Client intake, simplified
Stop chasing documents. Let AI gather, classify, and organize everything you need from clients — automatically, securely, and on time.
Everything you need for effortless intake
Collect documents, track progress, and communicate with clients — all in one place.
AI Document Classification
Clients upload documents and our AI automatically categorizes statements, forms, workpapers, and supporting schedules — no manual sorting required.
Conversational Intake
Clients chat naturally instead of filling out long forms. AI extracts the data you need and flags anything missing.
Smart Gap Detection
Automatically identify missing documents and incomplete data before your clients even hit submit.
Bulk Client Outreach
Send personalized intake requests to your entire client roster with one click. Track who has responded and who needs a nudge.
Prior Work Parsing
Upload prior deliverables or workpapers and we'll pre-populate this year's checklist — so you know exactly what to ask for.
Secure & Compliant
Bank-level encryption with SOC 2 compliance. Your clients' sensitive financial data is always protected.
Three steps to cleaner client work
Replace spreadsheet chaos with a workflow that keeps every engagement moving.
- 01
Send intake requests
Invite clients individually or in bulk. Each gets a personalized, branded portal to upload their documents and answer questions.
- 02
AI organizes everything
Documents are automatically classified, data is extracted, and missing items are flagged — all before you even open the file.
- 03
Review and prepare
Get a clean, organized client package ready for the engagement. Compliance checks run automatically so nothing slips through the cracks.
“Assure Pro cut our document collection time by 80%. Clients actually complete their intake on the first try now — we went from chasing people for weeks to having everything organized in days.”
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