PrivateOfficeAI for Accounting Firms.
Client financials never leave the office.
A client’s tax return, payroll register, or general ledger is not something you can paste into a public chatbot. PrivateOfficeAI gives your CPAs, bookkeepers, and staff a capable assistant that runs entirely in the office: reconcile accounts, draft client correspondence, and pull answers straight from your own client files — with nothing ever leaving the building.
The AI, without the confidentiality problem
Every firm wants the speed of a modern AI assistant. Very few can risk client financials, tax IDs, or bank records passing through a vendor’s cloud to get it — this is built to close that gap.
Cloud AI and client data don’t mix
Pasting a client’s return, bank statement, or payroll file into a public chatbot means that data leaves your control the moment you hit send — an unacceptable risk for anything covered by client confidentiality, IRS Circular 230, or a signed engagement letter.
- No vendor ever sees a client’s financials
- Nothing is used to train an outside model
- No terms of service to worry about changing
The same assistant, running on your own box
PrivateOfficeAI answers, drafts, and reasons the way any leading AI chat would — it just does it on hardware sitting in your office, so client files never have to leave the building to be useful.
- Runs fully offline, on the firm’s own network
- Every partner, CPA, and bookkeeper gets their own login
- One price for the whole firm, no per-seat fees
What it actually does across a client engagement
PrivateOfficeAI connects to the rest of the box, so it’s rarely working from a blank page.
Answers from your own client files
Ask about a prior-year return, a chart-of-accounts entry, or a client’s engagement letter, and it answers from your firm’s Knowledge Base, citing the exact document it pulled from.
Sensitive clients stay with the right people
Role-based access means a bookkeeper, a senior accountant, and a partner each see only the clients they’re assigned to — automatically, without extra setup per engagement.
Drafts letters, memos and client emails
Turn a set of workpaper notes or a reconciliation into a clean first draft in your firm’s voice — the Document & Email Generator formats it as a polished, ready-to-send PDF.
Reaches you during tax season crunch
With the optional Remote Access add-on, the same assistant follows a partner home or to a client site over a private encrypted tunnel — no client data ever sits on a public server.
Open a browser tab. That’s the whole setup.
Upload the client file
Drop a return, ledger export, or bank statement into the firm’s Knowledge Base once, and it’s answerable from then on.
Ask, reconcile, or draft
Have the assistant pull key figures, flag variances, or write the first draft of a client letter or memo.
Nothing leaves the building
Every answer is generated on the box itself — no client financials are ever sent to an outside server to get a reply.
PrivateOfficeAI works the same way across industries
Same box, same privacy, same one-price model — adapted to how each business actually works.