Private AI for accounting firms working with client data.
A private AI workspace that keeps each client's records complete — it maps the business, spots what's missing, and asks for it. Nothing is shared without your approval, and nothing trains outside AI models.
How it works
We set up a private AI workspace
A dedicated, isolated environment for your firm — configured for you, nothing to install or manage.
Load client context
Add documents, emails, filings, notes, and history.
A private context window per client
Each client gets its own memory built only from that client's data.
Work with AI that remembers the client
Ask questions, draft follow-ups, review documents, and prepare summaries without re-explaining the client every time.
Four things your team gets on day one.
Concrete outputs from a private AI workspace built around each client's records and history.
A map of each client's business
People, vendors, customers, and money flows — built automatically from documents, email, and bank data. New-client onboarding stops eating weeks.
A list of what's missing
Missing invoices, unexplained transactions, absent W-9s — the gaps in each client's records, found before anyone asks.
Follow-ups drafted and tracked
Jupid drafts the ask in your firm's tone, tracks what came back, and shows what's still open — clients just reply to a normal email.
Clean numbers from messy feeds
Stripe, PayPal, and bank activity turned into client-ready figures — fees and refunds separated out, nothing double-counted.
Client context flows into one private workspace.
Connect the places where client records already live. Jupid works inside your firm's private environment — not inside a public AI tool.
Private AI Model
See how private AI can work on your client records.
A private context window for each client.
Jupid learns from the files, emails, corrections, templates, and decisions you choose to load. New documents and communication update that client's private memory.
Less repeating. Less re-asking.
The model knows what the client already sent, what they already answered, and how your firm normally follows up.
The useful AI work starts where client-data rules start.
Copilot, ChatGPT, Claude, and Gemini are useful. The risk begins when the task needs client records: tax return information, invoices, bank statements, payroll files, or private emails.
- ✕Disclosed to a third party
- ✕Outside-model retention terms apply
- ✕Client-data transfer risk
- ✓Isolated firm workspace
- ✓Never trains outside AI
- ✓You approve what leaves
IRC §7216 makes disclosing a client's tax information without written consent a federal offense for preparers — and in United States v. Heppner (2026), a court ruled AI chats aren't privileged. A private AI keeps you on the right side of both.
Clear client-data workflows.
One promise across every service line: AI can work on client records without outside-model transfer.
Bookkeeping
Bank statements, receipts, invoices, Stripe exports
Tax prep
K-1s, 1099 support, W-9s, prior returns
Payroll
Payroll reports, W-2 support, contractor files
CAS
Client emails, review notes, budgets, open questions
Straight answers on privacy.
No fine print. This is how client data is handled, in plain words.
No model training
Client data never trains or improves any AI model — ours or anyone's.
One firm, one workspace
Your data lives in an isolated environment. Nothing is shared between firms.
You approve what leaves
Every disclosure — to a client, a vendor, an outside tool — happens with your permission.
Every step is logged
Who asked, what was shared, when, and why. A full trail for reviews and audits.
Identifying details stripped
Names, account numbers, and IDs can be removed before any outside processing.
Delete anytime
Ask us to remove your data at any point, and it's gone.
We set up the private AI layer for your firm.
No model wrangling. No GPU project. We configure the private environment and tune it on your workflows.
Pick the workflow
Bookkeeping, tax, payroll, CAS, or document collection.
Load the context
Templates, sample files, prior client answers, and firm rules.
Run it privately
Use AI on real client data — nothing trains outside models, nothing is disclosed without your approval.
Done-for-you, with nothing to manage.
We are onboarding a small number of accounting firms first. The goal for each: take on more clients with the same team. Scope and pricing are confirmed on the call.
The questions accounting firms ask first.
Does client data train outside models?
No. Client files are processed for your firm's work only and are not used to train Copilot, ChatGPT, Claude, Gemini, or other external models.
Where is client data processed?
In an isolated environment under business-grade agreements with model providers — under those agreements, inputs and outputs are never used for training. Identifying details can be stripped before processing.
Can I see what the AI did?
Yes. Every step is logged: what was used, what was requested, what was disclosed, and to whom.
Is this a replacement for Copilot?
No. Copilot is useful for Microsoft 365 work. Jupid is the private client-file layer for accounting work that should not be pasted into public AI tools.
What data can it work with?
Invoices, bank statements, receipts, tax documents, payroll reports, processor exports, client emails, prior answers, and review notes.
Do my clients need a portal or new logins?
No. Clients reply to a normal email with the file or the answer, and Jupid matches it to the open request.
What changes over time?
Each client context updates as new files, emails, corrections, and client answers arrive.
See it on client-data work.
A 30-minute call to map the private AI layer to one real workflow in your firm.
Jupid is a technology provider only. We do not provide legal, accounting, or tax advice and do not act on behalf of clients. References to IRC §7216 and United States v. Heppner are general information, not legal advice. Accountants remain responsible for their own compliance and confidentiality obligations; consult qualified counsel for advice specific to your firm.