Turn your firm's knowledge into instant replies
Solbox learns from the data you choose to share and drafts client-ready emails in seconds. You stay in full control of what feeds the AI — so client confidentiality is never compromised.
Trusted by 50+ CPA firms. Client-confidential by design.
john@acme-corp.com
Client
Subject:
Q3 estimated tax payment deadline
Generating response...
Does this sound familiar?
Repetitive client emails slow your team down
Your staff spends hours each day answering the same types of questions, from tax deadlines to document requests, pulling them away from high-value client work.
Response times lag during busy seasons
During tax season and quarterly deadlines, inboxes overflow. Clients wait longer for replies, which damages trust and satisfaction scores.
Knowledge is stuck in senior staff
When senior partners or managers are unavailable, junior staff struggle to find the right answers. Institutional knowledge walks out the door every day.
Replies vary in quality across the firm
Different team members phrase responses differently. Some are too casual, others too technical. Your brand voice is inconsistent, and accuracy suffers.
You need full control over what data is shared
Client confidentiality is non-negotiable. You need granular control over which emails, documents, and workflows feed into your AI — and which stay private.
You control the data. The AI does the rest.
Solbox builds a secure knowledge graph from only the data sources you approve. You decide which emails, documents, and workflows feed the AI. Every draft is generated within those boundaries, preserving client confidentiality while reflecting your firm's expertise.
Everything your firm needs to reply faster
Built specifically for CPA firms, with client confidentiality, granular data control, and your firm's unique knowledge at the center.
Knowledge graph trained on your firm's data
Solbox maps the relationships between your emails, documents, workflows, and client history to build a living memory of your firm's expertise — with you in control of every data source.
Learn moreAutomatic email drafting in your inbox
When a client email arrives, Solbox drafts a reply instantly, right inside your email client. No switching apps, no copy-paste, no delay. You review every draft before it goes out.
Learn moreContext-aware replies with firm-specific rules
Every draft references your firm's standards, templates, and previous conversations. It knows your tone, your policies, and your clients — never exceeding the scope of what you permit.
Learn moreLearns from edits and improves over time
Every review, correction, and approval teaches Solbox to draft better next time. It adapts to your preferences automatically, staying within the boundaries you set.
Learn moreClient-confidential by design, with full data control
You choose exactly which data feeds the knowledge graph. Client files, sensitive documents, and restricted communications stay private unless you explicitly include them.
Learn moreHow it works
Get up and running in under an hour. No complex setup, no disruption to your workflow.
Connect email and document systems
Integrate with Outlook, Gmail, SharePoint, or your document storage in minutes. You control exactly which folders, mailboxes, and repositories Solbox can access.
Solbox builds your knowledge graph
Our AI reads and maps only the data you permit, creating a private, secure knowledge graph scoped to your firm's approved sources. Nothing else touches it.
AI drafts replies within your guardrails
When a client email arrives, Solbox generates a personalized draft using only approved context. Sensitive or restricted data is never surfaced without authorization.
Review, approve, and send
Your team always reviews before anything goes out. Every edit refines the system, and you maintain full audit control over what the AI learns from.
Real impact, real numbers
CPA firms using Solbox see measurable improvements in efficiency, response time, and consistency.
Saved per staff member per week
Cut in average client response time
Improvement in reply consistency across the firm
Your data, your control
Built from the ground up with CPA firm security requirements in mind. No compromises.
Granular data control
You decide exactly which mailboxes, folders, and documents feed into Solbox. Client-confidential files, partner-only data, and restricted records stay completely outside the system unless you choose otherwise.
Zero external training on your data
Your firm's information is never used to train or improve external AI models. Nothing leaves your isolated instance — not a single email, not a client name, not a tax figure.
Enterprise-grade security & audit trails
SOC 2 Type II certified, GDPR compliant, with role-based access controls and detailed audit logs. Every data access, every generated draft, and every user action is logged for full transparency.
Give your team their time back
Join 50+ CPA firms already using Solbox to cut response times, improve consistency, and focus on what matters most.
No credit card required. Full access during your trial.
See Solbox in action
Get a personalized walkthrough with our team. We'll show you how Solbox fits your firm's workflow.
Loved by firms like yours
Jennifer Walsh
Managing Partner, Walsh & Associates CPAs
Michael Torres
Tax Director, Torres Financial Group
Sarah Chen
Operations Manager, Chen & Partners CPA