A workspace per client
Each client's files and chats stay in their workspace. Answers there only use that client's files and your shared Library.
C9 AIAI for CPA firms
Ask questions about client documents and see where each answer came from.
C9 AI is for small CPA practices. You keep each client's files in their own workspace, ask a question in plain English, and the answer points to the document and page it used.
Page citations
Click a citation to see the quote from that page. If the page doesn't clearly back the answer, you'll see a warning.
Clear pricing
Plus is $19 a month and Pro is $39 a month. A daily chart shows how many credits you used.
You still check the work
C9 AI helps you find and read information faster. It doesn't file returns or replace your review. Check every figure against the source before you use it.
- Upload PDFs, Word files, spreadsheets, emails and photos
- Set the country, state or province, and tax year for each workspace
- Admins decide which AI options each person can use
- Use your own AI key or local models (contact us)