Use AI on client work, without client data going into it.

ICAEW's ethics guidance warns that putting client data into public AI tools is likely to breach confidentiality. Private Desk replaces client names, UTRs, NI numbers, company numbers and bank details with placeholders before anything reaches Claude, and puts them back on your PC when the AI saves the document.

Start your free 7-day trial → What the AI sees

Client emails and query lists

"Turn these notes into a list of questions for the client about their self-assessment."

Engagement letters

The AI fills your engagement letter template; names, addresses and UTRs are added on your PC.

Spreadsheets

Reads Excel workbooks and creates new ones, with client and account details kept back.

Pricing

Simple pricing, per person.

Available now

Private Desk

7-day free trial

AI drafting on client files, without the AI seeing who your clients are.

£25 per user / month

Plus VAT where it applies. Cancel any time.

Client names, addresses, contact details and account numbers replaced before anything reaches the AI
Reads Word, PDF, Outlook emails and Excel
Drafts saved as Word or Excel with the real details, on your letterhead
Fills your firm's own Word templates
Preview of exactly what the AI sees, plus an exportable activity log
One folder only; the AI never changes or deletes your files unless you allow it
Updates and support included, with remote help when you want it
One PC per licence, moved whenever someone changes PC

Users

No card needed to start. Your licence key and download link arrive by email straight away.

Coming soon

Private Vault

For firms that also want client files encrypted on the PC.

Price to be announced

Everything in Private Desk
Client folders encrypted on the PC, opened with a password
Documents the AI creates are encrypted the moment they are saved
Separate keys for each matter, with a recovery kit

Join the waiting list

Private Desk customers get first access. More than 10 users? Talk to us about a firm plan.