AI for accounting firms. Tax season without the drowning.
Five managed AI services 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 AEGIOS 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.
- →AI Concierge for partners — knows your client roster, engagement status, KPIs
- →Hosted Private AI — client financials on your infrastructure
- →Autoshoring — AI Intake Specialist + AI Client-Question Tier
- →Custom Apps + Integrations — client portals, engagement dashboards, tax-software wiring
- →Data + AI — chat with your 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 Surveyor on consent-scaled tiers, 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.
AI Concierge for partners
Knows your client roster, engagement status, and KPIs. Asks the right questions before review meetings.
Hosted Private AI
Client financials on your infrastructure. Defensible to your PII obligations and to your regulator.
Autoshoring
AI Intake Specialist + AI Client-Question Tier. Two seats your firm has trouble keeping filled.
Custom Apps + Integrations
Client portals, engagement-status dashboards, integrations with QuickBooks / Xero / CCH / Drake / UltraTax.
Data + AI
Chat with your engagement history. Which engagements margin best? Which clients have scope creep? Where's the recoverable WIP?
Proven architecture, mapped to your firm.
The chassis runs in production for an MSP and their client book, and the assessment instrument has run live external engagements through partner MSPs. Your Assessment maps the same architecture to your practice mix and tax/audit software.
The promises we put in writing.
Assessment fee credits 100% to your Build.
If we don't find a clear ROI path during the Assessment, you get the fee back.
Production by a fixed date.
Set during Stage 02. If we miss it, additional weeks of build are on us.
Month-to-month after the Build.
30 days' notice. No penalty. No data hostage. Fire us if we stop being worth it.
Your data stays on your infrastructure.
Written into the contract. Full export rights — data, model weights, integrations, all yours.
A named engagement lead.
Not a queue. You always know who's responsible — and they pick up the phone.
Questions we get.
Client financials are sensitive.
That's why Hosted Private AI exists. Data lives in your tenant, never touches 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?
Concierge is the partner-facing piece. We design it 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. The fee credits to any project we do together.