Praxis Charter builds private AI deployments for accounting practices.
We deploy AI agents inside your firm, grounded in your own files. The agents reclaim a senior staff role's worth of capacity without your firm making a hire. Audit-ready documentation ships with the deployment.
What we deploy
Chat
The chat interface runs inside your firm's own cloud account and is grounded in your own documents. Every answer it returns cites the source document. Each thread is scoped to the individual user under your firm's existing access controls. Prompts your team writes and responses they receive never leave your firm's environment.
Agents
The AI agents we deploy are task-oriented: each one handles a specific operation, or a tight cluster of related operations, rather than attempting to take over an entire role. In the accounting catalog, for example, one agent classifies inbound document packets and routes each return to the right preparer queue, while another drafts first-pass responses to IRS CP-series notices with the taxpayer's relevant history attached. A third reconciles each partner's K-1 against the corresponding Form 1065 partnership return, and a fourth compares the current year's filings against last year's line by line. Every agent must pass a 92% accuracy threshold on a 50-example eval suite drawn from your firm's own files before it ships into a live workflow. The same approach extends into our insurance, title, specialty law, and RIA catalogs.
Compliance
Your Praxis deployment is designed around the confidentiality obligations your firm already operates under. For accounting practices that means AICPA Rule 1.700.001, the FTC GLBA Safeguards Rule, and IRS § 7216; the security page lists the analogous anchors for insurance, title, law, and RIA. The architecture aligns with the NIST AI Risk Management Framework, which is the named safe harbor in Texas HB 149 and Colorado SB 24-205. At deployment, the model version is pinned to your firm and inference runs on private GPUs inside your firm's own cloud account, with no call to any frontier API. An audit log captures every retrieval and every generation in a form that can be reconstructed back to the original prompt.
Who we serve
Accounting
Regional accounting practices are caught in a senior-staff misallocation problem: senior accountants spend hours on document classification, K-1 reconciliation, and IRS notice triage that ought to sit a level down. Our accounting catalog targets exactly that work, with agents that classify each inbound packet to its preparer queue, reconcile each partner's K-1 against the corresponding partnership return on Form 1065, and draft first-pass responses to CP-series notices ready for partner-accountant sign-off.
Insurance
Commercial insurance brokerages spend account-manager time on submission packet assembly, loss-run aggregation, and renewal preparation that repeats across every insured. The insurance catalog has agents that build ACORD packets from the prior policy and insured-supplied updates, aggregate and trend loss runs across carriers, and prepare renewal submissions with terms mapped against the new carrier round.
Title
Title companies are absorbing growing closing volume and curative workload while regulators tighten cybersecurity expectations under ALTA Best Practices v4.2. The title catalog has agents that parse search packages for chain-of-title gaps, draft Schedule A and Schedule B from the search and order details, and review closing packages against CFPB and underwriter requirements before each package reaches the closer's desk.
Specialty law
Specialty law practices, whether in IP, M&A, or trusts and estates, rely on partner time spent reading dense documents that an associate could have summarized first. The specialty law catalog has agents that summarize seller-provided documents against deal-specific risk categories, compare counterparty markup against your firm's own playbook line by line, and draft responses to USPTO office actions with the prosecution history retrieved automatically.
RIA
RIA practices balance the SEC Marketing Rule, Reg S-P, and the IA Compliance Programs Rule against a partner-led service model that does not scale by adding headcount. The RIA catalog has agents that draft Form ADV Part 2 updates as your firm's operations change, review outgoing correspondence against your firm's pre-approval rules, and assemble quarterly review packs from your portfolio system, the financial plan on file, and your CRM.
How we work
Phase 1
Charter
The first phase is a structured charter of your firm's own world. Over a series of partner and operations interviews, we walk through your firm's document inventory, the workflows most worth reclaiming, and the regulatory boundaries that govern both. The deliverable is a written deployment plan that names every agent we will ship, the owner inside your firm who signs each one off, and the rollout calendar sequenced against your fiscal year.
Phase 2
Deploy
The build begins once your firm signs off on the charter. We provision the deployment inside your firm's own AWS or Azure account and ingest the historical document set the charter named. The first wave of agents ships into your environment alongside the chat interface and a partner-review console where partners approve each agent's output before it reaches a live workflow. We train the team that will use the system. The build takes two to four weeks, depending on how many agents the charter prioritized.
Phase 3
Operate
Ongoing operation begins once the first agents have passed their eval against your firm's own files. For the first 90 days, we hold weekly office hours with your partner group and your operations lead. After day 90, the rhythm becomes a quarterly business review with your partner group, with monthly check-ins continuing with your operations lead.
Trust
92%
Pre-deploy eval threshold on a 50-example suite per agent, drawn from your firm's own files. No agent reaches a live workflow before it passes.
0
Documents that leave your firm's environment. The vector index and the inference both run inside the cloud account your firm already controls.
The architecture aligns with the framework named as a safe harbor in Texas HB 149 and Colorado SB 24-205, with crosswalk documentation shipped as a deployment artifact.
The Confidential Client Information Rule is the anchor for our accounting catalog. Each practice area is anchored to its own named rule: the NAIC Model AI Bulletin for insurance, ALTA Best Practices v4.2 for title and settlement, ABA Formal Opinion 512 for specialty law, and SEC Regulation S-P for RIA.
Every retrieval and every generation is captured in an audit log that can be reconstructed back to the original prompt, ready for your firm's next peer review, market-conduct exam, ALTA assessment, bar-ethics inquiry, or SEC examination.
Schedule a discovery call.
Thirty minutes on the calendar. We walk through your firm, the workflows you would hand off first, and what a deployment timeline looks like.
If the calendar above does not load or no available time fits, write to inquiries@praxischarter.com and a time will come back within a business day.