AI search for CPA and consulting firm engagement files
Corpus is AI search over your firm’s engagement letters, prior-year workpapers, memos and past proposals. Ask in plain words and get a short answer cited to the document and page, or “Nothing on file” when nothing supports one. It is not tax or accounting advice. Your professionals review every answer.
The answer is on file. Finding it is the work.
The work was done before. Finding it means digging through prior-year folders, scanned client documents and proposals saved by people who have since left.
- “How did we treat this client’s multi-year contracts last year?”
- “Which proposals did we write for nonprofit clients, and what fee did we quote?”
- “Where is the engagement letter that set our scope for this client?”
- Prior-year workpapers, engagement letters, memos and proposals sit in years of folders.
Answers from your own files, cited to the page.
- We load a copy of your engagement letters, prior-year workpapers and memos, client documents and past proposals, saved as PDF. Corpus is retrieval-augmented generation (RAG): it answers from those files.
- Current You ask in plain words. Corpus searches by exact words and by meaning, then writes a short answer with citations to the document and page. Open a citation and the page opens with the passage highlighted, so you can check it.
- Current If nothing on file supports an answer, it is designed to say “Nothing on file” instead of guessing. An empty result does not prove that no such record exists.
- Current Access by role: files a role cannot open are removed before search runs, so answers never draw on them. In the demo, roles are illustrative and anyone can switch them. Set up for you Tying roles to your named people is part of full-deployment setup.
- Current Version history for drafts: each saved version shows who saved it, Compare shows what changed, and you can restore an earlier one. In the demo this covers fee, SOQ and contract drafts.
- Corpus reads PDF files, including scanned pages read by OCR. Set up for you OCR of your own scans is planned on the call and done during setup.
- Set up for you Corpus is cloud-agnostic: it runs on AWS, Azure, Google Cloud, or your own servers. It uses an open-weight model and no public AI API.
Example questions, not results
These questions are examples written for this page. They are not results: Corpus has no customers in this industry yet, and the live demo is built on engineering documents.
- What scope and fee did last year’s engagement letter for this client set?
- Which prior-year memos discuss this client’s lease accounting?
- Which of our proposals described a similar operations review, and who was on the team?
- What did the client’s loan agreement say about the debt covenant we tested?
Corpus finds and cites. People decide.
- A CPA or engagement lead reads the cited page before using it.
- Whether standards or tax law changed since the document was written. Corpus answers from your files, not from current rules.
- Whether a prior-year conclusion still fits this year’s facts.
- Fees and numbers carried into a new proposal.
Corpus is not tax, accounting or legal advice. It finds and cites; your professionals decide and sign.
Start with a free call. Then one real project.
- A free 30-minute call first. We talk about your files and the questions you need answered.
- Then a $5,000 pilot on one real project or pursuit, at a fixed price.
- We work from a copy of that project’s PDFs. Your originals are not touched.
- You ask your own questions, open the citations and judge the answers yourself.
- The $5,000 is credited toward setup if you sign a deployment within 60 days of the pilot's end.
- Our commitment In the pilot, your files are never used to train or fine-tune a model. In full deployment, fine-tuning on your files happens only if you agree in writing.
- Our commitment When the pilot ends, we delete the copy within 7 days and confirm it in writing.
See how citations and refusals work.
The live demo is built for engineering firms: public engineering documents filed under fictional sample firms. Its search also reaches a public-domain collection of U.S. court opinions. There is no demo built on another industry’s files. It shows what works the same in any industry: page citations, “Nothing on file” and roles.
→ Corpus by industryFrequently asked questions
Can Corpus prepare a return or sign off on workpapers?
No. It finds what your firm already has on file and cites the page. Your people prepare, review and sign the work.
Can we keep one client’s files away from other staff?
Yes, by role. Files a role cannot open are removed before search runs, so answers never draw on them. In the demo, roles are illustrative and anyone can switch them. Set up for you Tying roles to your named people is part of full-deployment setup.
Does it work for consulting proposals too?
Yes. Past proposals, statements of work and project reports are documents like any other. Ask which past work matches a new request and open the cited pages.
Do you have customers in this industry?
Not yet. Corpus has no customers in this industry. Engineering firms are our first, worked-out example, and the live demo uses fictional engineering firms.
Where do our files go?
Set up for you Corpus is cloud-agnostic. It runs on AWS, Azure, Google Cloud, or your own servers. It uses an open-weight model, and nothing goes to a public AI API. In the pilot, your files are never used to train or fine-tune a model. In full deployment, fine-tuning on your files happens only if you agree in writing. We don't have a SOC 2 report, which is one reason you can choose your own servers.
Have a folder full of questions?
Book a free 30-minute call. We talk about your files, the questions you need answered, and whether a pilot makes sense.