Assure Pro
Assure Pro is AI-native practice management for tax firms. It replaces the stack a typical 2–50 person firm runs — TaxDome or Karbon for workflow, DocuSign for e-signatures, SurePrep for extraction, SmartVault for documents, FreshBooks for billing — with one connected platform.
If you’re new, start with Getting started. If you’ve been using Assure Pro for a while, the sidebar groups every section by what you do day to day.
What you replace by switching
| Tool you use today | Assure Pro section |
|---|---|
| TaxDome / Liscio / SafeSend | Intake |
| SurePrep / manual data entry | Documents → AI review |
| Karbon / Jetpack Workflow | Engagements & workflow |
| Liscio / email / personal phone | Communications |
| DocuSign / HelloSign | E-sign |
| Google Drive / SmartVault | Documents |
| FreshBooks / separate billing tool | Billing |
| Spreadsheets | Reports + dashboard |
The core loop
Every feature serves the same loop:
Client → Documents → Workflow → Billing
- A client exists with their entities (individual, business, trust, nonprofit), contacts, and one or more engagements.
- Documents arrive via intake — magic link, portal upload, drag-and-drop. Assure Pro classifies and extracts them.
- The engagement moves through your pipeline (prepare → review → sign → file). Stages auto-advance when checklist items are matched.
- Billing captures the value — an invoice goes out, payment lands, the engagement closes.
If you can’t trace a feature back to a step in this loop, it’s probably not core. The docs are organized around the same loop.
Who Assure Pro is for
| Role | What you do in Assure Pro |
|---|---|
| Firm owner | Configure the firm, invite the team, watch capacity, review billing |
| Admin | Onboard clients, send intake, chase missing documents, schedule |
| Preparer | Review extracted data, prep returns in your tax software, log time |
| Reviewer | Approve prepared returns before sign-off |
| Signer | E-sign final returns on behalf of the firm |
In small firms one person wears all five hats. That’s fine — Assure Pro gives everyone the same screens and uses permissions to scope what’s visible.
What Assure Pro is not
- Not tax preparation software. Assure Pro extracts data from source documents and exports it to Drake, ProConnect, Lacerte, or CCH. It doesn’t compute the return.
- Not a CRM. Prospect tracking and sales pipelines are on the roadmap, not shipped.
- Not generic project management. Tasks and pipelines exist, but they’re shaped around tax workflows.
- Not a substitute for a tax advisor. Assure Pro is a tool. Tax advice is your job.
The AI trust model
Assure Pro was built around AI from day one — not bolted on later. But AI never acts on its own when something matters. Anything a client sees, you approve first.
| What AI does automatically | What AI drafts for your approval | What AI never does |
|---|---|---|
| Classify uploaded documents (W-2, 1099-DIV) | Reminder emails to clients | File a return |
| Extract structured data from forms | Replies to client questions | Transmit 8879 |
| Match documents to checklist items | New checklist items based on last year’s return | Send a final invoice |
| Move pipeline cards forward when every checklist item is matched | Drafts of organizer questions | Sign anything on your behalf |
You’re always in the loop on anything a client sees.
Next
- Getting started — set up your firm and onboard your first client.
- Clients — adding clients, contacts, portal access, assignments.
- Engagements & workflow — the pipeline, return types, due dates.