Govern engagement data and AI across every client tab
Audit, tax, accounting and consulting teams handle client financials, MNPI on deals, and engagement data across regulated SaaS and AI tools — often with offshore and contract staff on BYOD. Mira governs the browser and the AI: client data is redacted before any model call, engagements are walled by attribute, and every action is audited — so teams get AI productivity without shadow AI or independence risk.
Where engagement work leaks risk
Engagement teams paste client financials and deal data into consumer AI, independence and ethical walls span unmanaged devices, and shadow AI threatens client confidentiality.
Shadow AI on engagement data
Staff paste client financials, MNPI and deal data into consumer AI on personal devices, with no containment or audit.
Independence & ethical walls
Auditor-independence rules and client confidentiality require walls between engagements and people — hard to enforce across a SaaS sprawl.
Offshore & contract staff
Engagement work runs through offshore delivery centers and contractors on unmanaged devices, with no least-privilege access or audit.
Governed AI for engagements — without the independence risk
Mira governs the browser and the AI: engagement-scoped walls, client data redacted before any model call, and metadata audit that supports quality and independence reviews.
- Engagement-scoped walls (ABAC)Scope app and data access by engagement, client and role for independence and confidentiality — central locks stop policy from being loosened.
- Redact-before-send AISummarize and extract from financials, workpapers and contracts — with client data redacted before any model call and a visible-context inspector.
- Engagement-data DLPClient financials, MNPI and deal data are detected and governed across downloads, uploads, clipboard and AI reads.
- Quality & independence auditMetadata-first records of access and action support quality, independence and SOC 2 reviews.
Capabilities for accounting & professional services
Audit & tax workspaces
Role-tuned workspaces across audit, tax, ledger, workpaper and engagement tools.
Engagement-confidential AI
Summarize and extract from workpapers and financials with client data redacted before any model call.
Independence & ethical walls
Engagement-scoped barriers by client and role for auditor independence and confidentiality.
Client-data & MNPI DLP
Detect and contain client financials, MNPI and deal data across downloads, uploads, clipboard and AI reads.
Quality & independence audit
Metadata-first audit to support quality, independence and SOC 2 reviews.
ZTNA for offshore & contractors
Identity-bound, least-privilege access to engagement systems for offshore and contract staff — without MDM.
Audit, tax and advisory
AI assistance and hard controls across engagement workflows.
- Audit & workpaper reviewSummarize and extract from workpapers and financials with client data redacted and sources attached.
- Tax document processingProcess tax documents and returns under policy, with PII redacted and a full audit trail.
- M&A & deal advisoryWork across data rooms and deal materials with MNPI contained and engagement walls enforced.
- Offshore deliveryGive offshore and contract teams least-privilege, audited access to engagement systems from BYOD — without MDM.
Trusted apps for this role
Mapped to your obligations
Questions for Accounting & Professional Services teams
Can staff use AI without breaching client confidentiality?
How does Mira support auditor independence and ethical walls?
Can offshore and contract staff use Mira without MDM?
Bring AI to engagements without the confidentiality risk
See Mira govern client financials, MNPI and every AI read across your engagement teams — with audit that supports quality and independence reviews.