Which AI tools suit a Swiss fiduciary firm?
Answer
Start from your software: a business assistant (Copilot if you work in Microsoft 365, otherwise ChatGPT Business or Claude Team) for letters, summaries and explanations to clients, and the automation built into your accounting software, such as Abacus or Bexio, for entering and matching documents. Check what your software already offers before adding a tool. Above all, decide first what may go into the assistant: your clients’ files fall under your duty of confidentiality, and under professional secrecy for audit work.
Typical cases in a fiduciary firm: chasing clients for missing documents, preparing year-end questions, summarising a file before a meeting, explaining a VAT return in plain language. Client data only goes into an approved tool (data processing agreement, no training, known processing location); protected data, such as health or debt-enforcement information, stays out without a written decision.