How we use AI

Righto Tax uses AI for a few jobs. This page says which ones, what the AI sees, and what it never does.

What the AI does

• Suggests a category for an unclear bank line. Most lines are sorted by fixed rules. When a line's description doesn't match a rule, the AI may suggest a category. Nothing is filed on its suggestion alone, and you check every figure before anything goes to HMRC.
• Looks at lines our rules couldn't sort, in our own review queue, and offers a suggestion. It can't file a line on its own.
• Helps us write our website and guides. Each guide names the gov.uk or legislation pages it relies on.

What the AI never does

• It never works out your tax figures. Those come from the sorted lines and the published rules, and you check and confirm every figure before you send anything to HMRC.
• It never makes a decision about you, such as accepting or refusing you as a customer. Our identity check does include an automatic decision, but that doesn't use this AI: section 6 of our privacy notice explains it and your rights.
• It never sees your identity documents or the identity check.
• It never contacts HMRC, and never sends anything in your name.

Who provides it, and what happens to your data

The AI is provided by Anthropic, under its business terms and a data processing agreement. Those terms do not allow Anthropic to train its models on what we send. We send only what the job needs, for example a bank line's description and amount, never your bank login. Anthropic is listed with our other suppliers in our privacy notice.

Talking to a person

If you would rather a person looked at something, or you think an AI suggestion was wrong, email hello@rightotax.co.uk. Our complaints procedure applies too.