AI that starts by learning your practice.
Years of client records, workpapers, engagement letters, and email live across your ledger, tax software, practice management, and inbox. We bring that context together, carefully, so an AI can work from it. Your CPAs sign off on every number, as they do today.
CONNECTS WITH YOUR SOFTWARE
QuickBooks
Xero
Sage Intacct
Lacerte
Drake Tax
CCH Axcess
TaxDome
Karbon
Canopy
Jetpack Workflow
Gusto
ADP
Paychex
Rippling
Bill.com
Expensify
Ramp
Melio
Ignition
SmartVault
SuiteFiles
Box
CaseWare
Microsoft 365QuickBooksXeroSage IntacctLacerteDrake TaxCCH AxcessTaxDomeKarbonCanopyJetpack WorkflowGustoADPPaychexRipplingBill.comExpensifyRampMelioIgnitionSmartVaultSuiteFilesBoxCaseWareMicrosoft 365QuickBooksXeroSage IntacctLacerteDrake TaxCCH AxcessTaxDomeKarbonCanopyJetpack WorkflowGustoADPPaychexRipplingBill.comExpensifyRampMelioIgnitionSmartVaultSuiteFilesBoxCaseWareMicrosoft 365QuickBooksXeroSage IntacctLacerteDrake TaxCCH AxcessTaxDomeKarbonCanopyJetpack WorkflowGustoADPPaychexRipplingBill.comExpensifyRampMelioIgnitionSmartVaultSuiteFilesBoxCaseWareMicrosoft 365Features
Built on how your practicealready works.
Normal learns from the records your firm already keeps, fits the software your staff already use, and leaves every judgment call with your CPAs.
Knows your clients and their files
Ask what a client sent, what is still missing, what was done last year, or what the reviewer flagged. It answers from your firm's own records and shows the source.
Fits the software you have
Your ledger, tax software, practice management, document portal, and email. Nothing is replaced. Nothing is re-entered. Staff keep working the way they do, even in March.
Reach it however you already work
Call it, text it, email it, or message it. A partner reviewing at home and a staff accountant at their desk get the same answers, in whatever channel is in their hand.
Your CPAs keep the sign-off
It reads, drafts, and flags. It does not file, send, or change a number. Every return and every client message still carries a person's name, as it does today.
How it works
We handle the setup. Your CPAs keep the sign-off.
Pricing
Choose the plan that's right for you
We agree the scope, setup fee, and ongoing cost with you. Every option includes hands-on setup and continued support.
A focused start
One team
Setup and ongoing management
- Answers from your business records
- Daily priorities and follow-up reminders
- Summaries and drafts ready for review
- Help through familiar tools
- Hands-on setup and ongoing help
For owners who want to start with one team and a clear, useful job before expanding.
Connected teams
Across the business
Setup and ongoing management
- Shared context across teams and systems
- Customer, job, and supplier history
- Help with handovers between departments
- A clear view of work needing attention
- Coordinated rollout and management
For businesses where the office, field staff, and managers need to keep track of the same work.
Local deployment
On-premises
Setup and ongoing management
- Installation at your premises
- Business information stored locally
- AI that runs on your equipment
- Answers, summaries, and routine work
- Hands-on setup and ongoing help
For businesses that want the assistant's information and AI processing to stay on their own equipment.
FAQ
Questions from partners and practice owners
We've been meaning to look at this but never have time. When would we even start?
After a deadline, not before one. Most firms we talk to are in the same place: they know the way things run is held together by a few people's memory, and there is never a quiet month to do anything about it. We start in late spring or summer, with one team, and fit the work around your calendar rather than the other way around.
Can it make up a number?
It can only answer from the records you connect. If the answer is not in your files, it says so. Every answer shows where it came from, so a reviewer can check it the same way they would check a staff accountant's workpaper. It does not compute a return or post an entry. Your tax and ledger software still do that.
Who at the firm actually uses it?
Usually staff accountants and admins first, because they are the ones chasing documents and looking for last year's file. Then managers, for getting a review together. Partners tend to use it before a client call, when they need a quick status on an engagement they are not handling day to day.
How do people actually talk to it?
However they already talk. Call it, text it, email it, or message it in whatever your firm uses. There is no new app to open. A partner can text a question from home at night and get the same answer a staff accountant gets at their desk.
Where does our client data go, and who at the firm can see it?
It stays in your systems. Nothing is copied into a public tool, and nothing is used to train anyone's model. Inside the firm, access follows the permissions you already have: if someone cannot open a client in your practice management system, they cannot see that client here, and you can keep whole clients or engagements out entirely. For firms that want it, the whole thing can run on hardware in your own office.
Can it email a client without someone looking at it?
No. It prepares. It can draft the reminder about the documents a client still owes you, but a person at the firm sends it, files the return, and signs. That does not change.
We're a six-person firm. Is this overkill for us?
Small firms often get the most out of it, because one partner's memory is holding the whole practice together. We start with one service line or one team, and you decide whether to go further.
Does it work with the software we already use?
Yes. We connect directly to your ledger (QuickBooks, Xero, Sage Intacct, NetSuite), tax software (Lacerte, Drake, CCH Axcess, UltraTax), practice management (TaxDome, Karbon, Canopy), document portals (SmartVault, ShareFile), and on-premises SQL stores. If you use something else, ask us.
What if it doesn't work out?
You turn it off. Your data was in your systems the whole time, and nothing about your staff's day changes.
Let's see if your firm is a good fit.
Book a 30-minute conversation with us. We will ask how your practice runs, where your client records live, and when your next deadline is, then tell you plainly whether this makes sense and what a first step would look like. If it is not a fit, we will say so.