AIRLIFT Forms
Build and brand public intake forms, collect responses and supporting files, and publish by link or website embed. Respondents need no Connect account.
Forms is a separately licensed capability of AIRLIFT Connect.
Explore FormsAccounting & CPA firms
Give your team back the hours, keep the partner sign-off.
AI can take a first pass on reconciliations, research and audit preparation. Partners still own the sign-off. We help you choose one workflow, secure the client documents behind it and measure the time saved.
What changes for accounting
Support the preparation. Preserve the judgment.
Evaluate a defined AI-assisted task with cloudPWR services, an approved model and a reviewer who knows the work.
Close and reconciliation support
Explore ways to organize source documents and identify differences for staff to investigate.
First-pass research
Prepare a starting point for tax or advisory research, then check the authorities and conclusions before relying on it.
Audit sampling preparation
Explore help organizing populations and supporting evidence. Your professionals determine the method, review the work and own the conclusions.
The foundation, available today
Secure intake. Governed delivery.
cloudPWR provides the AI adoption services. AIRLIFT Forms and Connect provide the document intake and pipeline capabilities underneath.
AIRLIFT Connect
Move documents and data through configured pipelines, from intake or an e-signature provider to destinations such as Box, with stage-by-stage processing history.
Integrations depend on your deployment and customer configuration.
Explore ConnectStart with client intake
Spend less time chasing the next document.
Use branded organizer and document-request forms to gather client responses and supporting files together. A configured Connect pipeline can deliver those files into the firm’s Box folders and record processing progress.
One tax-document collection or advisory intake workflow is a practical pilot: measure staff handling time, missing-document follow-ups and manual filing before and after the change.
Explore the $7,500 pilot →Client confidentiality & safeguards
Fit the workflow into your security program.
For firms covered by the FTC Safeguards Rule, a workflow needs to support the firm’s written security program and service-provider oversight.
A written plan
Document the information involved, who is responsible and the controls needed for the workflow.
Service-provider oversight
Review provider safeguards, contract expectations and ongoing oversight. Our SOC 2 Type II report is available under NDA.
Access and MFA
Review role-based access, encryption and the MFA requirements for people accessing client information across the proposed systems.
References: 16 CFR 314.4 and IRS Publication 5708, creating a written information security plan.
See the controls behind the workflow →Bring or build your own model
Choose the model. Set the boundaries.
Bring a model your firm approves, or work with cloudPWR to define what a suitable model and workflow would require. Agree processing location, access, retention and human review during scoping.
Schedule the pilot before or after busy season. The $7,500 fee includes the focused assessment and 1–2 weeks of cloudPWR effort, and can be credited toward a three-year subscription agreement.