A question about VAT deduction or a personal income tax relief costs half an hour of searching tax authority rulings, and the firm's procedures live in colleagues' memories. The assistant answers from VAT and income tax legislation, rulings and SharePoint procedures, citing article, document and date. The accountant decides.
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An accountant in an accounting firm answers dozens of questions a day that begin with "can we": can VAT be deducted on a lease of the client director's car, are business trip per diems exempt from personal income tax, how to account for gift vouchers for staff, what to do with an invoice from another EU country without VAT. The answer is sought in the text of the VAT and income tax legislation, in tax authority rulings and commentary, in colleagues' chat in Teams and in the firm's internal procedures in SharePoint, which describe how the firm treats such cases the same way for all clients. A junior accountant asks a senior one, the senior one looks for a ruling they read last year, and nobody is sure it is still valid after the latest amendment. Half an hour disappears on a single question, and the answers differ between clients.
The assistant answers from sources, not from general knowledge. The accountant asks in Teams in plain language, and the assistant searches the current versions of the VAT and income tax legislation, the tax authority rulings and commentary the firm has connected, and the internal procedures in SharePoint. It cites the article and section, the document title and the date with each statement; if the firm's procedure and the tax authority's commentary say different things, it shows both. If a ruling is older than a later amendment to the law, the assistant flags it and suggests checking. If there is no source, it says so instead of guessing. The assistant does not make tax decisions and does not draft the answer to the client: it shows where the rule is written, and the accountant decides how to apply it to a specific client. We deploy it with Claude through Amazon Bedrock in an EU region, because the questions include clients' situations: data is processed in the EU, is not used to train models, and every query and answer with its sources is logged in line with GDPR. The procedures stay in your SharePoint and are maintained by the chief accountant, not by us.
Four steps from input to a record in your system, with human approval wherever there is risk.
The accountant writes to the assistant in Teams: "Can VAT be deducted on a passenger car lease if the client also uses the car for private purposes?" If needed, the assistant clarifies the situation with one question, for example whether the car is used for taxable business activity.
The assistant searches the current versions of the VAT and income tax legislation, the tax authority rulings and commentary the firm has connected, and the internal procedures in SharePoint. It finds the passages that answer the question and attaches an article, a document and a date to each. It compares the dates of the sources with the latest amendments.
The accountant gets a short summary and, under each statement, a link to the article or document that they open and check. If a ruling is older than an amendment to the law, or the firm's procedure differs from the tax authority's commentary, that is marked. How to apply it to the client is decided by the accountant, who also answers the client.
If the sources contain no answer, the assistant says so and suggests asking the tax authority or flagging it to the chief accountant. Every month we review the query log and answers without a source and, together with the chief accountant, update the connected rulings and the firm's procedures in SharePoint.
Current versions of the VAT and income tax legislation and the tax authority rulings and commentary the firm has chosen are indexed with dates, so that the assistant can see which is newer.
Internal procedures describing how the firm handles recurring cases are connected from your SharePoint and updated automatically when the chief accountant changes them.
Accountants ask in Teams in your Microsoft 365 tenant, and the answers with their sources are processed by Claude through Amazon Bedrock in an EU region, with no training on your data.
Every query, answer and source is logged with a time and a user. Training for accountants and tuning the sources during the first month are part of the implementation.
Claude via Bedrock in an EU region + SharePoint procedures, tax authority rulings. We choose the platform by the task and by where your data may be located. Read more about this service and its limits on the service page.
It can pick the wrong passage, which is why every statement carries a link to an article or document that the accountant opens and checks. The assistant never formulates a decision for a specific client and never answers the client directly; it shows where the rule is written. Responsibility for the tax decision stays with the accountant, as it does today.
The assistant compares the date of the ruling with the dates of the latest amendments to the VAT or income tax legislation and flags it if the source is older than the amendment. That does not mean the ruling is no longer valid, but the accountant knows it needs checking. We review the list of connected sources every month with the chief accountant.
Yes, which is why we deploy with Claude through Amazon Bedrock in an EU region: queries are processed in the EU, are not used for model training and are not shared with anyone else, and you keep the log yourself in line with GDPR. If the firm's policy requires that data stays in the country, we deploy the same assistant in MDP CLOUD's private GPU cloud in Lithuania (EU).
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The AI security programme and its controls are managed following the ISACA methodology.
AI risks are identified and managed like any other IT risk.
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