Tax client meeting notes
Structure the facts, assumptions, requested documents, decisions, and actions arising from a client conversation.
Source-grounded AI for tax document work.
Turn UK client conversations, returns, accounts, schedules, HMRC enquiry material, and correspondence into a structured working record for professional tax review.
Tax work starts
with fragmented evidence.
A single engagement can span calls, emails, prior returns, accounts, transaction papers, schedules, and authority correspondence. The professional first has to build a dependable record.
Client instructions are reconstructed after the meeting.
Facts, assumptions, documents requested, and follow-up actions are manually rebuilt before technical work can progress.
Key figures and dates lose their provenance.
Review slows down when the source behind an extracted amount, period, entity, or transaction is hard to find.
Generic AI can blur fact, assumption, and tax conclusion.
Tax teams need explicit source boundaries, professional review, and clear ownership of treatment and filing positions.
From client evidence to reviewable tax work
Capture the engagement record, organise the supplied documents, and preserve the difference between extracted fact and professional conclusion.
Capture instructions
Record an authorised client meeting, dictate a follow-up, or upload existing audio and correct the transcript first.
Structure the source pack
Extract defined facts, figures, dates, entities, periods, and missing items into a cited Table for review.
Prepare the working draft
Create notes, information requests, summaries, and correspondence for a tax professional to verify and approve.
Templates for tax document work
Use consistent structures for tax information work while preserving source evidence, professional judgment, and reviewer accountability.
Tax information schedules
Organise accounts, returns, schedules, transaction documents, and notices into requested facts, periods, values, documents, and unresolved items.
Enquiry responses
Prepare first drafts of missing-information requests and enquiry correspondence while qualified professionals retain calculations, treatment, advice, and filing decisions.
A traceable tax record,
from input to draft.
Engagement inputs
Bring together the evidence behind the work.
Client meetings 
Professional dictation 
Returns and accounts 
Transaction packs Working outputs
Keep facts, drafts, and approvals visible.
Defined tax Tables 
Source citations 
Reviewable drafts 
Professional approval Document automation grounded in tax evidence
Ardela helps tax teams capture, organise, and draft from supplied material, while qualified professionals own calculations, treatment, advice, and filing.
Fact and conclusion stay separate
Templates distinguish extracted source facts, client statements, assumptions, questions, and professional conclusions rather than blending them into one answer.
Citations support review
Pillars keeps material extracted values connected to their source so the reviewer can check the underlying document and context.
Tax-specific workspace
Client, engagement, service-line, template, and workflow terminology keeps the workspace aligned with tax work and its review process.
Tax questions,
answered.
How can tax professionals use AI document automation?
Tax professionals can use AI-assisted transcription, extraction, search, and drafting to organise client and source material, prepare meeting notes, identify missing information, and produce reviewable correspondence. Technical conclusions and advice remain with qualified people.
Can Ardela extract information from tax documents?
Pillars can extract fields a team defines from supplied accounts, returns, schedules, transaction documents, and correspondence into a Table with citations. Material entries should be checked against source before use.
Can Ardela organise an HMRC enquiry or information notice?
Pillars can structure the fields a team defines and cite the supplied documents. The tax professional decides relevance, privilege, response scope, current-law treatment, and what should be sent to HMRC.
Does Ardela calculate tax or give tax advice?
Ardela supports the information and drafting work around a tax engagement. Qualified professionals calculate liabilities, determine treatment, provide advice, approve returns, and own filing decisions.
Can tax teams use their own templates?
Yes. Teams can use approved structures for client meeting notes, information requests, source-review Tables, and correspondence. Template availability should be matched to the organisation's plan and rollout.
How should a tax team evaluate Ardela?
Use a representative, appropriately protected engagement with an agreed source pack, field list, template, and review standard. Test factual fidelity, citations, permissions, approvals, exports, and failure handling before wider use.
Bring one real tax workflow.
Evaluate Ardela with an appropriately protected client conversation, source pack, approved template, and the professionals who own the final work.