For firms
Scale your firm's throughput using AI without compromising your compliance posture, client confidentiality, or professional judgment.
Client volume should not require compromising the quality of your workpapers. Tactivus Connect lets your staff use AI to accelerate the initial coding and reconciliation phases, turning hours of manual ledger entry into a brief review task.
Your client data stays governed by your firm's existing security policies. Per-member permissions, multi-factor authentication, US-pinned data residency, and exportable audit logs give your security coordinator what they need to document Tactivus inside the access-controls section of your WISP.
Every action taken through the platform is logged and traceable. When your firm faces a peer review, you can demonstrate exactly who accessed which ledger and when, providing the clear audit trail your reviewers expect.