AI BUILT IN
Cadence’s AI is part of the work itself. It reads what your clients send, files it, remembers what matters about each client, checks returns before they go out, and acts for you when you ask. You stay in charge of all of it.
DOCUMENTS
A client uploads a phone photo called IMG_2041. Cadence works out what it is, gives it a proper name, and puts it under the right client and year.
Recognizes slips, notices, receipts and statements
Renames and files each one for you
Ticks it off the list of what you asked the client for
Makes scans searchable by what they say
IMG_2041.jpg
Uploaded by Maren · 9:12 AM
Recognized as
T4 · Harbourline Logistics · 2026
Renamed
T4 · Harbourline Logistics.pdf
Filed in
Lindqvist › 2026 › Tax slips
Checklist · T4 slip received
Undo
CLIENT BRIEF
Anyone on your team can open a client and know the story in a minute. The brief is built from the client’s documents, messages and meetings, and it keeps itself up to date.
Every fact shows the document or meeting it came from
Ask the file a question and get an answer with its sources
A short digest before each client meeting
Pin what must not change, correct what is wrong
Okafor household
BRIEF
Bought a rental property in May 2025
From: Purchase agreement.pdf
Both spouses have T4 income; one also has a T5
From: 2025 return and this year’s slips
Wants a call before anything is filed
From: meeting on Mar 3
Did they claim the home office last year?
No. The 2025 return has no home office claim. Source: T1 2025.pdf
RETURN CHECK
Before a return goes out, Cadence compares it with the client’s slips, last year’s figures and their profile, and lists what doesn’t match. It never changes the return. You decide what to do with each finding.
Amounts that differ from the slip
Documents on file that the return doesn’t use
Changes from last year worth a second look
Name, address or marital status that differs from the profile
Lindqvist · T1 2026
RETURN CHECK
T5 interest: the slip says $412.18, the return says $421.18
RRSP receipt on file, not claimed
Address on the return differs from the client’s profile
14 slips match the return
3 findings for you to review
ASSISTANT
The assistant finds clients, answers questions about your firm’s work, drafts messages and follows up, using the same permissions you have. Anything that changes data waits for your confirmation.
Sees only what you are allowed to see
Asks before it sends, changes or deletes anything
Reads files you attach to the conversation
Every action recorded under your name
Which T1 clients still have not signed their engagement letter?
Seven clients haven’t signed yet. Three of them have returns due this month. I can send each of them a reminder in the portal.
Send 7 portal reminders?
“Hi, your engagement letter is waiting for your signature. It takes about a minute in the Cadence app.”
Send reminders
Edit message
Nothing is sent until you confirm.
CLIENT INTERVIEW
When a new client signs up, Cadence asks them the intake questions in a conversation, in their own time. Their answers fill in the client’s file and decide which documents to request.
It asks and collects. It never gives tax advice
A question that needs an accountant is flagged for your team
Your staff review what it gathered before anything is used
NB
Northbank CPA · getting to know you
Did you earn any rental income in 2026?
Yes, we rent out the basement. Can I deduct the new furnace?
Thanks, I’ve noted the rental. That question is one for your accountant, so I’ve flagged it for the team. Do you have the rent receipts for the year?
FOR YOUR TEAM TO REVIEW
Rental income: yes, basement suite
Documents to request: rent receipts, expense receipts
Flagged question: furnace replacement
MEETINGS · WITH FIREFLIES
Connect Fireflies and your meeting notes are matched to the right client, kept with their record, and used to keep the brief current. Nobody has to type up the call.
AI in an accounting firm has to be something you can check, switch off and take back.
SWITCHES
An off switch for each feature
Turn any AI feature off for your firm, on its own, at any time.
RECORD
Recorded, and undoable
Everything AI writes is logged with what it was based on, and can be undone.
PEOPLE
A person confirms
The assistant asks before it sends or changes anything, and a return check never edits a return.
PRIVACY
Nothing kept by the AI provider
AI runs on Anthropic’s Claude under a zero-data-retention agreement. Requests are processed in the United States.
In a 30-minute walkthrough we upload a slip, open a brief and run a return check, live.