For accountants and tax preparers
Let AI help with returns.
Keep each client's OK on file.
AI works on a copy of the client's folder. Nothing goes in until you say yes. Each client's answer about AI is on the record.
A day with it
A day in tax season,
with AI on the team.
Here's how a normal day looks.
The steps of a job →You pick the tax kit. New clients start at Ask me, and your consent letter is ready.
You ask AI for Schedule C from a client's ledger. Your real folder stays the same.
You say yes for that one file, to read only.
AI tried a folder you marked off-limits. It was refused and noted.
You check it like a junior's work, then let it in.
What AI did with their files this month, on one page.
You fill in the answers from your record and add an evidence pack.
The rules you work under
Tax return details stay private, even with new tools. The law asks for a client's OK before their return details are used for anything else.
Section 7216: the client's OK
Using or sharing a client's tax return details for anything beyond the return needs the client's consent.
Source: 26 U.S.C. § 7216
Each client's answer, how they gave it and every change. A client who says no is kept out of reach.
FTC Safeguards Rule: a written security plan
Tax preparers keep a written plan to protect client data. It covers training and the outside services you use.
Source: 16 CFR Part 314, IRS Publication 5708
Who signed your AI policy, who took the training, and which AI tools touched which client's files.
A short summary to help you find the rule. It is not legal advice. Whether a use is allowed is your call.
FAQ
Questions
you'd ask.
Short answers.
All questions →Does this replace my consent form?
No. The form is yours. The app keeps each client's answer and every change.
What about clients who say no?
Note their answer. Their folders are kept out of reach right away.
Does it make me compliant?
No. It gives you a record to use in your own answers.
What it doesn't do
Whether a use counts as sharing under the law is your call.
On AI websites, a person can still choose to send. That choice is noted.
Text typed into an AI chat isn't checked.
Use AI this tax season.
Keep the record that goes with it.
$49 a month or $299 a year for each person, after a 7-day free trial.