Your staff accountants are using ChatGPT to research tax code, draft engagement letters, and analyze financial statements — with client data exposed to public AI. YourAI gives them the same power behind a compliance perimeter. Zero retention. Full audit trail. Client confidentiality preserved.
When a staff accountant pastes a P&L into ChatGPT to ask about revenue recognition treatment, that client’s financial data enters a system with no confidentiality protections. One client finds out and you lose the engagement.
Every complex return requires IRC research, state conformity checks, and precedent review. Your senior staff spend hours on research that AI could do in minutes — but only if the AI doesn’t leak client data.
AICPA standards require documented rationale for every significant judgment. Writing workpapers, memo drafts, and file notes consumes 30-40% of engagement hours. That’s time not spent on advisory work.
Every firm wants to shift from compliance work to higher-margin advisory. But your staff is buried in returns and audit prep. AI could free up 20-30% of capacity for advisory services.
YourAI routes through three AI providers with zero data retention. No client financials are stored by any model. Per-firm encryption. Engagement-level data isolation.
Natural language queries against tax code, accounting standards, and your firm’s own precedent library. Returns citations, not summaries. Fact-checked web search for recent IRS guidance.
Generate workpaper documentation, tax position memos, and management letter comments from your analysis. Human review gate before anything goes to file. AICPA standards-aware.
Automate the research, documentation, and first-draft work on compliance engagements. Redirect that capacity to tax planning, CFO services, and strategic advisory — at 3x the billing rate.
Natural language queries: "What’s the Section 199A deduction treatment for an S-Corp with rental income in California?" Returns IRC citations, state conformity status, and relevant case law.
TaxUpload trial balance and supporting schedules. AI generates first-draft workpapers with tick marks, cross-references, and documented rationale for significant items.
AuditGenerate customized engagement letters from client intake data. Scope, fee structure, and terms pre-filled based on service type. AICPA-compliant language throughout.
Practice MgmtUpload client financials, get ratio analysis, trend identification, unusual transaction flags, and management discussion draft points. Benchmarked against industry data.
AdvisoryAnalyze a client’s multi-state presence. Identify nexus triggers, apportionment requirements, and filing obligations across all relevant jurisdictions.
TaxAI-drafted status updates, document request lists, and tax planning summaries. Personalized per client, branded to your firm, professional and clear.
Client ServiceYour data flows in, gets processed behind a digital perimeter with zero retention and encryption. Clients only see finished Reports.
Independent audit of security controls. Meets AICPA Trust Services Criteria for security, availability, and confidentiality.
Audit trail supports AICPA documentation requirements. AI-assisted work is logged per engagement with full rationale chain.
Each firm gets dedicated HSM encryption keys. Client data isolated at the database layer. Engagement-level access controls.
No AI provider stores your prompts or client data. Processed and discarded. Your clients’ financial information stays confidential.
Partner, Manager, Staff, Client — enforced at the database layer. Staff see only their assigned engagements. Clients see only their deliverables.
Every AI interaction logged per client engagement. Exportable for peer review, quality control, and regulatory inquiries.
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Everything in Professional, plus advanced collaboration, governance, and compliance tools for growing teams.
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Everything in Team, plus private AWS deployment, custom models, and white-glove compliance support.
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