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.
Win the work
The pipeline, proposal, and pricing live in Flows. When a client says yes, the context that closed the deal is already captured, not trapped in one person’s inbox.
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.
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 Flows and Papers as one connected flow. Context moves with the work instead of getting lost between tools.
One view of the client
Flows 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.
- SOC 2 Type II audited
- ISO 42001 (targeted Oct 2026)
- IRC §7216 & §6713 compliant
- Encrypted at rest & in transit (DSSE)
- ISO 27001 (targeted Oct 2026)
- US-only data residency
- WISP aligned to IRS, FTC, GLBA
- Client data never used to train AI
Ready to learn more?
Set up time with the Denari partnerships team to learn more about the platform and to assess fit. We know that only half of a good software experience is the software itself. The other half comes from detailed, hands-on implementation that gets you and the entire team on the same page.