AUTOMATION
A smart workflow for every service
Tax, accounting and payroll each run as an ordered set of steps that fire the next one by themselves. Adding a service line means adding a recipe, not learning a new tool.
ARTIFICIAL INTELLIGENCE
Document checklist built by AI
Inquey reads the prior-year return and this year's answers and works out exactly what this client owes. Every item becomes its own task, so what is outstanding is a fact, not a guess.
FINANCIAL INSIGHT
Know the work before you quote
Inquey connects to the client's books and financial data and analyzes a year of reports and transcripts, scores the health of the books and names the red flags. Then it proposes personalized services, hours and a fee you can defend.
NOTIFICATIONS AND REMINDERS
Chasing that runs itself
Each outstanding item carries its own reminder schedule and escalates on its own. A human is pulled in only when a client truly stalls. Routine follow-ups are automated.
COLLABORATION
One board for all the work
Every job the firm has open, grouped by stage, showing who each one is waiting on. Filter to your own work or the whole firm, and pick up a colleague's client without losing the history.
DOCUMENTS
Filed the moment it arrives
Every file lands in the right folder by client, job and year, split by who sent it. Nobody renames anything, and nothing is lost in an email thread again.
Also included
Every client in one list
People and businesses, their contacts, their open work and their portal status. Shared across the firm, with individual records restricted when they need to be.
Your brand, not ours
Your logo, firm details and colour flow onto the client portal, every invitation, the engagement letter and every PDF Inquey generates.
Integrations and custom forms
Integrations and custom forms
Connect the tools your firm already runs on, use the forms and organizer formats that you are used to. Custom connections and integrations built on request
Your services and your prices
Security and privacy by design
Integrations and custom forms
Your own catalogue with base prices and billing terms. Inquey proposes from it per client, and the price carries through to the letter and the job
Team roles and visibility
Security and privacy by design
Security and privacy by design
Decide what each person can see and change. A tax preparer can pick up work on an accounting client without anyone losing the history.
Security and privacy by design
Security and privacy by design
Security and privacy by design
Sensitive data encrypted in transit and at rest, personal identifiers redacted from documents when processed by a model, access scoped per client and per staff member, with a full audit trail.