Private AI for Business

Tax operations / evidence and preparation

Tax work is a trail of evidence, not a blank spreadsheet.

We build private tax workflows that find source material, prepare workpapers, extract fields, draft client responses, and keep review steps visible. The system supports tax professionals; it does not give tax advice or submit a filing without qualified approval.

Source evidenceWorkpaper draftsReview queueNo automatic filing
A neutral example of an assistant working from supplied business material.

Pattern demonstration / not tax advice

The work around the tax work

Less file assembly. More tax judgment.

Tax professionals should spend their time interpreting facts and advising clients. Instead, hours disappear into finding documents, extracting figures, preparing schedules, and checking what is missing. A private workflow handles that preparation and leaves the final position with the professional.

01 / FIND

Pull the evidence together

Search approved legislation, guidance, prior workpapers, client material, and internal notes, returning the source and date with each relevant passage.

02 / PREPARE

Build the first workpaper

Extract fields, organize schedules, and draft recurring responses from approved material so the professional starts with a usable file.

03 / REVIEW

Show what still needs attention

Flag missing documents, mismatched periods, unsupported assumptions, and open questions so the professional can focus on the actual judgment.

Professional sign-off stays intact

The assistant prepares the file. The tax professional owns the position.

CORPUS

Use approved sources

Set the document collection, jurisdiction, period, and source owner before asking a model to draft.

TRACE

Keep evidence attached

A reviewer should see the source, calculation or extracted field, and uncertainty behind a draft.

DECIDE

Do not automate advice

Tax conclusions, client commitments, filing, and submissions remain with qualified people and their controls.

A tax workflow pilot

Start with one recurring file component.

Choose the workpaper

Name the client or internal source, period, document types, fields, and answer the team keeps preparing.

Define the review rule

Separate extraction, calculation, source lookup, drafting, and the decision that needs tax expertise.

Test known files

Review missing evidence, wrong periods, unsupported citations, calculation boundaries, and the not-found response.

Hand over the update path

Document sources, credentials, test questions, known limits, update responsibility, and the professional reviewer.

The useful tax assistant does not replace the opinion. It makes the evidence and the first draft easier to inspect.

Pricing / fixed scope

Know the starting numbers before you ask.

The final quote follows the workflow. Infrastructure and model bills stay on your accounts.

Annual support

Starting from
$3,000 / ₦1.5m
per year

Standard care for one delivered workflow. Optional. Larger deployments and active monitoring are separately scoped.

See support

Architecture 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

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.

METHOD

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.

OWNERSHIP

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.

Straight answers

Common questions.

Can it give tax advice to clients?

No. It can search approved material and prepare drafts. Qualified tax professionals review the position and own client communication.

Is this the same as AI for accountants?

It can sit inside an accounting or advisory firm, but this page is organized around tax research, evidence, workpapers, and review rather than general archive search.

Can it submit returns?

Not in the default workflow. Filing or submission is a separate action requiring approved systems, permissions, testing, and qualified sign-off.

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.

THE ASSET

Your corpus, your index

The document store, metadata, and retrieval setup live on accounts you own. No vendor holds the corpus.

THE LOCK-IN

Models are swappable parts

Change the model provider, move regions, or go local without rebuilding the knowledge base or the workflow.

THE ALPHA

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 workpaper

Which tax task repeats across files?

Tell us the source, period, output, and review boundary. We will help decide whether it belongs in a controlled pilot.

Prefer email? Message us at hey@pristine3d.com.