FirstPass - 2026 Pricing, Features, Reviews & Alternatives

FirstPass is a cloud-based platform comprising two products, FirstPass Tax and FirstPass Legal, designed to automate the initial review of high-stakes accounting and legal documents for CPA firms and law firms in North America. Hosted on Google Cloud Platform with a stateless, zero-persistence architecture, the platform processes corporate tax returns (T2 and 1120), commercial leases, MD&As, and prospectuses, producing structured exception reports in minutes rather than hours. Canadian organizations benefit from AI processing confined exclusively to Google Cloud's Montreal region (northamerica-northeast1), with no documents or analysis results written to persistent storage at any point.

FirstPass Tax cross-references uploaded documents, verifies calculations, flags inconsistencies, identifies planning opportunities such as capital dividends, and highlights risks that warrant deeper professional review. FirstPass Legal performs structural and completeness checks against proven templates, catches common omissions and inconsistencies across commercial leases, MD&As, prospectuses, and other legal filings, and delivers a straightforward exception report with actionable guidance. Both products are powered by a logic-gated AI engine using Google Vertex AI (Gemini models) as the AI sub-processor for document inference, and include an AI Assistant for follow-up interaction within an analysis session.

The platform targets accounting and legal professionals, including senior partners and managers who currently conduct time-intensive initial document reviews. By converting hour-long manual reviews into automated analyses, FirstPass frees senior professionals from repetitive, non-billable work, allowing focus on advisory, strategic counsel, and negotiation. The exception reports produced serve as an immediate, structured starting point for expert judgment rather than a replacement for it.