For cross-team collaboration
One firm, working from one source of truth.
Tax, accounting, assurance, and advisory teams share the same clients and hand work back and forth every day. Denari gives them a common foundation and clean handoffs, so nothing gets lost between services.
The firm is one team. The data should be too.
When each service line runs its own tools, the same client is entered three times and understood three ways. Information gets lost between sales and delivery, and no one holds the whole picture. Denari removes the seams by putting every team on one governed record.
From won work to finished engagement, without the re-work.
- 1
01
Win the work
The pipeline, proposal, and pricing live in Relations. When a client says yes, the context that closed the deal is already captured, not trapped in one person's inbox.
- 2
02
Kick off & deliver
Flows turns the signed engagement into a live workflow. Scope, owners, deadlines, billing, and payments carry forward automatically, so nothing is re-keyed on the way to delivery.
- 3
03
Execute the engagement
Papers runs the tax, accounting, and assurance work against the same client record. Every team executes from shared facts instead of a private copy of the truth.
What shared infrastructure looks like.
One shared data foundation
Denari Vault is the governed, permissioned warehouse every team draws from. Enter a client fact once and it is correct everywhere, for everyone allowed to see it.
No dropped handoffs
The path from prospect to delivery runs through Relations, Flows, and Papers as one connected flow. Context moves with the work instead of getting lost between tools.
One view of the client
Relations keeps the relationship, history, and communications in a single record. Whether the client is talking to tax, assurance, or advisory, the firm shows up as one team.
And answers across all of it.
Because every service line writes to the same foundation, Answers can reach across pipeline, engagements, and client history at once. Ask a question about a client or the whole book and get a source-traced response, no matter which team did the work.
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.