How We Use AI in Portuguese Tax Advice

Advice we take responsibility for
Your adviser signs the recommendation. We correct our own errors at our cost.
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.

Questions

What does your advice add to an AI answer?

A recommendation for your circumstances: which options are available, how they compare and which approach we consider appropriate. We connect the tax analysis to your plans and explain the conditions that matter. The illustrative memo shows how residence, IFICI eligibility and a tax comparison inform a recommendation.