Client Confidentiality · SOX-Ready · SOC 2 Certified

Private AI Built for CPA Firms and Tax Practices

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 inside a compliance perimeter you control. Zero data retention. Full audit trail.

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The Problem

Your Staff Are Already Using AI. With Client Financials.

Every busy season, accountants at your firm paste 1099s, K-1s, and engagement letters into ChatGPT to speed up review. The tools retain that input. Your malpractice exposure compounds.

Client financial data exposed to AI providers with no confidentiality agreement
Tax research drafted on tools that train on your inputs
No audit trail for AI-assisted workpapers
AICPA increasingly asking how firms govern AI use
Insurance carriers excluding AI-related disclosures

Accounting Workflows

Built for How CPA Firms Actually Work

Purpose-built for the document-intensive, deadline-driven work that defines accounting practice. Client data stays in your environment.

Tax Memo Drafting

Draft tax memos and advisory letters grounded in your firm's prior work. Citations back to authority. Reviewer-ready.

Tax

Engagement Letter Review

Compare engagement letters against your firm's templates. Flag risk language, scope creep, and missing carve-outs.

Practice Mgmt

Workpaper Review

AI-assisted review of workpapers — tie-out, foot-and-cross-foot, and exception reporting against your firm's standards.

Audit

Financial Statement Summaries

Generate plain-language summaries of financial statements for client communications and internal review.

Audit / Advisory

Research & Authority Lookup

Natural-language search across IRC, regs, court cases, and your firm's research library — with grounded citations.

Tax

Client Communications

Draft client letters, capital call notices, and tax-projection summaries that read like your firm wrote them — because it did.

Advisory

How It Works

Client Financial Data Never Leaves the Fence

Returns, statements, and workpapers are processed behind your compliance perimeter with zero retention and per-firm encryption. Clients receive polished deliverables — never raw AI output.

Your firm’s data

· Case files
· Client documents
· Firm knowledge

YourAI

Private AI for your industry

●Zero data retention
●Per-firm HSM encryption
●Immutable audit trail
●4-role RBAC + RLS

Your firm’s AI Asset

Your intellectual property

● Grows with every matter
● Precedent library deepens
● Always 100% your firm’s

Client Experience

Why Your Clients Will Love This

Your clients don’t care which AI model you use. They care that their information is protected, their matters move faster, and they can trust the work product you deliver.

Secure Message Portal

Clients communicate with your firm through an encrypted channel — not email, not a shared drive. Every message is logged in an immutable audit trail. If a question ever arises about what was communicated and when, there's a tamper-proof record both parties can trust.

Branded Deliverables, Not Raw AI

Your clients never see a chatbot interface. They receive polished Reports and Deliverables branded as your firm's work product. The AI is invisible — what they see is a firm that turns work around faster without cutting corners.

Faster Turnaround, Same Quality

Contract reviews that took two days now take two hours. Research memos that required a full afternoon are drafted before lunch. Your clients get the same thoroughness they expect — delivered in a fraction of the time.

Their Data Never Trains a Model

When clients ask “is my data being used to train AI?” — and they will ask — you can answer definitively: no. Zero data retention at the AI provider. Per-firm encryption. Their documents are never seen by another organization, period.

Transparent Billing

Every AI-assisted task is tracked per matter. Clients see clear line items for the work performed — not vague “technology fees.” When AI reduces the hours a task takes, the savings pass through to the client. It builds trust instead of suspicion.

SOC 2 Certified — They Can Verify

Sophisticated clients and corporate departments increasingly require SOC 2 compliance from their outside vendors. With YourAI, your firm can produce an independently audited security report on request — a competitive advantage in client pitches.

Compliance & Trust

Security That Meets the Highest Standards

SOC 2 Type I Certified

Independent audit of security controls. Type II in progress. Every data access, system change, and authentication event is logged and immutable.

ABA / Industry Standards Compatible

Designed against the strictest professional standards in your industry. Confidentiality, supervision, and disclosure rules built in.

Privilege & Confidentiality Preserved

No third-party AI provider retains your data. Per-firm HSM encryption with FIPS 140-2 Level 3 keys. Cryptographic erasure on account deletion.

Zero Data Retention

Contractual zero-retention agreements with all model providers. Prompts are processed and discarded. No training on your data. Ever.

4-Role Access Control

Admin, Manager, Operator, Client — enforced at the database layer via Row-Level Security. Not application-level toggles. Not checkbox permissions.

Immutable Audit Logs

Append-only from Day 1. No UPDATE or DELETE for any role including Admin. Who accessed what, when, for which client matter. Exportable for ethics reviews.

Pricing

Built for any team that handles sensitive information.

We’re finalizing tiers. In the meantime, every plan ships with the same compliance foundation.

Every plan includes

SOC 2 Type II

Audited security

Zero training

Your data stays yours

Bank-grade encryption

Storage and transit

AWS infrastructure

Trusted cloud foundation

Trusted by teams in legal, healthcare, finance, and professional services.

Ready to give your team the AI they actually trust?

Bring one real matter. We’ll show you privilege-aware redaction, a discovery summary, and a client-ready deliverable in 15 minutes. NDA up front. Zero retention.

Book the 15-min walkthrough

Vertical Expansion

If CPA Firms Trust Us, You Should Too

CPA firms operate under client confidentiality rules that rival the legal profession. When accountants trust YourAI with the firm's most sensitive workpapers, it signals what every regulated industry should expect.