Precision AI OS for Accounting & tax
Your software has AI. None of it sees the whole client file.
Karbon, Intuit and CCH Axcess now include AI that works well inside each product. The hours that still disappear each season are spent between them. Precision AI OS connects your tax software, practice management, books and email, keeps each client's data separate and checks for a signed §7216 consent before AI processes return information.
What matters to your team.
Hiring experienced staff is the top issue for firms with 11 to 30 professionals (AICPA PCPS Top Issues Survey, 2026). The average firm runs about 10 apps, only 41% say they are fully integrated, and staff lose about five hours a week re-entering or reconciling data. Three in five accountants say clients often ask for proof their data is protected when AI is involved (2026 Accountant Technology Survey, sponsored by Intuit QuickBooks).
When the software you have is enough.
Start with what you already pay for. For clients on QuickBooks Online, Intuit Accountant Suite adds categorization, anomaly flags and cross-client questions, with several features still in beta. On CCH Axcess, Axcess Scan extracts W-2, 1099 and K-1 data into Axcess Tax. Karbon includes AI email drafting, summaries and client briefs at no added cost. Each works inside its own product. Precision fits when work crosses products, or when you need one record of which tool touched which client's data.
Vendor and regulatory facts on this page checked September 2026.
Where your team can gain time.
Illustrative workflows, scoped to your systems and review process during discovery.
Document collection across every inbox
Match what clients sent by portal, email and upload against your request list and last year's documents, then prepare follow-ups for staff to approve.
Engagement and consent packets
Draft engagement letters and your standalone §7216 consent from firm templates, track signatures per client, and hold AI processing of return information until consent is recorded.
Reconciliation support
Bring together client books, bank and payroll records and source PDFs, surface differences, and leave an evidence trail for the reviewer.
Review-ready files
Assemble the checklist, source documents and open items before a return reaches a reviewer, so review time goes on judgment.
Notice response preparation
Match an incoming IRS or state notice to the client and tax year, pull the relevant return data, and draft a response for the preparer to review.
A practical place to start.
Pick one engagement type, such as individual returns with a Schedule C, and one bottleneck, such as incomplete files at first review. First we map where documents arrive, what your tax software exports and who reviews.
Track hours spent chasing and re-keying, files complete at first review, and days from complete intake to review. Released time is capacity, not an automatic cost saving, and we don't promise a figure before measuring yours.
Start with the systems you have.
Discovery starts with your exact software and versions. Desktop tax packages often rely on exports; Lacerte publishes an SDK. We check reading and writing separately, and nothing is written into your tax software or practice management without staff review.
The services behind it.
A coordinated approach, shaped around the work your team needs to improve.
- AI data pipelineAn AI data pipeline brings your firm's scattered knowledge together, cleans it and keeps it current, so your data is AI-ready for your agents. We build it around your business and your clients.
- AI agentsWe scope one recurring preparation job, build an agent that works from your data pipeline and firm OS, and agree where a person reviews its output before anything reaches a client. Scope is set in a discovery call, not assumed.
- AI governanceAI governance from Precision AI OS protects client data everywhere it flows. Governance is built into your pipeline and agents from day one, enforced by the system, not a policy binder.
Keep the right people in control.
Each client's data stays separate, so a draft for one client cannot draw on another client's return, a risk the IRS named in its first AI guidance for tax practitioners (Alert 2026-19). Before AI processes a client's return information, the system checks for the written consent your firm requires under IRC §7216. Processing stays in the United States, access is logged by client and by tool, and retention follows your policy. Judgments, signatures, filings and client communications stay with your team.
What the first 90 days could look like.
An illustrative sequence, adjusted after discovery. Timing depends on data access, scope and your team's availability.
Discover and define
Map one workflow, check the systems and permissions, and agree what a useful result looks like.
Build and test
Connect approved inputs and test drafts against representative examples with your reviewers.
Run and improve
Introduce the agreed workflow, monitor exceptions and compare results with the starting baseline before widening scope.
Questions firms ask
Can we use general AI chat tools with client tax returns?
Only with care. Under IRC §7216, using or disclosing return information outside the regulatory exceptions requires the taxpayer's written consent, and disclosure to a preparer outside the United States always does. Check what the specific product and plan retain: some AI vendors' zero-data-retention terms cover only certain products, not their chat apps. The IRS says to review all AI output before it reaches a client or the IRS.
Do we need a separate §7216 consent to use AI?
The IRS has not said whether an AI tool counts as a third party. For individual returns, Rev. Proc. 2013-14 requires a separate consent document for each separate use or disclosure. The cautious approach is a standalone, signed AI consent. Confirm the wording with your counsel.
Isn't the AI in Karbon, Intuit or CCH Axcess enough?
Often, for work inside that product, so turn it on first. Each of those tools sees its own data. A custom system earns its cost when work crosses products or when you need one audit record across them.
Can AI connect to Drake, ProSeries, Lacerte or UltraTax?
It depends on the package and version. Lacerte publishes an SDK. For other desktop packages, connections commonly run through exports and watched folders. We confirm what your version supports before scoping anything.
Will the IRS expect us to change fees if AI saves time?
The IRS Office of Professional Responsibility says billing for manual time that was not spent, or double billing for AI-assisted work, may violate Circular 230 §10.27, and that efficiencies should be reflected fairly in billing.
How do we stop client data being used to train AI models?
Read the terms for the exact product and plan, because business and consumer tiers differ. Karbon and Wolters Kluwer state that customer data is not used to train AI models. Put the requirement in your vendor contracts and your AI use policy.
How much time will this save our firm?
We don't quote a number before measuring. A 2026 survey found staff lose about five hours a week moving and re-keying data. Discovery sets your baseline, and the pilot is judged against it.
Guides for this decision
The AI data pipeline: why your agents are only as good as your data
An AI agent that works from scattered, uncleaned data will disappoint you no matter how good the model is. What a data pipeline actually does, in plain terms.
AI agents for professional firms: what they can and can't do today
A plain guide for firm owners and COOs: where AI agents add capacity, where people stay in charge, and what to require before client data is involved.
LET’S TALK ABOUT YOUR FIRM
Find your first useful step with AI.
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- Your firm, in context.
Who you are and what your team needs.
- A practical conversation.
One workflow, the information it needs and what a useful result looks like.
- A clear next step.
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