Denari Documents
Let your team focus on what matters most.
One connected place for every document your firm receives, manages, and delivers, so partners, staff, and clients can find what they need faster than ever before.
One place for every document your firm touches.
Multi-channel intake
Every document (via email, upload, integration, or portal) flows into one place, ready for your team.
Firm-wide standardization
Define the required attributes on every file so data stays consistent across the firm.
AI-powered organization
Firm-defined attributes (client, category, year) are auto-applied at intake, so files arrive where they belong.
Versioning & audit log
Full file versioning eliminates duplication and confusion, and a thorough audit log records every touch.
Denari Portals
Clients send and retrieve documents without a password, a frictionless front door for every engagement.
Explore Denari PortalsDenari Answers
Staff ask natural-language questions and get instant, sourced answers pulled directly from your firm's documents.
Explore Denari AnswersWhat changes for your firm
01
Stop wasting hours hunting for files across email, drives, and folders.
02
Give clients a single, simple place to send and retrieve files.
03
Supercharge your firm by connecting everything to Denari Answers.
“Working with this team has been an exceptional experience because they prioritize building strong, lasting relationships grounded in trust and mutual respect. Their collaborative approach ensures everyone’s perspective is valued, leading to thoughtful solutions and better outcomes. Communication is always clear, proactive, and consistent, which makes projects run smoothly and efficiently.”
Steve Darrow
Partner · De Boer, Baumann & Company
Security
Explore Denari security →Certifications & audits
SOC 2 Type II
Independently audited for security, availability, and confidentiality.
ISO 27001In progress
Certified information security management for the Denari platform.
ISO 42001In progress
Certified AI management for responsible AI development and governance.
Data residency & compliance
US-only data residency
All data stored and processed exclusively within US-based infrastructure.
IRC §7216 & §6713
Compliant with tax-return-information disclosure rules by default.
Written Information Security Plan
Formal WISP aligned with IRS, FTC Safeguards, and GLBA.
Data security
Encryption
Encrypted at rest and in transit, with dual-layer server-side encryption (DSSE) for documents.
AI data privacy
Firm and client data is never used to train AI models.
Ready to learn more?
Book an introLearn more
Set up time with the Denari partnerships team to learn more about the Denari platform and to assess fit.
Onboarding
Denari understands that only half of a good software experience is good software. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.
Support
Our partner support is very important to us. Instead of using AI to provide low-quality support, we use AI to provide higher quality and quicker support from real US-based people on the Denari team.