01
Document drafting
Start with your approved engagement letters, memo formats, and firm language—not a blank prompt.
Designed outcomeFirm-ready first drafts
Private AI for accounting firms · 10–75 professionals
Your firm’s own private AI. Inside your walls.
Measurable in 90 days. Guaranteed.
Recover capacity without sending client work to public AI providers. Modern capability, installed on site and built into the way your professionals already work.
30 minutes · No preparation · No client data needed
Sovereign StackOn-site
PrivateStrideLocal model plane
Client contentLocal only
Public model traffic0
Human approvalRequired
Designed for your office · Managed by PrivateStride
Runs on your serverHuman review stays in controlWISP documentation support includedResults measured weekly
Start with the work
AI drafts. Your professionals decide.
The first 90 days focus on three repeatable workflows where speed matters and professional judgment stays in charge.
No unsupervised tax answers. No black-box client advice. Every output stays reviewable.
02
Workpaper summarization
Turn dense workpapers into review notes, open items, and partner-ready context without re-reading every page.
Designed outcomeFaster review cycles
03
Client communications
Draft clear, consistent requests and explanations. Your professional reviews every word before it leaves the firm.
Designed outcomeLess inbox drag
The operating reality
You already know the math isn’t working.
Hiring experienced staff is the No. 1 current issue for firms with 11–30 professionals. Workload and capacity ranks No. 3. Across every firm size, managing change from technology and AI is the top five-year issue.
The tool that could give your team hours back is also creating a new control problem. Putting client information into unapproved public AI tools can create confidentiality, security, and disclosure risk.
Across professional services, 34% report using AI tools their organization has not sanctioned. That is shadow AI: unmanaged risk created by people trying to get the work done.
Private AI that actually gets used
Three parts. One accountable outcome.
Most deployments stop at software. PrivateStride combines the private system, the behavior change, and the ongoing operator.
01The Sovereign Stack
The private system.
Dedicated AI hardware and software installed on site, configured with approved firm materials and leased with planned upgrades.
See the security boundary02The Absorption Method
The 90-day adoption plan.
Baseline three workflows. Redesign the work. Train champions. Remove friction weekly. Measure the hours that come back.
Walk through the 90 days03Managed AI
The accountable operator.
Updates, monitoring, security, new use cases, and quarterly reviews—managed around one operating number: time returned.
See what we manageThe data boundary
Private by architecture, not by promise.
Prompts, approved firm materials, source documents, and generated outputs are processed on your dedicated server. They are not sent to public model providers.
- Role-based access and multi-factor authentication
- Encryption at rest and in transit
- Permissioned, logged remote support
- Controlled update channel
Your firm’s controlled environment
Approved inputsFirm documents
On-sitePrivate AI
Reviewed outputYour professional
Outside the boundaryPublic model providers
Client content: not sentWhat this means for your firm
A capacity case you can inspect.
The target, the usage, and the economics stay visible. Every assumption can be challenged before you buy.
5–10hours
A target range, set from your baseline
Your actual written target is agreed after we measure the three workflows. No blanket productivity promise.
0public providers
Client content sent to public model companies
Prompts, source documents, and generated outputs are processed on your dedicated on-site server.
13weeks
From baseline to proof
You see usage and recovered time each week, not a success story assembled after the fact.
Capacity without a recruiter
Redeploy recovered time to the work clients are waiting for.
Controls that support your program
Technical safeguards and AI-specific WISP documentation are included.
A more transferable operation
Documented workflows and measured adoption make the firm easier to scale and diligence.
The guarantee
Hit the written time-recovery target—or we keep working at no additional charge until you do.
We agree on the number after your baseline. You watch it move for thirteen weeks. Participation requirements and full terms are written into every proposal in plain language.
Read exactly how it worksWho it’s for
Accounting and CPA firms with 10 to 75 professionals.
For partners who are done waiting for the hiring market to save them—and willing to back a better workflow with real leadership.
An honest fit check
This is not for every firm.
- Not an unsupervised tax-answering system
- Not consumer AI with a policy memo around it
- Not for leaders unwilling to assign champions
Under 10 professionals? A dedicated, encrypted hosted edition is in development.
Join the hosted-edition waitlistCapacity & AI risk assessment
Start with the audit.
Thirty minutes. We map where capacity is leaking and where unmanaged AI risk may sit. You leave with the findings whether you hire us or not.
Book your audit 30 min · No preparation · Confidential