Tech Transformation

The power behind the platform.

Current embeds automation, AI, and structured workflows into tax and accounting operations to reduce cost, increase margin, and give accounting professionals the freedom to become strategic advisors.

Efficiency alone is not growth. It is the foundation for it.

Current's Technology Transformation team builds, integrates, and enables firms with cutting edge tools to accelerate their growth. From AI tax prep and bookkeeping agents to billing automation and aligning pricing models, Current helps firms transform across their entire practice so that professionals can focus on insight while automation handles the repetitive work.

Freeing up time for advisory.

Current works directly with its partner firms to bring next-gen AI and automation to their practice:

Proprietary AI tools and agents to accelerate work
Co-designed tech stack roadmaps with curated, secure, and integrated recommendations
White-glove partnerships with leading technology platforms and vendors
Embedded engineering teams work side by side with professionals to build the future together

Proprietary AI agents, skills, and tools embedded across tax, accounting, and advisory workflows, helping teams deliver higher-quality client service with greater speed, consistency, and insight.

Fully integrated workflows across client onboarding, data collection, engagement management, billing, reporting, and internal operations, reducing manual work and creating a more connected firm experience.

Hands-on change management, training, and adoption support that helps professionals confidently use new tools, modernize processes, and turn technology into day-to-day business impact.

A connected technology ecosystem that brings together practice management, CRM, document management, communications, finance, and analytics platforms, creating a single operating layer for the modern advisory firm.

Enterprise-grade security, identity, governance, and data infrastructure designed to protect client information, support compliance, and scale confidently as the firm grows.

30%+

tax prep time saved with AI-enabled workflows

100%

client lifecycle connected and automated

24/7

monitoring across identity, endpoint, and firm systems

"Tax AI is the best. It assists with working more efficiently to keep us organized. That's the hardest part about tax season; keep things moving along and structured."

Amy Grant, COO, RRBB

“In the last two months, TaxAI and TaaS have half transformed tax for us, and you are on your way to 100%.”

Cory Kubota, CEO, Accuity Advisors

"The TaxAI tool is wonderful, so easy to use. This is a total replacement for AutoFlow. No organization is needed and AI does everything. This also replaced PDFlyer.”

Sandrina Devlopoulos, VP of Operations, Reid Accountants + Advisors

“I feel this could really be a game changer for reviewing going forward.”

Perry Siegel, Accounting and Tax Director, Reid Accountants + Advisors

TKR Advisors

"Current gave us the confidence to pursue opportunities we may not have been able to support on our own. The combination of scalable capacity, technical expertise, and consistent collaboration allowed us to grow without compromising quality or client experience."

Kelly Toole, Managing Partner, TKR

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Accuity

"Current helped us turn ideas into execution. The combination of technology expertise, strategic guidance, and hands-on partnership gave us the momentum to move critical initiatives forward faster than we could have alone."

Cory Kubota, CEO, Accuity

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Larson Gross

"The responsiveness and technical execution completely changed the conversation. What started as a test engagement quickly became a much larger opportunity because the teams delivered exactly what they promised."

Kelli Visser, Managing Partner, Larson Gross

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Reid

"Current gave us the infrastructure, expertise, and support to scale faster than we could have independently. The platform helped us turn strategic growth opportunities into real momentum for the firm."

Jason Saladino, Managing Partner, Reid

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