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Reach Us Anytime
Have questions or need help? We’re here for you
Have questions or need help? We’re here for you
FAQ'S
Frequently Asked Questions
Common questions from managing partners, COOs, and firm leaders evaluating AI
What types of knowledge can the AI agent access?
Your agent can be trained on any documents your firm uses — tax code and IRS publications, GAAP and FASB standards, internal methodology guides, engagement letter templates, compliance policies, audit workpaper procedures, and more. If your team references it, the agent can search it and deliver cited answers in seconds.
How do you handle data security and client confidentiality?
We take this seriously. Our infrastructure is SOC 2 Type II certified. Your data is hosted on a private, dedicated cloud environment — never shared with other clients. And critically, no client data is ever used to train AI models. Your firm's information stays yours. We're happy to walk through our security practices in detail on a call.
Does my team need technical skills to use this?
Not at all. Your team interacts with the agent the same way they'd ask a colleague a question — in plain English. If they can type a question into a search bar, they can use the agent. We handle all the setup, training, and optimization behind the scenes.
What happens when tax codes or regulations change?
We update your knowledge base as regulations evolve — new IRS guidance, GAAP amendments, state-level changes. Your agent always reflects the latest standards so your team never works from outdated information. This is part of our ongoing support, not an extra charge.
Will this integrate with the tools our firm already uses?
Yes. We integrate with the practice management software, document management systems, and cloud platforms your firm already relies on — including SharePoint, Google Workspace, and common accounting platforms. No rip-and-replace required.
How long until our team is using the agent?
Most firms have their first knowledge agent live within 4–6 weeks. That includes discovery, building and testing the agent against real questions from your practice, and training your team. We start with one high-impact use case and expand from there.
FAQ'S
Frequently Asked Questions
Common questions from managing partners, COOs, and firm leaders evaluating AI
What types of knowledge can the AI agent access?
How do you handle data security and client confidentiality?
Does my team need technical skills to use this?
What happens when tax codes or regulations change?
Will this integrate with the tools our firm already uses?
How long until our team is using the agent?
FAQ'S
Frequently Asked Questions
Common questions from managing partners, COOs, and firm leaders evaluating AI
What types of knowledge can the AI agent access?
Your agent can be trained on any documents your firm uses — tax code and IRS publications, GAAP and FASB standards, internal methodology guides, engagement letter templates, compliance policies, audit workpaper procedures, and more. If your team references it, the agent can search it and deliver cited answers in seconds.
How do you handle data security and client confidentiality?
We take this seriously. Our infrastructure is SOC 2 Type II certified. Your data is hosted on a private, dedicated cloud environment — never shared with other clients. And critically, no client data is ever used to train AI models. Your firm's information stays yours. We're happy to walk through our security practices in detail on a call.
Does my team need technical skills to use this?
Not at all. Your team interacts with the agent the same way they'd ask a colleague a question — in plain English. If they can type a question into a search bar, they can use the agent. We handle all the setup, training, and optimization behind the scenes.
What happens when tax codes or regulations change?
We update your knowledge base as regulations evolve — new IRS guidance, GAAP amendments, state-level changes. Your agent always reflects the latest standards so your team never works from outdated information. This is part of our ongoing support, not an extra charge.
Will this integrate with the tools our firm already uses?
Yes. We integrate with the practice management software, document management systems, and cloud platforms your firm already relies on — including SharePoint, Google Workspace, and common accounting platforms. No rip-and-replace required.
How long until our team is using the agent?
Most firms have their first knowledge agent live within 4–6 weeks. That includes discovery, building and testing the agent against real questions from your practice, and training your team. We start with one high-impact use case and expand from there.