Your knowledge, connected.
The system works from approved engagement letter templates, memo formats, firm policies, and standard workpapers, so drafts can reflect your firm’s formats and language.
How it works
How onsite private AI works for your accounting firm.
Private infrastructure. Engineered adoption. Ongoing management. Each part is accountable to the same result: hours returned to your firm.
Part 1 · The Sovereign Stack
AI that lives where your data lives.
We install a dedicated AI server inside your office. Approved AI workloads run locally, and prompts and client content are not sent to public model APIs for inference.
What’s inside
Access based on role.
Partners, managers, and staff each see only what they should.
Audit logging on every query.
Complete records of who asked what and when. Your compliance file gets stronger, not weaker.
Encrypted everywhere.
Encrypted at rest, encrypted in transit, isolated from the public internet except for controlled updates.
Leased hardware, upgrades included.
You lease the machine from us. Capacity reviews and planned refresh terms are written into the proposal, so growth does not begin with an unplanned capital purchase.
Part 2 · The Absorption Method
The part that turns a tool into a working habit.
AI tools can go unused when the workflow and behavior change are left to chance. The Absorption Method is our 90-day adoption program, and it’s included in every engagement.
Weeks 1 to 2
Baseline
We measure how long your three target workflows actually take today: document drafting, workpaper summarization, and client communications. Real numbers, not guesses.
Weeks 3 to 6
Redesign
We rebuild each workflow with AI in the loop, train internal champions in each department, and make the new way the easy way.
Weeks 7 to 12
Habits and proof
Weekly office hours, friction removal, and live tracking of hours recovered per professional. By day 90, the dashboard shows the delta, in hours and dollars.
Part 3 · Managed AI
We run the system. Your team stays focused on client work.
- Model updates, security patches, and monitoring, handled remotely
- New use cases added each quarter as your team’s confidence grows
- AI-system documentation for your WISP, coordinated with your Qualified Individual as the deployment evolves
- A quarterly business review with one headline number: hours returned, and what they were worth
The dashboard
If it isn’t measured, it didn’t happen.
Every PrivateStride install includes a partner-readable dashboard: usage by team, hours saved per professional per week, and workflow-level detail. It’s the same dashboard we use to stand behind the guarantee.
| Team | Active professionals | Hours returned / person / week | Leading workflow |
|---|---|---|---|
| Audit & assurance | 12 | 5.8 | Workpaper summaries |
| Tax | 10 | 5.1 | Client communications |
| Advisory | 8 | 6.3 | Document drafting |
Illustrative dashboard data. Your dashboard uses your firm’s measured baselines and observed usage.
See how PrivateStride defines baselines, recovered time, and limitations in the measurement methodology. Review the deployment boundary on the security page.
The Private AI Assessment
Find out whether your firm needs this. In writing.
Two weeks, remote, fixed fee. Where your client content is going, what your professionals already do with AI, and what a private setup would cost you each quarter. The report is yours whether or not you hire us, and the fee comes off the installation if you proceed.
$9,500Two weeksCredited toward installation