Firm-dedicated server
Each firm gets its own private AI workspace deployed on dedicated cloud infrastructure instead of a shared multi-tenant model endpoint.
Private AI infrastructure for accounting firms
Private AI servers for accounting firms.
AegisFirm helps firms evaluate a managed, firm-dedicated AI workspace with private-network access, no public model endpoint, and no shared third-party model API exposure.
Why this exists
AI adoption is blocked by data exposure concerns.
Accounting firms want help with research, notices, workpapers, memos, and client document review. The hesitation is where that work goes when a public AI tool sits between the firm and its data.
AegisFirm is designed around a different deployment model: private firm infrastructure first, convenience second.
How it works
A managed private AI appliance, not another chatbot SaaS.
Private network access
Access is intended to run through Tailscale or a branded connector so the workspace does not need a public web endpoint.
Accounting document workflows
The product roadmap starts with upload, search, summarization, and cited answers for sensitive firm documents.
Security posture
Built around fewer public surfaces.
The goal is to keep the model runtime, database, and document store away from the public internet while still giving firm users a simple workspace experience.
- No public model endpoint.
- No public database endpoint.
- App authentication after private-network access.
- Encrypted storage and backups on the pilot roadmap.
- Audit logs for user, document, model, and support activity.
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, architecture notes, and the chance to discuss an early private pilot once the deployment path is ready.
Waitlist
Sign up for private AI pilot updates.
Join the list if your firm wants AI help but needs a deployment model that treats client documents like high-risk data.