9Tax-season speed. Zero exposure to §7216.
The same intelligence your competitors are adopting — deployed on infrastructure you control, grounded in your own returns and workpapers, and fully cited. Client financials stay inside your walls, always.
Nine lives. Zero leaks. IRC §7216 compliance, protected by architecture, not by promise.
Every return you feed a public AI is a potential §7216 violation.
Tax return information is among the most sensitive data a firm handles — and IRC §7216 makes mishandling it a criminal offense. Public AI tools put that data on someone else’s servers under terms that sit outside any audit.
Where does it show up? In the rush before a deadline — returns, W-2s, and financials pasted for speed. The data leaves your walls — and an audit is what shows where.
1Criminal exposure
IRC §7216 makes unauthorized disclosure of tax return information a criminal offense.
2Silent leakage
Staff use public AI daily with client financials — no audit trail.
3Duty of confidentiality
AICPA and state boards require diligent protection of client information.
4Client trust
A breach of tax data is a career-ending, firm-ending event.
Four capabilities. Your returns. Your walls.
Private Retrieval (RAG)
“Ask questions of our own documents.” Cited answers across your entire corpus — without a byte leaving your control.
Document Intelligence
OCR and extraction turn returns, 1099s, W-2s, and workpapers into a searchable, cited database.
Grounded Drafting
Memos, engagement letters, and tax-position memos drafted from your templates — with citations, not hallucination.
Workflow & Compliance
Tie-out, missed-depreciation, and anomaly flags surfaced automatically — grounded in your client history.
Where it applies, engagement by engagement.
The same private engine, pointed at the work your firm actually does.
Return & 1099/W-2 extraction
Cited extraction across returns, schedules, and prior-year workpapers.
Tie-out & review
Anomaly and missed-item flags surfaced from your workpapers.
Client-history search
Instant, cited briefs from client history — fully grounded.
GL & reconciliation
Cited search across ledgers and client records.
W-2/1099 processing
Confidential processing of payroll data inside your walls.
Return & schedule review
Extract terms, flags, and anomalies from estate and trust filings.
Not waivers — an architectural answer.
IRC §7216
Criminal penalties for unauthorized disclosure — met by design, never by a policy promise.
AICPA Code of Professional Conduct
Confidentiality upheld by architecture, not by a promise.
State Board Rules
Aligned with state accountancy board ethics and privacy rules.
Client Data Protection
Financial data protected by design, ready for your reviewers.
A disciplined, named framework — not a scramble.
Assess
Audit current exposure, map your data, and define your target state.
Deploy
Stand up hardened, self-hosted open-source models sized to your workload.
Manage
Ongoing updates, monitoring, and security — so it stays current and defensible.
Train
Make your people fluent, safe users — competence becomes a firm capability.
Straight answers for your partners.
Does using self-hosted AI violate IRC §7216?
Is this just a server running ChatGPT?
How does this square with AICPA confidentiality rules?
What do our clients and auditors see?
Do we need to change everything at once?
Who runs the system day to day?
Your data never leaves your walls. Ever.
Open-source models running on your own infrastructure — no upload, no third-party terms, no unverifiable promise. Just an auditable system you control.
- Self-hosted. Open-source weights running on hardware you own or lease.
- Fully audit-ready. Documented stack and configuration for your reviewers.
- Wholly sovereign. No third-party data processing on client financials.
- Independently verifiable. Security you can prove, not a promise you must trust.
Five minutes. Zero risk. See exactly what your firm is exposing right now.
Start with the Confidential Privilege Audit — we’ll show you where you stand before you commit to anything. You own the read, with or without us.