Spaces
A Space holds the documents, the workpapers, the review history and the outstanding asks together — and tells you honestly how far from ready it is.
Frontier Intelligence for World-Class Tax Teams
Review memory, cited research and agents that draft from your firm's own work. Every output is a draft that waits for a person to approve it.
Pernee multiplies your expertise
with multi-agent AI workflows.
Built by practitioners, Pernee is committed to giving tax professionals the most advanced AI tools for work — every position, comment and workpaper from prior years, on this year's line.
One Platform for Tax Work
Firms and tax departments do their best work with Pernee. Run everything your team and practice needs on one collaborative platform.
Agents
Purpose-built agents pull the firm's own precedent into a draft memo, response or checklist. Every claim carries its source, and every draft waits for a person to approve.
Vault
One client's files in one place, in the firm's own folders. The bytes stay in the system that owns them — what Pernee keeps is where each file is, and the text of what it has read.
Memory
Pernee keeps why a position was taken, who signed it and what it was questioned on — and brings it back the season it matters.
Tailored for Every Return
Last year's review, positions and workpapers, brought back on the form you are preparing now.
Compliant with the most rigorous
security and safety standards.
- Fully encryptedIn transit and at rest
- SOC 2 Type IIIn progress
- ISO 27001In progress
- CCPA / CPRACompliant
- Zero Data RetentionNo model provider keeps your data
- Row-level securityEach firm reaches only its own data
