We configure your AI tools with the data boundaries, DPAs, and 7216-ready guardrails your advisor can review. While that happens, we build internal workflows that skip client tax data and start giving your team hours back.
The 7216 conversation keeps going in circles. Do you need separate consent? Is the engagement letter enough? Nobody has a clear answer, and next tax season isn't waiting.
Every AI vendor says something different. BlueJ, TaxGPT, Claude, ChatGPT - each one claims to be the answer. None of them can explain how they fit your compliance requirements or your existing stack.
You need a technical partner, not another tool to figure out. You became an accountant, not a software developer. You want somebody else to handle the technical setup so you can focus on the work you're trained for.
The prices don't match your practice. AI consultants quote enterprise rates your 5-person firm can't justify. SaaS tools want per-seat fees but can't answer basic questions about how they handle client data.
7216-aware technical setup from day one. We handle enterprise AI configuration, DPAs, and system instructions - the technical controls your firm can review with its own tax and legal advisors. We've set up AI in healthcare, legal, and financial services where the compliance stakes carry similar weight.
We map your stack before we touch anything. Lacerte, CCH, QBO, Karbon, TaxCaddy, SmartVault - we start by understanding what you already run and design the AI setup around your actual data boundaries.
Start with internal tasks that skip the compliance question. Email triage, work paper templates, practice management automation, staff onboarding - lower-risk starting points that get your team real time back before you go further.
Scaled to fit, from solo to institutional. We work with single-practitioner firms and clients like Charlesbank. E&O and cyber coverage, scoped agreements, and a team that picks up when something needs attention. You don't pay for infrastructure you'll never use.
Enterprise tier configuration, data processing agreements, system instructions that enforce boundaries, and starter compliance templates ready for your advisor's sign-off. We configure the environment and draft the paperwork; your advisor provides the final stamp.
AI for tasks that don't touch client tax data: email triage, work paper organization, source document intake, CPE tracking, pricing analysis, staff training. Lower-risk starting points that give your team real hours back. Start here, expand from here.
Rules will change. Models will improve. Your team will get more comfortable. We stay on as the technical resource your firm doesn't have in-house - monitoring, model updates, new workflows, and a standing relationship with someone who already knows how your practice runs.
Free. Just your email.
7216 consent forms, an AI disclosure clause for your engagement letters, and system instructions that configure your AI tools to enforce boundaries. Three downloads, each ready for your advisor to review. Not legal or tax advice - engineering starting points.
Get the KitFree. 30 minutes. No pitch.
We'll look at how your firm currently uses AI, where the practical starting points are, and what the technical setup looks like. You walk away with an honest read on what's worth doing next. Ours to give whether or not we work together.
Book a Consultation
1
A 30-minute call to look at your current stack - whether you're starting from scratch or already have a pile of AI tools you've experimented with. We identify low-risk starting points and see if our engineering approach fits your firm.
2
We configure your enterprise AI accounts, set up data processing agreements, and build system instructions that enforce boundaries. The technical foundation your firm's advisors can review and your team can build on.
3
We start with internal workflows designed to avoid client tax return data: email triage, work paper organization, practice management automation. Your team sees real time savings before the compliance picture is fully resolved.
4
As rules evolve, models improve, and your team gets more comfortable, we're the technical resource that keeps everything on track. In month six, we already know your practice management setup, which staff are comfortable with AI, and where your firm hit friction the first time. New model releases don't start from zero.
Senior engineers, no junior contractors, no slide-deck consultants. The people you'll actually work with from day one. Hire us for a build, or embed one as your fractional AI officer.
Dimitri
Founder & Technical Director
Clayton
Head of Client Engagement
Kareem
Senior AI Engineer, Agentic Systems
Pawan
Senior AI Engineer, Regulated Systems
Ikechi
Senior AI Engineer, Product & Workflows
Osama
Senior AI Engineer, Frontend & UX
Talha
Senior AI Engineer, AI Pipelines & Data
Jesse
Partnerships & Outreach
Send a note with a sentence or two about your situation, your industry, and where you think AI might land first. We respond within one business day.
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