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Industries

Accounting & Tax

Lead vertical

Our lead vertical — private AI grounded in returns, workpapers, and years of client files.

The bind

The FTC Safeguards Rule (under GLBA) treats your firm as a financial institution and requires a Written Information Security Plan — including oversight of any third party that touches client data. The IRS reinforces it through Pub 4557, with PTIN/EFIN access on the line. A public AI API can't satisfy that. Microfiber is built to.

The documents

The files Microfiber is tuned to work over — grounded in your own records.

  • Returns
  • Financial statements
  • Workpapers
  • Depreciation schedules
  • Prior-year files
  • Client correspondence

What it does

Grounded, cited answers over your own files — most valuable exactly when busy season is crushing you.

Pull everything we did for this client across three years.

What changed since last year's return?

Find the basis on this asset.

Every answer is grounded in your files and cites its source. When something isn't in your records, Microfiber says so rather than guessing.

For your compliance gatekeeper

Microfiber is the third party your WISP requires you to vet.

The FTC Safeguards Rule requires you to oversee any third party that touches client data — with contractual terms you can reference in your information security plan. See exactly how Microfiber's controls map to what your WISP requires.

Why Microfiber05

Custody, quality, and leverage — without the project.

Custody you can prove.

Not a privacy promise in a contract — a boundary in the architecture. Your data plane is controlled and attestable; your document corpus stays inside it, and the model never trains on it. (What reaches the model at query time depends on your tier — see Security.) Exportable anytime, with a certificate of destruction on offboarding.

AttestableExportable

Tuned to your documents.

Generic AI treats your tax return like any other text. Microfiber understands schedules, prior-year comparisons, workpapers, and client files — and grounds every answer in your records, with citations and honest “I don't see that in your files” when it doesn't know. Used over time, it becomes the memory of your practice.

Cited

Fully managed.

No infrastructure to build, no models to maintain, no GPUs to babysit. We handle the stack end to end so your firm gets leverage, not a project.

Managed

Compliance-native.

Your regulator doesn't ban third parties — it requires ones you can vet, contractually bind, and oversee. A public AI tool can't be that; Microfiber is built to be exactly that, with a data-processing agreement and controls documentation you can attach to your information-security plan.

DPA

Get started

Stop choosing between AI and security.

Built for mid-market firms. Book a demo.