Your workpapers hold the answers. DocsFlow finds them.
Stop digging through three years of engagement files to answer one client question. Private AI search across workpapers, prior returns, and engagement letters — with citations on every answer.
From $39/month · No credit card · Solo CPAs to 30-person firms
Where accountants lose time every week
Every firm has the same three time sinks. Every firm has the same three reasons they can't just use ChatGPT to fix them.
Circular 230 & client data rules
IRS Circular 230 §10.28 and AICPA SSTS No. 7 treat client tax information as privileged. Pasting a 1040 into ChatGPT is a regulatory and malpractice exposure — not just a policy preference.
Engagement file sprawl
Three years of workpapers across a hundred clients. A single client question can mean opening six Excel files, two engagement letters, and last year's return. Every week. Every tax season.
No defensible audit trail
When a client asks “how did you arrive at this?” — or worse, when the IRS does — you need to show your work. Searches in consumer AI leave no record.
Built for the way accountants actually work
Private AI search that understands workpapers, returns, and engagement letters — and cites every claim.
Tenant isolation at the database layer
Your firm's client data lives in a Postgres row-level-security boundary and a dedicated Pinecone namespace. Another firm on DocsFlow cannot query your data — enforced by the database, not by hope.
Every answer cites the exact source
Ask “what did we reconcile for Acme's deferred revenue in Q2?” and get back the answer plus the specific workpaper, tab, and cell. If the answer isn't in the documents, DocsFlow refuses to guess.
Understands spreadsheets, not just PDFs
Uploads Excel workpapers and preserves cell-level context — so asking about “the M&E adjustment” can surface the specific calculation, not just the surrounding paragraph.
Per-client workspaces (Business plan and up)
Separate subdomain per client or engagement — smith-corp.docsflow.app, bakery-llc.docsflow.app. Shared UI, isolated documents, isolated AI context. Essential for firms under SOC-like audit standards.
Your documents never train anyone's model
Contractually guaranteed. Your client data is used only for your searches — never for model training, never for analytics, never shared with any LLM provider's training data.
Full audit trail
Every query logged with user, timestamp, and source citations. If a client or regulator asks how a number was derived, it's one report away.
What CPAs actually use it for
“What depreciation method did we use for Acme's fleet last year, and what's the remaining basis?”
Answer with the exact workpaper cited, book basis and tax basis both quoted. Under 10 seconds. Replaces opening six tabs.
“Which of my clients had K-1 basis adjustments in prior years?”
Cross-searches all engagement files, flags the four clients with prior-year adjustments, cites the specific returns and workpapers. Ready before the client calls you.
“List every estimate and assumption in the Smith Corp audit workpapers.”
Ranked list of all judgmental items across the engagement, each cited to the specific workpaper. Replaces a partner's flip-through.
“Summarize the prior accountant's treatment of inventory for Bakery LLC.”
Extracts the prior method from transition documents and prior-year returns, flags inconsistencies to follow up on before you file.
Pricing that fits an accounting practice
Most firms start on Solo or Team. Upgrade in January when the client list grows for tax season.
Solo Professional
Solo CPAs, enrolled agents, bookkeepers
- You + 2 assistants
- Up to 200 documents
- 2,000 AI queries/month
- Source-cited answers
- Full tenant isolation
Team
Small firms (2–10 people)
- Up to 10 seats
- Up to 750 documents
- 7,500 queries/month
- Role-based access (partner, staff, admin)
- Email support
Business
Growing firms with many clients
- Up to 30 seats
- Up to 2,500 documents
- 25,000 queries/month
- 3 workspaces (per-client isolation)
- API access + custom branding
Tax season flex
Usage spikes January through April. Don't pay for Scale-tier capacity year-round just to cover 4 months. Use overage packs or seat add-ons.
One-time top-up for a heavy week. Applies to current billing period.
Covers a typical tax-season month on a Team plan without upgrading.
Add seasonal staff without jumping tiers. Cancel when tax season ends.
Compliance posture
- Client data confidentiality Today
- Contractual guarantee that client tax and financial information is never used for AI training by DocsFlow or any downstream LLM provider. Database-level tenant isolation.
- At-rest and in-transit encryption Today
- AES-256 at rest (Supabase), TLS 1.2+ in transit. Signed URLs for document access, expiring per request.
- SOC 2 Type II Roadmap
- On roadmap for 2026. Available now via the Custom tier for firms whose clients require it before general availability.
- GLBA Safeguards Rule alignment Today
- Our infrastructure aligns with the administrative, technical, and physical safeguards required for non-public personal information under GLBA. Signed safeguards responsibility documentation available on request.
- SSO / SAML (Okta, Azure AD) Add-on / Custom tier
- Available as a $99/mo add-on or included in the Custom tier. Critical for firms with partner-level access controls.
Questions CPAs ask
How is this different from Karbon, Canopy, or TaxDome?
Those are practice management platforms — they handle workflow, deadlines, billing, and client portals. DocsFlow is an AI search layer across the documents those platforms hold. Many firms use DocsFlow alongside a practice management tool, not instead of one.
Can DocsFlow read my Excel workpapers?
Yes. Excel files upload and are indexed at the cell level with surrounding tab and worksheet context. Asking about a specific schedule or reconciliation surfaces the exact cells involved, not a paragraph of approximation.
What about during an IRS audit?
DocsFlow is your tool for finding information across your files — not a system of record for the IRS. The audit trail feature means you can produce a log of every query and its answer if needed. Documents remain in your control; we don't share them with anyone, including the IRS, without your explicit action.
What happens when a client terminates the engagement?
Delete the client workspace (Business plan and up) or the specific documents. Hard-delete propagates to Postgres, Pinecone, and blob storage. You get a deletion confirmation email for your records.
Can I try it with real client files during the free trial?
Yes — the trial uses the same tenant-isolated infrastructure as paid plans. Upload three real engagement files and ask real questions. If you don't continue after 21 days, you can delete the workspace and nothing is retained.
Get tax season back
21 days, no credit card. Upload three real engagements. If it doesn't save you hours, don't pay.
Start free trial