Get straight to what needs attention.
Related issues are grouped and findings are prioritized, giving your reviewer a focused place to start.
Praxis · AI for independent CPA and EA firms
AI for accountants.A first pass that shows its work.
Assay checks your completed Form 1040 against your work-papers and prior-year return. Get prioritized findings, supporting evidence, and a clear path to sign-off.
300+ checks. Evidence with every finding. Results in minutes.
We’re looking for CPA and EA firms to help shape the future of accounting.
See Assay work on a sample 1040. No client documents needed.
Your firm’s letterhead
First-pass review memo
Findings for your attention
Evidence attached
01
02
03
The rest is accounted for.Passed checks · Review coverage
Signed by you150-page scanned binder. First pass under 5 minutes.
US-only processingNever trains on client data§7216 consent kit included
Start with PDFs from the tax software you already use.
UltraTax CS
Lacerte
Drake
ProSeries
Your expertise is too valuable for another manual first pass.
Matching source documents. Checking calculations. Tracing prior-year changes. Assay takes the first pass and brings the evidence together, so your team can focus on the decisions that need an accountant.
Built around your reviewer
A better path to sign-off.
A broad first pass.
A focused use of your attention.
Know where the review stands.
See what passed, what needs attention, and where missing information prevents a conclusion.
Every finding comes with its work.
Open the source, follow the reasoning, and see the next step. Your reviewer makes the call.
300+ checks.
One connected review.
Across the return, its supporting documents, and the prior year.
The figures
- Source tie-outs
- Calculations
- Payments
The continuity
- Carryovers
- Prior-year changes
- Missing support
The positions
- Elections
- Substantiation
- Firm review standards
Fits the way your firm works
From completed return to evidence-backed review.
Bring the files.
Upload the completed Form 1040, work-paper binder, and prior-year return from your existing workflow.
Get a focused first pass.
Assay runs the checks and brings back prioritized findings, their evidence, and review coverage.
Review and sign.
Your decisions become the review memo. Nothing is filed or changed silently. The signature stays yours.
A few questions
before the first pass.
How does Assay fit with my tax software?
Keep preparing returns in UltraTax CS, Lacerte, Drake, or ProSeries. Assay currently reviews Form 1040 returns only, exported as PDFs alongside their work-papers and prior year. Your tax software remains where you prepare and file.
What will my reviewer receive?
A prioritized list of findings with supporting evidence, a record of review coverage, and a memo built from the reviewer’s decisions. Findings depend on the return and the available documents. Checks that need more information are distinguished from checks that passed.
Is client data safe?
Client data is processed only in the US and is never used to train models. Assay includes a §7216 consent kit and written information security plan (WISP) documentation to support your firm’s compliance work.
Become a design partner
Build the future of accounting.
Help shape how accounting firms put AI to work. We’re looking for independent CPA and EA firms to test Assay, challenge it with real workflows, and help decide what we build next. We’re starting with 1040 review.
Built for independent CPA and EA firms.
A short conversation. A sample return. No client documents needed.