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For CPA and accounting firmsBusy season shouldn't mean
Busy season shouldn't mean
your clients' books in the cloud.
Every return, P&L, or client email pasted into a public AI tool leaves your firm. TechFides builds AI on hardware you own, so intake, emails, and reviews move faster and client financials stay in-house.
Same standard for all
Our service is the same across the board.
It fits to meet your needs, whoever you are. We start where you are, build it on hardware you own, and put it all on one monthly subscription. No two deployments look identical, the standard behind them always does.
Your operation
Configured around how you already run, not the other way around.
Your data
It stays on hardware you own. Nothing leaves the building.
Your intelligence
Owned, not rented. No metered API bills, ever.
The problem
The returns aren't the hard part. Everything around them is.
Chasing documents
Half of busy season is asking clients for the same missing forms, again.
Client data at a vendor
Public AI tools process what you paste on their servers. For a CPA firm, that is a line you can't cross.
Evenings on email
Client questions pile up all day, and the answers get written after dinner.
Per-seat bills
Every staff license and AI add-on is a bill that grows, for software you will never own.
What TechFides handles
The admin around the real work, handled.
Your team reviews and approves. Nothing goes to a client or a taxing authority without a person signing off.
Document intake
Returns, statements, and receipts read, named, and filed to the right client folder.
Missing document requests
The AI checks what each client sent against what you need, and drafts the follow-up.
Client email
Rough notes turned into clear, professional replies in your firm's voice, ready to send after review.
Workpaper summaries
Long files reduced to the facts that matter, so review is faster and nothing slips under deadline.
Research support
Questions answered against the guidance and the memos you load, with the source shown every time.
Bookkeeping clean up
Transactions categorized and oddities flagged, using your chart of accounts.
Engagement letters
Letters and proposals drafted from your templates and fee schedule.
Website questions
Deadlines, required documents, and office hours answered day or night on your website.
Your firm's memory
Past memos, positions, and client notes, searchable in plain English.
Why owning it matters for a firm
Client financials stay in your firm.
The AI runs on hardware in your office, behind your firewall. Returns and statements are never sent to a cloud AI service. Every request is logged on your own hardware. One flat monthly fee, with no per-seat licenses that spike in busy season.
It supports the safeguards IRS Publication 4557 expects of firms that handle taxpayer data. It does not replace them.
Busy season after TechFides
Your team works the returns, not the inbox.
Documents are filed, follow-ups are drafted, and client questions have answers waiting for a quick review.
Take the free AI Fit CheckIntake that sorts itself
Every document named and filed to the right client the day it arrives.
Follow-ups on time
Missing forms requested automatically, so the deadline isn't the first reminder.
Evenings back
Client emails drafted during the day, sent after a quick read.
Private, and never unsupported
Heartbeat keeps watch without seeing client data.
Private AI raises a fair question: if we can't see your system, how do we support it? A small agent on your hardware checks in with us every few minutes and reports one thing: is the system healthy?
What it sends
Health signals only. Disk, memory, whether the AI is running, and software versions.
What it never sends
Client returns, financials, emails, or documents.
What it means for you
If something starts to fail, we know before your staff do, and the fix starts right away.
How it works
Running in weeks, not months.
Most firms are up and running in two to six weeks. Start before busy season and your team goes in ready.
1
Step 1
Pick the biggest time sink
Document intake, client email, or workpaper review. We start where your team loses the most hours.
2
Step 2
We build it on hardware you own
In your office, behind your firewall, set up around your folders, templates, and the way your firm already works.
3
Step 3
We train your team and stay close
Hands-on training, then monthly support for changes and new workflows. Heartbeat keeps watch the whole time.
Live calls, when you want them
Our AI Front Desk can answer your phone too.
It answers calls day or night in your callers' language, books appointments, and flags anything urgent. It runs as a hosted service, separate from your on-site system, so you choose which calls go through it.
Hear it now: call (855) 222-5008Answers every call
Day or night, in the caller's language, using your hours, services, and booking rules.
Nothing gets lost
Each call becomes a summary with its urgency and next step on your front office dashboard.
Your choice
Calls go through a hosted voice service. Use it for front-line calls like bookings and questions, and keep sensitive work on your own hardware.
Pricing
One setup. One flat monthly fee.
No per-seat licenses. No usage bills. The hardware is yours.
Sovereign S
$500/mo
$5,000 one-time setup, hardware included
Solo CPAs and small firms, up to 5 people.
- Private AI on hardware in your office
- Document intake and client email
- Website answers, day or night
- Monthly support and Heartbeat monitoring
Most firms
Sovereign M
$1,000/mo
$10,000 one-time setup, hardware included
Growing firms, the whole team, one office.
- Everything in S
- Workpaper summaries and research support
- Bookkeeping clean up and engagement letters
- Priority support
Sovereign L
$2,500/mo
From $15,000 setup, hardware included
Multi-office firms and larger practices.
- Everything in M
- Several offices on one private system
- Custom workflows by service line
- Dedicated support
Monthly support is part of every plan. It covers updates, tuning, and the changes your team asks for as you go.
Start small
Find out where you lose the most hours.
The free AI Fit Check takes a few minutes. You see which jobs at your firm AI can take on first, and what it would cost.
Questions
Questions we hear from firm owners
Is our client data safe?
It stays on hardware in your office, behind your firewall. Returns and statements are never sent to a cloud AI service, and every request is logged on your own machine.
Who can see our client files?
Your firm. Heartbeat sends us health signals only, never client data.
Does it work with our tax and accounting software?
We connect to the systems you already run, where they allow it. We confirm exactly what is possible during the assessment, before you sign anything.
What if the AI gets something wrong?
It drafts and sorts. Your team decides. Nothing goes to a client or a taxing authority without a person approving it.
When should we start?
Two to six weeks before you need it. Most firms start in the quieter months so the team goes into busy season ready.
What does it cost?
Setup from $5,000 with the hardware included, then a flat monthly fee from $500. No per-seat licenses. You know the full number before you sign.
Your AI, your way
Not set on owning it? We still work with you.
Owning your AI, on hardware you keep, with data that never leaves the building, is what we're known for. If that's not your path, we'll build it your way, drawn around your risk and budget, not our preference.
Private & sovereignHybridPublic AI, done right
We'd be thrilled to have you on the journey.
We serve a wide range of industries. Our goal is to serve you. We earn it once, after that, your results do the talking.
Not sure you're a fit? That's what the call is for. One conversation usually answers it.