Private AI for accounting firms working with client data.
A local AI workspace that works with client records without sending them to Copilot, ChatGPT, Claude, Gemini, or any outside AI system.
How it works
Install a private AI workspace
The model runs locally or in a private environment controlled by your firm.
Load client context
Add documents, emails, filings, notes, and history.
Create a dedicated client brain
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.
Notes and client records your team can actually use.
Four practical outputs from a private AI workspace built around each client's records and history.
Client-ready notes
Turn invoices, statements, payroll reports, prior filings, and client notes into a clean working summary for review.
Records matched to the books
Match statements, invoices, payments, refunds, payroll journals, and supporting documents to the right accounting context.
Personalized client follow-ups
Ask for missing receipts, statements, explanations, or approvals in your firm's tone using the client's actual history.
Prior answers remembered
Track what the client already sent, what they already answered, what is still missing, and what should not be asked again.
Client context flows into one local workspace.
Connect the places where client records already live. The private model works from your local environment, not from 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
- ✓Stays in your environment
- ✓Never trains outside AI
- ✓You hold the only key
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
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 without outside-model transfer.
Done-for-you, with nothing to manage.
We are onboarding a small number of accounting firms first. Scope is 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.
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 transferred to outside AI systems.
What data can it work with?
Invoices, bank statements, receipts, tax documents, payroll reports, processor exports, client emails, prior answers, and review notes.
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.