Client financials demand a higher bar than a browser tab.
Your team is going to use AI — the question is whether it happens in a tool you control or in a tab logged into someone's personal account. We give your practice a private AI gateway with the controls regulators and clients already expect from you.
What's at stake
Information you protect for a reason shouldn't pass through tools you don't control.
Returns, statements, trial balances, audit workpapers, client correspondence — none of these belong in a system that may retain inputs for training. The rules you live by were not written with consumer chatbots in mind, but the spirit is clear.
Reputational risk in this business compounds quickly. One leaked client name attached to a strategy question is enough to undo years of trust.
Where it earns its keep
Built around how your team actually works.
If your practice has been hesitant to roll out AI because the consumer versions don't meet your standard, this is the version that does.