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What we do · AI-native software & agents

AI-native software for accountancy & tax firms.

We build AI tools and automation that take repetitive work out of accountancy and tax practices, and we run them on the IT environment we already secure. That combination is the point: an AI tool is only as trustworthy as the environment it runs in and the people accountable for it.

Book a Technology ReviewHow we keep client data safe

What we build

Tools for the gaps between your systems.

Your practice software does its core job well. The time goes on everything around it: the chasing, the re-keying and the hand-offs no product covers.

Our client portal. Each client gets a secure area for their documents, signed in and audited. What makes a great client portal

Built to work together.

Every tool we build connects to the others and has its own API, so the steps between them can be automated, by your other systems or by AI agents, instead of re-keyed by your team.

Client data

AI you can trust with client data.

Most firms’ first worry about AI is client data, and that’s the right place to start. AI can produce a working tool in days, but it won’t make it secure on its own. We build to the same standard as the IT we secure, and run what we build, so one partner is accountable for both.

  • It’s checked for security, not just for working

    AI writes code fast but not safely by default. Everything we build is real code in a proper repository, reviewed and tested for security before release. No low-code assembly.

  • Your data stays consistent

    Tools work from your practice software as the master record, rather than keeping copies that drift out of step with it.

  • It signs in with the accounts you already use

    Tools use your existing sign-in, so your MFA and access rules apply, and disabling a leaver’s account removes their access everywhere.

  • It only reaches what it needs

    Each tool gets access to the data its job requires, and nothing else.

  • You know where client data goes

    For every tool, we can tell you which services process client data, where, and on what terms.

  • Someone is accountable after launch

    We host, patch, monitor and support what we build, for as long as you use it. Nothing gets handed over and forgotten.

How we build

Small, working, then run properly.

  1. 1

    Start with the problem

    Usually one we’ve spotted while running your IT, or one your Technology Review surfaced. We start from what your team actually does.

  2. 2

    Ship a small first version

    AI has made building fast, so you see something working in your own setup early, then we improve it with the people who use it.

  3. 3

    Run it

    Once it’s earning its keep, we host it, secure it and keep it working as your systems change, and it’s built so the next feature doesn’t mean starting again.

“The product exceeded expectations in both quality and functionality. The JDLT team continues to work quickly and efficiently.”

Julian Nelberg, former Managing Partner, Andersen LLP

Case study · 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.

Read the case study

Further reading: custom software vs off-the-shelf and building business software: 18 keys to success.

Questions

Common questions

Is it safe to use AI with client data?

It can be, on the right terms. Use business versions of AI tools that don’t train on your data, under a data processing agreement, set up so each tool reaches only the data it needs, with a person checking anything that goes to a client. Free and personal accounts aren’t the place for client data.

Can accountants use ChatGPT, Copilot or Claude with client data?
Do we need to be a managed IT client?

No, but it’s where we’re most useful. When we already run your environment, we know your systems and data before we start, and the tool lives somewhere we’re responsible for.

Will it replace our practice software?

No. CCH, IRIS, TaxCalc and Xero do their jobs well. We build in the gaps between them and leave your practice software as the master record.

Do you offer AI strategy or training?

AI strategy is part of the conversation in a Technology Review rather than a separate deliverable. What we sell is working software, built and run for you.

What does it run on?

Full-stack TypeScript, hosted on AWS or in the cloud you already use, and signing in with your existing accounts.

How is it priced?

Usually by the hour, which suits building in small steps and changing course as you learn. Where the scope is well defined and stable, we quote a fixed fee.

Where to start

Start with a Technology Review.

A short, paid review of your IT, your security and where AI could take real work off your team. It’s the first step with every new client, and it shows you what’s worth doing before you commit to anything bigger.

  • Half a day to a day
  • A written report you keep
  • Price agreed before we start
Book a Technology ReviewWhat you get
  1. 1

    Review

    You start here

    We look at your setup, your security and the workflows that eat your team’s time.

  2. 2

    Secure

    We fix the foundations, so anything we build sits on a setup you can trust.

  3. 3

    Automate

    We build and run the tools that make the biggest difference to your practice.