For CPAs and accounting firms
Where does a client's return go when your staff pastes it into a chatbot?
Most AI tools route your client data through servers you do not control, under terms you did not negotiate. Paige is a private AI employee W&S configures around your firm. She works your routine pile around the clock, your client data flows, disclosed in writing before you sign, and a person on your team approves every send.
Why this matters
The data question is real. So is the pile of routine work.
Client financials deserve more than a vendor's terms of service
Returns, ledgers, and payroll details are some of the most sensitive documents your clients own. Consumer AI tools may use what your team types to train their models, and you cannot un-send data to the cloud.
The audit question needs a one-sentence answer
When a client or a reviewer asks where their data went, 'a precise, written answer' ends the conversation. 'A vendor's cloud, we think' does not. Paige comes with a written audit runbook your IT reviewer can check directly.
The routine pile still has to get cleared
Drafts, summaries, intake, data entry, follow ups. During the season it buries a small team. Paige works that pile around the clock, with a person approving anything that goes out.
How it works
Three steps. We set it up in person.
- 01
We map where your client data goes today.
A real person from our firm sits with your team in Atlanta and traces how the routine work moves through your day, and where your client data actually goes across email, storage, and the tools you already pay for.
- 02
We configure Paige around your firm.
We connect Paige to the email and calendar you already use. AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign.
- 03
Paige works the pile. A person approves everything.
Paige works your routine pile around the clock: drafts, summaries, document processing, intake, and follow ups. Nothing goes out without approval from a person on your team, enforced by the system. We manage it monthly, and you never learn new software.
What you get
What working looks like.
A person
approves every outbound action Paige prepares, around the clock.
Every send
is approved by a person on your team. Paige never sends on her own, enforced by the system.
0
new software for you or your team to learn. Paige connects to the tools you already use.
Questions we hear from CPA and accounting firms.
Can it tell a new client inquiry apart from a routine question during tax season?
Yes. During setup we map how a prospect email differs from the client questions in your inbox. New inquiries get a drafted reply, ready for a quick approval, and the routine ones are sorted or routed by rules you set, so a potential engagement never sits unread behind a stack of return questions.
What happens to inquiries that arrive at night or over the weekend?
The AI drafts a reply, day or night, ready for a teammate to approve. People think about their taxes on a Sunday evening, and the firm that replies while they are still deciding often wins the engagement. The AI makes sure a thoughtful reply is sitting ready so your firm is the one that responds first.
What if the AI drafts a wrong reply to a prospect or client?
Nothing goes out on its own. The AI drafts the reply and a person on your team approves it before it sends, every time, so a wrong draft is caught before a prospect ever sees it. The AI never sends on its own, and you decide which routine drafts a teammate can wave through in a glance and which sensitive ones need a closer read.
Where does my clients' financial data live?
AI drafting runs through a disclosed provider we name in your engagement, and we show you exactly where your data flows before you sign. Your data is never used to train anyone's model. Every credential is yours, and the written audit runbook shows your IT reviewer how to verify all of it. We do not make compliance certifications we have not earned, and we walk through your specific requirements before any contract is signed.
How long until it is running, and do I have to learn new software?
A few weeks from the first meeting to the first live workload, and there is no software for you to learn because Paige connects to the email you already use. We drive to your Atlanta area office, set Paige up in person, and turn workloads on one at a time, each passing our quality gate before it goes live. Pricing is published: setup from $3,000, then a management retainer from $300 per month, month to month. Cancel anytime and you keep the runbook.
The first workloads are where we start
We turn workloads on one at a time, starting with the back office work Paige handles best. Drafts, summaries, intake, data entry, follow ups. Each one passes our quality gate before it goes live.
See Paige work before you commit to anything.