Accounting and tax
Your staff ask Copilot or Teams about a client, a notice or a past position, and get the answer from your own client files and memos, with the source named.
Questions your people ask
Asked in Copilot, Teams, ChatGPT or Slack, and answered from your own documents with the source named.
- “What did we tell Harmon Supply about the R&D credit last year, and why?”
- “Which clients got a CP2000 notice this year, and how did we respond?”
- “What does our engagement letter say about amended returns?”
Built around your clients
Compare clients side by side
Ask one question of several clients at once, such as how each S corporation handled reasonable compensation, and get each client's answer from its own files.
A client from start to finish
Ask for a client and get every document in its folder in date order, or an outline of what happened.
Who sees what
Decide who may see each client by Microsoft 365 group or by person, so a client's files stay with the team that serves it.
Cited to the page
Every answer names the document and the page, so it can be checked before it is relied on.
Your documents stay yours
Built for businesses that answer to clients and regulators.
Files are never stored
The Catalog Server reads documents where they are and keeps only their text, in memory. Nothing is written to its disk; remove a folder and its text is gone.
Every client kept apart
Each organization has its own catalog, its own connection to the server and its own index. One organization's question can never reach another's documents.
Your sign-in rules apply
Two-factor sign-in for every account, or Sign in with Microsoft so your own MFA and Conditional Access apply and leavers lose access when IT disables them.