Case studies
What we’ve built and run.
Two UK tax practices
Bringing AI into two tax practices, with the guardrails built in
Rolling out Claude at two tax practices: partners first, rules set in the tool, file access limited to one folder, and an audit trail that keeps no prompts.
A UK tax practice of about a dozen people
A client portal the practice owns, in place of ShareFile
A UK-hosted client portal for a small tax practice moving off ShareFile: passkey sign-in, its own branding and storage, and a record of every action.
A newly formed UK tax practice
A new tax practice, set up cloud-only from its first weeks
A newly formed four-person tax practice set up on Microsoft 365 and Cloud PCs from the start: no servers, company-owned devices and MFA on every account.
A mid-sized UK telecoms provider
Replacing an overgrown quoting tool with one built around the business
A custom configure-price-quote tool for a UK telecoms provider, wired into its CRM, billing and e-signature systems and secured with single sign-on and MFA.