Private AI for Accountants & CPA Firms in Minnesota
Give your staff AI for drafting, summarization, and file search—without client financial data ever touching a public AI service
Accounting firms sit on some of the most tightly protected data in professional services. IRC §7216 imposes criminal penalties on tax return preparers who disclose or use tax return information without consent, the FTC Safeguards Rule treats tax and accounting firms as financial institutions, and the AICPA confidentiality rule covers everything else. Pasting client material into a public AI tool puts all three in play.
Newbloom AI deploys a private AI environment dedicated to your firm: a modern language model running on single-tenant infrastructure in Minnesota, on a server in your office, or in your firm's own Azure tenant. Client returns, financial statements, and engagement files never transit a shared public AI service and are never used to train anyone's model—so your staff get the leverage of AI inside the confidentiality boundary you already maintain.
We are a Minnesota veteran-owned firm that builds and operates production AI with human review at its core, and we work in the Department of Defense SBIR ecosystem with credentialed federal security partners. You get a written data-handling statement your clients and insurers can read, a named engineer, and a pilot that proves quality on your real documents before any commitment. Managed private AI starts at $1,500/month.
Direct Procurement Contact
Aaron Newbloom, Operations Manager
What Your Firm Can Do With It
- Draft client advisory letters and engagement correspondence from your templates
- Summarize financial statements, workpapers, and long client files
- Ask questions across engagement files and get answers cited to source documents
- Extract data from client-provided documents into your working schedules
- Standardize checklist-driven review notes with human-verified output
- Every AI draft is reviewed by your staff—AI-drafted, human-approved
Why It Fits Your Confidentiality Obligations
- Single-tenant model—your firm's environment, nobody else's data or ours
- Zero training on your data, in writing; defined retention you control
- Consistent with IRC §7216 discipline: no disclosure to outside AI providers
- Supports FTC Safeguards Rule posture—data stays inside controlled systems
- Options: hosted in Minnesota, on-premise at your office, or your Azure tenant
- Engagement-level confidentiality—we never name clients without consent
CPA firm private AI questions
What managing partners and firm administrators ask us most.
It raises the question in a way you'd rather not have to answer. IRC §7216 penalizes knowing or reckless disclosure of tax return information without consent, and §6713 adds civil penalties—and sending client data through a third-party AI service is exactly the kind of disclosure analysis you'd need counsel to bless. A private AI environment changes the facts: the model runs on infrastructure dedicated to your firm, no outside provider processes or retains client data, and your existing safeguards keep applying. Your counsel makes the final call; we supply the written technical facts.
The highest-value uses we see: drafting client letters and advisory memos from your own precedents, summarizing long financial documents and prior-year files, answering questions across engagement folders with citations, and extracting data from client-provided documents into working schedules. It doesn't replace professional judgment—every output is a draft your staff verify, which is how it should work under your quality-control standards anyway.
Three options: (1) managed hosting on single-tenant hardware in Minnesota that we provision and operate for your firm; (2) an on-premise server installed in your office behind your firewall; (3) your firm's own private Microsoft Azure tenant. In all three, files stay in your dedicated environment, nothing trains any outside model, and retention is defined in writing.
The environment is sized to your firm during setup, and the busiest-season workload—document summarization and drafting—is exactly what these systems do efficiently. If your usage grows, capacity scales with notice. We're transparent about limits up front rather than promising unlimited anything: you'll know what the environment supports before you sign.
Managed private AI starts at $1,500/month plus a one-time setup engagement; on-premise installations are quoted individually. If you want it working for tax season, start the pilot in the fall—setup, document loading, and staff evaluation comfortably fit before January. The pilot is fixed-price and under NDA, and your team judges real output on real documents before any monthly commitment.
A Minnesota-based, SBA-Certified Service-Disabled Veteran-Owned Small Business. Our founders build and operate Lot Lingo, a production AI platform that has processed over 500,000 items with human-in-the-loop review, and we work in the Department of Defense SBIR ecosystem with credentialed federal security partners. Confidentiality is an operating condition for us, not a marketing line—and we're local enough to meet in person.
Ready to talk?
Direct line to Aaron Newbloom. No forms to fill out — call or email and you'll hear back within one business day.