A confidential AI workspace for accounting and tax firms

Your clients hand you the numbers they would show no one else. The moment one of those figures is pasted into a public AI chatbot, it leaves your firm and sits on a vendor's cloud, tied to a client who trusted you to keep it quiet.

You can still put AI to work on the grind, drafting, summarizing, tidying notes, without that happening. It comes down to where the model runs and who controls the platform around it.

Client finances are not for someone else's servers

A public chatbot ships every figure you type to a vendor you have no contract with. For an accounting or tax firm that runs straight into the confidentiality your clients assume. Discretion is half of what they pay for.

A blanket "no AI" rule tends to be ignored rather than followed. Staff use the fastest tool on hand unless the firm gives them a safe one.

Run the model on your own machine

With kral, the whole platform runs on your own server. Add a local model on your own hardware and a prompt about a client's accounts goes to your machine and stops there. No external API in the path, nothing leaving the firm. Most firms mix it: a cloud model for general drafting, a local model for anything tied to a named client.

A full workspace, not a chat box

Your staff can build their own assistants without code: one that drafts client emails in your firm's tone, one that summarizes a stack of statements into a short note. Save those as routines the whole team reuses. Drop in a file and ask about it, get a cited answer from the web when a question needs current rules, and switch between the leading models in one click. One place, one login.

Connect your own files and tools

kral supports MCP, the open standard for connecting tools and data to an AI. The assistant can work with your own templates and internal knowledge through a connector you control, instead of guessing from the open web. Your files stay in your systems.

You run it, and the numbers are yours to see

Set who uses which models and a spending cap per person, so the cost is predictable and nothing runs up quietly. Watch real usage on a dashboard, and let everyone sign in once through single sign-on. It installs on Windows Server behind IIS, the same approach as a company-wide AI you host yourself, sits inside your network behind your firewall, and carries your firm's branding.

And we help you put it in place

You do not have to set this up alone. We install kral with you, connect it to your systems and advise on rolling AI out across the firm without client data leaving your side. If you want a partner for the implementation, that is what we do.

Give your people a capable AI workspace and keep client finances confidential. See it running, then let us help you put it on your own server.

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