Client names stay with you
Names, companies, addresses, bank details and reference numbers become placeholders such as [ORG_1] before anything leaves your computer.
For accountants and tax advisers
AI for accountants that keeps client details confidential
Use Claude, ChatGPT, Gemini or Mistral on client letters, tax positions and working papers. Vaultin AI replaces client names on your computer before anything is sent, and puts them back in the answer.
What ICAEW says
Think about what goes into the AI
ICAEW’s guidance on generative AI and ethics lists confidentiality as a fundamental principle, and warns against “loading confidential information into public Generative AI tools”, because there is “limited visibility and control over who the information is shared with”. Read ICAEW’s guidance.
Vaultin AI gives a practice that visibility and control: you choose the provider, you see what is sent, and client names never leave your computer.
Amounts stay as written
The Accounting and finance profile sends figures and tax years as they are, so the AI can work with them, while the people and companies behind them stay hidden.
A record for every request
Every request is kept exactly as sent, in a tamper-evident log you can export for a reviewer or your own quality checks.
In practice
What practices use it for
From documents to a spreadsheet
Ask for “a spreadsheet of what Northgate has been paid, by valuation” and save it as an Excel workbook, with numbers as numbers.
HMRC and Revenue letters
Understand what a letter is asking for, and draft the reply, with the client’s details kept on your computer.
Explaining a position
Plain-English explanations of a tax or VAT position for a client, drafted with real names put back.
Year-end and management letters
Commentary and management letters drafted from your working papers and the client’s documents.
Questions across a client’s files
PDFs (scanned too), Word, Excel and emails, searched by meaning on your computer, with every answer linked to its page.
Where it’s processed
UK or EU-hosted AI, with nothing kept
Your own AI account
Lock any workspace to the providers you choose, such as Mistral’s EU service, and to those your practice has a zero-retention agreement with. A request to any other provider is refused and logged.
Fully managed plan
The AI runs on Amazon Web Services: in the UK for UK practices, in the EU for EU practices. The text passing through is never stored. See the plan.
Either way
Client names never reach the provider, wherever it runs. See where data goes on each plan.
Try it on a real piece of client work
7-day free trial on a Mac with an Apple chip. From €20 per person a month.