Financial Services
Client files are the most sensitive thing you touch.
Keep them that way.
Tax returns. Financial statements. Business valuations. Payroll records. M&A transaction data. Legal entity structures. The work product of a CPA firm is some of the most sensitive financial information a business generates — and it belongs to someone else. The professional confidentiality obligation that defines CPA practice doesn't have a cloud exception.
Sending client files through a public AI API isn't just a data risk. It's a professional liability question. The good news is that private AI — running entirely within your own infrastructure — is mature, capable, and purpose-built for exactly this situation.
Working around your practice management software.
Thomson Reuters, CCH Axcess, Drake, Karbon, and QuickBooks Accountant are the backbone of most practices — and they're adding AI features focused on their own workflows. What they don't cover: a general AI capability that knows your firm's policies, your clients' histories across engagements, and your internal research methodology, without routing any of it through a public API. That's what we build, and it sits alongside your existing software rather than replacing it.
The Case
Why in-house AI fits accounting firms specifically.
Cost at scale
Tax season demands peak capacity. Per-seat cloud AI pricing penalizes you for having staff. A private deployment scales with your hardware, not with a metered API, so capacity is available when you need it most.
Model stability
If your document review or tax research workflow depends on specific AI behavior, a model deprecation mid-season creates operational problems. You control when and whether to upgrade.
Data portability
Your client work product, your research, and your firm's accumulated knowledge should be in a system you own — not distributed across multiple vendor accounts with their own data governance and retention policies.
Upgrade path
As AI models improve at document understanding and tax reasoning, you adopt those improvements when you're ready, without being forced into a vendor's upgrade cycle.
Capabilities
What we build for CPA firms.
Private document processing
Extract, classify, and summarize client tax documents, financial statements, and workpapers without sending files outside your network. Runs on your hardware, visible only to your staff.
Firm knowledge base
A private RAG system over your internal research, tax guidance documents, engagement policies, and procedure manuals. Staff get answers grounded in your firm's actual knowledge.
Client communication drafting
Draft engagement letters, status updates, and client-facing explanations with AI that understands the context of each engagement — without routing client information through a public API.
Workflow and onboarding automation
Document request checklists, intake automation, and engagement setup tools that reduce administrative load on professional staff.
Different firms need different systems.
We work with CPA firms ranging from solo practitioners to mid-size regionals. Scope, budget, and timeline all get discussed before anything else.