● For tax preparers & accounting firms

Secure AI for tax professionals—without exposing taxpayer data.

Under IRC §7216, using a client's tax return information in a public AI tool without their signed consent is a criminal offense. We strip out identifying details — names, SSNs, account numbers — before anything reaches Claude or ChatGPT, and provide the consent language and audit trail your firm needs.

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Currently piloting with a small number of firms — no cost to look.

The statute most firms haven't looked at closely
A tax return preparer who knowingly or recklessly discloses or uses a client's tax return information without consent is guilty of a federal misdemeanor — up to $1,000 and one year in prison, up to $100,000 if tied to identity theft, plus a separate civil penalty up to $250 per violation. Pasting client data into a general-purpose AI tool does not fall under the exception that covers ordinary tax-prep software. The IRS's own Office of Professional Responsibility has stated plainly: "we didn't know our staff was using ChatGPT" is not a valid defense.
IRC §7216 · 26 U.S.C. §6713 · IRS Office of Professional Responsibility guidance, 2026
How most violations actually happen

"Most §7216 violations are not a result of bad acts. They are a result of paste. A preparer takes the text from a client email — rental expenses, a messy K-1 — and drops it into ChatGPT to rewrite it professionally."

— tax practitioner commentary on IRC §7216 and AI use

How this compares to what your firm is doing today
Raw ChatGPT / ClaudePrivacyAI
Client tax identifiers tokenized before sendingNoYes
§7216-compliant consent language providedNoYes
Audit trail if the IRS or a client ever asksNoYes
Same Claude / GPT quality your team already usesYesYes

See secure AI for tax work in action.

15 minutes, no pressure. We'll walk through how tax data actually moves when your team uses AI today, and what changes with this in place.

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