Get busy season back. Without adding headcount.
Accounting degree completions have fallen eight years running, so the constraint on your firm is the marginal preparer hour. Caddi automates the cross-tool work between your tax software, document management, client portal, practice management, and ledger: CCH Axcess, UltraTax, Lacerte, Karbon, TaxDome, SafeSend, QuickBooks, Xero, SharePoint. Preparers and seniors get back to preparer work.
Wired into the stack your firm already runs.
The work between the systems.
Caddi runs the cross-system work between your tax software, document management, portal, practice management, and ledger, so preparers, seniors, and managers spend their hours on returns and review instead of on filing, chasing, and rekeying.
- Busy season capacity
Season peaks. Headcount can't.
Accounting degree completions have fallen eight years running, so the pipeline is not coming back to rescue your January. Caddi returns preparer and senior hours to the work only they can do, without offshoring the file or buying the overtime.
- Governed by architecture
AI builds the workflow. Code runs it.
AI is present when the automation is created, not when it executes. At runtime, verified code calls your systems directly, so tax return information is never handed to a model to interpret. That is the answer your WISP, Pub 4557, and FTC Safeguards review is looking for.
- No platform migration
Runs on the stack you already bought.
CCH Axcess, UltraTax, Lacerte, Drake, Karbon, TaxDome, SafeSend, QuickBooks, Xero: Caddi works across them as they are. Nothing to convert, and no new system for staff to learn three weeks before a deadline.
- Capacity you can report
Hours saved, attributable to the engagement.
Every run logs how long it took, which client and engagement it touched, and what it wrote. Reportable to the partner group, to the firm administrator, and to a private equity sponsor if you have one.
Caddi turns your screenshares into AI automations.
Organizer to filed return,
on autopilot.
Tax organizer & source-document intake
AI for accounting firms, built to your peer-review bar.
- 01
Built by the people who run the work
Your firm administrator or tax ops lead demonstrates the workflow once. No engineers, no IT ticket, no waiting on your tax software vendor's roadmap.
- 02
No hallucination risk on client financials
Verified code calls your tax software, ledger, document management, and portal through their APIs. No model guessing at a number that ends up on a filed return.
- 03
Capacity you can measure
Hours saved per workflow, runs executed, exceptions caught. The kind of evidence that survives a partner meeting and a peer review.
- 04
Inherits your user's permissions
Caddi runs with the access your staff already has in Axcess, Karbon, QuickBooks, and SharePoint. No new privileged service accounts, no expanded attack surface to disclose.
What your WISP review is looking for.
Attested controls. A run history you can walk.
Every workflow, every input, every output is logged and reviewable. Your firm administrator, your peer reviewer, or a client asking what touched their file can walk any run end to end: who triggered it, what data it read, and where the output landed.
Built for the §7216 question, not around it.
Handing tax return information to an AI vendor is a disclosure under IRC §7216, which is why pointing a general-purpose assistant at a client's return is a consent problem before it is a quality problem. Caddi splits the two: AI is present while the automation is being built, and at runtime verified code calls your systems directly. Where a step genuinely needs a model to read or classify a document, that call runs under enterprise zero-data-retention agreements with our model vendors, is logged for 30 days so your team can review it, then ages off. Every run is scoped to the user's own permissions in your tax software, ledger, and document management.