Copilots and knowledge assistants that draft, research and answer — freeing your team to focus on judgement, not first drafts.
Generative AI is the fastest way most finance and tax teams experience AI day to day — drafting a memo, answering a client query, summarising a contract. Used well, it removes hours of first-draft and research work so consultants can focus on judgement. Used carelessly, on public tools with client data, it creates real confidentiality and quality risk. AKM Global builds GenAI copilots and assistants on your own secure environment, trained on your own knowledge base, so speed never comes at the cost of accuracy or client confidentiality.
The Challenge
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Drafting memos, opinions and client communications from scratch consumes hours consultants could spend on judgement calls
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Clients expect instant answers to routine questions, but knowledge is locked in people's heads or scattered documents
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Regulatory updates, circulars and case law change faster than teams can track manually
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Generic public AI tools can't be trusted with confidential client data or tax-specific context
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Without governance, GenAI outputs risk inconsistent quality or inaccurate citations
Our Approach
Generative AI does three things well for a tax and finance team: create content, discover knowledge, and summarise documents. We assess your current capability and data readiness, design and build copilots tailored to your workflows, then help you adopt them with the governance a regulated practice needs — prompt libraries, review checkpoints and usage policies.
How AKM Global Can Help
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GenAI Readiness Assessment: Review your current tools, data infrastructure and use cases to identify where GenAI adds the most value fastest.
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Copilot Deployment for Drafting & Communications: Roll out Microsoft 365 Copilot (or an equivalent) for everyday drafting of memos, emails and reports inside Word and Outlook.
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Custom Copilot Development: Build tax- and finance-specific copilots on Azure OpenAI, trained on your own precedent and knowledge base.
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RAG Knowledge Assistant Build: Build retrieval-augmented assistants trained on tax law, GST notifications and your internal knowledge base for instant, accurate query resolution.
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Document Intelligence & Extraction: Deploy solutions that read and extract data from invoices, contracts, KYC forms and notices, flagging discrepancies automatically.
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Prompt Engineering & Governance Framework: Establish prompt libraries, review checkpoints and usage policies so GenAI output is fast, consistent and audit-ready.
What You Will Achieve
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50–70% faster first drafts — of memos, opinions and client communications.
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Majority of routine client queries answered instantly — freeing consultant time for complex advisory work.
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A living, auto-updated regulatory knowledge base — instead of a static shared drive nobody keeps current.
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GenAI on your own secure environment — not public tools, protecting client confidentiality throughout.
Illustrative Use Cases
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A due diligence team using a custom copilot to summarise large data rooms into a first-cut findings memo
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A client-facing team deploying a RAG assistant that resolves over half of routine GST queries without consultant involvement
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A tax team using Microsoft Copilot to draft first versions of client update emails after every regulatory circular
Sample use case: AKM Global's GenAI copilot, built on Azure OpenAI and integrated with Microsoft 365, now drafts first-cut transfer pricing memos and due diligence summaries for one client's advisory team — reducing initial drafting time from a day to under two hours while consultants focus on review and judgement.
Industries We Serve
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Tax and legal advisory firms handling high volumes of research and drafting
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CPA and accounting firms fielding routine client queries at scale
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Multinational tax and finance functions managing multi-jurisdiction knowledge
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Due diligence and M&A advisory teams
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Corporate finance and controllership teams
Why AKM Global
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Your data stays yours — copilots run on your own secure environment, never on public tools trained on other people's data.
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Trained on tax and finance context — not a generic assistant, but one grounded in GST notifications, case law and your own precedent.
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Governance built for a regulated practice — prompt libraries, review checkpoints and usage policies, not just a chatbot switched on and left alone.
Reach out to us at info@akmglobal.com to explore how AKM Global can build GenAI copilots and knowledge assistants for your team, on your own secure environment.
Frequently Asked Questions
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Q1. Is our client data safe with Generative AI?
Ans: Yes. We build on your own secure Azure environment, not public AI tools, so client data is never used to train external models.
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Q2. Can a knowledge assistant really be trusted for tax questions?
Ans: Retrieval-augmented assistants answer from your own vetted knowledge base and cite their sources, and every deployment includes review checkpoints so a person remains accountable for advice given.
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Q3. How much of our drafting can realistically be automated?
Ans: Most clients see 50-70% faster first drafts on routine memos and communications; complex judgement calls still go through a consultant.