AI-powered advisory, built for the way you work.
Conselent gives tax professionals and financial advisors a secure, compliant AI workspace — with PII automatically redacted in-flight, so you can use any supported LLM freely without ever exposing sensitive client information.
Trusted by advisors at independent RIAs, CPA firms, and family offices.
Features
Everything your practice needs. Nothing it doesn't.
Compliance-first AI
Every query is checked for sensitive client data before it leaves your environment. Redaction runs automatically.
Domain-trained reasoning
Our AI understands tax code, depreciation schedules, entity structures, and financial planning concepts out of the box.
Document analysis
Upload returns, financial statements, or engagement letters. Conselent reads, extracts, and reasons over them securely.
Client data stays yours
Files are encrypted client-side with your own KMS keys. No training on your data. Full audit trail.
Conversation history
Every advisory thread is saved, searchable, and tied to the relevant client engagement.
Instant answers
Ask complex questions and get cited, structured answers in seconds — not hours of manual research.
How it works
From question to answer in seconds
Sign in to your portal
Access Conselent through your firm's secure portal. Your account is linked to your company profile and permissions.
Start a conversation
Open a new AI conversation for any engagement. Ask questions, paste excerpts, or upload documents directly.
Attach documents securely
Upload PDFs, tax returns, spreadsheets, or Word documents. Everything is encrypted before it leaves your browser.
Get a cited, structured answer
Conselent responds with reasoned analysis, formatted clearly — ready to use in client communications or internal notes.
Testimonials
What professionals are saying
Conselent cut my research time in half. I can ask a nuanced question about a partnership structure and get a solid starting point in under a minute — something that used to take me an hour.
Sarah K.
CPA, Partner at a regional accounting firm
The document upload feature is a game changer. I drop in a client's prior-year return and ask Conselent to flag anything unusual. It actually finds things I might have missed.
Michael T.
Enrolled Agent, solo practice
I was skeptical about AI in financial advisory, but the compliance angle won me over. Knowing client data never trains the model and is encrypted end-to-end made this an easy sell to our compliance team.
Rachel M.
CFP, Independent RIA
Pricing
Simple, seat-based pricing
Every plan includes all features. Usage fees apply based on the LLM providers and models you use — roughly $0.01 per page, though costs vary by model and message length.
Solo
1 seat
+ usage fees
Month-to-month
For individual practitioners. Month-to-month, cancel any time.
Small Team
2–10 seats
+ usage fees
Annual contract, billed monthly
For small firms where a handful of advisors collaborate daily.
Practice
11–50 seats
+ usage fees
Annual contract, billed monthly
For growing practices that need room to scale their advisory team.
All prices in USD. Usage fees are billed separately based on actual consumption.
FAQ