AI for accounting firms. Tax season without the drowning.
Edgerton and Edgekeeper for tax, advisory, and bookkeeping practices — built around the workflows that decide whether a new engagement is profitable or a drain. Every mis-scoped engagement is margin you never get back.
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.
One Edgekeeper brain learns your firm — clients, engagements, deadlines, document conventions. Edgerton works on top of it: reads the engagement letter, pulls the prior-year docs, drafts the missing-items email, and logs every action for review. The longer it runs, the more of your firm it holds.
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.
- →Edgerton — measures where your partners' and staff's hours actually go, with their consent, before you spend a dollar
- →Edgekeeper — one private brain for your firm on a server dedicated to you: client financials never shared
- →AI intake that screens every new-engagement inquiry for fit, plus a first line for routine client questions — two seats your firm can't keep filled
- →Client portals, engagement-status dashboards, and a connection to QuickBooks / Xero / CCH / Drake / UltraTax
- →Answers from your own engagement history: margin, scope creep, recoverable WIP
How we do it.
- 01
Assess
We map your firm — practice mix, tax/audit software, engagement bottlenecks — and measure it with Edgerton — with your staff's consent — so the ROI model is built on how work actually happens, not on interview guesses. 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.
A partner's assistant that knows the firm
Knows your client roster, engagement status, and KPIs. Asks the right questions before review meetings.
Edgekeeper
Client financials on a server dedicated to your firm. Defensible to your PII obligations and to your regulator.
Intake and first-line questions, covered
An AI intake specialist and a first line for routine client questions — two seats your firm has trouble keeping filled.
Portals and dashboards
Client portals, engagement-status dashboards, connections to QuickBooks / Xero / CCH / Drake / UltraTax.
Your engagement history, answered
Which engagements margin best? Which clients have scope creep? Where's the recoverable WIP? Asked in plain English, answered from your own records.
Proven architecture, mapped to your firm.
The same setup runs in production for an MSP and their client book, and Edgerton has run live engagements for outside businesses through partner MSPs. Your Assessment maps it to your practice mix and tax/audit software.
The promises we put in writing.
If we don't find ROI, you get the fee back.
Edgerton measures how your team's work really happens — with your team's knowledge and consent — and puts a dollar figure on what it finds. If there's no clear ROI path, the verdict is 'don't build' — and the Assessment fee comes back. The report is yours to keep either way.
Production by a fixed date.
Set during the Build. If we miss it, additional weeks of build are on us.
You keep your data — whatever happens.
Your records, everything the brain learned about your business, the log — yours in the contract, with full export rights. The server and the software are ours; the knowledge is yours. Leaving is a documented handover, not a hostage negotiation.
Your rules decide what the AI sees.
Only what you approve goes in. Nothing you don't approve comes out. And every access is written down — so "what did it see?" always has an answer.
A named engagement lead.
Not a queue, not a rotation. You know their name, they know your business — and they pick up the phone.
Questions we get.
Client financials are sensitive.
That's why Edgekeeper exists. Your data on a server dedicated to your firm, never on 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?
The partner's assistant is the piece we design for the partners on day one. Adoption review at 30 days.
Related guides.
Go deeper in the Learn library.
Start with an Assessment.
Ten business days of measurement. Whatever the verdict, the deliverable is yours.