DeskPath is a desktop AI assistant for CPA firms. It connects to your inbox and client folders you authorize, automatically identifies client questions, finds the relevant documents, and drafts responses for your review.
Before returns go out, DeskPath helps flag missing information, inconsistencies, unusual year-over-year changes, and likely client questions, so your firm can reduce tax-season back-and-forth before it starts.
No new portal. No workflow and document migrations. No starting from scratch.
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Every draft lists the exact files it pulled from, so you can verify before a single word goes out.
Tweak anything inline. The send button uses your own email account, right from inside the app.
Before a return goes to a client, DeskPath helps surface the things worth a second look, so questions get answered now instead of becoming next week’s back-and-forth.
A 1099 or K-1 that was there last year and isn’t this year.
Numbers that don’t line up across the documents and the return.
Income, deductions, or a refund that moved more than you’d expect.
The thing the client is about to email about, surfaced before they do.
You already have a workflow that works: client folders, tax software, prior-year returns, workpapers, and email. DeskPath isn’t here to replace any of it. It fits the way your firm already runs, so you’re not rebuilding anything or moving to a new platform.
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DeskPath for Mac and Windows is in private beta for CPA firms. Join the waitlist and your download link arrives once your firm is approved.