Assure Pro
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-1tools replaced
AI-firstby design
2–50person firms

One login instead of

Client portalsWorkflow toolsE-signatureDoc prep & reviewSpreadsheets
Assure Pro

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