robotnurse.io

./cpa — private AI for accounting firms

Client-confidential AI for accountants and CPA practices.

A local, on-prem model turns the hardest question in tax practice — “does client data leave the firm?” — into a server-room question you already know how to answer. No cloud, no retention, no training on client data. Built for firms in New York City and nearby New Jersey.

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RobotNurse sets up private, offline AI on hardware your firm owns. This page is about accounting and tax-practice compliance — not healthcare, nursing, or hospital robotics. Nothing here is legal advice; confirm specifics with Circular 230 counsel.

[ the compliance problem ]

  1. 01

    IRC §7216 — the offshore disclosure

    A return preparer needs the client’s signed consent before tax-return information is disclosed to a preparer outside the U.S. A cloud model hosted offshore is, functionally, an offshore disclosure — and if the client declines, the data cannot go. You can’t bury “we’ll send your data to an AI vendor” in an engagement letter as a condition of service.

  2. 02

    Circular 230 / OPR Alert 2026-19

    The IRS Office of Professional Responsibility’s first AI guidance applies Circular 230 in full to AI: you must independently verify every AI-generated fact, citation, and conclusion before it reaches a client or the IRS. The output is yours, wherever it came from.

  3. 03

    ABA Formal Opinion 512 — the adjacent context

    For the lawyers across the hall, the ABA’s Formal Opinion 512 (July 2024) maps the same duties — competence, confidentiality, communication, supervision — onto generative AI. Same logic, different regulator. Worth reading for the framework, even though it doesn’t bind tax practice.

[ how a local model maps onto it ]

the disclosure question on-prem turns “do we trust this vendor’s terms?” into “do we trust our own server room?” — a duty you were already satisfying before AI existed. Nothing leaves the office, nothing is retained by a third party, nothing trains someone else’s model. The §7216 offshore-consent question collapses in your favor, because there is no disclosure to anyone.
a record of what ran a local model with audit logging gives the firm a record of what was run against which data — useful if the supervision or candor duties are ever examined.
the honest trade you exchange a vendor-trust problem for an operations problem: patch management, access control, backups, and physical security become yours. Sizing the box is its own decision, which the RAM calculator handles.

[ what it does not fix ]

Verification is still yours

A local model hallucinates citations and math exactly like a cloud one. Nothing about on-prem removes the duty to check every fact, citation, and conclusion before it reaches a client or the IRS.

Competence is still yours

Owning the hardware does not confer understanding. Someone at the firm still has to know what the tool can and cannot do well enough to supervise its use.

Security is now your job

In the cloud, a vendor’s SOC 2 report is someone else’s problem to maintain. In your server closet, patching, access control, backups, and physical security are yours — not the vendor’s.

[ the three-question test ]

  1. 01

    Does client information leave the firm?

    If yes, is there a basis under §7216 — consent, an exception, or a no-training/no-retention agreement? Get it in writing.

  2. 02

    Who verifies the output?

    Name the human and the step. If the answer is “nobody,” the use is not compliant at any price.

  3. 03

    Who is accountable when it’s wrong?

    If the answer is “the vendor,” stop. It is the practitioner, always.

A local model makes question 1 easy and does nothing for questions 2 and 3 — a fair summary of where on-prem AI actually helps an accounting firm.

PRIVATE AI FOR ACCOUNTANTSNYC + NJ

If the answer to question 1 is “yes, and that worries us,” the next step is a conversation, not a purchase. Tell me about your firm and I’ll map §7216 and Circular 230 onto your actual systems.

book a free scoping call   start with the $899 readiness audit →   see the services →   how local AI setup works →