Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
The problem it solves
Finding one figure or clause means opening PDF after PDF.
How it works
- Open the client.
- Ask a question about their documents.
- Read the answer and check the source documents it draws on.
What your practice gets
- Answers from the client file quickly.
- Less time opening PDFs.
- Grounded in the client's own documents.
Questions accountants ask
Which documents does it use?
The documents stored for that client.
Should I check the answer?
Yes. Treat answers as a starting point and check the source.
Is it limited to one client?
Yes. Questions are about the selected client's documents.
Related features
Features that work alongside ask questions of a client's documents.
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.
VideoChat with practice and client data
Separate chat sessions where you can ask questions of practice and client data, choose the model and attach files.
Client 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.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
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.