Coaching, every 90 days
AI adoption is a standing agenda item in your quarterly Strategic Technology Planning sessions. We bring what is working at firms like yours, you bring your goals, and the plan gets specific.
AI adoption
Adopt AI in your firm. Responsibly, and ahead of the pack.
Every firm is being told to use AI. We help you actually do it: coached every quarter, deployed securely, integrated into your tax and accounting workflows, and governed so client data stays safe.
Book your discovery call now How we help
From AI-curious to AI-confident.
Claude and LLM deployment
We help you deploy and leverage Claude and other AI tools and LLMs: the right tools for your workflows, set up securely, with your team trained to use them well.
Integrated with tax and accounting
AI that lives inside the work: document intake, reconciliations, research, and client communication, incorporated into the tax and accounting workflows your firm already runs.
Responsible governance
We write your AI acceptable use policy, train your team on it, and configure guardrails that block client data from reaching unsanctioned tools. Adoption and governance move together.
Guidance and coaching are included in your managed services. When you want something built, a workflow automated, an integration, or AI agents configured for your team, we scope it as a fixed-fee project. Claude is a trademark of Anthropic, PBC; Tech Guru is not affiliated with Anthropic.
Free tool
Build my AI policy Build your firm’s AI acceptable use policy in ten minutes.
Fifteen questions about your tools, your data, and your people produce a policy your firm can adopt: approved tools, what may go into them, the Section 7216 question, human review, and an action list. Delivered as a Word document. Free, no sign-up, and nothing you enter leaves your browser.
Keep reading
What we're telling firms about AI right now.
Your firm, ahead of the curve.
Book a 30-minute discovery call and we will talk about where AI actually fits in your firm.
Book your discovery call nowNot ready to talk? Score your firm's security in two minutes.
No long-term contract. No hour caps. No minimums. 60-day cancellation any time. Full proposal within 24 hours of your call. (800) 692-6096