All work
Case study

Tax research portal

A research assistant for tax professionals. Ask a question, attach a client document, get an answer grounded in that document.

Private AI research tool for tax professionals

0
client files stored on our servers
1 day
from brief to working portal
PDF · DOCX
read in the browser

The problem

A practitioner needed AI help on real client files, but could not upload those files to a consumer chatbot.

What we built

  • A private portal behind an access code, hidden from search engines.
  • Documents are opened inside the browser. Only the extracted text needed for the question travels.
  • Conversations stay on the practitioner's own device. There is no database of client questions.

Privacy

The safest data is data you never keep. The design removes storage instead of promising to protect it.

What it taught us

Regulated work does not need a giant platform. It needs a narrow tool with a short, checkable data path.

Want something like this for your team?

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