PLATFORM · OVERVIEW

The operating system for modern CPA firms

Everything a firm needs — documents, workflows, and AI — in one platform your team will actually enjoy using.

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Three engines. One platform.

  • DAAB — Document Intelligence

    Ingests documents, extracts data, classifies, and links to your knowledge graph. Every file becomes structured, searchable evidence.

  • LAAM — Workflow AI

    Module-aware reasoning engine that runs workflows tuned to each client — bookkeeping, tax, trust, or business.

  • 4A Framework

    Acquire · Analyze · Act · Automate. The loop behind every AI action — always with evidence, always CPA-supervised.

How it works

  1. 1

    Client uploads

    Documents, statements, and forms into the client portal.

  2. 2

    AI extracts & organizes

    DAAB structures the data; LAAM routes it.

  3. 3

    CPA reviews

    Sensitive items surfaced for professional approval.

  4. 4

    Client sees results

    Approved reports, requests, and next actions.

Built for every role in your firm

  • Firm Owner

    Full visibility into workload, capacity, revenue.

  • Firm Staff

    One place for every client, every workflow.

  • Clients

    A simple portal to upload, respond, and receive.

Ready to see WealthSuite in action?

Book a 20-minute demo and see how your firm can run on WealthSuite.

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