AI for accounting firms. Tax season without the drowning.
Five managed AI services for tax, advisory, and bookkeeping practices — built around the workflows that decide whether a new engagement is profitable or a drain.
Who it's for: Boutique to mid-market firms, 5-50 staff, where document intake, bookkeeping queries, and client-portal questions consume senior partners' billable hours.
What you get.
- AI intake captures every new-engagement inquiry, screens for fit, schedules consults
- Document analysis pipelines for tax docs, K-1s, financial statements
- AI-assisted bookkeeping review (flag exceptions, draft GL entries from receipts)
- Client portal with secure document exchange + AI-answered FAQ
- All on infrastructure defensible to your regulator and to your E&O carrier
What's included.
- →AI Concierge for partners — knows your client roster, engagement status, KPIs
- →Hosted Private AI — client financials on your infrastructure
- →Autoshoring — AI Intake Specialist + AI Client-Question Tier
- →Custom Apps + Integrations — client portals, engagement dashboards, tax-software wiring
- →Data + AI — chat with your engagement history: margin, scope creep, recoverable WIP
How we do it.
- 01
Assess
We map your firm — practice mix, tax/audit software, engagement bottlenecks. Output: ROI model and build plan, timed to your off-season.
- 02
Build
Fixed-price build. Integrated to your tax/practice software (QuickBooks / Xero / UltraTax / CCH / Drake). Live in 4-8 weeks.
- 03
Operate
Edgerton monitors. We tune intake screening and document pipelines monthly. Audit-ready at every step.
Examples.
AI Concierge for partners
Knows your client roster, engagement status, and KPIs. Asks the right questions before review meetings.
Hosted Private AI
Client financials on your infrastructure. Defensible to your PII obligations and to your regulator.
Autoshoring
AI Intake Specialist + AI Client-Question Tier. Two seats your firm has trouble keeping filled.
Custom Apps + Integrations
Client portals, engagement-status dashboards, integrations with QuickBooks / Xero / CCH / Drake / UltraTax.
Data + AI
Chat with your engagement history. Which engagements margin best? Which clients have scope creep? Where's the recoverable WIP?
Pattern, not (yet) portfolio.
The accounting-firm workflow rhymes with what Cyberstreams models for compliance-sensitive service businesses. Your Assessment maps it to your specific tax/audit software and engagement mix.
Questions we get.
Client financials are sensitive.
That's why Hosted Private AI exists. Data lives in your tenant, never touches shared cloud.
We use QuickBooks / Xero / UltraTax / CCH — will it integrate?
Yes.
Won't AI mess up bookkeeping?
AI flags and drafts. Humans approve. The exception rate is dramatically lower than manual entry; we measure it.
Tax season we don't have time to onboard anything new.
Assessment + build cycle is timed to your off-season. We don't pile on during your busy weeks.
Are partners going to actually use this?
Concierge is the partner-facing piece. We design it for the partners on day one. Adoption review at 30 days.
Related guides.
Go deeper in the Learn library.
Start with an Assessment.
Two weeks. The fee credits to any project we do together.