What applies to your sector
Anti-money laundering
Certified accountants are obliged entities under Portuguese Law No. 83/2017: client and beneficial-owner identification, risk assessment, training and suspicious-transaction reporting.
GDPR
Clients’ tax, financial and payroll data, including their employees’, often without a formal data processing agreement.
AI Act
If your team uses ChatGPT or similar tools, the AI literacy duty applies, and client data must not end up in free accounts.
Training for your team
Practical training on safe AI for accounting and on anti-money laundering, with attendance records for your compliance file.
Automations that save time
Collecting client documents
Automatic requests by email or WhatsApp, with reminders and invoices organised by client and month.
AI data extraction
Reading invoices and receipts and preparing entries, with human review before anything is filed.
Deadline reminders
Automatic alerts to clients before each filing obligation.
Which rules apply to your business?
Ten questions, 30 seconds, with your sector already selected. Instant result with priority actions.
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Shall we talk?
Tell me what you need: training, compliance, an automation or a website. I will reply with a clear proposal.
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