Research intelligence
Ask Wynn
Research tax questions, analyze source documents, and create review-ready deliverables.
- Tax research
- Source review
- Memos & workbooks
Intelligent operating
Wynn = AI Powered Accounting Firms
Wynn brings research, client work, engagement governance, and practice intelligence into one AI-augmented platform. Each module solves a focused job while sharing the context professionals need to move work forward.
The people inside the platform
Meet Wynn’s agentic team.
Seven specialists, each with a defined job, distinct personality and clear module boundary.
Wynn modules
Modernize your work + Empower your people
Modules share a workspace foundation that intelligently learns your firm, compounding in value over time.
Live
Return review
Wynn Review
Run a 1040 review end to end: see which documents have arrived, work your firm's checklist section by section, and record findings with the dollar effect attached.
- Document intake
- Review checklist
- Findings
- Firm standards
Business development
Wynn Growth
Configure a BD agent — profile optimization, voice-matched content, relationship and account intelligence, campaign orchestration — from a library of proven skills, then export it into whatever agent platform your firm already runs.
- Intake wizard
- Skill library
- Agent builder
- Multi-platform export
Engagement lifecycle
Wynn Engage
Turn client conversations into governed scope, pricing, approvals, and engagement letters.
- Intake
- Pricing
- Approvals
- Engagement letters
Company & contact records
Wynn CRM
Company and contact records shared by Wynn Engage and Wynn Growth — every deal, proposal, and BD build for the same client rolls up under one account, replacing an external CRM for company data rather than just syncing with it.
- Account 360
- Contacts
- Deal & proposal rollup
Learning & development
Wynn People
A firm-wide employee roster synced into Ask Wynn for personalized CPE recommendations, plus a gate designer and adversarial test harness for building an HR chatbot that knows when to answer and when to say nothing at all.
- Employee roster
- Bulk import
- CPE recommendations
- Ask HR agent builder
Practice operations
Wynn Workflow
Turn a signed engagement into tracked work: projects, phases, tasks, dependencies, and comments, with an activity history and a 3-tier permission model. Templates, recurrence, time entry, economics, and After Action Reviews are later phases.
- Projects & tasks
- Dependencies
- Comments & activity
