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Velado blog: AI, professional secrecy and the GDPR
Practical guides for accountants, auditors and lawyers who want to use AI with client documents without breaching professional secrecy or the GDPR.
AI and the GDPR: does my clients' data go to the United States?
ChatGPT, Claude and Copilot belong to US companies. When there is a transfer to the US, what the Data Privacy Framework is worth today, what standard contractual clauses do, and why none of it settles professional confidentiality.
7 min readToolsMicrosoft 365 Copilot and professional confidentiality: what is protected and what is not
What Microsoft commits to about data in Microsoft 365 Copilot, where the limits are (web search, permissions, free versions) and what a firm should configure before using it with client documents.
7 min readPractical guideHow to anonymise an Excel file with tax numbers before using it with AI
Step by step: remove tax numbers, names, IBANs and addresses from a spreadsheet before sending it to ChatGPT, Claude or Copilot, without breaking formulas or totals, and the mistakes people make when doing it by hand.
6 min readTemplateAI use policy template for accounting and law firms
A ready-to-adapt internal AI policy: approved tools, what is never sent, mandatory pseudonymisation, human review and records. Grounded in the GDPR and the EU AI Act.
7 min readProfessional secrecyCan I use ChatGPT with client documents? What professional secrecy says
Accountants, auditors and lawyers owe secrecy over client documents. Here's what that means when you use ChatGPT, Claude or Copilot, and how to work with AI without revealing client data.
6 min readGDPRPseudonymisation or anonymisation? The GDPR difference, and why it matters for AI
Anonymising and pseudonymising aren't the same under the GDPR. The legal definitions, examples with tax IDs and names, and what changes when you send documents to an AI tool.
5 min readHow-toHow to use ChatGPT with a trial balance, tax return or SAF-T without exposing the client
Step-by-step guide for accountants: prepare an Excel trial balance, a PDF return or a SAF-T file for ChatGPT, Claude or Copilot without revealing tax IDs, names or IBANs.
5 min read