AI Contract Review Pipeline
Five-step AI analysis for CPA engagement letters and tax preparation agreements. Every section decoded, every risk scored, every obligation mapped.
5 Steps. One Complete Review.
Paste your document and run all five steps for a full contract analysis.
Plain-English Breakdown
Every clause rewritten in plain English with ratings
Risk Scanner
Red flags ranked by severity with $ exposure and Risk Score
Obligation Map
Payments, duties, deadlines, and restrictions in a calendar
Negotiation Playbook
Top 10 asks with paste-ready counter-language
Executive Brief
One-page summary with verdict for partners and attorneys
What Each Step Delivers
Deep detail on every stage of the pipeline.
Step 1: Plain-English Breakdown
Every section in your CPA engagement letter or tax preparation agreement is rewritten in plain English. Each section gets a clarity rating so you instantly see what is standard, what deserves a second look, and what is unusual.
Typical language found in most engagement letters
Sections that deserve a closer look
Uncommon language that may need negotiation
Step 2: Risk Scanner
Every red flag is identified, ranked by severity, and scored. You get a composite Risk Score out of 10, plus dollar-exposure estimates where applicable. Risks are categorized from Low to Critical so you know exactly where to focus.
Step 3: Obligation Map
Every obligation you are committing to is extracted and categorized: document delivery dates, filing deadlines, fee schedules, and termination notice periods. Each obligation includes the source section, due date or trigger, and consequence of non-compliance.
Step 4: Negotiation Playbook
Your top negotiation asks, ranked by priority, each with paste-ready counter-language you can send directly to the other party. Every ask includes the original section reference, why it matters, and the suggested revision.
Step 5: Executive Brief
A one-page executive summary with a traffic-light verdict. Share it with partners, attorneys, or your CPA. Includes the top risks, key obligations, recommended next steps, and an overall sign/negotiate/walk recommendation.
Demo: CPA Engagement Letter
See what the pipeline finds in a CPA engagement letter for $385K rental property tax prep.
How to Use
Three simple steps to a complete contract review.
Copy the Prompt
Open the AI Prompts page and copy the Contract Review Pipeline prompt for your document type.
Paste Your Document
Paste your CPA engagement letter or tax preparation agreement into the AI along with the prompt.
Run All 5 Steps
Execute each step sequentially. The AI builds on previous analysis for deeper insight at every stage.
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Learn more →Tax Reports
Generate Schedule E-aligned reports organized by line item. Income by category, expenses by line, net income per property.
Learn more →Analyze Your CPA Agreements
5-step pipeline. CPA engagement letters and tax docs analyzed section by section.
Get Started