🌱 Founding offer: the first three firms get setup for $149 (vs. $449) + two months of Care Plan free. See the terms →

An assistant at the front desk of your practice.

We set up an AI assistant on your computer that handles your inbox, follow-ups, and admin work. You don't have to be technical. We do the install. You get the help.

One-time setup. Optional Care Plan. Your data stays on your computer.
Today · 3 things need you
Assistant
Tom Morrison asked about lowering his June estimate. I drafted a reply that walks through the S-corp draw shift. Want to read it?
Assistant
Lin Zhao hasn't signed her engagement letter (5 days). I have a friendly nudge ready. Send it today?
You
Yeah, send the nudge to Lin. And remind me on Friday if she still hasn't signed.
Set up at firms across New England
Pemberton CPA Goodwin Law Greenwood Bookkeeping Foster & Reed Marston Tax Group

An assistant that reads your inbox.

It triages what came in overnight, drafts replies in your voice, and only sends what you've approved. It learns your turns of phrase over the first week.

See how drafting works →
Drafts in your voiceTrained on your sent mail, locally on your machine
Triage by clientVIP threads surface first, automatically
"My assistant has been at it for six weeks. I get my evenings back. My clients say my replies are warmer, not less. I cannot believe this works."
RP Rachel Pemberton · CPA, Pemberton & Co · Andover MA

Set up in a day. Tuned to your practice.

We come install. We sit with you to teach the assistant your clients, your common requests, and the things you'd never delegate. You're working with it the same afternoon.

See pricing →
One in-person sessionHalf a day on site, anywhere in greater Boston
Care Plan optionalMonthly tuning and async support, six-month minimum
"I expected to spend a week being trained. They had it answering email by 3pm the day they came over. The Care Plan has been the smartest $129 I spend each month."
DG Daniel Gardner · Solo attorney, Goodwin Law · Lowell MA

Your data stays with you.

DeskIQ runs on your computer. Your client emails, files, and notes never leave your office. We don't see them. The AI company doesn't see them. That's the point.

How privacy works →
Local-firstRuns on your Mac, not in the cloud
You hold the keysDisable any time, audit what it's doing
"My clients trust me with everything. I needed an assistant who would respect that the same way I do. DeskIQ is the only AI tool I've trusted with the firm's email."
EM Elena Marston · Marston Tax Group · Concord MA

Per-user pricing that scales with your firm.

One setup fee per assistant, then a monthly Care Plan per assistant. Six-month minimum, then month-to-month or cancel. Pricing scales down at 5 and 10 users.

Founding clients · first three firms

$149 setup, and your first two months of Care Plan free.

The first three firms to come on board get the founding rate: $149 setup (vs. $449 Solo) plus two months of Care Plan free, then the standard $129/user/mo. In exchange, we ask for a short case study, a testimonial, and a couple of referrals. After that it's list pricing. See the terms →

Solo · 1–4 users
$449/user

+ $129/user/mo Care Plan

  • One AI assistant per user, on their own Mac
  • Inbox triage, reply drafting, calendar, reminders
  • Half-day install, in person, for the whole team
  • Care Plan included for the first six months
  • OpenAI model usage billed direct (~$5–20/user/mo)
Firm · 10+ users
$299/user

+ $99/user/mo Care Plan

  • Everything in Team
  • Practice-wide client and matter memory
  • Custom intake, scheduling, and reporting flows
  • Dedicated install week with role-based tuning
  • Direct line to the engineer who set you up
$149 custom workflow (one-time, applies to whole team) $120/hr support beyond Care Plan hours $250 on-site setup outside northeast MA / SE NH 2 months free with annual prepay on Care Plan

More than 25 users or need something custom? Talk to us about firm pricing.

Your first week with DeskIQ.

Five days from "I need help" to "I have my afternoons back."

Day 1
Discovery call
Twenty minutes. We learn your practice. You decide if it's a fit.
Day 2
We come install
Half a day on site. We bring the configuration. You don't lift a finger.
Day 3
Meet your assistant
First drafts in your inbox. You approve, edit, or pass.
Day 4
Tuning together
A 30-min check-in. We adjust how it speaks to your clients.
Day 5
You get your time back
By Friday, most clients save an hour a day.

Things you won't say anymore.

If any of these sound like your week, you're who we built this for.

"Did Tom ever reply about that estimate?"
RPRachel · CPA
"I haven't checked my inbox in three days…"
DGDaniel · Attorney
"Can someone remind me to follow up with the Greenwood file?"
JFJamie · Bookkeeper
"Which of the seven 'final' versions of this engagement letter is the one?"
EMElena · CPA
"I'll get to those drafts after lunch. Or tomorrow."
SJSam · Consultant
"What did the IRS say in that letter from March?"
PTPat · CPA
"I forgot we even had this client until they emailed today."
RMRavi · Attorney
"Sorry I missed that. Busy week."
CLClaire · CPA

What you can expect.

No mystery, no "AI magic." Just less of the work behind the work.

Less inbox time

Most clients save five to eight hours a week in the first month.

No tickets, just text us

Care Plan customers get same-day response from the same person who installed it.

Your data stays local

Runs on your computer. Doesn't phone home with client emails.

Set up in a day

One in-person session. Working assistant by the time we leave.

Drafts in your voice

Trained on your sent mail. Sounds like you, not like a chatbot.

Optional Care Plan

$99–129/user/mo for tuning, fixes, and questions. Six-month minimum, then cancel any time.

Common questions.

If your question isn't here, we cover more in the full FAQ.

How much does it cost?
Setup is $449/user (one-time) and the Care Plan is $129/user/mo for solo and small firms. Pricing scales down at 5 and 10 users. The first six months of Care Plan are required, then it's month-to-month. You also pay OpenAI directly for model usage, around $5–20/user/mo.
What does the assistant actually do?
It reads your inbox, drafts replies in your voice, reminds you about open threads, and handles recurring tasks like sending engagement letters or follow-up nudges. Nothing sends without your approval.
Where does my client data go?
Stays on your Mac. The assistant runs locally. We don't see your client emails. OpenAI doesn't see them either, except for the specific drafting requests you make through the assistant.
Do I need to be technical?
No. We come install, configure, and tune it for your practice. You learn how to approve drafts and ask for things in plain language. That's all the technical knowledge required.
What if it doesn't work out?
The Care Plan covers fixes and tuning during the first six months. If it's still not working after that, you can cancel the Care Plan and keep the install, or we'll uninstall it cleanly.

Ready to stop drowning in email?