Trusted by regional CPA firms
Process 40% More Tax Returns Without Working Weekends
AI-powered document analysis, deduction discovery, and compliance checking. Your clients' financial data never feeds competitor models.
Built around the realities of your operations
Each deployment is tuned to your workflows, systems, and compliance guardrails—so teams adopt it on day one.
All client documents in balance
Automate intake of W-2s, K-1s, and receipts with cross-checking against source totals before a human ever reviews.
Audit packages on standby
Generate substantiation binders with citations, supporting schedules, and preparer sign-offs in minutes.
Planning insights for every return
Surface entity-level trends, multi-state obligations, and deduction opportunities your staff can act on immediately.
Outcomes accounting firms teams see in the first 90 days
Numbers are based on anonymized averages across recent deployments.
40% more
Returns processed per preparer
Data entry and first-pass review run automatically with your quality thresholds.
99.5%
Extraction accuracy
Document parsing trained on your forms, statements, and workpapers.
3–5 days
From kickoff to pilot
Installs inside your tenant with SOC 2-ready logging and retention policies.
The roadblocks holding accounting firms teams back
Lockdale is designed to sit inside your environment so every bottleneck is addressed without adding compliance risk.
- 80-hour weeks during tax season burning out your best people
- Missing deductions that larger firms' software would catch
- Manually entering data from hundreds of financial documents
- Struggling to keep up with constantly changing tax codes
- Risking client trust by using public AI for sensitive financial data
How accounting firms teams use Lockdale day-to-day
We tailor automations and copilots to your documents, terminology, and approval flows so adoption sticks.
Intelligent Document Data Extraction
Upload stacks of W-2s, 1099s, receipts, and bank statements. AI extracts and categorizes all data with 99.5% accuracy in minutes.
Deduction Discovery Engine
AI analyzes client documents to identify often-missed deductions, finding an average of $3,400 in additional deductions per return.
Multi-State Tax Compliance
Automatically flags multi-state filing requirements and calculates apportionment based on client activity across jurisdictions.
Audit Risk Assessment
Scores returns against IRS audit triggers and suggests documentation to support aggressive positions before filing.
What the first month with Lockdale looks like for accounting firms teams
A proven rollout motion that respects your security controls and change-management requirements.
Tax season readiness workshop
Identify priority return types, clients, and workflows to automate before peak season.
Secure integrations & policies
Connect DMS, practice management, and bookkeeping systems with customer-managed encryption keys.
Staff enablement & QA
Launch with senior preparers, capture review notes, and roll out across teams with audit trails baked in.
Designed to pass security reviews on the first try
CPAs face strict confidentiality requirements under IRC 7216 and state regulations. Our private AI ensures client financial data remains completely isolated and never trains public models.
Client Result
“We processed 40% more returns this season without adding staff. The AI caught deductions we would have missed and flagged audit risks before filing. Our team actually left the office by 7 PM during tax season.”
Robert Chen, CPA
This 15-person firm increased revenue by $400K while improving work-life balance and client satisfaction scores.
Run your next filing season on autopilot
Book a demo to see how Lockdale accelerates data gathering, review, and audit prep while keeping every client file private.
We’ll tailor the session to your workloads, compliance needs, and success metrics.