Governance
Partner approval gate on every financial write. §301.7216-compliant by architecture. Immutable audit trail on every decision.
Safe & secure AI that does real work. Onsen is an always-on AI workforce helping to optimize tax, reduce busy-work, and drive advisory outcomes. Every workflow, decision, and interaction is audit-defense stored.
Treasury clarifies 1099-paid contractor costs qualify as research expenses when work product is owned by the taxpayer.
High-value, high-volume work is piling up — and the AI shortcuts you've been promised create more risk than relief.
Firm time spent chasing clients & "busy work"
In advisory services opportunities missed
In tax optimization left on the table due to changing and unclear tax laws, like OBBBA
AI was supposed to help — but most solutions are not §7216-compliant, they don't know your clients, and they're often wrong.
Built from the ground up, to help your firm optimize tax, grow advisory revenue and just do more — all on an audit-defense architecture.
Partner approval gate on every financial write. §301.7216-compliant by architecture. Immutable audit trail on every decision.
Complete and dynamically updated federal and state tax corpus. Deep understanding of client books.
Purpose-built workspaces that complement and anticipate your workflows.
Fit-for-purpose agentic tax system combining a citation-driven, expert knowledge base with audit-proof governance to get real work done.
What Onsen delivers today, at the firm level.
per month saved per CPA
in tax optimization capture per average firm
in new advisory revenue — without hiring
Three of the workflows running in pilot today. Each one shows the same pattern: Onsen does the heavy lift, the partner reviews and approves, and every decision lands in your audit trail.
Treasury clarifies 1099-paid contractor costs qualify as research expenses when work product is owned by the taxpayer.
Onsen scans IRS rev-ruls, Treasury notices, and state DOR releases every morning, then matches each rule against the entity types, industries, and prior-year filings of every client in your book. You only see the rules that actually touch your roster.
Onsen runs quarterly scans across every S-corp client, projecting full-year owner comp from YTD data and comparing it against defensible BLS OES benchmarks. Under-comp exposure, excess payroll tax, and election opportunities surface 91 days before year-end — while payroll can still be adjusted.
Onsen pulls QBO data, runs variance analysis, drafts the executive summary, and composes a partner-ready QBR. The narrative is grounded in the books — every claim cited — and pending your sign-off, never auto-sent.
Every action taken on the platform is recorded and stored in Decision Record — the source it read, the reasoning it followed, the human who approved it. In two years, if an auditor asks "why was that decision made?", you have a defensible answer in two clicks.
Read-only scopes by default. Every action recorded as a Decision Record. SOC 2 Type II in progress.