DarkLion

Practice management, connected

One place for your firm.
One clear path for your clients.

Bring client records, documents, conversations, and work together in DarkLion.

Coming in 2027 Explore the platform
$19 / month per firm $5 / month per staff user

Client portal accounts included

Illustrative staff Today workspace with tax-season progress, work needing attention, client messages, and assigned tasks.
Staff workspace · Illustrative demo screen
Illustrative client Home with a tax-season tracker, a return ready for review, recent documents, and contact with the firm.
Client portal · Illustrative demo screen

A closer look

The context behind every client.
The next step behind every job.

Explore four parts of the same workday. Each view keeps your team close to the client and the work that needs doing.

01 / Client records

Start with the whole relationship.

Connect people and companies to the relationships they belong to. Open a client record to find documents, communication, notes, and workflow context.

  • Relationships, people, and companies
  • Client documents and communication history
  • Notes and work associated with the client

Walk into the next conversation with the context you need.

Illustrative CRM directory with relationships, people and company counts, and assigned staff.
Illustrative demo screen · Open image for a closer look

02 / Pipelines

See what is waiting.
Know who owns it.

Track engagements through stages that fit your process. Keep the job, its assignee, notes, and due date together as work moves from collection to delivery.

  • Custom stages for your firm's process
  • Assigned work, due dates, and job notes
  • Reusable workflow templates across years

Give every handoff a clear next step.

Illustrative tax workflow with jobs in Awaiting documents, In preparation, In review, and Delivered.
Illustrative demo screen · Open image for a closer look

03 / Messages

Keep the conversation with the client.

Read and reply to portal messages from the firm inbox. Conversation summaries help you catch up before you respond, while the original messages remain available for review.

  • Client conversations in the firm inbox
  • Messages and attachments in context
  • Summaries of topics and follow-ups

Pick up the conversation without starting over.

Illustrative inbox showing a document request, client reply, and conversation summary.
Illustrative demo screen · Open image for a closer look

04 / Documents

A place for what comes in.
A choice about what goes out.

Organize files by person or company, year, and category. Keep client uploads and firm-delivered documents easy to distinguish, and choose which documents to deliver to the portal.

  • Documents attached to the right client record
  • Year and category organization
  • Client uploads and advisor deliveries

Find the file and understand where it belongs.

Illustrative document view separating client-uploaded statements from an advisor-delivered tax return.
Illustrative demo screen · Open image for a closer look

Illustrations use fictional demo data and simplify the interface. Explore the features with our team during setup.

The other side of the relationship

An easier way for clients
to work with your firm.

Give clients a place to see what you need, share their documents, and ask a question—without making them learn your internal workflow.

  1. Receive a clear request

    Your firm asks for the missing statement through a portal message or organizer checklist.

  2. Upload to the right place

    The client adds the file to their personal or business documents and replies to your team.

  3. Return for the finished work

    Documents your firm delivers are available in the portal, alongside the conversation.

Client portal accounts are included with your firm subscription. A public DarkLion mobile app is planned; release timing is not yet announced.

Illustrative client portal showing a statement request, uploaded document, and messages with the firm.
Illustrative client experience · Fictional demo data

From first conversation to finished work

One client. A connected journey.

Follow Sample Company through a tax engagement. Your team chooses the stages and handles the reviews; DarkLion keeps the records, conversations, and work organized.

  1. 01

    Set up the engagement

    Create the client record, prepare the proposal, and put the job into the right workflow.

    Client records · Proposals
  2. 02

    Collect what is needed

    Share an organizer or request missing files. The client uploads documents through the portal.

    Organizers · Messages · Documents
  3. 03

    Prepare and review

    Assign the work, track the stage, and keep notes with the job as your team prepares and reviews it.

    Pipelines · Assignments · Notes
  4. 04

    Deliver and follow up

    Deliver the finished documents to the portal and keep the client's follow-up conversation in context.

    Document delivery · Messages
Illustrative proposals page showing draft, sent, and accepted engagements for three fictional clients.
Agree on the engagement. Track proposals from draft to acceptance. Illustrative demo screen.
Illustrative tax organizer showing a client's document checklist, received files, and remaining required item.
Make document collection clear. Guide clients through questions and a personalized checklist. Illustrative demo screen.

An example tax engagement workflow. Tax signing services and requirements will be confirmed separately before being offered.

Useful help, inside the work

Less catching up.
More context for the next step.

AI summaries and document assistance help your team review information. Your staff checks the source and makes the decision.

Illustrative daily summaries page with two client conversation briefings and follow-up items.
A daily view of client conversations and follow-ups. Illustrative demo screen.
Example / Conversation summary

Turn a thread into a short briefing.

A client says the missing statement has been uploaded. A summary surfaces the request, the reply, and the follow-up for your team.

“Statement requested. Client reports upload complete. Next step: confirm the document was received.”

Illustrative output. Review the original messages before acting.

Example / Document assistance

Bring key tax facts into view.

Extract supported facts from a tax-return PDF for review alongside the source document, giving staff a starting point for checking the information.

Source
Sample tax return.pdf
Document
Form 1040
Tax year
2025

Fictional example. Extraction support varies by document; verify against the original.

Routine AI assistance is part of the offering. Usage allowances are confirmed during setup; exceptional usage may be priced separately.

Simple, direct pricing

Your firm.
Your subscription.

Start with one connected workspace. Add the staff who need access, with client portal accounts included.

Simple, direct pricing

$19

per firm / month

+ $5 per enabled staff user / month

5 staff users = $44/month

Client portal accounts included

Subscribe directly to DarkLion. Optional services and exceptional usage priced separately.

Coming in 2027

Your DarkLion subscription

A firm workspace.
A client portal.
One clear price.

$19 per firm per month, plus $5 per enabled staff user per month. Subscribe and pay directly through DarkLion.

Estimate your team's monthly price

In your firm subscription

  • Client relationship managementRelationships, people, companies, and notes
  • Work trackingPipelines, assignments, and engagement workflows
  • Client communication and documentsPortal messaging, uploads, and document delivery
  • Client portal accountsNo additional client account fee
  • Routine AI assistanceSummaries and document assistance; allowances to be finalized

Optional services

Text messaging, paid identity-verification or signature services, and exceptional usage are outside the base price. Availability, fees, storage limits, and AI allowances are confirmed during setup.

Before you get started

A few good questions.

Have a question about your firm?
Talk to our team.

Who is DarkLion for?

DarkLion is for accounting and tax firms that want client records, documents, conversations, and work tracking in one place. Your firm subscribes directly to DarkLion. No separate software subscription is required.

How do we get started?

DarkLion opens to new firms in 2027. Existing staff and clients can use their separate login links at the top of this page.

How does the pricing work?

The monthly price is $19 for the firm plus $5 for each enabled staff user. Five staff users total $44 per month. Client portal accounts are included. Your subscription is with DarkLion; optional services and final usage allowances are confirmed during setup.

Can we bring our existing clients and documents?

Talk with our team about your current system, available exports, document volume, and setup needs. We will review the migration approach with you. A one-click import from every practice platform is not currently offered.

What will onboarding look like?

Set up your firm workspace and subscription, invite staff, bring over client records and documents, choose your workflows, and invite clients. Workspace setup includes a contact import from a CSV file. For help with a larger migration, email support@darklion.ai.

Do clients need a paid account?

Your firm pays for DarkLion. Invited clients use the client portal with no additional client account charge. Staff use Staff login, and clients use Client login.

Is there a mobile app?

The web client portal is an existing part of DarkLion. A public DarkLion mobile app is planned; availability and supported platforms will be announced after release testing and distribution approval.

What does the AI do?

AI assists with conversation summaries and supported tax-document extraction. Staff review the original information and remain responsible for decisions. Routine assistance is part of the offering; usage allowances are confirmed during setup.

Which features can our firm use?

DarkLion brings together client records, pipelines, portal messaging, documents, proposals, organizers, tax delivery, and AI assistance. Our team will confirm supported services and integrations during setup. The illustrations on this page use fictional data and simplify the interface.

Are tax signatures and texting included?

Texting and paid identity-verification or signature services are separate from the base price. Supported workflows, provider requirements, availability, and fees will be confirmed before your firm uses those services.

Built around the way your firm works.

Bring your clients, your team, and your work together in DarkLion.

Coming in 2027