Runs where you control it
Your system runs in your own cloud account or on servers set up only for your firm.
Industries
Built for accounting firms
Accounting firms are trusted with financial records and tax information under strict rules. We build private systems for your firm, set up around those rules and running where you control the data.
Private builds
Private by design
Because your work has to meet rules, we don’t offer you shared software. We build a private system made only for you.
AI under the right terms
AI models connect only through services and business agreements suited to your rules, such as plans that do not train on your data.
Access you decide
Each person sees only what their role allows, and activity can be recorded for review.
Planned with your advisors
We plan the system with you and your advisors around the rules you follow, and put the agreements it needs in place.
Your data stays yours
Your data stays in your environment and belongs to your firm. When our work ends, so does our access.
Supported after launch
We keep the system running, fix what comes up and improve it as your needs change.
We build and support the system. Your firm and its advisors decide how it meets your obligations, and we do not give tax or financial advice. Security and data
What we build
Built around your firm
Every system starts from how your firm works.
A private assistant
An AI assistant that works only inside your systems and prepares summaries and drafts for your team to check.
Client document portals
A private place for clients to upload documents, with reminders for what is missing.
Workflow dashboards
Every client, return and deadline in one view.
Reconciliation tools
Tools that match records and flag what doesn’t line up.
Recurring reports
Reports pulled from your systems and delivered on schedule.
Engagement letters
Proposals and engagement letters built from your templates and client details.
How a build works
01
Discover
We learn how your work runs today and where software can save the most time.
02
Design
We plan the system with you: what it does, what it connects to, and how you will know it works.
03
Build and deploy
We build it, test it on your real work, and put it into daily use.
04
Support
After launch, we keep it running, fix what comes up, and improve it as your business grows.
Plan a private build for your firm
Tell us how your firm works and what it needs to protect, and we’ll plan the system with you.