For accountants

Your practice, not your client files.

AI Twin holds your practising certificate, CPD and PII record, and your firm's engagement and AML procedures. Client files stay in your practice software.

Start your Twin
  1. Rules and email
  2. Bring one thing
  3. Name it

Running a practice? Set up your own Twin first, then add the practice from the workspace switcher. It sits alongside, kept apart.

Everything is free for the first 7 days. No card needed. Add one when you decide to stay.

See what we capture, and what you controlPricing

The question

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

AI Twin does not connect to your practice software, so client files only reach it if you bring them in yourself. Keep them where they are governed now. AI Twin is built for the other half.

The guidance

What PCRT said about AI in tax work.

On 19 January 2026 the seven bodies behind Professional Conduct in Relation to Taxation, including ICAEW, ICAS and ACCA, 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, including keeping client information confidential when it goes into an AI tool.

Source: ICAEW, for the seven PCRT bodies. Verified 14 October 2026.

The gap

What is left is the other half of practice life: yours, and the firm's.

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

So there are two workspaces.

Personal Workspace and Practice Workspace, with clean scope switching. People you share with 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.

No outside assistant sees it unless you let it.

An outside assistant reaches your Twin only after you connect it, one assistant at a time, and sees only the tiers you allow. To answer you inside AI Twin, the relevant memory goes to our model provider under a data processing agreement.

It does not tie you to one provider.

Your context lives in AI Twin, not inside one assistant's account, so changing model does not mean starting again. It reaches any assistant that supports MCP connectors.

Where your data goes

Stored in the UK. Processed in the UK and EU. You decide how long your memory stays; what we must keep, and for how long, is on our retention page. Nothing sold. Every category of provider we use, with its region and data processing agreement status, is on our sub-processors page.

Every category of provider, with its region and DPA statusPricing

Questions, answers

What people ask.

Get started

Your Twin is ready when you are.

It takes three short steps.

Start your Twin
  1. Rules and email
  2. Bring one thing
  3. Name it

Running a practice? Set up your own Twin first, then add the practice from the workspace switcher. It sits alongside, kept apart.

Everything is free for the first 7 days. No card needed. Add one when you decide to stay.