Tax information, confidential
IRC Section 6103 protects tax return information. Client and working-paper material stays inside the firm's environment.
Accounting and advisory / private assistant / the United States
AI document search for accounting firms in the US, built for Circular 230 and Section 6103.
A private assistant for US accounting and tax firms that answers internal questions from the firm's own documents. Tax return information is confidential under IRC Section 6103, and practice before the IRS is governed by Circular 230 — the archive stays in the firm's environment.
One workflow from $3,500 / ₦2.5mClient-owned accountsSource citations2 to 3 weeks
Example material only / no client data
Professional confidentiality firstDesigned for review against state privacy laws and professional confidentiality rulesClient-owned accountsSource citations
Why it matters here
US tax information has its own confidentiality statute.
Section 6103 and Circular 230 are federal rules the system is built to respect, on top of state privacy law.
Practice rules apply
Practice before the IRS is governed by Circular 230. The system's drafts remain firm-controlled and reviewed.
Privacy patchwork
State privacy statutes add their own layer. The documented data path is reviewable against whichever apply.
What we set up
A private workspace, not a shared chat box.
Your firm's material
Engagement letters, policies, working papers, and templates — with access groups and metadata that respect each matter.
In your cloud account
A web application in infrastructure the firm owns, for up to 10 users, with read-only answers and drafts.
Human approval everywhere
The system suggests and drafts. The firm reviews, corrects, and decides. That boundary is designed in, not promised.
A first project
One workflow your team can run.
Policy and precedent search
The firm's internal documents searchable through a private web app. One training session, a runbook, and credential handover.
The accounts and the keys
Cloud, model provider, and storage accounts stay in the firm's name. You receive the runbook, credentials, and test record.
How it lands
Discovery to handover in one flow.
Discovery
The questions staff answer most and the documents that hold the answers.
Architecture
The data path that fits the firm's clients and jurisdiction, written down before anything is built.
Build and test
Tests on real firm questions, with boundaries verified and answers reviewed by the firm.
Handover
Training, an admin runbook, and all accounts transferred to the firm.
Tax confidentiality is a statute in the US. The system is built so the statute is easy to keep.
Why trust Pristine3D?
We build and operate production software.
Pristine3D Ltd builds and operates live digital products, and we run private AI workflows internally as part of our own operations. We scope around your real workflow: the documents you own, the questions your team asks, and the access boundary you approve. Based in Lagos, Nigeria, we work remotely with clients worldwide.
We already run live products
Based in Lagos, Nigeria, Pristine3D currently builds and operates smartcards.ng, venu.ng, photoshoot.ng, and ugc.ng in production.
We start with the actual workflow
One input, one output, one test set, and one person who owns the result. We scope a real workflow instead of a transformation programme.
The boundary stays visible
Cloud, model, storage, and messaging accounts stay in your name. The chosen data path, access rules, test record, documentation, and training are part of the agreed scope.
Pricing / fixed scope
Know the starting numbers before you ask.
The final quote follows the workflow. Infrastructure and model bills stay on your accounts.
One Workflow
Starting from$3,500 / ₦2.5m
2 to 3 weeksOne workflow for a small team, with training and handover.
See the one-workflow packageFirm-wide
Starting from$7,500 / ₦8m
4 to 6 weeksMultiple sources, roles, integrations, and admin handover.
See the deploymentAnnual support
Starting from$3,000 / ₦1.5m
per yearStandard care for one delivered workflow. Optional. Larger deployments and active monitoring are separately scoped.
See supportArchitecture review from $500. Standard annual support is $3,000 / ₦1.5m per year for one delivered workflow. New workflows, integrations, active monitoring, and infrastructure are separately scoped; infrastructure, model, storage, and messaging bills stay on client accounts. Full pricing and what changes the quote
Own your knowledge base
The model is not the product. The knowledge base is.
Documents, the retrieval index, access rules, and the workflows built around them are the asset, and they compound. We deploy so the knowledge base stays yours: on your accounts, in the environment you choose, under access rules your team defines. The model behind the answers is a connector, so the knowledge base moves with you, not with a vendor.
Your corpus, your index
The document store, metadata, and retrieval setup live on accounts you own. No vendor holds the corpus.
Models are swappable parts
Change the model provider, move regions, or go local without rebuilding the knowledge base or the workflow.
The knowledge base is the alpha
Every improvement to the corpus improves the answers, and the improvement stays with you, not with a vendor.
Keep exploring
Related setups.
Start with the workflow
Which workflow would you start with?
Tell us the questions your team keeps answering. We will tell you what the first project includes and what it costs.