Tax calendar & season board
Deadlines calculated from each fiscal year end, extensions, SURI confirmations, and a drag-and-drop board for the whole season.
Document management for CPA firms in Puerto Rico
Your whole practice,
squared away.
Hacienda deadlines, client documents, e-signatures, billing and audit workpapers — in one secure place your whole team and your clients can use.
15-day free trial · Up to 15 people · No credit card needed
Go paperless.
All your files in one place.
Fewer missed deadlines
Every Hacienda, IRS, CRIM, IVU, municipal and Act 60 date in one calendar, moved for Puerto Rico holidays.
No more chasing documents
Clients upload from their phone into the right year and folder. Reminders go out on their own.
Ready when the auditor asks
Workpaper sign-offs, review notes and an audit log nobody can edit.
Everything in one place
From the first organizer to the filed return
Unified Firm follows the way Puerto Rico firms work — in English or Spanish, for your team and your clients.
Documents by year & folder
Income, deductions, bank, payroll, IVU, filed & signed. Folder permissions per group, versions and record retention.
Client portal
Document requests, uploads from the phone, messages and automatic reminders — in the client’s own language.
Sign & stamp
Your signature, initials and the firm’s CPA seal on any PDF, saved as a new version with a tamper-evident record.
Time, billing & payments
Timers, expenses and mileage, invoices with a pay link, payments and Excel reports.
Hacienda & agency notices
Log the letter, assign an owner, track the response date and ask the client for documents in one step.
Audits, AUPs & Act 60
Engagement acceptance, trial balance, adjusting entries, workpapers, and decree filings with annual-report reminders.
AI assistant with Claude
Ask about your work, file uploads, read W-2PR and 480.6 amounts, summarize letters. It runs on your firm’s own Anthropic account, and nothing happens without approval.
Client portal
Your clients send everything — without the email chase
- Copy last year’s request list in one click; files land in the year and folder you asked for.
- Built-in e-signature for engagement letters and consents, with a certificate bound to the original PDF.
- Reminders before the due date and every few days after — they stop when the document arrives.
- Invoices with a secure pay link, and messages between the client and your team.
AI that asks before it acts
An assistant your partners can trust
- Off until your firm turns it on — and only for clients whose consent you recorded.
- Works within each person’s permissions. SSN, EIN and account numbers are masked.
- Anything that changes data or reaches a client waits in the AI inbox for approval, with undo.
- Inside the app it runs on your firm’s own Anthropic API key; or connect Claude Desktop with your firm’s Claude Team or Enterprise plan. Either way your firm pays Anthropic directly and sets its own monthly limit.
Security
Built for information you are trusted with
Tax records deserve more than a shared drive. Every firm gets these protections from day one.
Two-factor sign-in for everyone
Required by default, with lockouts, idle sign-out and a maximum session length.
Encrypted where it matters
SSN/EIN, signature images and backups are encrypted. Only the last 4 digits of a tax ID are shown.
An audit log nobody can edit
Who opened, downloaded or changed what — and alerts for unusual activity.
Permissions down to the folder
Groups decide who sees which screens and folders, and any client, tax year or folder can be limited to the people on its own list.
Encrypted daily backups
Restore a document, a folder or a client as a copy. A monthly test proves the backups open.
Your data stays yours
Export everything in a password-protected file whenever you want.
Our providers
Built on independently audited infrastructure
Your firm’s data runs on providers that outside auditors examine every year. These are their certifications, as each one publishes them.
DigitalOcean
Servers and storage, in New York
- SOC 2 Type II
- SOC 3 Type II
- CSA STAR Level 1
Its New York data center is also certified ISO 27001, SOC 1 and SOC 2 Type II and PCI-DSS by the facility’s operator.
See it on their site ↗Anthropic
The AI assistant (Claude) — only if your firm turns it on
- SOC 2 Type II
- ISO 27001:2022
- ISO/IEC 42001:2023
ISO/IEC 42001 is the standard for managing artificial intelligence responsibly. Tax IDs and account numbers are masked before anything is sent.
See it on their site ↗These certifications belong to our providers, not to Unified Firm, which has not had an audit of its own yet. Ask us for their reports if you need them for your firm’s written security plan (WISP).
Up and running this afternoon
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1
Create your firm
Fill in a short form and activate your account from the email we send you. You are in within minutes.
-
2
Bring in your team and clients
Invite people into groups with the right permissions and add your clients.
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3
Open the portal to clients
Send portal invitations and your first document requests for the season.
Pricing
One plan. Pay per seat.
Every feature for everyone, up to 15 people per firm. Add or remove seats whenever your team changes — your subscription follows.
Free trial
15 days
Full access, up to 15 people. No credit card needed.
- All screens and the client portal
- Encrypted daily backups
- English and Spanish
- Help center in both languages
- AI assistant (optional, on your own Anthropic account)
After the trial your account turns read-only until you choose a plan — nothing is deleted.
Questions
Does Unified Firm file returns in SURI?
No. Hacienda does not offer SURI access to other systems. You file in SURI as usual and keep the confirmation number and the filed return in the client’s “Filed & signed” folder.
Is it in Spanish?
Yes. Each person chooses English or Spanish, and clients get emails and the portal in the language set on their file. The help center is in both languages.
Where is our data, and can we take it with us?
Documents live on private storage and are only served after a permission check; tax IDs, signature images and backups are encrypted. You can export all of your firm’s data at any time.
Do we have to use the AI assistant?
No. It stays off until an admin turns it on, and it only works with clients whose consent your firm recorded. It uses your firm’s own Anthropic account: Anthropic bills your firm for what it uses, and it is not part of the Unified Firm price.
What happens when the trial ends?
Your account becomes read-only: everyone can still sign in, view and export, but nothing can be changed until you choose a plan. Nothing is deleted.
How many people can use it?
Up to 15 people per firm. Each active person uses one seat; your clients never need a seat.
Give your firm a calmer tax season
Start free today. Your team can be working in Unified Firm by this afternoon.