ZeiPilot
1. Workflow fit
Define the target tasksDefine which tasks the AI takes part in, such as tax issue analysis, document review and monthly audits.
Connect to the workflowCheck that file upload, review and approval fit the way you work today.
Set outcome metricsMake time savings, miss rate and re-check effort measurable.
2. Answer quality and accountability
Evidence linksCan you see the laws and regulations, NTA circulars and tribunal rulings behind each answer?
Written review criteriaDefine in your operating documents how far AI output may be adopted.
Audit-ready logsMake generated output, edit history and approver details traceable.
3. Security and controls
Access permission designSet up least-privilege access to client data and internal information.
Retention and deletion rulesDefine retention periods, backups and deletion procedures for tax data.
Operational monitoringPut in place monitoring for unusual access, misuse and configuration changes.
4. Improvement after adoption
Monthly reviewReview KPIs and operating issues every month, and update rules and prompts.
Training planStandardize training so new staff use the tool with the same judgment criteria.
Expand the target tasksExtend the scope, starting with the tasks where it has proven effective.