How We Use AI in Portuguese Tax Advice

What AI does for us
It reads the documents you send, researches the rules that apply to your facts, compares your figures with the tax authority's pre-filled data where there is any, and drafts the advice.
What your adviser does
Your adviser checks every fact against your documents, decides what applies to you and signs the advice.
What AI never does
AI does not send advice, file anything or take decisions, and we file only on your authorisation.

Your data
Your documents are kept in your client portal. To prepare your work, our AI providers, Anthropic and OpenAI, process them under their business terms, which exclude training on your data. Our privacy policy says where they are processed.
Which AI we use
We use models from Anthropic (Claude) and OpenAI (Codex), and we move to newer models as they are released.

Questions

Can I rely on an AI answer for my Portuguese tax?

For the general rule, it is a good start. Your own tax depends on your facts and dates, which is why our advice is written from your documents and signed.

Will AI file my return?

AI does not file your return. We prepare it from your documents and the pre-filled data; you approve it, and we submit it and place the proof in your portal.