---
description: Review of FirstPass Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: FirstPass | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Other Finance & Accounting Software](/directory/4916/other-finance-accounting/software) > [FirstPass](/software/777005/FirstPass)

# FirstPass

Canonical: https://www.softwareadvice.co.nz/software/777005/FirstPass

> FirstPass is a cloud-based document review platform built for CPA firms and law firms in Canada and the United States. It automates the initial review of high-stakes accounting and legal documents, including corporate tax returns (T2 and 1120), commercial leases, MD\&As, and prospectuses, delivering exception reports in minutes rather than hours.

The platform includes two products. FirstPass Tax cross-references documents, verifies calculations, flags inconsistencies, and identifies planning opportunities such as capital dividends. FirstPass Legal performs structural and completeness checks against proven templates, catches common omissions, and produces actionable exception reports.

Both products operate on a zero-persistence security model — uploaded documents and analysis results are never written to persistent storage. Canadian organizations have all AI processing run within Google Cloud's Montreal region.

Senior professionals can use exception reports as an immediate starting point for expert judgment, freeing them from repetitive, non-billable review tasks to focus on advisory work and client counsel. Support options are not specified by the vendor.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: AI Advisors Group

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: Canada, United States

## Features

- Distinct Finance & Accounting Functionality
- Niche Application
- Specialized or Emerging Capabilities

## Support Options

- Email/Help Desk

## Category

- [Other Finance & Accounting Software](https://www.softwareadvice.co.nz/directory/4916/other-finance-accounting/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/777005/FirstPass)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/777005-FirstPass/> |
| en-AU | <https://www.softwareadvice.com.au/software/777005/FirstPass> |
| en-GB | <https://www.softwareadvice.co.uk/software/777005/FirstPass> |
| en-IE | <https://www.softwareadvice.ie/software/777005/FirstPass> |
| en-NZ | <https://www.softwareadvice.co.nz/software/777005/FirstPass> |

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