Then doing it all over again for the next client — and the next.
Pennix is the AI Intake Department built to handle that first-touch workload, so your firm starts the real work with organized files, visible gaps, and clear next actions.
A trained professional has already been interrupted. Before tax work begins
Rinse & repeat. The next document arrives
Open it. It arrives
Identify it. It arrives
Name it. It arrives
File it. It arrives
Notice it. Something is missing
Ask for it. Something is missing
Check again later. Something is missing
A trained professional has already been interrupted. Before tax work begins
Rinse & repeat. The next document arrives
That isn't tax work. It's intake.
The work before the work
Where professional attention disappears.
Tax season starts long before the return does. A client sends one document. Your firm inherits everything that has to happen around it. One document becomes a chain of interruptions.
And when intake reaches a trained professional first, you're spending your most valuable resource on administrative work: professional attention.
A portal can store the mess. It doesn't process it. The problem isn't your people. The problem is what reaches them first.
Your firm is already paying for intake. The only question is who — or what — touches it first.
Now watch what changes when first touch changes.
Meet Mark. He doesn't change. Your intake does.
Watch one client send documents the way clients actually do — and watch those documents become one prep-ready file.
All sales are final — stated before payment, never after
Nothing reaches a client without your approval
Defined capacity. Published pricing. If you reach the limit, you choose whether to top up or upgrade. Nothing is charged without your choice.
No free trial. All sales are final. Pennix is consumption-metered. No refunds, monthly or annual. Start monthly on your own files; convert to a Season Pass within 30 days and your first month is credited in full. Upgrade Solo to Firm any time, prorated automatically. Monthly plans renew at the standard rate; cancel before renewal.
Compare intake to intake. You're already paying for intake — through professional time, administrative payroll, seasonal help, or some combination of all three. Pennix puts that work in front of your professionals instead of on their desks.
Meet the department that touches the file before your professionals do.
Vera. Marco. Lilly. Atlas. Piper. Each owns a different part of intake. Together, they keep first-touch work from landing on professional desks.
Five agents do the intake work. Two people at your firm keep control. An Approver owns the daily approval queue. A Sponsor — typically a partner — receives the digest.
The Pennix Method™ Receive → Resolve → Ready™
Pennix turns first-touch intake into a three-step handoff before professional judgment begins.
Step one
ReceiveVera
Documents arrive the way clients already send them. Vera identifies, names and files the intake before a trained professional has to open something merely to determine what it is.
Step two
ResolveLilly
Pennix compares incoming work with the client checklist, surfaces what is missing and prepares follow-up. Lilly drafts. Your firm approves. Nothing reaches a client without approval.
Step three
ReadyMarco
Marco routes the finished file and escalates uncertainty instead of guessing. The preparer begins with organized work ready for professional judgment.
Without adding first-touch work to your professionals.Because professionals should do professional work.
Don’t buy another login. Hire the department.
Every Solo and Firm plan includes the full five-agent Pennix department, defined plan capacity, human approval controls and a prep-ready handoff. Done-For-You Onboarding & Client Setup is available separately as an optional paid add-on.
Included
The full Pennix department
Vera, Marco, Lilly, Atlas and Piper. Unlimited users. Unlimited clients. Defined plan capacity.
Included
Human approval
Client-facing drafts wait for your firm. Nothing reaches a client without your approval.
Included
Prep-ready handoff
Your professionals receive organized work ready for professional judgment inside the workflow they already use.
Optional paid add-on · Solo + Firm
Want us to handle the setup for you?
Done-For-You Onboarding & Client Setup is available separately for firms that want Pennix to handle onboarding and client setup instead of managing that work internally.
Done-For-You onboarding
Done-For-You client setup
Optional. Priced separately. This service is not included in Solo or Firm plan pricing.
The problem is documented. The product is testable.
Independent industry evidence tells you the capacity problem is real. Your own files tell you whether Pennix belongs in your firm.
Independent evidence
The profession is already trying to protect professional capacity.
50%
Low-value work is blocking profitability.
In Thomson Reuters' 2026 State of Tax Professionals Report, 50% of respondents cited too much time on low-value, low-margin work as a main barrier to profitability — the most-cited barrier in that question.
Thomson Reuters · 2026 State of Tax Professionals Report
28% + 9%
Firms are already moving work away from professional staff.
In Thomson Reuters' 2025 report, 28% of respondents said their firms had already reallocated certain work previously performed by tax, audit and accounting professionals to personnel with fewer qualifications. Another 9% said their firms were considering doing so.
Thomson Reuters · 2025 State of Tax Professionals Report
#1 / #3
Experienced talent and capacity are already top operating issues.
In AICPA's 2026 PCPS survey, firms with 11–30 professionals ranked hiring experienced staff as their #1 current issue and managing staff workload and capacity as #3.
AICPA PCPS · 2026
Before you add more professional capacity, protect the professional attention you already have. Pennix changes what reaches the professional first.
Your files. Your judgment.
Don’t take our word for it. Look at the handoff.
You don’t need an invented accuracy percentage to decide whether Pennix belongs in your firm. Run real client intake through it. Then look at what your professional receives.
01
First touch
Did routine intake stay off the professional’s desk?
Opening. Identifying. Naming. Filing. Routine intake handling. That work should happen before professional attention is required.
02
Gaps
Were missing and uncertain items surfaced before the professional had to find them?
Your professional shouldn’t have to discover the gaps by opening the file themselves. What’s missing, unclear or needs follow-up should already be surfaced.
03
Handoff
Did the preparer receive organized work with clear next actions?
When enough client information has arrived to begin professional work, the preparer should receive organized work, clear gaps and clear next actions. Not another intake cleanup project.
That’s the test.
If your professional still has to do the first-touch cleanup, Pennix hasn’t earned its place.
Your files. Your firm. Your judgment.
Your clients don’t have to learn Pennix. The workflow changes before client behavior has to. Your preparers don’t need another daily system. They receive prep-ready folders.
Pennix is for firms that believe professional attention belongs on professional work.
If intake is already off your professionals’ desks, keep what you have.
Pennix is built for
Independent tax preparers with recurring document volume
Accounting firms buried in routine first-touch intake
Owners who want defined capacity and human control
Skeptical buyers who would rather test than believe hype
Pennix is not for
Firms filing under 20 returns a season
Anyone who wants AI to prepare returns or give tax advice
Anyone who wants unsupervised client emails
Firms unwilling to assign an Approver and Sponsor
Anyone demanding an invented accuracy guarantee
Questions firms ask before they sign.
Only the sale-stoppers.
Is there a free trial?
No. Pennix is consumption-metered — every document processed has a real cost. The discounted first month is the test, on your own files.
Do the agents send emails to clients on their own?
No. Lilly drafts; your firm approves; one tap by a human sends it. Drafts expire after 48 hours untouched.
Is our client data used to train AI?
Never. Client documents are not used to train the underlying AI. Encrypted at rest with per-tenant keys; TLS in transit.
How accurate is it?
We don't quote an accuracy percentage. Pennix escalates uncertainty instead of guessing, and firm review remains required.
What if Pennix is uncertain?
It escalates to a human instead of guessing. Every client email waits for approval, and every step is audit-logged.
Does Pennix prepare tax returns or give tax advice?
No. Pennix handles intake before professional work begins. Firm review remains required.
What is the SOC 2 status?
SOC 2 Type II is in progress. Pennix is not certified yet — and we say so.
Can we keep our portal and existing tax software?
Yes. Keep your portal and existing tax software. Pennix works around them and hands prep-ready work back into your current workflow.
What happens if we reach capacity?
Capacity is defined per plan. You choose whether to top up or upgrade — nothing beyond your plan is charged without your choice.
What are the refund and renewal terms?
All sales are final. Cancelling a monthly plan stops future renewals; it does not refund a purchased month. Convert to the Season Pass within 30 days and the first month is credited in full.
Who should touch intake first?
Next March is already on the calendar. The documents will still arrive. And here is what doing nothing costs: the same inbox, the same chasing, the same trained professionals opening attachments just to find out what they are — for one more season.
You didn't build your firm so your best people could sort paperwork. And they didn't spend years qualifying to do it.
Nothing changes unless first touch changes. So decide who touches it: your professionals — or the department built to stand in front of them.
Because professionals should do professional work — and owners should build the business.
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