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
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
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.
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.