For tax and accounting firms

Put AI to work on real returns. Keep client identities in the office.

Blindfold turns a client's return into a clean copy your team can bring to Claude, ChatGPT or Copilot. Names, SSNs, addresses and account numbers come out. Every amount, line and form stays exactly where it was.

Runs in your browserReturn text never uploadedFirm audit trail
Form W-2 · what the AI seesExample
aEmployee's social security number 512-48-7731→[SSN_1]
bEmployer identification number 43-1876520→[EIN_1]
eEmployee's name Jordan A. Ramirez→[PERSON_1]
fEmployee's address 2417 Willow Creek Dr→[STREET_1]
1Wages, tips, other compensation 118,450.00kept
15State MOkept

Why firms use it

Your clients pay for your judgment, and that includes how you handle their information

Claude and ChatGPT can already do real tax work. The question every client will eventually ask is how their return got there. Blindfold gives you an answer you're proud to give.

The client conversation

“We anonymize it in-house, then put AI to work”

Before any AI tool sees a return, names, SSNs, addresses and account numbers are removed on your own computers, reviewed by a preparer, and logged. That's a security practice you can describe to a client, put in your engagement letter, and show in your written information security plan.

The work itself

Trust AI with more of the return

When identities stay in the office, the AI can see the full return with every number intact. Your team can hand it the second-look review, the client letter, the year-over-year comparison and the notice draft, then spend their own time on the judgment calls.

Tax season

Hours back for every preparer

Each return your team finishes faster is time for the next client, the advisory conversation, or an evening at home in March. Run your own numbers below.

Your firm's time back

Example figures. Change them to match your firm.

Hours back each month40
Value of those hours$6,000
Blindfold for your team$155
Return on the subscription39×

How it works

Three steps from client file to AI-ready

The review step is built in, so nothing leaves the office unchecked.

1

Load the return

Drop in a PDF, a scan or a phone photo. Text PDFs read instantly; scans and photos are read with OCR on your computer.

2

Review side by side

See the original and the clean copy together. Tap any word to remove it, tap any token to restore it. Possible names and leftover ID numbers are highlighted for you.

3

Release and log

Confirm the review, copy the clean version into your AI tool, and the release is recorded in your firm's audit log.

Features

Built around how a return is actually laid out

Pattern matching alone misses too much on tax documents. Blindfold reads form labels, so it knows box e on a W-2 is a name and box 1 is wages.

Finds what identifies a client

Each item becomes a consistent token, so [PERSON_1] means the same person everywhere in the return.

NamesSSNs and ITINsEINs and TINsPTINsIP PINsStreet, city, ZIPRouting and account #Phones and emailsBirth datesDriver's licenseVINsPolicy and loan #Parcel #Medicare IDsCard numbers

Keeps what the tax work needs

The AI gets a return it can actually reason about.

Every dollar amountLine and box numbersFiling statusForm structureStateBirth year for age rulesEmployer names, if you choose

Reads the documents clients actually send

  • Software-generated and fillable PDFs, including form field values
  • Scanned PDFs and phone photos through on-device OCR
  • Recognizes the 1040, W-2, 1099 series, 1098, 1095, SSA-1099, K-1 and common schedules
  • Names in labeled boxes are found and listed for you to confirm

A review step preparers will use

  • Original and clean copy side by side, scrolling together
  • Amber highlights on words that could be names; red outlines on numbers that still look like IDs
  • Tap to remove, tap to restore, with undo
  • Copy buttons stay locked until the preparer confirms the review

The key stays with the client file

  • A re-identification key maps every token back to the real value
  • Lock it with a passphrase (AES-256) and paste it into your document system
  • Paste the AI's answer back in and the real names return, on your computer

An audit trail for your security plan

  • Every release logged with preparer, time, reference code and document fingerprint
  • Counts of what was removed, manual edits and any flags left
  • No names, numbers or return text in the log
  • Export to CSV for your written information security plan

Where your data goes

The return stays on the preparer's computer

Blindfold does its work inside the browser. Our servers handle sign-in, billing and the audit log, and never receive return contents.

DataWhere it livesNotes
The original returnPreparer's browserRead in memory and cleared when the tab closes. Never uploaded.
Re-identification keyYour client fileLocked with a passphrase you choose. We never see it.
Clean copyThe AI tool you pickContains tokens in place of identities, plus the numbers needed for the work.
Audit logYour firm's accountWho released what and when, by reference code. No client details.

What teams do with it

Give your AI the whole return and ask better questions

Second-look reviewReview this return for missed deductions or credits, and list the line numbers involved.
Client explanationsExplain this return to the client in plain language. Refer to them as [PERSON_1].
Year-over-yearCompare these two years and flag any line that moved more than 15%.
Notice responsesDraft a response to this CP2000 using the figures on the attached return.

Pricing

One plan. Priced per preparer.

Every seat gets every feature. Add or remove preparers any time; billing adjusts automatically.

First preparer$50/monthIncludes your firm account and audit log.
Each additional preparer$35/monthSame firm, same audit log, same features.
  • Unlimited returns and documents
  • OCR for scans and photos
  • Side-by-side review and release gate
  • Locked keys and answer restore
  • Firm audit log with CSV export
  • Cancel any time
4
First preparer$50.00
3 additional × $35$105.00
Monthly total$155.00
Average per preparer per month$38.75
Per year$1,860.00

Less than one billable hour per preparer each month.

Questions

What firms ask first

Does the return ever leave the preparer's computer?

No. Reading, OCR and anonymizing all happen in the browser. Only the clean copy leaves, when the preparer pastes it into an AI tool. The audit log records counts and a reference code, never return contents.

Which AI tools does it work with?

Any of them. The clean copy is plain text with a short note explaining the tokens, so Claude, ChatGPT, Microsoft Copilot or Gemini can all work with it.

Is it a guarantee that nothing identifying gets through?

It's a strong first pass with a required human review. Blindfold flags anything that still looks like an ID or a name, and preparers confirm the review before they can copy. Free-text notes deserve a careful read.

How accurate is OCR on scans and photos?

Good on clear scans and well-lit photos. OCR can misread digits, so preparers should compare amounts with the original in the side-by-side view before relying on them.

What happens to the key that maps tokens back to names?

It stays with you. Lock it with a passphrase and save it in the client's file. When the AI's answer comes back, paste the answer and the locked key into Blindfold to restore real names on your computer.

Is there a free trial?

Instead of a trial, we walk your team through Blindfold on a live demo using a sample return, so you see the full workflow before you subscribe. Book a time from any “Book a demo” button.

How does annual billing work?

Annual plans are billed once a year at ten times the monthly price: $500 for the first preparer and $350 for each additional preparer. That's two months free. Preparers added during the year are prorated to your renewal date.

Can we change the number of preparers?

Yes, any time from your billing page. Seats added mid-month are prorated, and removed seats stop at the next billing date.

Book a demo

See it on a sample return with your team

A 20-minute walkthrough of loading, reviewing and releasing a return, plus the audit log. Tell us a little about your firm and we'll send times that work.

You're the gatekeeper of your clients' data.

Manage it the right way, and let your team bring AI into this tax season with Blindfold.