AI document editor
An AI document editor with brand kits, block-by-block rewriting, images and export to PDF or Markdown.
The problem it solves
Writing branded documents takes time, and generic AI output does not match your brand.
How it works
- Choose your brand kit.
- Write or generate content, and rewrite individual blocks with AI.
- Add images and export to PDF or Markdown.
What your practice gets
- On-brand documents.
- Rewrite one block at a time.
- Flexible export.
Questions accountants ask
What is a brand kit?
Your practice's branding settings applied to documents.
Can I export to PDF?
Yes, and Markdown.
Is there a usage limit?
AI usage follows your plan; see pricing.
Related features
Features that work alongside ai document editor.
Letterhead themes
Practice letterhead themes, with ready-made defaults, so letters carry your branding.
Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoClient upload links
Send clients a link to upload documents without logging in, and collect what they submit.
VideoDocument collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoSecure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
VideoSee 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.