AI Assistant chat
Ask the AI Assistant to do practice work in plain English. It works across clients, tasks, billing, email and more, with confirmation cards, file uploads and spoken replies.
The problem it solves
Routine practice work means clicking through many screens for each small task.
How it works
- Open the AI Assistant and describe what you need.
- It finds the information and proposes the actions.
- Confirm actions on the confirmation card, and give feedback on the answer.
What your practice gets
- Brief the system like a colleague.
- Confirmation before changes.
- Upload files into the conversation.
Questions accountants ask
Can the assistant change data on its own?
Actions that change data are shown on a confirmation card first. Your practice decides what the assistant can do: draft only, wait for approval, or run automatically.
Is personal information protected?
Personal identifiers can be masked before content is sent to the AI model.
Where is content processed?
AI-assisted features may process content overseas through OpenAI and Anthropic in the United States and Mistral AI in France.
Related features
Features that work alongside ai assistant chat.
AI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
VideoAI-assisted return preparation
An AI assistant works through the client's documents and produces a first draft of the return preparation for an accountant to review.
Assistant actions across the practice
The assistant can reach most of the practice system (clients, ATO information, billing, email, e-signatures, tasks, KYC, calendar and org charts), so almost any action can be requested in chat.
AI quick actions
Suggested one-click actions for common requests to the assistant.
AI-guided practice setup
A guided conversation that helps set up a new practice.
Quick helper buttons
A small floating cluster puts the assistant, voice input and feedback one tap away, without covering page actions.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.