Why practices ask
A practice holds tax file numbers, bank data, trust records and client correspondence. Pasting any of that into a hosted chatbot is a conversation nobody wants to have with a client, or with the Tax Practitioners Board.
The jobs it takes on
- Search across the whole client file. Prior year workpapers, correspondence and the engagement letter, answered with the document it came from.
- Engagement letters and file notes in your own wording, from a dictated summary rather than a blank template.
- BAS and quarter-end checklists that run as scheduled jobs and tell you what is outstanding, with who chased it last.
- Meeting to action. A client meeting becomes a summary, decisions and follow-ups with owners and dates.
- Small tools: GST calculators, follow-up date workings that skip weekends and public holidays, margin checks.
Where the industry knowledge comes in
The Accounting & tax pack carries the material an answer should be grounded in, with your jurisdiction set explicitly. The Harness names which pack it consulted and how many sources sat behind the answer, so a partner can check the reasoning before it reaches a client.
What stays on the appliance
In the standard setup, client files, prompts, recordings and the model work all stay on the machine in your office. Anything that would leave — web research, an integration into your practice management system, remote support — is a separate switch, named in your quote.
Practical fit
A three to eight person practice usually lands on the Office or Practice tier. See what each starting price includes, or bring us one annoying job and we will show you the system doing it.
Book a 20-minute walkthrough and we will run your own document through it.