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Purpose-built AI for compliance, advisory and audit.

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.

IRS Revenue Ruling · Today
Rev. Rul. 2026-08 — §41 R&D credit qualification
Affects 1 client

Treasury clarifies 1099-paid contractor costs qualify as research expenses when work product is owned by the taxpayer.

Clients in your book that match
TechSpark Studios
S-corp · software / SaaS
Est. credit Δ
+$24K–$36K
Draft memo →
§301.7216-compliant by architecture
Tax- and client-safe AI tooling
Enterprise-grade security

Firms are feeling the squeeze.

High-value, high-volume work is piling up — and the AI shortcuts you've been promised create more risk than relief.

40%+

Firm time spent chasing clients & "busy work"

$25B+

In advisory services opportunities missed

$70B

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.

A tax- and client-aware AI workforce.

Built from the ground up, to help your firm optimize tax, grow advisory revenue and just do more — all on an audit-defense architecture.

Governance

Partner approval gate on every financial write. §301.7216-compliant by architecture. Immutable audit trail on every decision.

Context & Knowledge

Complete and dynamically updated federal and state tax corpus. Deep understanding of client books.

Product & Interfaces

Purpose-built workspaces that complement and anticipate your workflows.

Agentic Harness

Fit-for-purpose agentic tax system combining a citation-driven, expert knowledge base with audit-proof governance to get real work done.

Three outcomes that change the firm's economics.

What Onsen delivers today, at the firm level.

Up to
26 hrs

per month saved per CPA

Up to
$54K

in tax optimization capture per average firm

Up to
$360K

in new advisory revenue — without hiring

Onsen at work.

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.

Tax Digest · Jul 24
IRS Revenue Ruling · Today
Rev. Rul. 2026-08 — §41 R&D credit qualification
Affects 1 client

Treasury clarifies 1099-paid contractor costs qualify as research expenses when work product is owned by the taxpayer.

Clients in your book that match
TechSpark Studios
S-corp · software / SaaS
Est. credit Δ
+$24K–$36K
Draft memo →
Tax-law monitoring

Daily tax-change digest — matched to your book.

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.

  • Client-aware filtering — no noise, only what hits your book
  • Estimated credit / liability delta per affected client
  • One-click "draft memo" with full citation chain
Tax optimization

Reasonable-comp scans before year-end, not after.

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.

  • Portfolio-level scan — every S-corp client, every quarter
  • Dollar exposure quantified (FICA gap, excess payroll tax)
  • Sources cited — BLS OES, RCReports, IRS FS 2008-25
S-Corp Scan · Q4 2026
7 clients
Oct 1, 2026 · 91 days to year-end
2 flagged 1 opportunity 2 clean 2 need data
Mountain View Dental Under-comp
~$7,191 FICA exposure
Projected comp: $38,000 · Benchmark: $85K–$115K (BLS OES)
⏱ 91 days to true up before Dec 31
Smith CPA Group · QBR
Cool Cars LLC — Q1 2026
Pending review
Executive summary
Onsen-composed
  • Revenue grew 6.6% YoY to $168,500 — driven by a shift toward higher-margin service labor (service +14%, parts −8%).
  • AR concentration risk: Sterling Auto Fleet owes $4,200 of $4,400 in 90+ day balances — recommend tightening fleet terms to net-45.
Quarterly business reviews

QBR packets, composed and ready for partner review.

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.

  • AI-composed executive summary with cited claims
  • Material variance threshold tuned per client (e.g. >10% AND >$5K)
  • Partner review gate — draft sits until you approve

Work papers and audit defense made easy.

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.

  • Full chain of custody on every action taken
  • Human-in-the-loop approval for anything above your threshold
  • Exportable audit log — CSV, PDF, or read-only portal
  • Read-only scopes by default; writes require explicit opt-in
Decision Record
TR-48391 · Acme Holdings LLC
Saved · Workpaper
Transaction
AMEX · $4,128 · 2026-06-04
Categorization
6230 · Software Subscriptions
Reasoning
Vendor "Adobe" matched prior pattern (11 of 12 months) at confidence 0.94.
Sources
Vendor history · COA mapping
Approved by
M. Park, CPA · Jun 5, 9:12am

Enterprise-grade security.

§301.7216 compliant
Architected to meet IRS taxpayer-data disclosure rules
Human-in-the-loop approval
Partner sign-off gates every material action
No training on your data
Your client work never trains a model — ours or anyone else's
AES-256 · TLS 1.2+
Encrypted at rest and in transit, end to end
CCPA & GDPR aligned
Data subject rights honored — access, deletion, export
All data stays in the US
Storage, processing, and model inference — US regions only

Read-only scopes by default. Every action recorded as a Decision Record. SOC 2 Type II in progress.

Works with the tools your team uses every day.

QuickBooks
QuickBooks
Xero
Xero
FreshBooks
FreshBooks
Sage
Sage
Wave
Wave
ShareFile
ShareFile
SmartVault
SmartVault
Google Drive
Google Drive
OneDrive
OneDrive
SharePoint
SharePoint
Box
Box
Dropbox
Dropbox
AWS
AWS
Gmail
Gmail
Outlook
Outlook
Google Cal
Google Cal
Slack
Slack
Teams
Teams
WhatsApp
WhatsApp
SMS
SMS

Bring Onsen to your firm.

Or email us directly at hello@getonsen.ai