Built to give every CPA instant access to your firm's collective knowledge—tax strategies, client precedents, and regulatory insights. Reduce redundant research and preserve expertise that typically walks out the door when partners retire.
Built to increase billable hours and reduce tax research overhead through instant access to institutional knowledge.
See how Perpetual Core can transform your busiest time of year
Traditional Tax Season Workflow
Client emails asking about Section 199A deduction eligibility. Start searching through IRS publications, previous year's workpapers, and emails.
Need to verify passive activity loss rules. Toggle between multiple browser tabs with IRS.gov, Tax Notes, and firm's shared drive folders.
Complex estate tax question. Send email to senior partner, wait for response. Partner is in meetings all day. Question sits unanswered.
Draft response to client about tax position. Search old emails to find similar client situations. Manually format professional response.
AI-Powered Tax Intelligence
Ask Perpetual Core: "Explain Section 199A deduction for this client's business type." Gets relevant code sections, firm's past positions, and client-ready explanation instantly.
AI surfaces passive activity loss rules with citations, firm's interpretation notes, and real examples from past client returns you've prepared.
Ask complex estate tax question. AI instantly provides senior partner's methodology from similar cases, complete with workpaper templates and client communication examples.
AI drafts professional client response using firm's tone and style. CPA reviews, refines, and sends. Client receives answer before 9 AM instead of next day.
Illustrative example showing potential time savings. Actual results vary by firm and use case.
Your personal AI coach is available 24/7 to help you navigate tax code, answer client questions, and guide you through complex calculations—just like having a senior partner on call.
Don't know which form to use? Confused about a new regulation? Need help with a depreciation schedule? Just ask your AI Coach. It understands tax terminology and provides step-by-step guidance.
Real example: Tax code lookup during busy season
"My client operates a consulting business. Does she qualify for the Section 199A deduction?"
Let me help you determine Section 199A eligibility:
Consulting may qualify if it's not a "Specified Service Trade or Business" (SSTB) under IRC §199A(d)(2).
Key factors:
💡 From your firm's knowledge: You handled 3 similar consulting clients last year—would you like me to show those positions?
"Yes, show me how we handled similar cases"
Here are 3 consulting clients from 2023 where you took the 199A deduction:
Would you like me to draft the client explanation using your standard template?
Click any topic to chat with your AI Coach
Built specifically for the unique challenges accounting firms face every day
Ask questions in plain English and get instant answers from IRC code, regulations, and your firm's past tax positions. Never dig through IRS.gov again.
Draft professional client emails, explain complex tax concepts in simple terms, and maintain complete conversation history. Never forget what you told a client.
Automate repetitive tasks like engagement letters, tax organizers, and extension requests. Focus on high-value advisory work, not admin tasks.
Store and search all client workpapers, returns, and supporting docs. AI understands the content and finds exactly what you need in seconds.
Junior staff get instant access to senior partner expertise. Everyone benefits from collective knowledge. New hires are productive from day one.
IRS Circular 230 compliant. SOC 2 certified. Bank-level encryption. Your clients' financial data is protected with the highest security standards.
When senior partners retire, decades of complex tax strategies, client precedents, and regulatory workarounds disappear. Perpetual Core captures and preserves your firm's collective accounting wisdom so it compounds over time instead of vanishing.
Expertise walks out the door
When your tax partner retires, 30 years of multinational tax strategies, obscure deduction techniques, and complex client positions disappear forever. Junior CPAs start from scratch.
Each CPA researches the same tax code sections, same client scenarios, same IRS positions that someone else already figured out last year. Hours wasted reinventing the wheel.
That perfect tax position you took for a similar client 3 years ago? Buried in someone's email. CPAs can't find it, so they miss opportunities or make inconsistent recommendations.
New hires spend 5+ years learning complex tax strategies through trial and error. They don't know what senior partners know about navigating audits and difficult client situations.
Expertise compounds forever
Document your top tax partners' approaches to complex multinational structures, estate planning strategies, and IRS audit positions. When they retire, their 30 years of wisdom stays—accessible to everyone, forever.
AI indexes every successful tax strategy, client precedent, and regulatory position your firm has taken. Search "Section 199A for professional services" and instantly find 12 examples with IRS outcomes.
Every client's tax positions, planning strategies, and historical decisions instantly searchable. Ensure consistency across years and partners. Never lose context when clients switch CPAs.
New hires ask AI: "How do we handle cost segregation for real estate clients?" They instantly access your senior partners' approaches, successful strategies, and lessons learned from audits.
How one firm preserved 35 years of multinational tax expertise
Senior tax partner with 35 years experience announced retirement. He specialized in complex multinational corporate tax—transfer pricing, foreign tax credits, GILTI calculations for tech companies with European subsidiaries. His expertise on navigating IRS examinations for international structures, his library of successful tax positions, and his relationships with IRS agents lived in his head and old work papers. The firm was losing their most profitable practice area.
Over his final year, he documented everything in Perpetual Core: his transfer pricing methodologies, approaches to foreign tax credit planning, GILTI mitigation strategies, and successful tax positions for dozens of multinational clients. AI indexed his 35 years of client work—tax opinions, planning memos, IRS correspondence, audit defense strategies. He recorded his thinking on complex scenarios and how he'd handled difficult IRS examiners.
Two years after retirement, the firm's international tax revenue actually increased 28%. How? Three younger partners now had instant access to his 35 years of expertise. They searched his approaches during client consultations, used his planning memos as templates, and followed his IRS audit playbooks. New multinational clients saw the same sophisticated strategies. The firm turned one expert's entire career into permanent institutional knowledge that made everyone better.
"We thought losing our international tax partner would devastate that practice. Instead, Perpetual Core preserved his 35 years of brilliance. Now every CPA can tap into his expertise. It's like he never left."— Managing Partner, Regional CPA Firm
See how Perpetual Core can help your firm across different situations
Handle peak volume without burning out
During tax season, every minute counts. Perpetual Core can help you research tax positions, answer client questions, and draft communications in seconds—not hours.
Expand beyond compliance into advisory
Spend less time on routine compliance and more time providing strategic advice. Perpetual Core handles the research so you can focus on building relationships.
Stay current with evolving tax law
Tax laws change constantly. Perpetual Core can help you understand new regulations and how they apply to your clients, with plain-English explanations and implementation guidance.
Preserve expertise when partners retire
When senior partners retire, decades of expertise walks out the door. Perpetual Core captures and preserves that knowledge so your firm's collective intelligence grows stronger over time.
Designed to solve the biggest challenges facing modern accounting firms: tax season stress, knowledge silos, and client communication overload.
Tax returns, workpapers, client files, engagement letters, firm methodology documents—upload everything. Our AI indexes and categorizes it automatically by client, year, and tax type.
Ask questions like you're talking to a senior partner: "How did we handle passive losses for Client XYZ last year?" or "Explain Section 179 deduction limits for 2024." Get instant, relevant results.
The more your team uses Perpetual Core, the smarter it gets. It learns your firm's methodology, client preferences, and tax positions. Your institutional knowledge grows stronger every season.
CPAs spend hours searching through old files, tax code, and emails during the busiest time of year. Clients wait days for answers that should take minutes.
When senior partners retire, decades of tax expertise and client knowledge disappears. Junior staff start from scratch on complex client situations.
Tax laws change constantly. CPAs struggle to stay current while also serving clients. Researching every new regulation takes time away from billable work.
Every tax return, workpaper, client conversation, and firm methodology becomes instantly searchable and accessible to your entire team—with full security and client confidentiality protection.
See exactly what changes when your firm adopts Perpetual Core
| Task | Old Way (Manual) | Perpetual Core |
|---|---|---|
| Tax Code Research | 2-3 hours searching IRS.gov, Tax Notes, firm files | 5 minutes with AI-powered search and citations |
| Client Question Response | Search emails, wait for partner feedback, draft response manually | AI drafts response using firm's knowledge and client history |
| Finding Prior Year Workpapers | Search shared drive folders, multiple versions, unclear naming | Instant search by client, year, or content |
| New Tax Law Updates | Read lengthy IRS publications, attend webinars, take notes | Ask AI for plain-English summary and client impact |
| Knowledge Retention | Lost when partners retire or staff leave | Permanently preserved in searchable knowledge base |
| Staff Training & Onboarding | 3-6 months shadowing seniors, asking questions | Instant access to firm methodology and past client work |
| Cost | $50K+/year (research tools + wasted time) | $60K/year for 10 CPAs (potential ROI: $150K+ savings) |
| Multi-Model AI Access | None (or separate subscriptions) | GPT-4, Claude, and Gemini in one platform |
| Client Communication History | Scattered across email, phone notes, files | Complete searchable history with context |
| Document Storage | Shared drives with inconsistent organization | Unlimited storage with AI-powered search |
| Security & Compliance | Manual compliance tracking, varies by tool | SOC 2 certified, IRS compliant, automatic audit logs |
Firms using Perpetual Core can help CPAs save 8+ hours per week during tax season, increase capacity by 30%, and reduce research time by 80%.
See Your Firm's Potential SavingsSee exactly how much your firm could save with Perpetual Core
Adjust the values below to match your firm's profile
This estimate is based on potential time savings converted to billable value, minus the cost of Perpetual Core. Actual results will vary by firm size, service mix, and usage patterns.
Schedule Demo to Confirm Your SavingsEverything you need to know before getting started
Schedule a call with our team. We'll answer all your questions and show you exactly how Perpetual Core works for your firm.
One price. Everything included. No hidden fees.
Everything your accounting firm needs. Cancel anytime.
If you don't see measurable ROI within 60 days, we'll refund 100% of your investment. No questions asked. No fine print. We're that confident in the results.
14-day free trial • No credit card required • Cancel anytime • 100% money-back guarantee
See how Perpetual Core can help your firm reduce tax research time, answer client questions faster, and preserve institutional knowledge for the next generation.
Questions? Email us at accounting@aios.com