Ownership and control of your data
Your firm's data remains yours. Sensitive documents stay within a firm-dedicated AI environment rather than being routed through a shared public AI service.
Private AI for accounting firms
Automate accounting work without giving up control of client data.
AegisFirm gives accounting firms a private, dedicated AI workspace for sensitive client work. Automate research, notices, workpapers, memos, and document review while your firm controls how client data is accessed and used.
Why AegisFirm
Your data should remain yours when your firm uses AI.
AI can save hours across accounting workflows. But that value only matters when partners can trust how sensitive client information is handled.
AegisFirm is designed to give firms useful automation without surrendering control to a shared public AI provider and its data-handling policies.
What firms get
Private AI that works for your firm and keeps your firm in control.
Automation for accounting workflows
Use AI to accelerate research, notices, workpapers, memos, document review, and other repetitive work while maintaining firm oversight.
Easy for your team to adopt
One-click workspace setup and a managed secure connection make private AI practical without requiring your firm to operate infrastructure or hire specialized technical staff.
Security and control
Private access without surrendering control.
Approved users connect through an encrypted private tunnel, while application-level permissions and activity history help your firm maintain oversight. AegisFirm handles the technical setup behind the scenes.
- A firm-dedicated AI environment.
- An encrypted private tunnel for workspace access.
- Access limited to approved users.
- Application-level permissions and activity history.
- Clear controls for administrative and support access.
Who should join
Early conversations are for firms that handle sensitive client work.
Best fit right now
Small and mid-size accounting firms exploring AI for client-facing or internal document workflows, but blocked by privacy, compliance, or partner approval concerns.
What the waitlist gets
Product updates, early workflow previews, security and privacy updates, and the chance to discuss an initial private pilot when early access opens.
Waitlist
Bring AI into your firm without giving up control.
Join the waitlist to automate sensitive accounting workflows while keeping ownership and control of your client data.