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The operating system for regulated knowledge

Own your intelligence.

Your data, your network, your hardware. Turnkey on-premise AI for CPA and tax firms, managed for you, with unlimited usage and a low fixed monthly cost.

Patent Applied For  ·  Integrated AI methodology  ·  Created by a working CPA firm

Own Your Intelligence

Your firm’s most valuable assets — its intelligence: the data, the client and matter content, process flows, integrations — remain yours. The corpus you build belongs to you. No model trains on your data. Ever.

Predictable Fixed Cost

Unlimited usage. No usage or token charges. No surprise invoices. The only limit is the capacity of your firm’s hardware tier. The monthly support fee is what the monthly support fee is. Costs stay inside the budget that built them. High-compute activities can be scheduled to run after hours.

Harmonious Deployment

The Sovixis appliance is additive technology at initial deployment. Migrate work and processes at your pace. Sovixis does not force a stack-replacement decision. Your existing tools, software, document management systems, your workflows — keep running. Sovixis runs alongside, as a helper and task accelerator for your professional staff until your firm decides what to consolidate, integrate, eliminate, and when. We offer a best-practice AI transformation roadmap to help plan your firm’s transition to your AI-enabled future.

On-Premise by Design

A dedicated appliance, located on your network, behind your firewall. No shared infrastructure. You own the hardware. Sovixis manages the platform — software, corpus, updates, and support — under your active subscription. The appliance model has been around for decades, pioneered by appliance vendors like Cisco, Palo Alto Networks or Aruba. Sovixis is the first AI appliance for regulated knowledge.

Built for Practitioners by Practitioners

Built by Sovixis for our first customer: Cunningham CPA PC, to their specifications. We built the AI solution they wished existed. The platform is designed around real-world requirements and domain expertise, not the target business model of Silicon Valley tech-preneurs. The same team that designed and supports Cunningham CPA PC builds, supports, and maintains your Tax Appliance.

Reduce Disintermediation Risk

Cloud AI vendors that hold your firm’s client data today can suddenly become your competitor tomorrow — a single customer-signed authorization (there will be an app for that!) is all it takes to transfer the client (and the data you already uploaded), to the vendor’s own direct-to-consumer offering. Sovixis closes that path: every client record stays inside your firewall, where no third party can stand between you and the relationships you built.

Architecture, not a feature

An architecture, not a feature.

Sovixis is foundational AI infrastructure with a roadmap to full AI practice enablement. It has been architected specifically for regulated knowledge work — not an AI bolt-on to a legacy subscription service, nor a defensive AI gesture placed on top of an aging product suite. It is fully enabled infrastructure, not a cloud novelty.

Sovixis is not consumer AI repackaged for the regulated economy. It is a business process appliance engineered to safely deploy the power of AI into highly regulated, data-sensitive professional environments.

Sovixis ships with preconfigured business workflows and staff training to deliver immediate value from the first day. Time to value is not measured in weeks or months — your team is working with the appliance the same week it arrives, not running a six-month implementation project trying to make it work, or risking pushing regulated data into an ungoverned cloud. The architecture operates in a governed mode that emphasizes stability, authority, and integrity over experimentation and guessing.

The Sovixis architecture safely enables full use of your regulated and client data, with citations back to the source. Every output points back to the authority it came from. Your work is traceable to high-authority Sovixis-managed corpora from day one.

That corpus is continuously curated with governed updates to drive quality. There is no accidental reliance on Reddit “experts”, Wikipedia editors, or obscure low-authority sources. The intelligence is built from the legal, regulatory, and professional authorities your practice runs on.

→ See the architecture in detail (Tax Appliance page)

Cloud AI has a dirty secret: every capability it delivers requires punching another hole in your network. Browser plugins. Open firewall rules. Desktop agents. API tunnels. Each one touches your HIPAA records, GDPR data, Social Security numbers, tax filings, and bank account details — then sends them outbound to processors and sub-processors thousands of miles away that you don’t own or control. As AI matures into unattended, lights-out operations running complex processes 24x7, that attack surface doesn’t shrink. It multiplies. So does your governance burden, your audit complexity, and the fragmented sprawl of configurations, updates and breakpoints your team has to secure and maintain.

The Sovixis on-premise AI appliance takes a fundamentally different position: the appliance is your foundation. Your data never leaves your network. Period. AI runs natively behind your firewall, alongside your existing systems, under your security model. As dark operations scale up, they scale inside your perimeter — not across it. One platform. One governance model. Zero outbound data. You own your intelligence.

Cloud AISovixis on-premise
Customer data leaves your network boundary and may become unrecoverableCustomer data never leaves your network
Recurring metered use; cost grows with usageUnlimited usage; no token billing
AI runs on the internet connectionYour appliance runs locally, even on backup power. Internet not required.
Shared infrastructure, contractual use of sub-processorsDedicated infrastructure, only local processing.
Training on your data is opt-out at bestNo model training on your data, ever
Integration via custom internet APIs, and browser plug-insStable and secure integration via your local network

Sovixis is designed from the ground up for environments where trust, compliance, confidentiality, and professional standards are non-negotiable. Our on-premise appliance architecture reflects where regulated knowledge belongs.

  1. 1

    Configure

    Build your exact quote in 2-4 minutes. Submit. We review within 24 hours.

  2. 2

    Receive

    We build and ship your appliance. Dell ProSupport NBD onsite included.

  3. 3

    Train

    Training before doing. Three short courses, sequenced to each layer of your team.

  4. 4

    Install

    Your IT lead updates your LAN settings and plugs it in to a standard business network.

  5. 5

    Operate

    Your team uses Sovixis daily. We handle updates, support, and quarterly success reviews.

→ Full walkthrough (How It Works page)

Tax Core

Built for firms or workgroups with up to 15 staff. One dedicated appliance. Federal corpus included. Add state corpora as needed. Fixed monthly support fee. Designed for solo practitioners through small partnerships operating LAN.

Tax Scale

Built for firms or workgroups with up to 30 staff. One dedicated appliance, larger compute envelope. Federal corpus included. Add state corpora as needed. Designed for mid-size practices with one or a few sites on a shared WAN.

No token charges. No usage billing. Full appliance capacity included.

Configure & Quote

Build your exact quote in 2-4 minutes.

→ See full pricing including state corpora and cluster bundles (Pricing page)

Contact us for engineered private cloud and rack solutions.

Sovixis appliances deliver value from the first day. Curated high-authority corpora come pre-loaded, and your team is trained to use it by us. Shortly after initial installation, your client-specific content is added, to support research with matter isolation. Drafting, synthesis, notice response, and return summaries. Six governed workflow families that ship preconfigured. We borrow from astronomy to call this first stage the AI Protostar.

Our AI enablement roadmap includes T-Tauri and Main Sequence as the next evolutionary stages — deeper firm-and-client data integration, partial and batch task automation, real-time interfaces, and long-process automation under human supervision. Your firm matures along each axis at its own pace and strategy. The Sovixis Tax Appliance is the foundation of your future AI-enabled and automated firm.

→ The full maturity arc (Roadmap)

Customer data never leaves your network.

The dedicated appliance runs on your network. There is no upstream data path for regulated client content. Encrypted control-plane signaling crosses the boundary for telemetry and approved maintenance — and only that.

Created by practitioners, for practitioners.

Cunningham CPA PC — the working CPA practice where Sovixis was conceived — uses our tax appliance daily for its own clients. Every design decision is tested against the reality of running the appliance in a real firm.

Transparent pricing — no quote-to-call surprises.

All prices on this site are real. The configurator is our quoting tool. There is no separate sales pricing for negotiating leverage. The price you build is the price.

Comprehensive security framework.

Sovixis runs a documented control framework — written down, audited, followed. Specific controls available under NDA for diligence; the discipline itself is the public claim.

Ready to configure your appliance?

Build your exact quote in 2-4 minutes or view a recorded demo to schedule a 30-minute live demo.

We respond within 24 hours of every submission.