AI assistant setup for small firms in Boston.
DeskIQ installs a private AI assistant on your computer, connects it to your inbox and calendar, and tunes it to the way your firm actually works. We are based in Andover and serve Greater Boston on site.
Built for firms where trust matters.
DeskIQ is strongest when the owner is still close to the work: small CPA firms, solo and small law firms, advisors, bookkeepers, and consultants who want practical help without handing client context to another SaaS vendor.
CPAs and bookkeepers
Inbox triage, document follow-ups, engagement-letter nudges, client reminders, and post-tax-season catch-up work.
Solo and small law
Client intake prep, calendar reminders, first-draft correspondence, and daily summaries without auto-sending anything.
Advisors and consultants
Meeting prep, client follow-ups, research summaries, and task capture from email or messaging channels.
Why local buyers choose an install, not another login.
Local professional firms usually do not need another dashboard. They need someone to set up the workflow, test it with their actual habits, and leave them with a system they can run.
What the first week looks like.
The goal is not a demo. It is a working assistant that can help with real inbox, calendar, reminder, and follow-up work before the week is over.
1. Discovery
We confirm your firm type, team size, existing tools, privacy requirements, and the workflows costing the most time.
2. Install
We configure the assistant, messaging channel, model routing, and first workflows on your hardware.
3. Handoff
You learn how to approve drafts, ask for summaries, add reminders, and adjust the assistant's behavior.
Start with one local discovery call.
Bring the workflow that is wasting the most time: email triage, follow-ups, scheduling, intake, reminders, or client communication. We will tell you whether DeskIQ is a fit.