Trust and Control Built Into Every Work Product
Accounting firms need AI that protects client information, respects engagement boundaries, and supports professional review from the start. CoAccountant AI operates within your firm’s security, access, and workflow controls so staff can use AI on real engagement work with greater confidence.
Cited to Source
Findings and work products are linked to supporting documents
and engagement sources so staff can verify the basis of the result.
Review and Activity History
Records assignments, findings, supporting sources, and review activity according to the firm’s access controls.
Role-Based Access
Staff see only the information they are authorized to access. CoAccountant AI follows the same client, engagement, and role boundaries.
Professional Review and Approval
AI-generated work remains subject to professional review and approval before it is used, finalized, or delivered.
Encryption in Transit
TLS encryption protects data while it moves between users, clients, and the EverLeagues workspace.
Encryption at Rest
AES-256 encryption protects stored files and engagement data, together with controlled access.
Independently audited. Our security controls are examined against the SOC 2 trust services criteria by a third party.
Your data does not train anyone’s model. The documents you upload, the questions your staff ask, and the work CoAccountant AI returns are never used to train AI models and are not retained by the model provider. Engagement files stay in your EverLeagues workspace, under your firm’s own access controls.
New to SOC 2? Here is a plain explanation of what the standard covers — a third-party guide to the framework, not our own report.