pennix
Submit, Streamline, Scale
Meet Pennix
space play/pause scenes
pennix
Submit, Streamline, Scale

Built for Precision.
Designed for Trust.

Pennix is an AI team for accounting firms. In the next 90 seconds, watch one client's messy paperwork become a file that's ready for review — with a person approving every important step.

01Submit 02Streamline 03Scale
Every firm knows this morning

Tax season arrives as a mess.

Client documents show up as email attachments, phone photos, and one giant PDF with eleven different things inside.

✉️
“FWD: all my tax stuff”
11 attachments, no labels
📷
IMG_2041.jpg
a W-2, photographed on a kitchen table
📄
scan_final_v2.pdf
23 pages, three documents mixed together
…and that's client 1 of 214.

Someone has to open, sort, rename, check and chase every single one.
That someone used to be your team. Now it's Pennix.

Act 1 · Submit

Your client sends it once — any way they like.

smithcpa.pennix.ai — Sarah's secure portal
Drop your documents here
PDFs, scans — phone photos are fine too.
IMG_2041.jpg
Uploading…
sending
Pennix
Got it, Sarah — that's your W-2 from Acme Corp. You're all set; we'll take it from here.
No portal? No problem.
✉️
Reply to any email
attachments go straight into the pipeline
📷
Text a photo
snapped documents are read like scans
📥
Forward to the firm's intake address
works from any inbox, any device
✓ Received — Sarah's checklist updated

That was the client's entire job. Everything from here on is automatic.

Act 2 · Streamline

Pennix reads every page — then files it perfectly.

One messy upload, taken apart
scan_final_v2.pdf
23 pages · 3 documents mixed together
reading…
W-2
wages
1099
freelance income
1098
mortgage interest
Pennix
Every page read and understood. One page was too blurry to be sure about — it goes to a person, never into a guess.
Filed in the firm's own naming style
2025 - Chen, Dan - W-2 - Acme Corp.pdf
filed under Tax Year 2025
filed ✓
2025 - Chen, Dan - 1099 - Fig Design Co.pdf
filed under Tax Year 2025
filed ✓
2025 - Chen, Dan - 1098 - First National.pdf
filed under Tax Year 2025
filed ✓
?1 blurry page — waiting for a human eyefor your team

No typing. No renaming. No lost pages. Nothing is ever filed on a guess.

Act 2 · Streamline

Every number checked — against last year and every other form.

Cross-checks on Dan Chen's file
Wages match the pattern from last year's returnpass
Mortgage interest is within 8% of last yearpass
!A partnership statement shows a $41,000 drop that nothing else explainsflagged
Pennix
Flagged for your reviewer — with the exact source page attached, so the answer is one click away. Pennix never flags without showing its work.

Your team reviews one flagged question — not forty pages.

Act 2 · Streamline

Missing something? Pennix asks — after you approve.

A friendly nudge, drafted for you
Draft to Dan Chen
knows Dan prefers “Dan”, not “Daniel” remembers what he already sent
You approve from anywhere
Pennix · needs your OK
Email to Dan Chen
asking for the missing bank-interest form
Approve ✓
📤 Sent — thread saved to Dan's file

Nothing reaches a client without your say-so. One tap from your phone, and the chase is off your plate.

Act 3 · Scale

That was one document. Pennix runs them all at once.

0
pages read this week
0
files ready for review
0
reminders you approved
0
documents lost
Happening right now, across the whole firm
09:41
Filed 2025 - Chen, Dan - W-2 - Acme Corp.pdf — checklist updated
09:41
Read 23 pages for Bob's Hardware — 9 documents filed
09:42
Flagged one number on Rivera Trust — source page attached
09:44
You approved 1 reminder from your phone — sent
09:46
Dan Chen's file is ready for review — one notification, not five

Your people do the judgment work. Pennix does the paperwork. That's the pipeline.

pennix
Submit, Streamline, Scale

One upload in. One review-ready file out.

Your client tapped once. You approved twice — from your phone.
Pennix did everything in between, and showed its work at every step.

Submit Streamline Scale

pennix.ai — Built for Precision. Designed for Trust.