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.
Talk to a guru 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 so client data never leaks into 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.
Free template
Download our AI Acceptable Use Policy template.
The starting point we use with client firms: a policy governing AI tools in tax, accounting, and advisory practice. Tell us who you are and the download starts immediately.
Your download is starting. If it does not, download the template here. It is a template, not a finished policy: replace the bracketed items and adopt it formally before rolling it out to staff.
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.
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No long-term contract. No hour caps. No minimums. 60-day cancellation any time. We earn it every month. · (800) 692-6096