.ai/) [Explore Audit Automation](https://assureone.ai/) [Explore Accounting Automation](https://assureone.ai/) 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. Integration logos for Gmail, Outlook, Calendly, Microsoft Teams, Zoom, Slack, Stripe, QuickBooks Online, Dext, DocuSign and MyCPE One flow in from both sides into AssureOne. Case studies ### Firms that stopped reconciling their tools. **Customer case studies** **1 of 2** Growing CPA Firm 4 days off the monthly close 5 to 1 tools 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 **2 of 2** Mid-Sized Accounting Firm 80% of follow-ups automated 20 min to 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](https://assureone.ai/security) 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](https://help.assureone.ai/) 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. **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 solutions are included?** 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. **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. **How is AssureOne priced?** 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. **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.