Chat with practice and client data
Separate chat sessions where you can ask questions of practice and client data, choose the model and attach files.
The problem it solves
Answering a quick question about a client means opening several screens.
How it works
- Start a chat session.
- Ask your question and attach files if needed.
- Read the streamed answer.
What your practice gets
- Quick answers from your data.
- Files in the conversation.
- Sessions kept for later.
Questions accountants ask
Can I attach files?
Yes.
Can I choose the AI model?
Yes, from the models available.
Should I verify answers?
Yes. Treat them as a starting point.
Related features
Features that work alongside chat with practice and client data.
Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
AI writing help
Inline autocomplete that learns as you write, rewriting, reminder-template rewriting, meeting summaries and client email drafts.
AI memory management
Inspect, add, edit and remove what the AI remembers; older, unconfirmed memories fade over time.
VideoAI help for invoices and the catalogue
AI describes invoice lines, suggests items and helps create or import your service catalogue.
Voice dictation
Dictate emails, notes and time with formatting, a personal vocabulary, voice macros and voice editing of selected text.
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.
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.