---
title: "Professional services"
description: "Document Processing reads client tax documents, engagement letters and data rooms. Drex routes requests and reviews time, the decisions that quietly eat your margin."
canonical: "https://nace.ai/industries/professional-services"
updated: 2026-11-06
---

# Professional services

> Document Processing reads client tax documents, engagement letters and data rooms. Drex routes requests and reviews time, the decisions that quietly eat your margin.

## Client documents in. Billable work out.

Document Processing reads client tax documents, engagement letters and data rooms. Drex routes requests and reviews time, the decisions that quietly eat your margin.

Runs on: Document Processing (reads), Drex (decides).

| Value | Result | Source |
| --- | --- | --- |
| #1 | on grounding in Nace's Perception evaluation | [Perception evaluation](https://nace.ai/perception) |
| <200 ms | per routing or review decision | [Drex benchmarks](https://nace.ai/drex) |
| 36 | client file types, scanned or digital | [Perception evaluation](https://nace.ai/perception) |

## Senior staff spend busy season sorting, not advising.

Client uploads arrive incomplete and in every format, and requests land in shared inboxes. Nace reads, checks and routes the work, so your people start where their expertise is needed.

## Where Nace fits

Each workflow names the model that does the work.

| Workflow | What it does | Model |
| --- | --- | --- |
| Tax document intake | W-2s, 1099s and K-1s turned into prep-ready data, each value cited. | Document Processing |
| Completeness check | A score for whether a client's upload has everything the return needs. | Document Processing + Drex |
| Client request routing | Each client email sent to the right team and priority. | Drex |
| Time entry review | A billable score and suggested matter code for each time entry. | Drex |
| Engagement abstraction | Scope, fees and terms extracted from engagement letters and statements of work. | Document Processing |
| Client data rooms | Every file a client shares for advisory work, read and indexed. | Document Processing |

## Tax season intake, end to end

1. Client upload: W-2s, 1099s, K-1s and statements
2. Document Processing reads: Every value, cited
3. Drex decides: Complete? Which preparer?
4. Your preparer: Starts with a complete file
5. Drex for Search finds: Any client document, by question

What it reads: W-2s, 1099s, K-1s, Payroll registers, Timesheets, Engagement letters, Statements of work, Client data rooms.

## Runs where your data already lives.

Same models and the same API at every tier. Only the boundary around your data changes.

- Managed Cloud: Our GPUs, our API, a key from Console.
- Dedicated Cloud: Your own cluster in our cloud, reached over private links.
- Your Cloud: Installs in your AWS or Azure account. Data stays inside.
- On-Prem & Air-Gapped: Your datacenter, your hardware, zero outbound.

SOC 2 Type II audited. [Visit the Trust Center](https://trust.nace.ai).

## See it on your own files.

Send us a file and the decision you make on it. We'll show you the result on your own documents.

- [Get started](https://console.nace.ai/?utm_campaign=industries&utm_content=industry-professional-services_md&utm_medium=website&utm_source=nace.ai)
- [Talk to sales](https://nace.ai/contact?source=industry-professional-services)

Related industries: [Accounting](https://nace.ai/industries/accounting) · [Legal](https://nace.ai/industries/legal) · [Banking](https://nace.ai/industries/banking)

## For agents

- [Drex API guide](https://nace.ai/drex.md): the decision model: request shape, question types, benchmarks and deployment, as markdown
- [Decision endpoint](https://console.nace.ai/v1/systemone): POST with model "drex-latest", a state string and typed questions (choice, noul, score); https://console.nace.ai/v1/models lists checkpoints
- [Document endpoints](https://console.nace.ai/v1/documents/{parse|split|classify|extract|ground}): POST a source (a public URL, an uploaded workspace file or a finished parse job) and poll GET https://console.nace.ai/v1/documents/jobs/{id}; the same key and credit as decisions
- [Console](https://console.nace.ai): API keys, the playground, usage and billing; send `Authorization: Bearer $NACE_API_KEY` on every request
- [Console docs](https://console.nace.ai/docs): quickstart, question types, the document routes, errors, limits and pricing
- [Nace Document Processing](https://nace.ai/perception.md): the Perception series: parse, split, classify, extract and ground any file type with a location on every value
- [Drex for Search](https://nace.ai/drex/search.md): Drex for Search: decision-powered retrieval for agents, Drex finds the page, cited search through the CLI, SDKs, MCP and REST, and the public benchmark ranks
- [Industries](https://nace.ai/industries.md): Nace by industry: the files Document Processing reads and the decisions Drex makes for accounting, banking, mortgage, insurance, legal, healthcare, government, construction, logistics and professional services
- [Developers](https://nace.ai/developers.md): The execution layer for agents: Perception, Decision and Search behind one key, the Drex Max frontier, install steps, a scripted agent session and the four deployment boundaries
- [Site index](https://nace.ai/llms.txt): every page on nace.ai; append `.md` to any page URL or send `Accept: text/markdown` for the markdown version