Turnaround in tax season
Answers to client-document questions and quick retrieval of prior-year workpapers, so more engagements fit in peak season with the same staff. About 5 hours a week back.
What you get
Client and workpaper questions answered from your own files, even in peak season. Client financial records stay on your systems. A CPA still reviews and signs every return.
What you earn
Time saved per return can go into more returns and engagements with the same staff, at your own fees. That extra revenue is not included in the payback math below.
The payback math (an estimate, not a promise)
Using the BLS OEWS, May 2025 national mean hourly wage for accountants and auditors:
- Assumed time saved: about 5 hours a week (an assumption, not a measurement; we haven't measured it at a customer)
- Wage: $45.56/hour
- Value: about 5 × $45.56 ≈ $228 a week
- Payback: $3,000 ÷ $228 is about 13 weeks
Your numbers will differ. If it saves fewer hours, payback takes longer.
What you're buying
It is yours, not a subscription. The $3,000 is a flat sprint. We deploy the assistant on your hardware (it can run fully offline) or in your own cloud tenant. We do not host it, so there is no monthly fee from us.
$3,000 flat
No ongoing fees. You own the deployment. Mutual NDA before kickoff.
Live within 48 hours of kickoff and data access, or a full refund.
And your files stay private
A private deployment lowers the risk of AI leaks. It doesn't replace your own security program and doesn't remove any compliance, ethics or contractual obligations (including SOC 2, if you're subject to it). We don't hold SOC 2 or any other certification. It can run fully offline on your hardware. Client data stays inside your environment and goes to no outside AI vendor. Full details: how we handle your data.