Does AI Twin see my client files?

No. Client files stay in your practice software, under the governance you already run. AI Twin holds your own professional record and your firm's operating knowledge, and nothing else.

What does it actually hold?

Your side of it: practising certificate, PII cover, the CPD record, how you write a letter, and the standards you hold your own work to. The firm's side: engagement letter templates, AML procedures, the onboarding checklist, and what you decided about scope, about pricing, and about the work you turn down.

Does anything move into the AI assistant I use?

Only what you send. Sitting still is the default. Assistants that support the open connector standard can read what you allow, one destination at a time, and an outside assistant can only propose a memory, never write one.

AI for accountants: practice memory, not client files

The question

Every regulated practice now has to answer one question about AI: where does client data go when a tool handles it.

Our answer is that it does not come to us. Client files stay in your practice software, under the governance you already run.

The guidance

What PCRT said about AI in tax work.

On 19 January 2026 the seven bodies behind Professional Conduct in Relation to Taxation published topical guidance on using AI tools in tax work. It added no new rules. It read the existing fundamental principles through an AI lens.

Source: Professional Conduct in Relation to Taxation. Verified 2026-07-30.

The gap

What is left is the half of practice life nobody has properly built for. There is your side of it, and there is the firm's side.

There is your side of it.

practising certificate
PII cover
the CPD record
how you write a letter
the standards you hold your own work to

Then there is the firm's side.

engagement letter templates
AML procedures
the onboarding checklist
what you decided about scope, about pricing, and about the work you turn down

Workspaces

So there are two workspaces.

Personal Workspace and Practice Workspace, with clean scope switching. Viewers see only what you allow.

What that gives you

Three things it does.

It holds your professional context where you can see it.

Your certificates, your procedures, your standards, and how the firm actually works. Everything it holds is visible, sourced, and yours to remove.

Nothing moves unless you send it.

Sitting still is the default. Nothing reaches the AI you are using unless you send it there, and you grant access one destination at a time.

It does not tie you to one provider.

Your context travels rather than living inside one company's account, so you stop tracking which model is ahead this month.

Where your data goes

Processing in the UK and EU. Retention you set. Nothing sold. Every provider we use is named on our sub-processors page.

Every sub-processor we use, with its region and DPA status Pricing

Questions, answers

What people ask.

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Your practice, not your client files.