Under IRC §7216, one unauthorized disclosure of client return information is a federal crime with personal liability. Pasting a client's return into ChatGPT can be exactly that.
Paste a full Schedule C or K-1 narrative and ask for inconsistencies against prior years, client identity masked, amounts intact.
Draft engagement letters, extension notices and IRS response letters that arrive already personalized, restored on your device.
Ask about a specific client situation without disclosing the client. The AI sees Client_1; you get an answer about Maria.
Attach PDFs; text is extracted and masked locally, page by page, and reviewable before it joins any message.
Your client's return information never leaves your machine. The AI reasons about stand-ins.
"Maria Alvarez, SSN 545-12-8890, Schedule C for Alvarez Catering LLC, $84,200 gross receipts."
"Client_1, SSN 612-44-0271, Schedule C for Company_1, $84,200 gross receipts."
Client matters, patient identifiers, and account holdings stay on your machine while the AI reasons about stand-ins, whichever confidentiality law applies to your work.
Amnesia AI® does not create attorney-client privilege or work-product protection, and does not determine whether information is discoverable. Designed to support data-minimization workflows; it does not itself confer HIPAA, GLBA, or GDPR compliance.
Every send produces a receipt an auditor can check.