Monday·Claude in Excel
Review Acme Grille's 10-K
Inputs formatted blue, formulas black, totals highlighted. Claude walks the consolidated income statement per the firm's modeling standards — citations and transparency pane included.
§ 01 — Overviewfirms.withdave.ai
WithDave Firms · B2B Platform
You built your practice
on judgment.
Not paperwork.
WithDave puts AI into the work — you keep the judgment, and the signature. Every answer is drafted by AI and approved by your team before it ever reaches a client.
Drafted an engagement letter
Review queueAcme Restaurant Group
Client asked
“Can we deduct the new espresso machine this year?”
Your AI drafted
Yes — it likely qualifies for Section 179 expensing, so you can deduct the full cost this year rather than depreciating it…
IRC §179IRS Pub. 946High confidence
Nothing sends until you approve.Approve
01
Deep knowledge bases
Purpose-built for tax, legal, retirement, Medicare, and insurance
02
Trained on your firm
Your tone, disclaimers, engagements, and client history
03
Human review gate
No AI response reaches a client without your team's approval
04
Per-firm isolation
Encrypted at rest · row-level security · glass-box audit trail
What we engineer for · design targets
12+hrs / week
saved on client comms
40→5min
per client response
Design targets — what we build the platform to deliver, validated jointly with founding-partner firms. Not averaged client results yet.
§ 01b — See it live90-second walkthrough
What your morning looks like
with WithDave.
Every day at 6am, an AI agent scans your entire practice. Watch the walkthrough — no slides, just the live product.
The difference
Your firm reviews every AI response.
Then your client sees it.
The fastest way to expose your firm to malpractice is to put raw AI in front of clients. We don’t. Every question your client asks generates a draft — but nothing leaves your firm until your team approves, edits, or rejects it. The portal is yours. The voice is yours. The liability stays where it belongs.
Step 01 · Draft
AI drafts the answer
Client asks a question through your branded portal. Claude drafts a response using your firm’s playbook, prior client work, and uploaded documents — not the open internet.
Step 02 · Review
Your team reviews
The draft lands in your review queue. Approve as-is, edit in place, or reject. Configure auto-approve thresholds by topic if you want to move faster on low-risk questions.
Step 03 · Deliver
Client sees the polished version
The approved response reaches the client under your firm’s name. They never see “ChatGPT” or “WithDave” — just the answer their professional gave them.
Compare to: pointing a client at the ChatGPT website. They get unbranded, unverified, untraceable answers from a model that doesn’t know your firm’s positions. You get liability for everything they did with that information.
Try it — this is what your clients see
A
Ask Acme CPA
AI-assisted · Human-reviewed
Online
A
Hi! I'm the Acme CPA AI assistant. Ask me anything about your taxes, documents, or next steps. My answers are reviewed by your team before reaching you.
Reviewed & approved
Powered by WithDave · AI drafts, humans approve
What you get
Five products. One brand. Yours.
Every component on the consumer side of WithDave — production-tested with real users — gets a professional wrapper and rolls into the firms platform. Plus Claude installed directly into the Microsoft Office tools your team already uses every day.
§ 01 — Featured
Client Portal
Your brand, your clients
The white-labeled face of your firm. Every client logs into a portal that looks like yours, not ours — logo, colors, copy, custom domain. The hub where your clients live: ask questions, upload documents, sign engagement letters, message your team, and see exactly where their work stands.
What lives inside
- Branded login + dashboard (your logo, colors, custom domain)
- Secure client document vault with upload + e-signature
- Encrypted client messaging, full audit trail
- AI Q&A under your firm's name — your tone, your guardrails
- Engagement & matter status tracking, visible to the client
- Per-client row-level security isolation
§ 02
Office Workbench
Claude in Excel, Word & Outlook
Firm-tuned prompt packs for Claude's Microsoft Office tools. You bring Claude for Microsoft 365 (or the Chrome extension); we supply the curated, firm-branded library — Excel workpapers, Word drafts, Outlook templates — with your tone and disclaimers built in. No new software to learn.
§ 03
AI Coworker
Trained on your firm's playbook
The internal AI your team uses every day — trained on your firm's methodology, prior work, and tone of voice. Drafts client emails, preps for meetings, researches edge cases, reviews documents before they go out. ChatGPT, but it actually knows how your firm works.
§ 04
Document Studio
Branded deliverables, generated
Engagement letters, tax memos, opinion letters, audit workpapers, estate plans, policy comparisons — generated from a conversation, branded with your firm's templates, routed through your review queue before anything reaches a client.
§ 05
Client Intelligence
Walk into every meeting prepared
Auto-generated pre-meeting briefs on every client. What's changed since last contact, what's relevant from the news, what to ask, what to recommend. Plus an intake agent that qualifies inbound leads and hands them to your coworker with a brief already attached.
§ Office Workbench — A week at Acme CPAExcel · Word · PowerPoint · Workspace
Office Workbench
Claude, inside the tools your firm
already lives in.
Every Office Workbench pack drops straight into Claude for Excel, Word, PowerPoint, and Outlook — and into the Chrome sidebar for Google Workspace firms. Your voice, services, and disclaimers already baked in. Not a separate app. Not another tab. Your team uses what they already know.
Tuesday·Claude in Word
Redline a client NDA
Track Changes on. Eleven proposed edits across §§1–6, 9, 11–12 — indemnification scope, IP assignment, a fresh notice clause. Accept or reject from the sidebar and move on.
Wednesday·Claude in PowerPoint
Brief the partner meeting
Claude reads the slide — stacked bars by charger type, 2024 through 2030 — and surfaces the numbers, CAGR, and key market facts for the prep note.
Friday·Claude in Chrome · Google Workspace
Not a Microsoft shop?
Claude's Chrome extension runs alongside Gmail, Google Calendar, and Docs — same firm-context injection, same review workflow. Google Workspace firms aren't left behind.
What you don’t have to build
Firm-tuned prompt packs,
ready on day one.
Anthropic ships the Office integrations. We ship the intellectual capital — a curated prompt library built for your pathway, with your firm’s tone, services, and disclaimers injected automatically. Update your firm context once; every prompt updates.
In the CPA pack today
- Excel: Schedule C reconciliation, fixed-asset rollforward, QBI workpaper
- Word: Engagement letters, tax memos, IRS response drafts
- Outlook: Client doc-request emails, extension filings, year-end notes
- Law, financial, insurance & HR packs ship with their pathway
§ 04 — PathwaysFive verticals
Pathways
One foundation.
Five professional verticals.
The CPA pathway ships first, because tax season is the most acute pain we can solve. Law follows immediately, then financial, insurance, and HR — each inheriting the same multi-tenant, audit-grade foundation.
01
CPA Firms
Solo CPAs to 50-person tax practices
Branded client Q&A portal, Claude in Excel with pre-built tax workpaper templates, document studio for engagement letters and memos, AI coworker trained on your firm's playbook. Built for the firm that drowns every January through April.
Now live
Apply
02
Law Firms
Family law, estate planning, small litigation
AI-guided client intake, research memo drafting, document generation (retainer agreements, demand letters, legal memos), client status portal. Full review queue ensures every draft is approved before delivery.
Now live
Apply
03
Financial Advisors
Independent RIAs, wealth managers
Client Q&A portal across retirement, tax, estate, and insurance topics. Financial plan summaries, meeting prep briefs, investment policy statements, and compliance-ready documentation.
Now live
Apply
04
Insurance Agents
Independent agents and brokers, multi-carrier
Coverage gap analysis, policy comparison memos, claims guidance letters, and a branded client portal. Document studio with industry-specific templates for every client interaction.
Coming soon
Waitlist
05
HR & Benefits Consultants
Benefits brokers, fractional HR, ERISA consultants
Benefits package summaries, open enrollment decision guides, compliance advisory memos (ACA, ERISA, COBRA), and employee-facing documentation. Powered by deep regulatory knowledge.
Coming soon
Waitlist
How it works
From signup to live in an afternoon.
01
Sign up & brand it
Upload your logo, pick your colors, choose your domain. The whole front end becomes your firm in minutes.
02
Invite your clients
Magic-link invites, no passwords. Each client gets isolated access to their own portal.
03
Review & approve
Every AI response can route through your review queue. Approve, edit, reject — the client sees the polished version with your name on it.
04
Audit everything
Glass-box logging for every chat, draft, and document — including everything that happens inside Office Workbench. Export-ready for SEC, state bar, or insurance commissioner reviews.
Pricing
Priced for the firms enterprise tools ignore.
Hybrid tiers: seat-based with usage limits. Overage at $0.10 per interaction. Design partners get founding-firm pricing locked for the first 12 months.
Starter
$149/month
Solo CPAs and lean firms (1–2 staff). Branded portal, human-review queue, and per-client data isolation — live in days.
- Branded client portal (your colors + “Powered by WithDave”)
- Human-review queue on every AI response
- Per-client row-level data isolation
- 90-day audit trail, export-ready
- 1 team member, up to 50 clients
- 500 AI interactions / month
- 50 documents / month
Most popular
Growth
$349/month
Small firms with growing client load (2–5 staff). Full white-label, Office Workbench, and multi-reviewer routing.
- Full white-label (logo, colors, typography)
- Office Workbench: Claude in Excel & Word
- Priority review routing (by topic, urgency, client)
- 1-year audit trail — export packages for SEC, state bar, ACA
- 5 team members, up to 200 clients
- 2,000 AI interactions / month
- 250 documents / month
Firm
$749/month
Multi-partner firms going all-in (5–15+ staff). Custom domain, custom review workflows, regulatory-grade audit history.
- Custom domain (clients.yourfirm.com) + full white-label
- Custom review workflows + per-topic escalation rules
- Unlimited audit trail with regulatory-export packages
- Dedicated onboarding + quarterly business review
- 15 team members, unlimited clients
- 10,000 AI interactions / month
- Unlimited documents
Enterprise
Custom
Multi-office firms, broker-dealers, and organizations with custom compliance, SSO, or integration requirements.
- Everything in Firm, plus:
- SSO / SAML integration
- Custom review workflows & escalation rules
- Dedicated success manager & quarterly reviews
- Unlimited team members, unlimited clients
- Custom API integrations & data pipelines
- On-premise deployment options
The experience we’re building
What going live is designed to feel like.
Illustrative scenarios from our design-partner conversations — we’ll swap in named client quotes as our founding firms go live.
“
We went from spending 40 minutes per client email to reviewing a draft in under 5. The review queue is the key — we stay in control, but the AI does the heavy lifting.
Managing Partner
CPA firm, 8 staff
“
My clients actually use the portal now. Before, they'd call to ask where their return stood. Now they log in, see the status, upload what we need, and we all save time.
Sole Practitioner
Tax & bookkeeping practice
“
I was skeptical about AI near client communications. The fact that nothing goes out without my sign-off changed my mind. It's like having a smart paralegal who drafts perfectly in my voice.
Founding Attorney
Boutique estate planning firm
Onboarding our first 10 founding firms
Security & compliance
Built for regulated professionals.
Your clients trust you with sensitive information. We treat that trust as non-negotiable infrastructure — not a checkbox.
Data isolation
Every firm gets its own logical partition. Row-level security policies enforce that Firm A can never read Firm B's data — not through the API, not through a bug, not through us.
Encryption everywhere
AES-256 at rest (Supabase + Vercel), TLS 1.2+ in transit. File attachments encrypted in isolated storage buckets.
Audit-grade logging
Append-only audit trail on every action — who did what, when, to whose data. Searchable, exportable, ready for state bar reviews, SEC audits, or insurance commissioner inquiries.
Regulatory awareness
The AI is instructed to stay in its lane — a CPA portal won't volunteer legal advice, a law firm portal won't recommend securities. And the real guardrail is structural: every answer is human-reviewed before it reaches a client.
Human-in-the-loop by default
Every AI output routes through your review queue before reaching a client. This isn't optional — it's the architecture. You can relax it for low-risk topics, but it never disappears.
Data retention & deletion
You own your data. Full export available at any time (JSON + CSV). On termination, all firm data is permanently deleted within 90 days. No data mining, no model training on your content.
SOC 2 Type II audit begins Q3 2026
Our SOC 2 Type II audit begins Q3 2026, with certification expected by Q4 2026. Design partners receive our security whitepaper and architecture diagram on day one. A HIPAA BAA is in scope for our Medical Pack launch — ask us about timing.
How we compare
The alternatives — and why they fall short.
WithDave Firms | Give staff ChatGPT | Hire internally | Do nothing | |
|---|---|---|---|---|
| Branded client portal | ✓ | — | — | — |
| Human review on every response | ✓ | — | ✓ | — |
| Audit trail | ✓ | — | — | — |
| Trained on your firm | ✓ | — | ✓ | — |
| Document generation (50 firm templates) | ✓ | — | — | — |
| Claude in Office | ✓ | — | — | — |
| Pre-meeting briefs | ✓ | — | ✓ | — |
| Live in under a day | ✓ | ✓ | — | ✓ |
| Cost / month | $149–749 | $20/seat | $5k–8k+ | $0 |
Common questions
Questions we hear from every firm.
Can AI really handle sensitive client questions without malpractice risk?+
The AI never speaks to your clients directly. It drafts a response, which lands in your review queue. A human at your firm — you, a partner, or a designated reviewer — reads, edits if needed, and approves before the client sees anything. The liability structure is identical to a junior associate drafting a memo that a partner reviews before sending.
How long does setup actually take?+
Most firms are live within an afternoon. Upload your logo, pick your colors, invite your first client, and the portal is ready. The AI coworker learns your tone from a short context document you provide — think of it as a one-page brief on how your firm communicates. Deeper customization (Office Workbench prompt packs, custom review workflows) typically rolls out over the first two weeks.
What happens to my data? Is it used to train AI models?+
Never. Your client data is never used to train any model — not by us, not by Anthropic. We use Anthropic's API under their commercial terms, which keep your prompts and responses yours. Your data lives in isolated, encrypted storage and is only accessed to serve your firm's requests. Full export and deletion available at any time.
Do my clients know it's AI?+
That's your call. The portal displays under your firm's brand — your logo, your colors, your domain. Most firms include a brief disclosure ('AI-assisted, human-reviewed') in the response footer, which satisfies ethical obligations while maintaining trust. The 'Reviewed & Approved' badge on each answer makes the human oversight visible to the client.
What if the AI gives a wrong answer?+
That's exactly why the review queue exists. The AI drafts; your team verifies. If a draft is wrong, you reject it or edit it — the client never sees the mistake. Over time, the AI learns your firm's positions from the edits you make, improving draft quality. But the safety net never goes away.
Can I try it before committing?+
Yes. Design partners get a fully functional portal during the engagement — real clients, real data, real workflows. There's no 'demo mode' that hides limitations. You're testing production. If it doesn't work for your firm within the first 30 days, you walk away at no cost.
How is this different from just giving my team ChatGPT?+
ChatGPT doesn't know your firm's positions, tone, or client history. It can't route drafts through a review queue. It can't brand responses under your firm's name. It has no audit trail. And it gives your clients direct, unfiltered access to a model that might hallucinate about tax law. WithDave is the layer that makes AI safe for client-facing professional services.
§ 06 — Who’s behind thisA note from the founder
Dave
Founder · WithDave
I built WithDave because I was tired of watching smart people pay too much for advice they should already have.
WithDave was built by an attorney with 20+ years in tax law, litigation, business, and finance — someone who has actually sat in your seat and worried about the same things you worry about: malpractice, client communication, regulatory exposure, the bar opinion your client just forwarded with one line of context.
The consumer side of WithDave — five AI advisors, thirty topics, the Situation Room, the Document Studio — has been live in production and exercised across hundreds of real questions about taxes, estate plans, retirement, insurance, and small business.
The firms I heard from kept asking the same thing: “Can I put this in front of my clients, under my brand?” That question became firms.withdave.ai. Same production-tested engine. Same advisor depth. Wrapped in a white-labeled portal, an AI coworker trained on your playbook, and firm-tuned prompt packs for Claude in the Microsoft Office tools your team already uses.
I’m looking for ten CPA firms to build it with me. If that sounds like you, apply below — or grab time on my calendar and we’ll talk.
I read every application personally and reply within a day or two.
The thinking behind it
Anchored by our forthcoming research —
The State of AI in Professional Services Firms, 2026.
Grounded in deep professional-services and AI expertise — and a real understanding of what it means to answer for the work.
Publishing 2026Beyond the platform
Some firms want a partner, not just a platform.
Our advisory practice works alongside your firm to put AI into your real workflows — as an add-on to the platform, or as a standalone engagement.
Design partner program
Be the firm that actually does it.
We're onboarding a small group of CPA firms as design partners. Founding-firm pricing locked for 12 months. Direct line to the build team. Your feature requests jump the line.
Selecting our first 10 founding firms
Rather just book a 20-min call?Or email us directly at partnerships@withdave.ai