PrivaSearch

Accountants and bookkeeping firms

AI at the accounting firm, within the GDPR. Without giving away client data.

PrivaSearch is software that lets your team search its own client files with Claude, ChatGPT or Mistral Vibe, after names, BSNs (Dutch citizen service numbers) and addresses have been replaced by pseudonyms and a colleague has checked that. For an accounting or bookkeeping firm, that means: querying annual accounts, payslips and tax files, while the AI knows no client by name.

In short

A payroll administration contains BSNs (Dutch citizen service numbers), salaries and sometimes sickness absence. In a chatbot, all of that goes along.

PrivaSearch replaces that data with pseudonyms and has a colleague release the document.

The tax retention obligation of seven years remains yours; PrivaSearch neither extends nor shortens it.

What you use AI for

The client files that matter.

At an accounting or bookkeeping firm, it is rarely about one document. It is about years of documents per client, in which the same names and numbers keep coming back.

  1. Annual accounts and notes

    Finding which accounting policy or estimate a client used last year, with the passage and the page.

  2. Payroll and personnel administration

    Searching payslips, employment contracts and changes, with BSNs, salaries and IBANs replaced by pseudonyms.

  3. Tax files

    Searching returns, assessments and correspondence with the Dutch Tax Administration for a position or a deadline.

  4. Client due diligence

    Keeping the documents of a Wwft investigation findable for whoever may see them, without taking them outside the firm.

Do you mainly do the bookkeeping, VAT and payroll for small business owners? See the page for bookkeeping firms.

Which rules apply

What the law asks of your client files.

The GDPR applies to every firm. On top of that come the obligations that belong to the profession. They determine what is in your client files and how long it stays there.

The question we hear most often

Working GDPR-proof with AI as an accountant: what does that involve?

No tool does that for a firm, PrivaSearch included. The GDPR and the AI Act place the obligations with you as the controller. What your firm arranges itself, and what PrivaSearch does to help:

What your firm arranges itself

  • A lawful basis (Articles 6 and 9 GDPR)A lawful basis for every processing operation, and for special category data an exception from Article 9(2) as well.
  • A data processing agreement (Article 28 GDPR)With every party that processes data for you: with PrivaSearch, and with the provider of the AI assistant you connect.
  • A DPIA where one is required (Article 35 GDPR)Often with special category data or processing on a large scale.
  • An AI policyWhich tools are allowed, with which data, and who decides on that.
  • AI literacy (Article 4 AI Act)Staff who work with AI know what they are doing and what the risks are.
  • Professional secrecyThe confidentiality you agree with your clients and that your professional rules require. Decide per project who may see and review the documents.

What PrivaSearch does to help

  • Pseudonymising before the AINames, BSNs (Dutch citizen service numbers) and addresses are replaced before anything goes to your AI assistant.
  • A mandatory privacy reviewA colleague checks and approves every document. Only then is it searchable.
  • Permissions per projectOnly the members of a project see the documents of that project.
  • The activity logWho viewed, searched, released or revealed what, without document content in the log.
  • Storage in the EUOriginals are stored in data centres in the EU, in a database of its own per organisation.
  • An AI policy and a DPIA to start withStarter documents based on your own set-up, to have reviewed.

PrivaSearch is designed for the GDPR. The assessment of your situation remains yours and that of your data protection officer or lawyer.

How it works

From client file to answer, in four steps.

The AI only receives text that a colleague has released, with pseudonyms instead of names. See how it works.

  1. Add client files. Upload documents or connect a SharePoint library; SharePoint is only read.
  2. Detect and pseudonymise. A language model within PrivaSearch and Dutch patterns (BSN with the eleven test, IBAN, Dutch number plate, KvK number) find personal data and replace it with pseudonyms.
  3. A colleague reviews. Original and pseudonym are side by side. What the model missed, the reviewer adds; then they approve the document.
  4. Search with your assistant. Claude, ChatGPT Business or Mistral Vibe searches the released passages through a secure MCP connection, for example: “Which depreciation period did [ORGANISATIE_7C21] use for the commercial buildings in the 2025 annual accounts?”

The difference

A client file in a chatbot, or through PrivaSearch.

Topic WithoutUploading a client file to a chatbot WithPrivaSearch between your client file and your assistant
What the AI sees The entire client file, with names, BSNs and addresses. Released passages with pseudonyms.
Check beforehand None. A mandatory review by a colleague.
Who may see it Whoever uploads it, outside any arrangement for the client file. Only the members of the project.
What is recorded Nothing. Every view, search and release in the activity log.
Where the originals are With the provider of the chatbot. In data centres in the EU.

What you type into the assistant yourself goes straight to it, outside PrivaSearch. So ask about the role or the pseudonym, not about the person.

Frequently asked questions

What you probably want to know.

Working GDPR-proof with AI as an accountant: what does that involve?

No tool does that for you. Your firm arranges a lawful basis, a data processing agreement, a DPIA where one is required, an AI policy, AI literacy and professional secrecy itself. PrivaSearch does the technology: pseudonymising before the AI, a mandatory review, permissions per project, the activity log, storage in the EU and a starter document for your AI policy and your DPIA.

May an accountant put a payroll administration into ChatGPT?

Not just like that. It contains BSNs, salaries and sometimes sickness absence data, and the entire file goes to the provider. On a personal account there is no data processing agreement. With PrivaSearch, the assistant only sees released passages with pseudonyms, and not a single BSN.

What happens to BSNs in annual accounts or a payslip?

PrivaSearch detects a BSN with the eleven test and replaces it with a pseudonym, as it does with IBANs and KvK numbers (Dutch Chamber of Commerce numbers). In the review, a colleague checks whether everything was found and adds what the model missed.

Does a bookkeeping firm need a DPIA for AI?

That depends on what you process and how much. With payroll administrations for many employers or with health data, the chance is high. PrivaSearch creates a DPIA starter document based on your own set-up; have it reviewed by a lawyer or your data protection officer.

Do the originals of my clients stay in the Netherlands?

They are stored in data centres in the EU, in a database of its own for your firm. If you connect SharePoint, the originals stay there; PrivaSearch only reads them.

How long does PrivaSearch keep the documents?

As long as you set per project. After the end date, PrivaSearch removes originals, passages and pseudonyms. You arrange your tax retention obligation of seven years in your own records; it always takes precedence.

Updated on

See in twenty minutes what happens to your documents.

We show it with fictitious client files from your sector: upload, detection, review, search and the connection with your AI assistant. Afterwards you'll know exactly what your team can use safely.

Book a demo →