SOLUTIONS · CPA FIRMS
Purpose-built for public accounting firms.
From onboarding to review, WealthSuite runs the operational side of your practice so your CPAs can focus on client work.
Common firm challenges, solved.
THE PROBLEM
Client documents scattered across email
WHAT WE DO
Central document intelligence
Every file organized, extracted, and searchable in one workspace.
THE PROBLEM
Manual review eats every afternoon
WHAT WE DO
AI-assisted review queue
Findings pre-sorted by confidence — approve in one click when you agree.
THE PROBLEM
No firm-wide visibility
WHAT WE DO
Workflow dashboard
See every engagement, every deadline, every bottleneck at a glance.
Built for how firms actually work
Multi-Client Workspaces
Every client isolated by tenant, module, and permission.
Engagement Templates
Firm-owned workflow templates that inherit from WealthSuite defaults.
CPA Review Gates
Sensitive AI outputs always route to a licensed CPA before publish.
Immutable Audit Trail
Every action logged and exportable — SOC 2 ready.
Ready to modernize your firm?
Book a 20-minute demo — we'll show you the workflow that fits your practice.
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