Private AI for CPA and Accounting Firms
Give your team AI-powered research, document processing, and client support — with tax returns and financial records fully secured.
The challenge
The Challenge
Your firm processes some of the most sensitive financial information in existence — tax returns, financial statements, payroll records, estate plans. The productivity benefits of AI for research, document summarization, and client communications are enormous, especially during busy season. But the data your firm handles demands the highest standard of protection.
Consumer AI tools offer no guarantees about data isolation. For a CPA firm where client trust and regulatory compliance are the foundation of the business, that's an unacceptable risk.
The Metrovolo approach
The Metrovolo Approach
Metrovolo deploys a private AI environment designed for accounting firms. Your team gets an AI assistant that accelerates tax research, summarizes client documents, drafts communications, and automates routine analysis — all within an isolated infrastructure that keeps client financial data exactly where it belongs.
Capabilities
What Your Team Will Use It For
Research Tax Code
Research tax code questions and get cited, sourced answers from your firm's knowledge base
Summarize Financial Statements
Summarize client financial statements and supporting schedules
Draft Advisory Letters
Draft client advisory letters and engagement confirmations
Extract Tax Data
Extract key figures from tax returns and organize them for review
Automate Workpapers
Automate preparation of standardized workpapers
Search Client History
Search across historical client files for precedent and prior-year treatment
Compliance
Metrovolo environments maintain strict data isolation appropriate for firms handling sensitive client financial records. All data is encrypted, access-controlled, and never shared with third-party AI providers.
FAQ
Frequently Asked Questions
Can accountants use ChatGPT with client financial data?
Not safely with consumer versions. Client tax returns, financial statements, and supporting schedules contain sensitive financial information protected by professional confidentiality obligations. Consumer AI tools process this data on third-party servers outside the firm's control. Private AI deployed on the firm's own infrastructure keeps client data within the firm's security perimeter.
What professional obligations apply to AI use in accounting?
AICPA professional standards require CPAs to maintain confidentiality of client information and exercise due care in selecting technology tools. State boards of accountancy may impose additional requirements. Using consumer AI tools that transmit client data to third-party servers creates tension with these obligations. Private AI on firm-controlled infrastructure keeps data processing within the firm's control.
How is private AI different from ChatGPT Enterprise for accounting firms?
ChatGPT Enterprise adds access controls but still processes data on OpenAI's infrastructure. Private AI runs on infrastructure the firm controls — client financial data never leaves. For firms with professional confidentiality obligations to clients, the distinction between vendor security features and infrastructure you control is material.
What can accounting firms use private AI for?
Tax code research, financial statement summarization, client advisory letter drafting, tax return data extraction, workpaper preparation, and historical client file search. The same capabilities as consumer AI tools, running in an environment that maintains the confidentiality your clients expect.
How long does it take to deploy private AI for an accounting firm?
Metrovolo deploys in 7 days or less. Your firm gets a private AI environment with a familiar chat interface, document upload, and search capabilities — without needing to hire technical staff or manage infrastructure.