Client documents
Instead of: last year's return printed out and ticked off against a pile of PDFs.
Get through tax season with the staff you have.
Strive checks client documents against last year's return in an app built with AI around your firm's intake process. Your preparers review the flags and sign off.
Tax season is a reading season.
Your staff read every client's documents before anyone can prepare a return.
K-1s
Instead of: every K-1 keyed into your tax software box by box.
Missing items
Instead of: reminder emails written one client at a time.
Tax intake, built around your process.
Track missing documents, compare amended K-1s and hand files to preparers in views built around your firm's process. Describe changes to AI in plain language, then review and approve the updated app.
K-1 review: Read every K-1 for Brantmere Holdings, compare any amended one with the original, and flag every box that changed.
Instead of: every K-1 keyed into your tax software box by box.
Missing items: Draft a reminder for every client still missing documents, and show me who's ready for a preparer.
Instead of: reminder emails written one client at a time.
Instead of: last year's return printed out and ticked off against a pile of PDFs.
GridAppBoard
Strive reads. Your preparers decide.
- 1Documents arrive.From your client portal or email. Strive matches each one to its client.
- 2Strive checks them.Against last year's return and your checklist. Every value links to its page.
- 3Your team signs off.They review the flags and approve each reminder. Nothing goes to a client without them.
Works with what you have.
Your client portal, your document storage and your tax software. Strive doesn't replace them. It reads what they hold and keeps each client's season in one place.
It doesn't prepare or file the return. Your team still does that.
Explore connections- OneDrive
- Gmail
- Box
- PostgreSQL
- Slack
Days of work, done in an afternoon.
Teams cut busy work by 50% or more. Our case studies so far come from finance teams. Here's what changed for two of them.
Security your compliance team will sign off on.
SOC 2 Type II audited controls, encryption everywhere, single sign-on and role-based access. Your data is never used to train AI models.
SOC 2 Type II
Independently audited security controls, tested over time.
GDPR
Personal data handled under the EU's data protection rules.
CCPA
Personal data handled under California's privacy law.
Controls
Encryption
Encryption runs on every layer, built on Google Cloud's security controls. Data is encrypted at rest with keys held in Google Cloud KMS, and every connection is encrypted in transit, including traffic between our own services. The credentials your connections use are encrypted too, and never appear in an app.
- At rest
- AES-256, on Google Cloud.
- Keys
- Held and managed in Google Cloud KMS.
- In transit
- TLS on every connection into the platform.
- Inside the platform
- Traffic between our own services is encrypted too.
- Connection credentials
- Stored encrypted and entered through secure forms. Never shown in apps.
- Exported apps
- Credentials are left out.
No training on your data
Your data is never used to train AI models, and the AI services we use don’t train on it either: we use them on enterprise terms that exclude training. A data processing addendum makes our commitment contractual, and you decide how long your data is kept.
- AI model training
- Your data is never used to train AI models.
- AI services
- Used on enterprise terms, so they don’t train on your data either.
- In writing
- A data processing addendum makes it a contractual commitment.
- Retention
- You decide how long your data is kept.
Single sign-on
People sign in with the identity provider you already use: Google, Microsoft, Okta, or any provider that supports SAML or OpenID Connect. Their groups map to roles in Strive, so the right access follows them in. Systems connect with API keys.
- Providers
- Google, Microsoft, Okta, and any provider that supports SAML or OpenID Connect.
- Protocols
- SAML and OpenID Connect (OIDC).
- Roles
- Groups in your identity provider map to roles in Strive.
- Systems
- API keys.
- Rate limits
- Requests are limited for each organization.
Role-based access
Role-based access control: each person has a role, and the role decides which apps, data and actions they can use. The Assistant works with the same access as the person using it, so it can only see and do what they can.
- Roles
- Assigned to each person, or mapped from groups in your identity provider.
- Apps and data
- A role decides which apps, records and actions a person can use.
- The Assistant
- It has the same access as the person using it, no more.
- Changes it proposes
- They wait for someone with the right role to approve them.
- Actions that cost money
- They ask for confirmation first.
- Organizations
- Each organization's data is kept separate.
Bring us one client's documents. We'll show you it running.
We build it on mock data and walk you through it before anyone touches real files.
Bring us one client's documents