Sano for tax advisors
Less chasing documents. More time for clients.
Let Sano organize client files, find gaps against your checklist and draft follow-up letters. Get editable Word documents for your next deadline—with German hosting, ZDR, no model training and contractual confidentiality under §203.
Tax advisory
Get the client file ready for the next deadline.
Ask Sano to inventory a client folder, group documents by year and topic, and prepare a request for missing information against a checklist you supply. Create Word drafts from your approved templates.
Work from your checklists and letter templates. Sano brings the available material together and drafts the next request, so you can move the client file forward.
- Organize client documents
- Compare material with your checklist
- Prepare follow-up questions
- Draft editable client letters
Hosting & privacy
Your work stays your business.
Choose German or EU-hosted models in Sano. Every model comes with zero data retention and no training on your prompts or outputs. German-hosted models also come with contractual confidentiality under §203.
Your conversations and privacy mappings stay on your device. Sano Shield detects and replaces sensitive values locally in the inputs you select, then restores them in the response.
- German or EU-hosted models
- ZDR and no model training across all models
- §203 confidentiality for German-hosted models
- Local conversations and control over agent actions
Example workflow
Build a client-information checklist.
Your material
An illustrative client folder, your document checklist and a correspondence template.
Your request to Sano
Compare the folder contents with my checklist. Separate present, unclear and missing items, with source-file references. Draft a Word letter asking the client to clarify the open items. Do not make a tax assessment or infer missing facts.
Your output
- Checklist showing present, unclear and missing material
- Source-file references for the available documents
- A Word draft of the client-information request
Verify the checklist and client facts, then review the wording before sending.
Your workflow in three steps
01 · Set the scope
Provide the checklist, relevant client material and the intended reporting period.
02 · Organize and draft
Ask the agent to map available documents and prepare a request for open information.
03 · Review the advice
Verify sources and facts, and make the substantive tax decisions yourself.
Working with Sano
How does Sano help prepare a tax filing?
Organize client records, check the folder against your document list and draft requests for missing information. Use your tax software for calculations and submission.
What does §203 confidentiality cover?
Sano provides German-hosted models with contractual confidentiality under §203. Our signed agreement covers entrusted secrets and confidentiality obligations for the people and permitted subcontractors involved in inference.
Where are my AI requests processed?
Choose German or EU-hosted models in Sano. Every model comes with zero data retention and no training on your prompts or outputs. German-hosted models also come with contractual confidentiality under §203.
How does local input protection work?
Sano Shield protects the inputs you select. Agents then work with your prepared files. Tool results, code, browser content and excerpts from connected services can reach the selected model without automatic anonymization.
More ways to work with Sano
Sano for professionals
See workflows for five professional fields.
Security, hosting & §203
German and EU hosting, ZDR, no model training and §203 confidentiality.
Put Sano to work before the next deadline.
Download Sano Work for Mac or Windows and try it for free. Sign in, bring your files and put your agent to work on a real task.
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