Your clients are already asking AI tax questions. Make sure they ask yours.

Plio Practice gives CPA firms a controlled, firm-branded AI front office for client tax questions, document requests, and CPA-reviewed answers — using your firm's guidance, client context, and escalation rules.

An operating layer for modern accounting firms.

View client demo

Engaging design partners before public release.

Clients ask the same questions all year.

Not just in March. Every week. By email, text, portal message, and — increasingly — by asking ChatGPT first and you second.

“Why did my 2025 estimated tax go up if my income didn't change?”
“Should I prepay my January property tax in December this year?”
“Last year you said do quarterly — should I still?”
“Should I take my SEP contribution before or after the K-1 closes?”
“What documents do you still need for my 2026 return?”
“My spouse just started 1099 — do we update withholdings?”
“Is the laptop I bought last week deductible this year?”
“Why did my CA tax go up more than my federal?”
The problem

ChatGPT is already in the loop — but it's not in your firm.

Your clients aren't waiting on you anymore. They're asking ChatGPT between your email replies, getting answers without your firm's guidance, without their prior-year context, without seeing their actual documents.

You don't see the questions. You don't see the bad advice. And when something goes wrong, you're still the one signing the return.

You set the rules. Plio enforces them.

Plio answers in your firm's voice using data ChatGPT will never have: your playbook, your client's prior return, the actual documents on file. Three modes you control.

Question type
A client asks…
What Plio does
●
Low-risk, firm-specific
Auto-answered
“I bought a $2,500 laptop for client work. Can I deduct it this year?”
Auto-answers using your firm's standing capitalization policy + the client's 2022 de minimis safe-harbor election from their prior return.
●
Personalized to the client
Drafted for your review
“I sold some NVDA in March. Should I do anything before year-end?”
Drafts an answer using the client's YTD gain position, $6,200 in 2024 carryover losses, projected bracket, and prior wash-sale flags — sends to your CPA for review.
●
High-stakes, judgment-grade
Escalated to your CPA
“I just got a CP2000 notice from the IRS. What do I do?”
Escalates straight to your CPA, no draft. Sarah sees the notice attached + the client's 2024 return + the specific line items the IRS is disputing.

You define what counts as low-risk, what gets drafted, and what gets escalated, topic by topic. Tag clients with labels like #HNW or #first_year and Plio applies tighter policy to that group automatically. The rules live in your playbook; you can change them any time.

How it works for your firm

Three steps from your playbook to your clients' questions answered in your firm's voice.

01

Upload your playbook

PDF, DOCX, Markdown — Plio reads your firm's existing guidance, your standing positions, and the voice your clients already know.

02

Configure each engagement

Mission, deadline, expected documents, client history. Your CPA tells the brain what this client's 2026 return actually needs.

Coming this quarter
03

Review what matters

Routine answers ship in your firm's voice. Personalized answers queue with an AI draft. Sensitive questions escalate straight to you.

See what your clients see.

Plio puts your firm's name on the front door. We built a working demo of the client portal — Sarah Chen, CPA's branded version — with three example interactions covering all three modes, then a look at Sarah's policy surface: every tax topic set Green / Yellow / Red, with per-client-tag overrides for the edge cases.

View the client demo

Firm-branded

Your name on the portal, your guidance in every answer, your domain — yourfirm.plioai.com or full white-label.

CPA-controlled

Personalized questions never ship without your review. You set the boundaries; we enforce them.

Built on your playbook

No generic tax bot. The brain answers using your firm's standing positions, your client's history, and the actual documents on file.

Trust + boundaries

We work the way a careful firm works. No filing without you, no training your guidance into someone else's model, no shortcuts where they matter.

  • IRC §6694 unchanged. Plio never signs or files returns. The CPA signs.
  • Personalized + sensitive questions never auto-answer. Drafted or escalated, always under your control.
  • Your firm's guidance stays yours. Never used to train a foundation model.
  • SOC 2 in progress. Penetration test scheduled before the first paying firm onboards.
  • US-only data residency. No international subprocessors handle client data.
Design partner cohort

Now engaging with design partners before public release.

We're onboarding accounting firms by hand right now. Partner firms shape the product, keep locked-in rates, and get direct founder access. Pricing is TBD; partner firms lock in before public pricing lands.

We'll get back to you within 48 hours.