Accounting

Data-Secure AI for CPAs and Accounting Firms

Alpha PX is building a secure, enterprise-grade LLM platform that automates data collection, narrative creation, and calculations — helping firms serve 10x more clients without increasing headcount.

At a Glance:

  • Automate 80% of data processing
  • Ensure audit-ready compliance
  • Serve more clients with the same team
  • Free up senior staff for advisory work

The Challenge

  • Increasing demand for strategic services
  • Talent shortages and difficulty scaling
  • Compliance risks when using AI
  • Time-intensive client onboarding and calculations
  • Pressure for faster turnaround

The Alpha PX Solution

  • Private LLM processing
  • Automated data intake
  • Narrative automation for reports and memos
  • Built-in calculation engines
  • Audit-ready records
  • Low IT lift integrations
The Alpha PX Solution

Built for the Tax R&D Space

  • Automated qualification analysis
  • AI-driven expense calculations
  • Pre-built documentation templates
  • Audit defense packages

ROI & Benefits

  • Serve 10x more clients
  • Increase profitability
  • Free up senior talent for advisory work
  • Reduce turnaround times
  • Ensure compliance
Field Services Solution

Case Study

Scaling R&D Tax Credit Services Without Increasing Headcount

A CPA firm is using Alpha PX’ secure LLM platform to automate client onboarding, calculations, and documentation, tripling R&D tax credit processing capacity without adding staff — and ensuring audit-ready compliance.

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Accounting - Alpha PX | Alpha PX