Active initiatives
41 in progress
- Test 4Test 5
- Test 3Test 4
- Test 2Test 3
- TestTest 2
- Test
- Standalone Client Relationship ManagerBusiness Development Manager2026-05-22
- Standalone Client Relationship Manager
- Standalone Client Relationship ManagerCentralized Communications Monitortyler.halloran@denari.ai2026-05-01
- Answers + DocumentsGFR auto-sync
- Answers + DocumentsQuery/compare document content across many clients (Hard)
- Answers + DocumentsQuery files/content within a single client (Easiest)
- Answers + DocumentsQuery document types across all clients in a firm (Medium)
- Answers + Documents
- 🥧Pie in the SkyMateo Lugo
- Build MVP Documents/PortalsLive GoFileRoom syncingJoe Hillary
- Answers: Engagement Letter Generationtyler.halloran@denari.ai2026-05-15
- Answers LaunchAnswers: Build the Platformsawyer@denari.ai
- Papers + Flows: Review Workflow and Team CoordinationAndrew Sorenson2026-06-30
- DBC Flows Implementationtyler.halloran@denari.ai2026-12-07
- Answers Launchsawyer@denari.ai2026-12-31
- Answers LaunchAnswers: Lucida Rolloutsawyer@denari.ai2026-03-31
- Answers LaunchAnswers: March Demossawyer@denari.ai2026-03-16
- Agentic Enabled CodebaseMax Newcomer
- Guided Biz Tax Doc GatherJoe Hillary2026-12-31
- Guided CAS Doc GatherJoe Hillary2026-09-30
- Patterns: Time Entry Assistanttyler.halloran@denari.ai2026-04-24On track
- Flows: V1 Initial ReleaseFlows: Users & Securitytyler.halloran@denari.ai2026-11-06
- Flows: V1 Initial Releasetyler.halloran@denari.ai2026-12-11
- Flows: V1 Initial ReleaseFlows: Project Assignment & Tax Season Orchestrationtyler.halloran@denari.ai2026-07-17
- Flows: V1 Initial ReleaseFlows: Time Tracking Assistant & Time Loggingtyler.halloran@denari.ai2026-08-07
- Flows: V1 Initial ReleaseFlows: Revenue Cycletyler.halloran@denari.ai2026-07-10
- Flows: V1 Initial ReleaseFlows: Engagement Driven Workflow Enginetyler.halloran@denari.ai2026-05-15
- Build MVP Documents/PortalsClient Portal AppJoe Hillary2026-05-31
- Build MVP Documents/PortalsUsable Documents AppJoe Hillary2026-04-30On track
- Build MVP Documents/PortalsPermissions ManagementJoe Hillary
- Engineering RefinementMax Newcomer
- Build MVP Documents/PortalsJoe Hillary2026-06-30
- Papers: CAS Financial Reporting EngineAndrew Sorenson2026-04-24
- Papers: Tax Practice PlatformTax Core: Workpaper EssentialsAndrew Sorenson2026-05-18
- Papers: Tax Practice PlatformAndrew Sorenson2026-05-18
- Centralized client managementsawyer@denari.ai