For accountancy practices
More capacity in peak season. Client data stays in the practice.
Answer client queries faster, draft letters and research tax questions across your own files, without sending client tax and payroll data to the cloud.
What we hear from firms like yours
- Client tax, payroll and financial data going to public AI tools
- Peak-season workload landing on the same few people
- Keeping quality consistent when the team is stretched
Built for practices that want the time savings of AI, and for the partners and practice managers responsible for client data.
What your team can do
Practical help with the reading and writing behind every client.
Client queries
Draft accurate replies to routine client questions, drawing on the client's own file and your past advice.
Letters and documents
Produce first drafts of engagement letters, reminders and explanatory letters for review.
Tax research over your own files
Ask questions across your own notes, guides and past work, with references back to the source.
Meeting notes into actions
Turn client meeting notes into a clear list of actions and owners, ready to follow up.
Peak-season capacity
January doesn't get any smaller. Your team's first drafts can get faster.
Private AI takes the first pass at routine letters, summaries and queries, so your people spend their time on review and advice instead of typing.
Because it runs in your practice for one fixed monthly price, there is no meter running when everyone uses it at once in the busiest weeks of the year.
- No per-user or per-query charges
- First drafts in your practice's style
- Answers point to the source documents
- Client data processed on your premises
Client data stays put
Tax and payroll data is handled in your office, not in the cloud.
Client tax returns, payroll records and accounts stay on a machine on your premises. We can't see them, and we only connect for support when you approve it.
It works with the files you already keep. We review your practice management software during the audit and connect it where that can be done safely.
Packages
Start with an audit. Keep it running for one fixed monthly price.
- Step 1
AI Readiness Audit
Find out where AI will save your team time, and which data needs protecting, before you spend anything on hardware.
From£2,500fixed fee
Credited in full against an install
- Half-day session with your partners and team
- Map of the workflows worth automating
- Review of how sensitive your data is
- Written recommendation you can keep
- Step 2
Private AI Install
A machine in your office, connected to your files, with your people set up and trained to use it well.
From£3,500one-off setup
One-off
- Hardware supplied and set up on site
- Connection to your files and folders
- User accounts and access controls
- Staff training session
- Step 3Ongoing
Managed Private AI
Everything kept running for one fixed monthly price. No per-user or per-query charges, ever.
From£595a month
24 or 36-month minimum
- Hardware included
- Monitoring and security updates
- Model upgrades as better ones arrive
- Support during UK business hours
Questions
What firms like yours ask.
Does it replace our practice management or tax software?
No. It works alongside the software you already use, helping with the reading, writing and searching around it.
What does it cost when the whole team uses it in January?
The same as any other month. Managed Private AI is one fixed monthly price with no per-user or per-query charges.
Can it look things up on the internet?
It is designed to work with your own files on your premises. If you need current guidance, it can work with documents you save into its library.
Next step
See it working on your own documents.
Book a 30-minute call. We'll talk through how your team works, what's sensitive, and show you what private AI can do with the kind of work your firm does.