Assure Pro docs
AI-native practice management for tax firms. One platform that replaces TaxDome, Karbon, DocuSign, SurePrep, SmartVault, FreshBooks, and the spreadsheets in between.
These docs cover everything a tax firm needs to run their practice on Assure Pro — from inviting your first teammate to closing out tax season.
Start here
If you’re new to Assure Pro, the Getting started guides walk through the first 30 minutes: creating your firm, onboarding your first client, and inviting your team.
Find what you need
The product is organized around the core loop — client → documents → workflow → billing. The docs follow the same shape.
Daily work
- Clients — adding clients, contacts, portal access, assignments, tags
- Engagements & workflow — the pipeline, return types, due dates, capacity
- Intake — magic links, AI checklists, organizers, document classification
- Documents — uploading, AI review, folders, sharing
- Communications — unified inbox, AI drafts, smart reminders
- E-sign — engagement letters, signing packages, 8879
- Billing — invoices, payments, recurring, time tracking
- Tasks, Calendar, Reports
Setup and administration
- Team — roles, teams, client assignments
- Templates — engagement letters, organizers, folders, pipelines
- Settings — firm profile, branding, integrations, security
Who these docs are for
| Role | Start with |
|---|---|
| Firm owner | Getting started → Team → Billing |
| Admin | Getting started → Clients → Intake |
| Preparer | Engagements & workflow → Documents → Intake |
| Reviewer / signer | Engagements & workflow → E-sign |
What’s missing
If a feature isn’t documented here, it’s either on the roadmap or you’ve found a gap. Both are fixable — the docs are updated as Assure Pro ships. For the roadmap, see assureone.ai/roadmap .