Kipsi is a software platform designed to help accounting firms run client engagements more efficiently by leveraging AI and automation. Kipsi enables firms to manage client information requests and conduct comprehensive R&D tax credit studies with improved accuracy and faster turnaround times.
Kipsi addresses the complex, manual workloads often associated with client engagements in accounting, particularly around R&D tax credit studies. By automating these processes, Kipsi allows accounting professionals to free up valuable resources and focus on delivering high-quality service and strategic advice to their clients.
How Does Kipsi Work?
Kipsi provides accounting firms with tools to streamline information gathering from clients, automate documentation workflows, and support the end-to-end process of R&D tax credit studies. The platform integrates AI-driven features to reduce manual effort, minimize errors, and improve compliance throughout these engagements.
Who Uses Kipsi?
Kipsi is used by innovative accounting and tax consulting firms seeking to enhance their digital client experience and scale operations. Notable customers include:
- Aprio
- Frazier & Deeter
- Sensiba
- Tanner
- Finvisor
- BPM Tax Consulting Services
- Burkland
- BRC Corporate Tax Services
- Ursa Consultants Inc
- Roberts Tax Consulting
These organizations rely on Kipsi to deliver efficient, accurate, and client-friendly R&D tax credit engagements.
How Was Kipsi Started?
Kipsi was founded by a team with backgrounds in accounting, software engineering, and product design:
- Claire Tsukuda (CEO & Co-founder): Product management and accounting experience, formerly at Deloitte.
- Xiaolong Jiang (CTO & Co-founder): Engineering leadership experience at companies like Netflix and Apple.
- Alexander Chung & Mathieu Dufour: Founding engineers with experience in user-focused software and early-stage startups.
- Ryan Vertelney: Customer Success Manager with fintech and tax industry experience.
- Tamara Chigareva: Product designer specializing in SaaS products.
The company is based in the San Francisco Bay Area but operates as a remote-first organization.
Where Can I Learn More About Kipsi?
For further details, visit their About page.
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