Use AI. Protect Clients.

Anonymize Client Data. Use AI Safely as a Tax Advisor

As a tax advisor, you are bound by tax secrecy obligations. Using cloud-based AI with client data can violate these obligations and lead to legal consequences.

The Problem

  • Cloud AI tools violate tax secrecy obligations
  • GDPR prohibits transferring personal data to US servers
  • Manual anonymization wastes valuable processing time
  • Without AI support, your competitiveness decreases

The Solution with custix

  • Tax filings and opinions anonymized in seconds
  • Local processing. no data transfer to third parties
  • AI responses are automatically re-identified
  • Works with all major AI tools

Typical Use Cases

01

Review Tax Filings

AI-powered analysis of tax filings. without exposing client data.

02

Create Tax Opinions

Use AI for tax opinions with anonymized data.

03

Tax Advisory

Get AI support for complex tax questions.

Anonymize Client Data. Use AI Safely as a Tax Advisor

As a tax advisor, you are bound by tax secrecy obligations. Using cloud-based AI with client data can violate these obligations and lead to legal consequences.