DarkLion is a full practice management platform built for Sentinel Wealth & Tax. It's designed to replace TaxDome as the central hub for managing clients, documents, workflows, messaging, and tax preparation — with AI built in from the ground up rather than bolted on top.
What You Can Do in DarkLion
- CRM — Manage every client household (Relationship), their individual members (People), and their business entities (Companies) in one place.
- Documents — Upload, organize, and deliver documents to clients securely. Clients download them from their portal.
- Client Portal — Every client gets a secure login where they can view documents, send messages, upload financials, and sign returns.
- Pipelines — Track every client's progress through your tax return process with a visual kanban board. Move cards, set stages, automate actions.
- Messaging — Send and receive secure messages with clients directly inside DarkLion. No more email for sensitive client communication.
- Tax Organizer — Send clients a personalized document checklist. They upload directly. You get a compiled workpaper PDF.
- Proposals — Create and send engagement proposals. Clients sign electronically.
- Emma AI — An AI agent with full access to the firm's data. Ask Emma anything about your clients, pipelines, or workload.
Who Built It
DarkLion was built by Chris Ragain (CPA/PFS, Sentinel Wealth & Tax) and Argus (AI assistant). It's API-first — meaning everything a human staff member can do, Emma (the AI agent) can do via the same endpoints. Nothing is a workaround; the AI capabilities are structural.
The Core Philosophy
Every competitor bolts AI on top of an existing system. DarkLion is built AI-native from day one. The same API you use in the browser is what Emma uses. No separate "AI mode" — it's the same system.
DarkLion is designed around a single principle: a CPA firm should never have to leave the platform to serve a client. Documents, communication, workflow, signing, and AI assistance all live in one place.