AI-native practice management

One AI-native platform for your whole firm

Tax, accounting, bookkeeping and audit teams run their engagements, documents, e-sign and billing in Assure Pro — with AI handling the busywork.

AI document classification & data extraction
Client portal, intake & organizers
E-sign, proposals & engagement letters
Workflow & billing for tax, audit & bookkeeping

5-in-1

tools replaced

AI-first

by design

2–50

person firms

One login instead of

Client portalsWorkflow toolsE-signatureDoc prep & reviewSpreadsheets

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