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.