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For chartered accountant practices

Keep every client tax file ready for action.

Saltman connects client documents, GST notice work, approvals, and cited tax research in one practice workspace.

Ask Saltman research workspace using seeded sample data
Product screen captured from seeded sample data.

Built for CA practice work

Saltman supports professional work and review. It does not file returns or respond to authorities for your firm.

Keep the work around compliance connected.

Shared context helps the firm move from client facts to cited work and accountable review.

GST notice work

Prepare a notice response from client facts, cited sources, and governed steps. Keep partner review before use.

Open Task Solver

Client files and practice memory

Keep documents, matters, prior work, and retrieved context within the client file that owns them.

Source-aware research

Keep cited source context beside each answer so a practitioner can verify its basis.

  • Inline citations with source context
  • Basis visible before the work is used

Workflows and tasks

Assign recurring work, deadlines, and next actions through visible practice workflows.

Approvals and activity

Record review handoffs, approvals, and activity beside the work that required them.

Firm access controls

Manage team roles, client access, and workspace settings from one governed place.

Client context stays with the work.

Move from intake to review without rebuilding the same context in separate tools.

  1. Add client context

    Start with the client file, matter, documents, and work already recorded by your firm.

  2. Prepare cited work

    Use structured tasks and assisted drafting while keeping assumptions and source material visible.

  3. Review and approve

    Assign the next action, obtain required approval, and retain the work in the client history.

Assistance remains reviewable.

AI output is working material, not a professional conclusion. Your firm keeps responsibility for verification and use.

Check citations and source context before relying on an answer.

Use workspace roles and client access to keep firm data within its intended scope.

Retain activity, approvals, and exports as part of the review record.

Set up your practice workspace.

Add your firm details, team, and first client when you are ready.

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