DarkLion replaces your practice management software with an AI-first platform. Manage clients, deliver returns, track workflows, and let your AI agent handle the rest — all in one place.
What DarkLion Does
Built for tax and accounting firms that want more than software — they want an AI partner that works alongside them.
Organize clients into relationships, companies, and people. A 360° view of every client — documents, pipeline status, messages, and more in one place.
Visual Kanban boards track every tax return and engagement from received to delivered. Customizable stages, assignable to team members, accessible to your AI agent.
Organized document storage per client with structured folders, secure delivery, e-signatures, and a client portal — all encrypted and SOC 2 ready.
Connects to QuickBooks Online for automated transaction categorization, variance analysis, liability health checks, and close packages — all per client.
Every action a human can do, your AI agent can do via the same API. Deliver returns, move pipeline jobs, summarize clients, and respond to messages automatically.
Field-level encryption for sensitive data, signed document URLs, full audit trails, and a permissions model designed for SOC 2 compliance from day one.
DarkLion is built for firms that want AI at the center of everything they do — not bolted on as an afterthought.
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