Your workpapers hold the answers. SureCiteAI 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, GLBA & client data rules
IRS Circular 230, the GLBA Safeguards Rule, and AICPA standards impose confidentiality and information-security duties on practitioners handling client tax and financial data. Sending unredacted client files to consumer AI creates real regulatory and malpractice exposure.
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.
Complete workspace isolation, enforced at the database level
Your firm's client data lives in a fully isolated workspace — not just a filter in the app, but isolation enforced by the database itself. Another firm on SureCiteAI cannot query your data.
Every answer cites the exact source
Ask “what did we reconcile for Caldwell'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, SureCiteAI 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.sureciteai.com, bakery-llc.sureciteai.com. Shared UI, isolated documents, isolated AI context. Essential for firms under SOC-like audit standards.
Your documents never train anyone's model
Your client data is used only for your searches — never for model training, never for analytics. SureCiteAI's Terms commit it to never training on your content, and the model providers it calls publish no-training policies for API data, listed per host at sureciteai.com/subprocessors.
Answers that show their work
Every answer names the document and page it came from, and questions and answers are saved as conversation history in your workspace. A formal audit log of who asked what is not available yet.
What CPAs actually use it for
“What depreciation method did we use for Caldwell'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
- Shared team workspace, tenant-isolated
- 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
- SureCiteAI's Terms commit it to never training AI models on client tax and financial information. The model providers it calls publish no-training policies for API data, each listed with its retention period on the sub-processor page. Database-level tenant isolation.
- At-rest and in-transit encryption Today
- AES-256 encryption at rest and TLS 1.3 in transit.
- Enterprise security review Today
- Architecture built to modern enterprise security standards. We actively support firms going through vendor security reviews — email sales for our security overview, DPA, and questionnaire responses.
- 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) On request
- Available on request for Enterprise and Custom — we set up the Okta or Azure AD connection with you. 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. SureCiteAI is an AI search layer across the documents those platforms hold. Many firms use SureCiteAI alongside a practice management tool, not instead of one.
Can SureCiteAI 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?
SureCiteAI is your tool for finding information across your files — not a system of record for the IRS. Questions and answers are saved with their cited sources as conversation history, so you can show which document an answer came from; a formal audit log of who asked what is not available yet. Documents remain in your control: we don't hand them to anyone, including the IRS, without your explicit action. The only outside services that process them are the sub-processors that run the search, listed at sureciteai.com/subprocessors.
What happens when a client terminates the engagement?
Delete the client workspace (Business plan and up) or specific documents. The deletion propagates across every storage system we use — documents, search index, and backups. 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 14 days, you can delete the workspace and nothing is retained.
Further reading for accounting firms
Practical guides for CPAs and accounting leaders evaluating AI for tax, audit, and client-file workflows.
How accounting firms use AI to search tax files and workpapers
Tax season turns accounting firms into document-search factories. Here's how AI document intelligence is changing audit prep, tax research, and client lookups.
Read the guide →The hidden cost of document chaos: $100K/year per firm
Your team wastes 8+ hours per week searching for files. Here's the math on what that actually costs — and how to fix it without hiring more people.
Read the guide →Why AI document search needs citations
Most AI document tools answer confidently even when they're wrong. Citations are the line between a professional tool and a liability.
Read the guide →Get tax season back
14 days, no credit card. Upload three real engagements. If it doesn't save you hours, don't pay.
Start free trialSureCiteAI is a document intelligence platform. It is not an accounting firm and does not provide tax, accounting, audit, or financial advice. Its output is not a substitute for the independent professional judgment of a licensed CPA, Enrolled Agent, or tax preparer. Practitioners remain solely responsible for compliance with IRS Circular 230, the GLBA Safeguards Rule, IRS Publication 4557, and applicable AICPA and state board standards.