For tax teams
Get through tax season with the returns and none of the friction.
Preparers, reviewers, and tax managers spend the season chasing documents and rebuilding time after the fact. Denari puts the intake, the client exchange, and the workflow in one place so the work moves and the busywork disappears.
Spend the season on returns, not on everything around them.
The hard part of tax work was never the return. It was the scattered source docs, the client who never sends what you asked for, the manual delivery and signature dance, and the timesheet you reconstruct at 11pm. Denari takes those off your plate so the season is about judgment, not logistics.
How Denari helps your tax team.
Documents in one place
Source docs land in Denari Documents, where intake and AI organization sort, name, and file them against the right client and engagement. No more digging through email threads and shared drives.
Frictionless client exchange
Portals gathers what you need, delivers the finished return, and collects e-signatures in one governed flow. Clients see a single, secure place instead of a scavenger hunt.
Time that writes itself
Patterns captures your time automatically as you work, so reviewers and preparers stop rebuilding the day from memory and stop losing evenings to timesheets.
The return lifecycle, end to end.
- 1
01
Gather
Portals requests source documents, tracks who has responded, and routes everything into Documents for automatic organization.
- 2
02
Prepare & review
Papers handles engagement prep and tie-outs while Flows moves the return through preparation, review, and sign-off with status you can actually see.
- 3
03
Deliver & sign
The finished return goes back through Portals for delivery, e-signature, and payment, with time already captured by Patterns along the way.
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.