PLATFORM · FEATURES
Every capability, in one place.
From ingestion to review, WealthSuite handles the full document-to-action lifecycle for modern CPA firms.
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FEATURE
Document Intelligence
DAAB ingests, extracts, classifies, and links every uploaded document to your firm's knowledge graph.
- OCR & extraction
- Auto-classification
- Structured records
- Full-text + vector search
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FEATURE
Workflow Automation
LAAM runs firm-defined workflows tuned per module.
- Firm-owned templates
- Per-client customization
- Automatic step routing
- Version-pinned instances
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FEATURE
Client Collaboration
One shared workspace between firm and client — no more email hell.
- Secure document requests
- In-portal messaging
- Task assignments
- Real-time status
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FEATURE
AI Workspace
Unified surface for AI findings, exceptions, drafts, and CPA review — never lose track of what needs your judgment.
- Priority review queue
- Evidence & citations
- Confidence scoring
- One-click approval
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FEATURE
Reports & Insights
Firm-wide reporting and per-client dashboards to see the whole practice.
- Workload metrics
- Client health
- Revenue per engagement
- Custom exports
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FEATURE
Security & Compliance
Enterprise-grade security by default.
- SOC 2 Type II
- Encryption at rest & in transit
- Role-based access
- Immutable audit trail
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