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-1
tools replaced
AI-first
by design
2–50
person firms

One login instead of

Client portalsWorkflow toolsE-signatureDoc prep & reviewSpreadsheets
Assure Pro
Free 2-minute setup

Start your free trial

Set up your firm on Assure Pro, tax, accounting, bookkeeping & audit, all in one place.

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  • Free to start
  • Set up in minutes
  • Invite your team

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