This policy explains our current use of AI; it does not change our Terms of Business but serves to clarify and expand on them.
Clause 30m of our Terms of Business states:
“m – Use of AI – we may use AI tools for research, data processing and administrative tasks. We critically review all AI output, content and research. We endeavour to preserve confidentiality of clients data in AI environment, and do not routinely share sensitive personal information with AI LLMs.”
Our approach is to use AI pragmatically to leverage efficiencies within the business, at the same time recognising concerns over privacy, resource use and human review.
Typical uses of AI in our business at present include:
- Sorting large quantities of data in excel when preparing a clients accounts or tax.
- Database management – our internal databases sit across different platforms, eg TaxCalc hosted software, Access database on our server, Excel sheets on our server. We use AI to assist in comparing the different datasets and ensuring there are no anomalies. This will include identifiers like name, address and email.
- Research for client queries – all output is reviewed, and AI is normally either (a) a quick corroborative search for something already known or (b) a precursor to define the scope of more detailed research.
- Some drafting for client reports; in this case we make the AI content clear, eg in an technical appendix to a report.
We are currently not using AI for work-flow processing or automated tasks.