AI for accounting firms and other regulated professions, without breaking professional secrecy
Saving hours on drafting and document review, yes — but never at the cost of client data sitting in a cloud with no guarantees.
Accountants, lawyers, notaries, doctors: your profession rests on professional secrecy. Yet consumer AI used without a data processing agreement (DPA) exposes exactly what you swore to protect.
The issue is not banning AI — your team is already using it — it is putting a framework around it.
- Professional secrecy exposed by unmanaged AI use
- Hours lost to drafting, follow-ups, and repetitive checks
- Clients starting to ask about your AI policy
See for yourself
A prompt structured in 5 blocks: Instruction · Role & Audience · Data · Constraints · Format, built for professional secrecy.
On-site, we build this kind of prompt with you for your firm, each with its estimated ROI, its safeguards, and its Swiss sovereign options. No client document ever touches an AI: that is rule number one on every card.
Points d’attention bouclement (entretien client)
Anonymized figures → 5 sharp talking points for the client meeting.
See it in Chaptal →Relances documents fiscaux (séquence client)
3 follow-ups ready to merge, without exposing the client’s identity.
See it in Chaptal →Politique IA & protocole d’anonymisation cabinet
5 anonymization steps any team member can apply.
See it in Chaptal →Audit Express
A confidential assessment of your AI use, in 2 hours.
Le Collaborateur, augmenté
Compliant tools, systematic anonymization, immediate gains on your standard tasks. From 2 hours to a full day.
Ongoing governance
A written AI policy and long-term monitoring for firms with several dozen employees.
Absolute discretion · NDA on request as standard · no client document ever enters public AI.
Foire aux questions
How do you guarantee professional secrecy is respected?
No client document ever touches a public AI: we work with anonymized data and DPA-compliant tools from the very first workshop.
Do you offer a non-disclosure agreement (NDA)?
Yes, as standard on request, before any work begins at your firm.
Are your tools hosted in Switzerland?
We favor sovereign Swiss or European solutions, with no public model ever trained on your data.
How long does the Audit Express take?
About two hours, for a confidential assessment of your current AI use and the priority points to address.
What happens if we are not convinced after the audit?
No follow-on work is automatic: the Audit Express is a one-time engagement, and it is entirely your call whether to go further.