Vera
Document intake
Receives every client email and upload, reads each page, renames it your way and files it to the right client.
You didn't become an accountant to do filing work
2,800 hours a year. Downloading. Renaming. Filing.
That's what preparing client documents costs the average accounting practice — every file that arrives by email or client portal gets downloaded, opened, reviewed, renamed, and filed to the right client folder. Then someone has to notice what's missing and ask for it. Pennix is the AI team that does all of it for you — in minutes, so your people can do the work clients actually pay for.
Discounted first month · cancel before any renewal · book a demo first
✓ YOU STAY IN CONTROL ✓ IT NEVER FILES A TAX RETURN ✓ YOUR DATA IS NEVER USED TO TRAIN AI
In one paragraph
What is Pennix?
Pennix is an AI team for tax and accounting firms. Five named AI agents receive your clients' documents by email or client portal, read and identify every page, rename and file each document your firm's way, notice what's missing against last year's file, and ask the client for it — in 1–2 minutes per intake instead of 1–2 hours. Your people review the finished file. Pennix never prepares or files a tax return.
- Category
- An accounting AI workforce designed to manage an accounting practice as a whole — a digital workforce that does the client document work, not another portal your staff operate
- Built for
- Tax practices, CPA and accounting firms, enrolled agents and bookkeeping practices — solo to multi-office, United States and Canada
- The team
- Vera (intake) · Marco (review) · Lilly (client emails) · Piper (organizers) · Atlas (firm knowledge)
- It never
- Prepares or files a return, gives tax advice, guesses at a page it isn't sure about, or trains AI on your clients' data
- Works with
- The email, client portal and folder structure you already use — no migration, nothing for staff or clients to learn
- Made by
- Pennix LLC, a Peregrine Universal company · Devon, Pennsylvania, USA
Watch Pennix touch the work first.
One client, three places documents arrive. Vera collects every one, Marco checks them against the client's checklist, and Lilly asks only for what's missing — held for your approval.
Pennix does the paperwork. Your team stays in charge. It never files a tax return, and it never guesses silently — when it isn’t sure about a page, it brings in a person, and you can always see where every document came from and what was done with it. You decide how much the team does on its own — from ask-first-every-time to fully hands-off.
The team
Five specialists. One job each.
Each member of the Pennix AI team owns one part of the client document work — and every one of them keeps a complete record of what they did, so your team can always see who did what, and why.
Marco
Review & checklist
Compares what arrived with last year's file and the client's answers. Flags what's missing — and never assumes.
Lilly
Client communications
Writes to clients for you — the missing 1098, the “did you get my documents?” reply — at the trust level you set.
Piper
Organizer & questionnaire
Builds each client's organizer from what the firm already knows, sends it, and turns the answers into the checklist.
Atlas
Firm knowledge
Answers your team's questions about your own client files — which engagements are still incomplete, what's outstanding — always showing the source.
What it catches
The value isn't speed. It's the thing a tired junior misses at 9pm in March.
The form that didn't arrive.
Pennix remembers what each client sent last year. When a document that shows up every season is missing, Marco spots it the day the rest arrive — and Lilly asks the client for it.
Chased in the fall. Not discovered in March.
The K-1 that was a photo of a screen.
Vera reads kitchen-table photos, not just clean scans — she works out what each page is, renames it your way, and files it to the right client.
Read, renamed, filed.
The page that matched nothing.
A page Pennix doesn't recognize — or isn't sure about — is never guessed at. It's set aside for a person to look at, with a note showing exactly which page raised the question.
Set aside for a person. Never a silent guess.
Where the 2,800 hours go
A client intake takes your team 1–2 hours. It takes the AI team 1–2 minutes.
Opening the email, downloading the files, working out what each one is, renaming it, filing it, asking for what's missing, answering "did you get my documents?" — that's the 1–2 hours per client. Across a year, it's how a practice loses 2,800 hours.
Today
With Pennix
Opening, sorting & renaming the drop
By hand, page by page
Vera DONE FOR YOUSpotting what's missing
Memory, spreadsheets, sticky notes
Marco DONE FOR YOUAsking clients for missing documents
Typed for the 40th time
Lilly DONE FOR YOUThe final look before prep
Your team
Your team STILL YOURS
Time per client intake
1–2 hours
1–2 minutes THE AI TEAM
Your workflow
You don't change anything.
Pennix picks up documents from the email address and client portal you already use, and files everything the way your firm already names and organizes it. There's no migration, no new software for your staff to learn, and nothing for your clients to change. If it doesn't fit the way your firm works in the first week, it isn't working.
✓Works with the email and client portal you already use
✓Files everything your way — your names, your folders
✓Engagement letters & e-signatures built in
Compare
Practice software organizes the work. Pennix does it.
Traditional practice management software is good at what it sells: a system your staff work inside. Pennix is the staff. Here is the difference, plainly.
| Traditional practice management software | Pennix | |
|---|---|---|
| What you're buying | Practice-management software your staff operate — pipelines, tasks, portals, billing. | An AI team that does the client document work — and a complete record of everything it did. |
| Who does the document work | Your people, inside the software. | Vera, Marco, Lilly, Piper and Atlas. Your people review. |
| When a client emails a 30-page PDF | Someone downloads it, works out each page, renames and files it. | Read, renamed and filed in 1–2 minutes — nobody at the firm touches it. |
| Spotting what's missing | Checklists your team builds and maintains. | Marco spots it from last year's file and the organizer. Lilly asks the client. |
| Pricing basis | Per user. | On the work done — pages handled, emails written. Unlimited users and clients. |
| Getting started | A migration, then staff training. | Nothing changes: keep your email, client portal, folders and practice software. |
| Where it fits | Replaces your practice-management system. | Works alongside whatever you already run — from day one. |
“Traditional practice management software” means the per-user platforms firms run today — pipelines, tasks, portals, billing. Pennix runs alongside all of them.
Security
We are SOC 2-ready. Everything is encrypted, and everything is monitored.
Pennix is built and run to the SOC 2 standard — the security framework larger clients ask about — and is ready for the audit. Every document is encrypted while it travels and while it's stored, the same protection your online banking uses. Every action is logged and monitored, and unusual activity raises an alert. Your firm's workspace is private to you, personal identifiers are masked before any AI reads a page, and your clients' information is never used to train AI — not ours, not anyone's.
✓ SOC 2-READY ✓ ENCRYPTED IN TRANSIT AND AT REST ✓ MONITORED · EVERY ACTION LOGGED ✓ IDENTIFIERS MASKED BEFORE AI READS A PAGE ✓ PRIVATE TO YOUR FIRM ✓ NEVER USED TO TRAIN AI
At Pennix.ai, we provide an AI-native practice management platform engineered to scale dynamically alongside the modern accounting firm — a dedicated digital workforce and a core layer of business intelligence, not just task automation. Starting with document intake, classification, and secure folder organization, our ecosystem of specialized AI agents expands to handle increasingly complex workflows. As your firm's operational needs evolve, this intelligent workforce grows with you — turning administrative bottlenecks into self-managing operations and freeing your team to focus on advisory instead of paperwork.
Busy season is already on the calendar. Decide who works the inbox.
Hire the AI team, point your client documents at it, and watch each file come back prep-ready — in minutes, not hours.
Discounted first month · cancel before any renewal · all purchases are non-refundable — and Pennix never files anything without your team's review.