Accounting
Tax, documents, and the workflows around them, automated and governed, on the Microsoft and CCH platforms your firm already runs. Keel builds it inside your environment and stays to run it.
Talk to KeelAn accounting firm runs on documents, deadlines, and trust, and most of it still runs on manual effort layered over CCH and Microsoft. The work is repetitive, but the stakes are real: a missed detail is a finding, not a bug. Keel automates the repeatable work and governs it, so your people spend their time on judgment instead of the chase.
What Keel builds
Tax automation
Tax workflows run as agentic jobs in Terminal, from preparation through e-file, connected to CCH Workflow and your e-file systems so returns move without the manual chase.
Document management
Dock brings client documents into SharePoint, migrated off legacy systems like CCH Document, then classified, structured, and governed so people and agents can find and trust them.
Agentic workflows
Client onboarding, compliance checks, and engagement management run as agentic workflows in Terminal, so the routine runs itself and only the exceptions reach a person.
Practice operations
The apps, data, and workflows the practice runs on, built and operated as one system inside your Microsoft environment, governed from the start.
Powered by the platform
Accounting runs mostly on Dock and Terminal, with Guard governing the environment, on the Microsoft foundation you already own. The domain is yours; the platform underneath is the same one that powers everything Keel does.
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