01
Connect your document sources
Redbike connects to the approved places your firm keeps client work: cloud drives, local folders, PDFs, tax returns, receipts, and notes.
Product tour
See exactly how Redbike turns client files into answers
This page is the demo before the demo: connect firm files, ask a client question, get an answer with sources, verify the PDF, and respond with confidence.
Redbike Answer Review
Ask Redbike
What changed between Jane Smith's 2023 and 2024 tax return?
Answer found in 0.8 seconds
Jane's charitable deduction decreased because the 2024 file only includes two attached donation receipts, compared to six in 2023.
JaneSmith_2024_Return.pdf
page 14JaneSmith_2023_Return.pdf
page 12Donation_Receipts_2024.pdf
receiptsProduct walkthrough
What your team can actually do inside Redbike
The product workflow is intentionally simple. The useful part is not another dashboard. It is getting from a client question to a verified source-backed answer without digging through folders.
02
Ask a client-file question
Your team asks the question in plain English instead of guessing file names, folder paths, or who last touched the client file.
03
Get an answer with sources
Redbike returns the answer and keeps the source files close, so the result feels like a file review, not a black box.
04
Verify before responding
Open the supporting document, page, and highlighted section before your team sends anything back to the client.
05
Respond confidently
Use the answer summary as a starting point for a clear client response, with the supporting files already checked.
Redbike Client File Workspace
Google Drive
Dropbox
OneDrive
SharePoint
Local server folders
PDFs
Tax returns
Receipts
Client notes
Ask Redbike
What changed between Jane Smith's 2023 and 2024 tax return?
Answer found with sources
Jane's charitable deduction decreased because the 2024 file only includes two attached donation receipts, compared to six in 2023.
Sources
JaneSmith_2024_Return.pdf
page 14JaneSmith_2023_Return.pdf
page 12Donation_Receipts_2024.pdf
attached receiptsPDF preview
Charitable contributions: two attached receipts totaling $1,200.
Client response draft
Jane, your charitable deduction is lower this year because we only have two donation receipts in the 2024 file. I checked the 2023 and 2024 return pages before replying.
Full workflow
From data source to client response
The full path matters: approved firm documents feed the searchable layer, Redbike finds the answer in the UI, your team verifies the source, and the client gets a clear response.
Firm files
Returns, receipts, PDFs, folders, and notes stay in the systems your firm approves.
Secure index
Redbike makes the approved files searchable without asking your team to reorganize them first.
Answer engine
Client-file questions are matched against the relevant documents and source context.
Redbike UI
Your team asks, reviews the answer, opens the source, and checks the evidence.
Verified response
The client gets a faster answer backed by the file your team reviewed.
Inside the app
The app is for real accounting questions, not generic search
Year-over-year return comparison
"What changed between Jane Smith's 2023 and 2024 tax return?"
Finds the deduction change and points to both return pages plus supporting receipts.
Missing receipt search
"Where is the receipt tied to the vehicle expense?"
Searches folders, uploaded PDFs, and client records for the supporting document.
Meeting prep
"What open items should I know before this client call?"
Pulls notes, recent files, and unresolved document gaps into one quick summary.
Time saved
Repeated file searching becomes a real cost
Use the calculator to show what repeated client-file questions cost when every answer starts with 20 minutes of folder hunting.
Estimated time lost
13.3 hrs/week
Estimated monthly value
$8,000
Want to see this flow with your firm's file-search problems?
Bring one client question that usually sends your team into folders. We will show how Redbike would turn it into a source-backed answer.