askabout.tax
Sign inGet started

Know what AI told your client before the meeting.

Get started

Client conversations and practice context

Every question has a next step.

Your branded AI tax assistant and client portal for accounting, tax, and financial professionals.

Harbor & Pine CPAsAI chat

I have a 3-bedroom home in North Carolina that I want to sell. We lived there for six years, then rented it out for the last two. We bought it for $280,000 and expect to sell for about $430,000. Will the sale be tax-free?

Possibly in part. A former main home may qualify for the federal home-sale exclusion if you owned and lived in it for at least two of the five years before selling. Rental depreciation can still be taxable. The gain also depends on improvements and selling costs.

Ask Jordan to review the dates, rental history and North Carolina treatment before you list.

IRS Publication 523 (2025) (opens in a new tab)
NoteMeetingEmailCall
Share a file with Jordan

Images and documents · Up to 50 MB per file

AI can make mistakes. Check with your professional.

Harbor & Pine CPAsAI chat

Hi, I’d like to schedule a meeting with Jordan next week. Is there a time we can talk?

You can use Meeting below to open Harbor & Pine’s scheduling page and choose an available time.

Prefer a particular day? Leave a note for Jordan, or contact the practice by email or phone.

Illustration only. No meeting has been booked.

NoteMeetingEmailCall
Share a file with Jordan

Images and documents · Up to 50 MB per file

AI can make mistakes. Check with your professional.

Harbor & Pine CPAsAI chat

I want to lease a new EV for my business through my LLC. Can I deduct mileage if the lease is in the company’s name?

A leased business vehicle may qualify for standard mileage. If you choose that method, use it throughout the lease, including renewals, and don’t also deduct lease payments. Keep business-mileage records; ordinary commuting is personal.

Ask Jordan to review how your LLC is taxed, who leases the car and how you’ll use it before you sign.

IRS Publication 463 (2025) (opens in a new tab)
NoteMeetingEmailCall
Share a file with Jordan

Images and documents · Up to 50 MB per file

AI can make mistakes. Check with your professional.

Your practice, in context.

Know what clients discussed before your next conversation.

Guide the conversation with the right client context.

Keep client relationships organized with contacts, notes and follow-ups.

Request and manage files in one client portal.

Launch on a page we host or embed it on your website.

The conversation, ready for your review.

Give clients sourced guidance and keep your front office together: client records, chat summaries, follow-ups, shared files, contact options and your scheduling link. A lightweight CRM for the conversations around your work.

Harbor & Pine CPAsSign out
ClientsAccountSettings

Taylor Morgan

taylor@example.test

Chat summary

Ended

North Carolina home sale

Taylor plans to sell a 3-bedroom North Carolina home for about $430,000, bought for $280,000. Lived there six years; rented it for the last two. Asked if the sale is tax-free. Review exact occupancy dates, adjusted basis, rental depreciation and state treatment before listing.

Referred to your practice

Client note

I'd like to review the sale before listing. Could we meet next week?

Follow-up open
View full transcript

Your practice. Your client experience.

Your logo and colors. Your own hosted client page. Included in every plan.

On your website.

Website embed, from Standard onward.

With your team.

Staff work with clients. Settings and billing stay with the owner.

Keep the next step close.

A way to reach you.

One conversation. Your preferred contact options.

“Could we talk through the sale?”
NoteEmailCall

A time to talk.

Through your practice’s scheduling link.

Your scheduling page
MonTueWedThuFri
1314151617
9:00 AM11:30 AM2:00 PM

A place to share files.

Keep the files for your next conversation together.

Images and documents · Up to 50 MB per file

Property
overview.pdf
Meeting preparation

Storage almost full

20 of 25 GB used

Shared practice storage. Client-specific folders.

Technology foundation

Powered by AWS Cloud Computing

Infrastructure configured for
encrypted storage and HTTPS.

AnthropicOpenAI

Anthropic and OpenAI via Amazon Bedrock,
behind topic and source controls.

Read our Privacy Policy

Provider names and logos belong to their respective owners. Their use does not imply endorsement or a partnership.

A place for every practice.

Starter

$8/ month

or $80 / year

Monthly AI processing
1M characters
Estimated practice size
About 20 clients
Shared practice storage
1 GB
Website embed
Not included

Standard

$20/ month

or $200 / year

Monthly AI processing
3M characters
Estimated practice size
About 65 clients
Shared practice storage
5 GB
Website embed
Included

Pro

$100/ month

or $1,000 / year

Monthly AI processing
16M characters
Estimated practice size
About 360 clients
Shared practice storage
25 GB
Website embed
Included

Pay as you go

$100/ month

Pro base + monthly top-ups

AI $25 / 5M characters

Storage $10 / 10 GB

Monthly AI processing
16M characters
Estimated practice size
About 360 clients to start
Shared practice storage
25 GB
Website embed
Included

21M characters + 35 GB = $135/month

Annual plans include two months free. Processing uses estimated processed characters, shared across your practice.

Estimates assume 40% of clients have one short chat per quarter, spread across the months. Actual usage varies; client records aren't capped.

Included in every plan

Dedicated branded landing page with your logo and colors

Client chat with sources & summaries

File sharing

As many clients as you needNo per-client fee
Up to 50 staff + owner includedPractice email required

Room to grow.

AI capacity

$25/ month

5M extra characters / month

Storage capacity

$10/ month

10 GB extra shared storage

Add either capacity independently, on any plan. Owner-selected purchases; no automatic charges.

How allowances and usage work

Two separate allowances

AI top-ups and storage top-ups can be purchased independently or in multiples. Monthly processing allowances reset without rollover. Storage persists; it is not a monthly transfer allowance.

AI top-ups increase the processing allowance and AI budget together. Storage purchases do not add AI capacity. Pay as you go uses the Pro base plus your selected top-ups.

How processing is counted

Usage is estimated at four characters per provider token. Context and repeated history, replies, summaries, and confirmed retry processing count—not just the text clients type.

When the processing allowance or AI budget is used, chat pauses while files remain accessible. No automatic overage charges.

Client estimates describe AI coverage only, based on short four-message chats and activity spread across the months. Longer chats or seasonal spikes can use the allowance sooner. Each 5M AI top-up adds about 110 clients under the same assumptions. Storage has its own allowance and is not included in these estimates.

Monthly additions

Top-ups bill monthly, even with an annual base plan. AI price and added AI allowance are prorated together for the remaining monthly period. Added storage is fully available immediately; its price is prorated. Removals take effect at the next monthly renewal.

Purchases require the owner’s explicit choice. No silent usage-triggered charges.

Shared storage, controlled access

Storage is shared across the practice; folders and access remain client-specific. We warn you before storage fills; new uploads pause at the limit. Existing files stay accessible and are not deleted solely because a quota is exceeded. Sharing a file does not automatically send it to a model.

Every plan includes up to 50 staff plus the owner per practice, with no per-seat fee. Staff must use a verified email address on the practice’s verified domain. Public email addresses, such as Gmail, Outlook.com, and Yahoo, are not eligible. Custom practice domains hosted by Google Workspace or Microsoft 365 qualify.

Start one
conversation ahead.

Get started